ADA FORSYTH INSTITUTE INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ADA FORSYTH INSTITUTE INC (EIN 04-2104230)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-10
- IRS object ID
- 201741309349300429
- Schema version
- 2015v3.0
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T07:53:50-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104230 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forsyth Dental Infirmary for Children | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WANDA CORDOVA | InCareOfNm |
| Business Name Control | FORS | BusinessNameControlTxt |
| Phone | 6178928367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 First Street | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02142 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WANDA CORDOVA | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6178928367 | PhoneNum |
| Signature | 2017-01-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert J Butler Jr | PreparerPersonNm |
| PTIN | P00037953 | PTIN |
| Phone | 6177237900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Forsyth Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Diane Macdonald | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 First Street | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02142 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,371,615 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.forsyth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1910 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | to improve oral and overall health through a combination of innovative research and community outreach by accelerating the delivery of wellness solutions into the real world. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 207 | TotalEmployeeCnt |
| Total Volunteers | 55 | TotalVolunteersCnt |
| Total Gross UBI | $660,581 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$352,911 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,828,815 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,255,665 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,963,232 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,581,598 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,842,775 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,360,839 | CYInvestmentIncomeAmt |
| PY Other Revenue | $200,180 | PYOtherRevenueAmt |
| CY Other Revenue | $112,934 | CYOtherRevenueAmt |
| PY Total Revenue | $26,835,002 | PYTotalRevenueAmt |
| CY Total Revenue | $25,311,036 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,478,738 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,879,531 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,090,307 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,336,882 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $222,107 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,631,176 | PYOtherExpensesAmt |
| CY Other Expenses | $11,701,543 | CYOtherExpensesAmt |
| PY Total Expenses | $31,200,221 | PYTotalExpensesAmt |
| CY Total Expenses | $29,917,956 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,365,219 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,606,920 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $84,381,243 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,267,336 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,981,068 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,886,322 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $74,400,175 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $66,381,014 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | the forsyth institute was founded to provide free dental care to boston's poorest children. it was quickly determined that treating the ravages of dental disease (see schedule o) | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $22,557,626 | ExpenseAmt |
| Grant | $2,879,531 | GrantAmt |
| Revenue | $6,102,677 | RevenueAmt |
| Desc | Over the past 100 years, Forsyth has evolved into an innovative center for biomedical research. Many of Forsyth's scientists use the mouth as a portal to learn more about the body; and are examining how bone loss occurs and how inflammation contributes to systemic diseases such as diabetes and heart disease. Others are investigating the roles that bacteria in and on the human body (our microbiome) play in health and disease - from cavities to pneumonia. The institute's founding public health mission remains strong through the ForsythKids program, a novel mobile service delivering dental care to thousands of underserved children annually. | Desc |
| Total Program Service Expenses | $22,557,626 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | 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 | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | 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 | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 207 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WANDA CORDOVA | PersonNm |
| Phone | 6178928367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 FIRST STREET | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02142 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Mr Peter Nessen | |||||||||
| Chairman of the Board | 4.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mr Richard Anders | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mr Stanley M Bergman | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ms Elyse D Cherry | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ms Catherine D'Amato | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr David W Ellis | |||||||||
| Vice Chair | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Dr John Ficarelli | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Steven D Freedman | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ms Rosalee Hermens | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ms Janet Kelly | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mr John M Plukas | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mr J Brian Potts | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mr Walter M Pressey | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ms Robyn Redfield | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ms Nancy Rosenzweig | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Anthony R Volpe | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mr Philip P Stashenko | |||||||||
| President & CEO (thru 6/30/16) | 45.0 | 0.0 | Yes (X) | Yes (X) | $467,909 | $0 | $51,646 | ||
| Ms Diane MacDonald | |||||||||
| COO & Secretary | 45.0 | 0.0 | Yes (X) | $257,753 | $0 | $43,186 | |||
| Ms Wanda Cordova | |||||||||
| CFO & Treasurer | 45.0 | 0.0 | Yes (X) | $101,778 | $0 | $10,641 | |||
| Mr Thomas E Van Dyke | |||||||||
| VP Clinical and Trans. Res. | 45.0 | 0.0 | $319,152 | $0 | $51,646 | Yes (X) | |||
| Mr Paul V McDonough | |||||||||
| VP Operations (thru 6/30/16) | 45.0 | 1.0 | $217,901 | $0 | $44,072 | Yes (X) | |||
| Dr Antonio Campos-Neto | |||||||||
| senior scientist | 45.0 | 0.0 | $230,212 | $0 | $54,259 | Yes (X) | |||
| Dr Pramod M Soparkar | |||||||||
| senior scientist | 45.0 | 0.0 | $228,940 | $0 | $45,559 | Yes (X) | |||
| Dr Henry C Margolis | |||||||||
| senior scientist | 45.0 | 0.0 | $224,084 | $0 | $45,186 | Yes (X) | |||
| Dr Floyd Dewhirst | |||||||||
| senior scientist | 45.0 | 0.0 | $210,214 | $0 | $51,335 | Yes (X) | |||
| Dr Bruce Paster | |||||||||
| senior scientist | 45.0 | 0.0 | $210,147 | $0 | $28,733 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,468,090 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $426,263 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 32 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Matter Communications Inc | |||||
| 50 Water Street Mill 3 | NEWBURYPORT | MA | 01950 | Public Relations | $174,003 |
| Foley Hoag LLP | |||||
| 155 Seaport Boulevard | BOSTON | MA | 02210 | Legal | $137,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $33,498 | FundraisingAmt |
| Government Grants | $14,699,336 | GovernmentGrantsAmt |
| All Other Contributions | $522,831 | AllOtherContributionsAmt |
| Total Contributions | $15,255,665 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| RESEARCH | 541700 | $6,921,017 | $6,921,017 | |
| DENTAL SERVICES | 621400 | $660,581 | $660,581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,581,598 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $996,363 | TotalRevenueColumnAmt |
| Exclusion | $996,363 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,301,476 | SecuritiesAmt |
| Other | $63,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,301,476 | SecuritiesAmt |
| Other | $63,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,364,476 | TotalRevenueColumnAmt |
| Exclusion | $1,364,476 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $85,829 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $33,498 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $60,579 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,250 | TotalRevenueColumnAmt |
| Exclusion | $25,250 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $87,684 | TotalRevenueColumnAmt |
| Exclusion | $87,684 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $87,684 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,311,036 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,921,017 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $660,581 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,473,773 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,739,452 | TotalAmt |
| Program Services | $2,739,452 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,079 | TotalAmt |
| Program Services | $140,079 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,719,804 | TotalAmt |
| Program Services | $175,040 | ProgramServicesAmt |
| Management And General | $1,544,764 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,590,028 | TotalAmt |
| Program Services | $8,220,437 | ProgramServicesAmt |
| Management And General | $2,264,807 | ManagementAndGeneralAmt |
| Fundraising | $104,784 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,008,033 | TotalAmt |
| Program Services | $731,135 | ProgramServicesAmt |
| Management And General | $266,594 | ManagementAndGeneralAmt |
| Fundraising | $10,304 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,264,980 | TotalAmt |
| Program Services | $766,121 | ProgramServicesAmt |
| Management And General | $488,532 | ManagementAndGeneralAmt |
| Fundraising | $10,327 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $754,037 | TotalAmt |
| Program Services | $496,692 | ProgramServicesAmt |
| Management And General | $250,502 | ManagementAndGeneralAmt |
| Fundraising | $6,843 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,019 | TotalAmt |
| Management And General | $289,019 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,000 | TotalAmt |
| Management And General | $95,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,384 | TotalAmt |
| Management And General | $13,384 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,750 | TotalAmt |
| Management And General | $238,750 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $854,681 | TotalAmt |
| Program Services | $268,080 | ProgramServicesAmt |
| Management And General | $550,257 | ManagementAndGeneralAmt |
| Fundraising | $36,344 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,730,549 | TotalAmt |
| Program Services | $4,451,244 | ProgramServicesAmt |
| Management And General | $253,914 | ManagementAndGeneralAmt |
| Fundraising | $25,391 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,331 | TotalAmt |
| Program Services | $109,384 | ProgramServicesAmt |
| Management And General | $35,034 | ManagementAndGeneralAmt |
| Fundraising | $913 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,311 | TotalAmt |
| Program Services | $5,115 | ProgramServicesAmt |
| Management And General | $91,484 | ManagementAndGeneralAmt |
| Fundraising | $2,712 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,506,977 | TotalAmt |
| Program Services | $2,458,152 | ProgramServicesAmt |
| Management And General | $48,813 | ManagementAndGeneralAmt |
| Fundraising | $12 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,524 | TotalAmt |
| Program Services | $8,648 | ProgramServicesAmt |
| Management And General | $234,876 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $1,742,289 | $1,623,207 | $116,401 | $2,681 |
| OTHER EXPENSES | $742,728 | $364,840 | $356,092 | $21,796 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,917,956 | TotalAmt |
| Program Services | $22,557,626 | ProgramServicesAmt |
| Management And General | $7,138,223 | ManagementAndGeneralAmt |
| Fundraising | $222,107 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $999,615 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,947,554 | BOYAmt |
| EOY | $2,796,251 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $556,534 | BOYAmt |
| EOY | $103,988 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,172,915 | BOYAmt |
| EOY | $8,256,676 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,798 | BOYAmt |
| EOY | $116,677 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $28,298,837 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,127,087 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,125,639 | BOYAmt |
| EOY | $16,171,750 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $802,752 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,468,803 | BOYAmt |
| EOY | $47,019,627 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,381,243 | BOYAmt |
| EOY | $76,267,336 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,957,101 | BOYAmt |
| EOY | $3,616,746 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $948,722 | BOYAmt |
| EOY | $808,654 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,075,245 | BOYAmt |
| EOY | $5,460,922 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,981,068 | BOYAmt |
| EOY | $9,886,322 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,079,085 | BOYAmt |
| EOY | $18,929,880 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,821,090 | BOYAmt |
| EOY | $46,951,134 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,000 | BOYAmt |
| EOY | $500,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,400,175 | BOYAmt |
| EOY | $66,381,014 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,381,243 | BOYAmt |
| EOY | $76,267,336 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,606,920 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,412,241 | 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 | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $21,242,127 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,898,614 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,861,415 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,828,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,255,665 | CurrentTaxYearAmt |
| Total | $88,086,636 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,205,283 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,188,771 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,589,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,356,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,921,017 | CurrentTaxYearAmt |
| Total | $30,261,986 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,447,410 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,087,385 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,451,378 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,185,767 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,176,682 | CurrentTaxYearAmt |
| Total | $118,348,622 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,700 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,075 | CurrentTaxYearAmt |
| Total | $198,475 | 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 | $46,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,700 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,075 | CurrentTaxYearAmt |
| Total | $198,475 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $118,150,147 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $98,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,302,583 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $719,204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,167,224 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $996,363 | CurrentTaxYearAmt |
| Total | $4,283,970 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $372,699 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $437,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $606,280 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $660,581 | CurrentTaxYearAmt |
| Total | $2,142,435 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $164,446 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,675,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,156,229 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,773,504 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,656,944 | CurrentTaxYearAmt |
| Total | $6,426,405 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $527,969 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $149,331 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $158,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $248,556 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $173,513 | CurrentTaxYearAmt |
| Total | $1,257,711 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,139,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,911,998 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,765,949 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,207,827 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,007,139 | CurrentTaxYearAmt |
| Total | $126,032,738 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93746 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96195 | PublicSupportPY509Pct |
| Investment Income CY | 0.05099 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02666 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,384 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,384 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $29,665,822 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $29,679,206 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $182,431 | CurrentYearMinus3Amt |
| Current Year Minus2 | $149,635 | CurrentYearMinus2Amt |
| Current Year Minus1 | $101,114 | CurrentYearMinus1Amt |
| Current Year | $13,384 | CurrentYearAmt |
| Total | $446,564 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Lobbying Activity | FormAndLineReferenceDesc |
| Explanation | Lobbying expenses included a contract with a lobbying firm for assistance with state grant lobbying. This arrangement was terminated in September 2015. Additionally, Forsyth belongs to a membership organization which engages in lobbying activities. A portion of the dues paid are specifically identified as lobbying expenses. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,466,801 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,362,958 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,844,920 | OtherExpendituresAmt |
| End Year Balance | $50,258,923 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,378,494 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $280,367 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,192,060 | OtherExpendituresAmt |
| End Year Balance | $58,466,801 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,764,244 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,934,086 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,319,836 | OtherExpendituresAmt |
| End Year Balance | $61,378,494 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,901,265 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,141,664 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,278,685 | OtherExpendituresAmt |
| End Year Balance | $55,764,244 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,546,884 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$482,585 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,163,034 | OtherExpendituresAmt |
| End Year Balance | $55,901,265 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06450 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00990 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.92560 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,258,120 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,873,038 | DepreciationAmt |
| Book Value | $10,385,082 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,504,688 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,979,252 | DepreciationAmt |
| Book Value | $4,525,436 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,536,029 | OtherCostOrOtherBasisAmt |
| Depreciation | $274,797 | DepreciationAmt |
| Book Value | $1,261,232 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,171,750 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN TRUST | Desc |
| Book Value | $47,019,627 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $47,019,627 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $5,406,215 |
| AMOUNTS HELD FOR THE BENEFIT OF OTHERS | $54,707 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,460,922 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,660,045 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,412,241 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$3,412,241 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,072,286 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $238,750 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $238,750 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,311,036 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,679,206 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $29,679,206 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $238,750 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $238,750 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,917,956 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| INTENDED USES OF ENDOWMENT FUNDS | Schedule D, Part V, Line 4 TO SUPPORT THE CHARITABLE MISSION OF THE FORSYTH DENTAL INFIRMARY FOR CHILDREN. |
| ASC 740 Footnote | Schedule D, Part X, Line 2 The Institute follows guidance that clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This guidance provides that the tax effects from an uncertain tax position can only be recognized in the financial statements if the position is "more-likely-than-not" to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. The Institute (and Forsyth International) are organizations described in Section 501(c)3) of the Internal Revenue Code, as amended (the Code), and are generally exempt from income taxes pursuant to Section 501(a) of the Code. The Institute is responsible for the maintenance of its tax-exempt status; identifying and reporting unrelated income; determining its filing and tax obligations in jurisdictions for which it has nexus; and identifying and evaluating other matters that may be considered tax positions. The Institute has determined that there are no material uncertain tax positions that require recognition or disclosure in the consolidated financial statements. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Middle East and North Africa | Program Services | Research Travel | $9,024 |
| Europe (Including Iceland and Greenland) | Grantmaking | Research | $140,079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $149,103 | SubtotalSpentAmt |
| Total Spent | $149,103 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (Including Iceland and Greenland) | RegionTxt |
| Cash Grant | $140,079 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE ASSIGNS RESPONSIBILITY FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE OF THE UNITED STATES TO ITS OFFICE OF SPONSORED RESEARCH. THIS OFFICE MONITORS ALL GRANT MAKING ACTIVITY INCLUDING ALL APPLICABLE COMPLIANCE REGULATIONS. MONITORING INCLUDES PERIODIC REVIEWS OF BUDGET TO ACTUAL REPORTS BY BOTH THE OFFICE OF SPONSORED RESEARCH AND THE PRINCIPAL INVESTIGATOR TO ENSURE FUNDS ARE USED ACCORDING TO THE AGREEMENT. EXPENSES ARE ACCOUNTED FOR ON AN ACCRUAL BASIS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TASTE & TOAST | Event1Nm |
| Gross Receipts Event1 | $96,237 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $33,498 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $62,739 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,737 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,997 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,200 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $38,532 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF EVENT | Event2Nm |
| Gross Receipts Event2 | $23,090 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $23,090 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $4,752 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $3,403 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $2,958 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $119,327 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $33,498 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $85,829 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,489 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $10,400 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,200 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $41,490 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $60,579 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $25,250 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Boston University | |||||||
| 1 Silber Way | Boston | MA | 02215 | 042103547 | 501 (c)(3) | $133,602 | Program Support |
| Community Dental Center | |||||||
| 93 Main St Ste 15 | Waterville | ME | 04901 | 010524329 | 501 (c)(3) | $17,283 | Program Support |
| Marine Biological Laboratory | |||||||
| 7 Mbl Street | Woods Hole | MA | 02543 | 042104690 | 501 (c)(3) | $142,621 | Program Support |
| Massachusetts General Hospital | |||||||
| 210 Longwood Avenue | Boston | MA | 02115 | 042697983 | 501 (c)(3) | $251,726 | Program Support |
| Massachusetts Institute of Technology | |||||||
| 77 Massachusetts Avenue | Cambridge | MA | 02139 | 042103594 | 501 (c)(3) | $103,579 | Program Support |
| New England Survey Systems | |||||||
| 1415 Beacon St Ste 119 | Brookline | MA | 02446 | 161777707 | N/A | $16,682 | Program Support |
| New York University | |||||||
| 105 E 17th Street | New York | NY | 10003 | 135562308 | 501 (c)(3) | $89,932 | Program Support |
| The Ohio State University | |||||||
| 1960 Kenny Road | Columbus | OH | 43210 | 316401599 | gov't | $19,662 | Program Support |
| The Research Fdn of State University of NY | |||||||
| PO Box 9 | Albany | NY | 12201 | 141368361 | 501 (c)(3) | $153,986 | Program Support |
| Spaulding Rehabililitation Hospital | |||||||
| 300 1st Avenue | Charlestown | MA | 02129 | 042551124 | 501 (c)(3) | $71,682 | Program Support |
| Southern Illinois University Edwardsville | |||||||
| PO Box 1007 | Edwardsville | IL | 62026 | 370986220 | gov't | $399,810 | Program Support |
| Tufts Medical Center | |||||||
| 800 Washington Street | Boston | MA | 02111 | 043400617 | 501 (c)(3) | $264,102 | Program Support |
| Trustees of Tufts College | |||||||
| 169 Hollard Street | Somerville | MA | 02144 | 042103634 | 501 (c)(3) | $80,593 | Program Support |
| The University of Florida Board of Trustees | |||||||
| PO Box 113001 | Gainesville | FL | 32611 | 596002052 | gov't | $12,141 | Program Support |
| University of Massachusetts Medical School | |||||||
| 55 Lake Avenue North | Worcester | MA | 01655 | 104316735 | 501 (c)(3) | $56,375 | Program Support |
| University of Michigan | |||||||
| 3003 South State Street | Ann Arbor | MI | 48109 | 386006309 | gov't | $61,949 | Program Support |
| University of North Carolina - Chapel Hill | |||||||
| 153 Country Club Road | Chapel Hill | NC | 27514 | 566001393 | gov't | $505,882 | Program Support |
| University of Pittsburgh | |||||||
| 3109 Cathedral | Pittsburgh | PA | 15260 | 250965591 | gov't | $99,732 | Program Support |
| The Regents of the University of California | |||||||
| Bx 0812 Uni of CA | San Fransisco | CA | 94143 | 946036493 | GOV'T | $179,152 | Program Support |
| Washington University in St Louis | |||||||
| 1 Brookings Dr Box 1054 | St Louis | MO | 63130 | 430653611 | 501 (c)(3) | $66,273 | Program Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 19 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | organizations procedures for monitoring the use of grants in the U.S. | FormAndLineReferenceDesc |
| Explanation | Schedule I, Part I, Line 2 THE INSTITUTE ASSIGNS RESPONSIBILITY FOR MONITORING THE USE OF GRANT FUNDS TO ITS OFFICE OF SPONSORED RESEARCH. THIS OFFICE MONITORS ALL GRANT MAKING ACTIVITY INCLUDING ALL APPLICABLE COMPLIANCE REGULATIONS. MONITORING INCLUDES PERIODIC REVIEWS OF BUDGET TO ACTUAL REPORTS BY BOTH THE OFFICE OF SPONSORED RESEARCH AND THE PRINCIPAL INVESTIGATOR TO ENSURE FUNDS ARE USED ACCORDING TO THE AGREEMENT. EXPENSES ARE ACCOUNTED FOR ON AN ACCRUAL BASIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mr Philip P Stashenko | ||||||||||||||
| President & CEO (thru 6/30/16) | $459,329 | $0 | $0 | $0 | $8,580 | $0 | $37,956 | $0 | $13,690 | $0 | $519,555 | $0 | $0 | $0 |
| Ms Diane MacDonald | ||||||||||||||
| COO & Secretary | $255,549 | $0 | $0 | $0 | $2,204 | $0 | $31,205 | $0 | $11,981 | $0 | $300,939 | $0 | $0 | $0 |
| Mr Thomas E Van Dyke | ||||||||||||||
| VP Clinical and Trans. Res. | $310,792 | $0 | $0 | $0 | $8,360 | $0 | $37,956 | $0 | $13,690 | $0 | $370,798 | $0 | $0 | $0 |
| Mr Paul V McDonough | ||||||||||||||
| VP Operations (thru 6/30/16) | $210,834 | $0 | $0 | $0 | $7,067 | $0 | $30,382 | $0 | $13,690 | $0 | $261,973 | $0 | $0 | $0 |
| Dr Antonio Campos-Neto | ||||||||||||||
| senior scientist | $223,005 | $0 | $0 | $0 | $7,207 | $0 | $32,371 | $0 | $21,888 | $0 | $284,471 | $0 | $0 | $0 |
| Dr Pramod M Soparkar | ||||||||||||||
| senior scientist | $219,396 | $0 | $0 | $0 | $9,544 | $0 | $31,869 | $0 | $13,690 | $0 | $274,499 | $0 | $0 | $0 |
| Dr Henry C Margolis | ||||||||||||||
| senior scientist | $217,119 | $0 | $0 | $0 | $6,965 | $0 | $31,496 | $0 | $13,690 | $0 | $269,270 | $0 | $0 | $0 |
| Dr Floyd Dewhirst | ||||||||||||||
| senior scientist | $203,490 | $0 | $0 | $0 | $6,724 | $0 | $29,642 | $0 | $21,693 | $0 | $261,549 | $0 | $0 | $0 |
| Dr Bruce Paster | ||||||||||||||
| senior scientist | $206,335 | $0 | $0 | $0 | $3,812 | $0 | $28,733 | $0 | $0 | $0 | $238,880 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES | Schedule J, Part I, Line 1a Golf Membership for President & CEO: this benefit is not considered taxable income to the President as the expense is incurred to further the business and exempt mission of The Forsyth Institute. The CEO terminated his golf membership December 31, 2015. |
| NON-FIXED PAYMENTS | Schedule J, Part I, Line 7 On an annual basis, any bonus awarded to the CEO is subject to review and approval by the board of directors prior to payment. Bonus payments to other key employees or highest compensated employees are subject to review and approval by the CFO and COO. Bonuses are based on individual performance. No amounts were awarded during calendar year 2015. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Mission Statement (Continued) | Form 990, Part III, Line 1 WAS SIMPLY IMPOSSIBLE GIVEN THE LIMITATIONS IN KNOWLEDGE OF THEIR CAUSES AND BEST MEANS OF PREVENTION - THUS BEGAN AN EXCITING JOURNEY OF SCIENTIFIC DISCOVERY. IN THE DECADES FOLLOWING, OUR RESEARCH HELPED TO TRANSFORM THE WAY THE WORLD UNDERSTANDS ORAL HEALTH. FORSYTH SCIENTISTS HAVE DEMONSTRATED DISTINCT CONNECTIONS BETWEEN ORAL DISEASES AND HEALTH CHALLENGES LIKE HEART DISEASE, DIABETES, AND EVEN CERTAIN CANCERS, AND ARE TACKLING OTHER GLOBAL INFECTIOUS DISEASES. WE HAVE ASSEMBLED A WORLD CLASS, MULTIDISCIPLINARY SCIENTIFIC TEAM CAPABLE OF SYSTEM-WIDE APPROACHES TO BIOMEDICAL INNOVATION WITH THE POTENTIAL FOR PROFOUND IMPACT. BECAUSE THE FORSYTH TEAM COMBINES THE BEST KNOWLEDGE OF ORAL AND SYSTEMIC DISEASES WITH A RELENTLESS DRIVE TO ASK - AND ANSWER - NEW QUESTIONS, WE HAVE MADE MANY PARADIGM SETTING SCIENTIFIC AND MEDICAL ADVANCES. AS AN INDEPENDENT RESEARCH INSTITUTE, WE HAVE THE FREEDOM TO FOLLOW OUR SCIENCE WHEREVER IT LEADS, AND TO COLLABORATE WITH A BROAD SPECTRUM OF STAKEHOLDERS - OTHER RESEARCH ORGANIZATIONS, INDUSTRY, PRACTICING PROFESSIONALS, PUBLIC LEADERS, AND PATIENTS - TO MEET OUR SHARED GOALS. IN THE YEARS AHEAD, THE FORSYTH WILL CONTINUE TO LEVERAGE ITS UNIQUE KNOWLEDGE OF ORAL AND ASSOCIATED SYSTEMIC DISEASES TO ELUCIDATE NEW BIOMEDICAL INSIGHTS, AND TO FIND THE BEST WAYS - UNFETTERED BY CONVENTION-TO HELP BILLIONS LIVE HEALTHIER LIVES. Changes to organizational Documents Form 990, Part VI, Section A, Line 4 The Forsyth Institute adopted revisions to their bylaws, effective March 3, 2016. These revisions included significant changes to the bylaws, including: -Changed from a membership to a nonmember organization. -The number of allowable board members, previously 5-18, is now 9-20. -The board now has the ability to amend or restate the Articles of Organization with a 2/3 majority of all of the directors then in office. -The board now has the power to approve any sale, lease, exchange or other disposition of all, or substantially all, of the property or assets of the corporation with a 2/3 majority of all of the directors then in office. -The board now has the power to approve any agreement of consolidation or merger in which the corporation is a party with a 2/3 majority of all of the directors then in office. -The description of board powers has been expanded to include the power to evaluate and dismiss the president/CEO, and the power to update policies for management practices, ensuring accountability for corporate resources, and setting the priorities incorporated in the annual budget. -The board no longer has the power to remove staff from Forsyth. -The President/CEO is now an ex officio voting director. -The quorum, previously the lesser of a majority of the board or 7 directors, is now a majority of the board. -The secretary is now required to be a Massachusetts resident. |
| Form 990 Review Process | Form 990, Part VI, Section B, Line 11b THE RETURN WAS PREPARED BY TAX ADVISORS FROM A NATIONAL ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT. THE DRAFT FORM 990 IS REVIEWED BY THE COO, CFO, AND THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. IT IS THEN DISTRIBUTED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. |
| Conflict of Interest Policy Monitoring & Enforcement | FORM 990, PART VI, Section B, LINE 12C Forsyth's Conflict of Interest Policy applies to Forsyth's Board Members, Officers, Administrators, and Research employees and was established to protect the interest of the Institute - the design, conduct, or reporting of operations or research. Consistent with the policy, Officers, Administrators, Research Staff employees and Board Members are required to complete an annual Conflict of Interest Disclosure form. To accomplish this objective, this Policy establishes a disclosure system whereby potential conflict situations will be identified, reviewed and addressed. Forsyth Officers, Administrators, and Research Employees - Forsyth's Chief General Counsel is the Institutional Official who is responsible for disseminating the Conflict of Interest Policy and collecting signed Disclosure Statements when the employees are first hired and annually thereafter. The resolution of any conflict or perceived conflict is identified by the Institutional Official, in consultation with Forsyth's Conflict of Interest Committee. Forsyth Board Members - the Secretary of the Board is responsible for disseminating the Conflict of Interest Policy and collecting signed Disclosure Statements from Board Members at the time they are appointed and annually thereafter. The resolution of any conflict or perceived conflict is identified by the Secretary and Forsyth's Chief General Counsel in consultation with the Chairman of Forsyth's Board of Directors. As a voting board member, the CEO does not vote on and is recused when a conflict of interest arises. |
| Process for Determining Compensation | Form 990, Part VI, Section B, Lines 15A and 15B CEO COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE INDEPENDENT BOARD OF DIRECTORS. Comparable compensation data and form 990 data from other organizations are utilized for the review of CEO compensation. THE CEO REVIEWS AND APPROVES COMPENSATION FOR THE EXECUTIVE MANAGEMENT, USING MARKET SURVEYS AND FORM 990 DATA FOR OTHER SIMILAR ORGANIZATIONS. THESE DECISIONS ARE REVIEWED BY THE BOARD OF DIRECTORS. EVERY 3 YEARS, FORSYTH HIRES AN INDEPENDENT CONSULTANT TO DO A COMPARATIVE COMPENSATION ANALYSIS. ANNUALLY, THE BOARD OF DIRECTORS DOES ITS OWN COMPARATIVE ANALYSIS OF OTHER ORGANIZATIONS. THESE ANALYSES ARE UTILIZED IN THE REVIEW OF THE CEO AND EXECUTIVE MANAGEMENT'S COMPENSATION. BOTH THE DELIBERATION AND DECISION PROCESS FOR DETERMINING COMPENSATION OF THE CEO AND EXECUTIVE MANAGEMENT IS CONTEMPORANEOUSLY DOCUMENTED. |
| How Documents are Made Available to the Public | Form 990, Part VI, Section C, Line 19 The Forsyth Institute makes its governing documents, written policies and financial statements available to the public. These items are available upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forsyth International Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 FIRST STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02142 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043443294 | EIN |
| Primary Activities | DENTAL CARE | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 09 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORSYTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beneficial Interest Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Trust | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forsyth | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| Share Of Total Income | $10,084,216 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |