THE JAIN FAMILY INSTITUTE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE JAIN FAMILY INSTITUTE (EIN 47-4407203)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349327407
- Schema version
- 2024v5.2
- 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 F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T20:47:44-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474407203 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAIN FAMILY INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAIN | BusinessNameControlTxt |
| Phone | 9174883995 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 568 BROADWAY 601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL STYNES | PersonNm |
| Person Title | CEO & DIRECTOR | PersonTitleTxt |
| Phone | 9174883995 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVA MRUK | PreparerPersonNm |
| PTIN | P00543254 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL STYNES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 568 BROADWAY 601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,395,930 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JAINFAMILYINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | TO ADDRESS PRESSING SOCIAL PROBLEMS THROUGH HIGH-IMPACT POLICY INTERVENTIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 34 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,312,505 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,014,715 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $513,329 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $305,587 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,578 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,401 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,012 | PYOtherRevenueAmt |
| CY Other Revenue | $2,715 | CYOtherRevenueAmt |
| PY Total Revenue | $5,847,424 | PYTotalRevenueAmt |
| CY Total Revenue | $5,330,418 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $153,935 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,292,927 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,286,017 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $6,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $393,882 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,288,412 | PYOtherExpensesAmt |
| CY Other Expenses | $2,064,540 | CYOtherExpensesAmt |
| PY Total Expenses | $5,735,274 | PYTotalExpensesAmt |
| CY Total Expenses | $5,374,057 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $112,150 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$43,639 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,042,629 | TotalAssetsBOYAmt |
| Total Assets EOY | $764,346 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $782,316 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $532,525 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $260,313 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $231,821 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE JAIN FAMILY INSTITUTE (JFI) IS AN APPLIED RESEARCH ORGANIZATION WHOSE MISSION IS TO APPLY THE INSTRUMENTS AND FRAMEWORKS OF FINANCE TO ISSUES OF GLOBAL POLICY CONCERN. WORKING TO UNDERSTAND AND COORDINATE INTERNATIONAL CHANNELS OF STATE AND PRIVATE RESOURCES, JFI APPLIES ITS DATA, MODELING, AND SIMULATION TOOLS TO THE BIGGEST CHALLENGES OF OUR TIME. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $919,663 | ExpenseAmt |
| Desc | PHENOMENAL WORLD, A FREELY AVAILABLE, TRILINGUAL PUBLICATION DEVOTED TO RIGOROUS AND INNOVATIVE WRITING ON ECONOMICS, HISTORY, FINANCE, POLICY, AND POLITICS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $857,048 | ExpenseAmt |
| Desc | FINANCING THE ENERGY TRANSITION (FETI), A RESEARCH INITIATIVE SUPPORTING GOVERNMENTS AND INVESTORS AROUND THE GLOBE WITH THE TECHNICAL ASSISTANCE, MODELING, AND FINANCIAL STRUCTURING NEEDED FOR A JUST GREEN TRANSITION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $513,749 | ExpenseAmt |
| Desc | SOCIAL WEALTH, AN INITIATIVE HELPING GOVERNMENTS STRUCTURE AND INVEST POOLS OF PUBLIC CAPITAL IN ORDER TO PRESERVE SHARED WEALTH WHILE CATALYZING INCLUSIVE AND SUSTAINABLE ECONOMIC GROWTH. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,902,426 | ExpenseAmt |
| Grant | $17,500 | GrantAmt |
| Revenue | $305,587 | RevenueAmt |
| Desc | THE INSTITUTE'S FURTHER LEGACY PROGRAMS INCLUDE: GUARANTEED INCOME, HIGHER EDUCATION FINANCE, AI FOR THE PUBLIC GOOD & THE CENTER FOR ACTIVE STEWARDSHIP, FOCUSED ON THE RELATIONSHIP BETWEEN THE ASSET MANAGEMENT INDUSTRY AND PRIVATE SECTOR ACTION ON CLIMATE CHANGE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,902,426 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $17,500 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $305,587 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,192,886 | 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 |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 34 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BR | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | 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 | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | 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 | ALEXANDER JACOBS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9174883995 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 568 BROADWAY 601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 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 JAIN | ||||||||
| PRESIDENT/CHAIRMAN | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CAROLA JAIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL B STYNES | ||||||||
| CEO & DIRECTOR | 41.00 | Yes (X) | Yes (X) | $213,500 | $0 | $40,893 | ||
| ALEXANDER JACOBS | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $165,838 | $0 | $30,421 | |||
| JEROME HODGES | ||||||||
| CHIEF RESEARCH OFFICER | 40.00 | $212,672 | $0 | $40,873 | Yes (X) | |||
| MOLLY DEKTAR | ||||||||
| EDITORIAL DIRECTOR | 40.00 | $155,115 | $0 | $58,209 | Yes (X) | |||
| SIDHYA BALAKRISHNAN | ||||||||
| DIRECTOR OF RESEARCH THRU 11/2024 | 40.00 | $136,171 | $0 | $21,831 | Yes (X) | |||
| NOLAN LINDQUIST - EXECUTIVE | ||||||||
| DIR. CENTER FOR ACTIVE STEWARDSHIP | 40.00 | $137,989 | $0 | $24,847 | Yes (X) | |||
| ROBERT GROSS | ||||||||
| EDITOR, PHENOMENAL WORLD | 40.00 | $119,344 | $0 | $16,827 | Yes (X) | |||
| PAUL KATZ | ||||||||
| LEAD RESEARCHER | 40.00 | $123,744 | $0 | $25,017 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,264,373 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $258,918 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW YORK UNIVERSITY | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 BROADWAY SUITE 801 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | RESEARCH SERVICES | ServicesDesc |
| Compensation | $179,392 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,014,715 | AllOtherContributionsAmt |
| Noncash Contributions | $103,162 | NoncashContributionsAmt |
| Total Contributions | $5,014,715 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVISORY FEE | Desc |
| Business | 541611 | BusinessCd |
| Total Revenue Column | $305,587 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $305,587 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $305,587 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,358 | TotalRevenueColumnAmt |
| Exclusion | $3,358 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,555 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $65,512 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,043 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,043 | TotalRevenueColumnAmt |
| Exclusion | $4,043 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD REWARDS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,715 | TotalRevenueColumnAmt |
| Exclusion | $2,715 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,715 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,330,418 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $305,587 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,116 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,500 | TotalAmt |
| Program Services | $7,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $704,197 | TotalAmt |
| Program Services | $363,471 | ProgramServicesAmt |
| Management And General | $157,601 | ManagementAndGeneralAmt |
| Fundraising | $183,125 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,937,219 | TotalAmt |
| Program Services | $1,668,940 | ProgramServicesAmt |
| Management And General | $150,342 | ManagementAndGeneralAmt |
| Fundraising | $117,937 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,891 | TotalAmt |
| Program Services | $76,625 | ProgramServicesAmt |
| Management And General | $5,615 | ManagementAndGeneralAmt |
| Fundraising | $3,651 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,389 | TotalAmt |
| Program Services | $300,290 | ProgramServicesAmt |
| Management And General | $34,174 | ManagementAndGeneralAmt |
| Fundraising | $29,925 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,321 | TotalAmt |
| Program Services | $151,432 | ProgramServicesAmt |
| Management And General | $21,856 | ManagementAndGeneralAmt |
| Fundraising | $21,033 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,169 | TotalAmt |
| Program Services | $24,169 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,147 | TotalAmt |
| Management And General | $120,147 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Fundraising | $6,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,006,302 | TotalAmt |
| Program Services | $979,989 | ProgramServicesAmt |
| Management And General | $19,138 | ManagementAndGeneralAmt |
| Fundraising | $7,175 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,134 | TotalAmt |
| Program Services | $1,450 | ProgramServicesAmt |
| Management And General | $5,684 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,806 | TotalAmt |
| Program Services | $11,961 | ProgramServicesAmt |
| Management And General | $37,845 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,867 | TotalAmt |
| Program Services | $259,490 | ProgramServicesAmt |
| Management And General | $83,377 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,782 | TotalAmt |
| Program Services | $158,355 | ProgramServicesAmt |
| Management And General | $106,427 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,118 | TotalAmt |
| Program Services | $79,677 | ProgramServicesAmt |
| Fundraising | $6,441 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,633 | TotalAmt |
| Program Services | $62,145 | ProgramServicesAmt |
| Management And General | $4,893 | ManagementAndGeneralAmt |
| Fundraising | $18,595 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,973 | TotalAmt |
| Program Services | $5,021 | ProgramServicesAmt |
| Management And General | $21,952 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,238 | TotalAmt |
| Management And General | $18,238 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTICIPANT INCENTIVES | Desc |
| Total | $32,371 | TotalAmt |
| Program Services | $32,371 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,374,057 | TotalAmt |
| Program Services | $4,192,886 | ProgramServicesAmt |
| Management And General | $787,289 | ManagementAndGeneralAmt |
| Fundraising | $393,882 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,767 | BOYAmt |
| EOY | $5,370 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,125 | BOYAmt |
| EOY | $285,537 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,247 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,979 | BOYAmt |
| EOY | $55,161 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $102,994 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $100,446 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,492 | BOYAmt |
| EOY | $2,548 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $38,572 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $82,000 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,992 | BOYAmt |
| EOY | $31,526 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $496,027 | BOYAmt |
| EOY | $263,632 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,042,629 | BOYAmt |
| EOY | $764,346 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,977 | BOYAmt |
| EOY | $281,199 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,253 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $490,086 | BOYAmt |
| EOY | $236,326 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $782,316 | BOYAmt |
| EOY | $532,525 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$569,461 | BOYAmt |
| EOY | -$791,220 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $829,774 | BOYAmt |
| EOY | $1,023,041 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,313 | BOYAmt |
| EOY | $231,821 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,042,629 | BOYAmt |
| EOY | $764,346 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$43,639 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,897 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $13,250 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,601,791 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,840,239 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,131,138 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,312,505 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,014,715 | CurrentTaxYearAmt |
| Total | $30,900,388 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,601,791 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,840,239 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,131,138 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,312,505 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,014,715 | CurrentTaxYearAmt |
| Total | $30,900,388 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,284,903 | SubstantialContributorsTotAmt |
| Public Support Total170 | $26,615,485 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $111 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,578 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,358 | CurrentTaxYearAmt |
| Total | $23,158 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $4,332 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,715 | CurrentTaxYearAmt |
| Total | $9,059 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $30,932,605 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,409,594 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76340 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | CREDIT CARD REWARDS - 2022 AMOUNT: $ 3,096. 2023 AMOUNT: $ 2,012. 2024 AMOUNT: $ 2,715. OTHER INCOME - 2022 AMOUNT: $ 1,236. | ExplanationTxt |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $91,722 | OtherCostOrOtherBasisAmt |
| Depreciation | $89,174 | DepreciationAmt |
| Book Value | $2,548 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,272 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,272 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,548 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN JAIN FAMILY INSTITUTE BRASIL | Desc |
| Book Value | $82,000 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $82,000 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSET | $207,790 |
| SECURITY DEPOSITS | $55,581 |
| DUE FROM OTHERS | $261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $263,632 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE LIABILITIES | Desc |
| Amt | $236,326 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $236,326 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,402,736 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,897 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $74,258 | OtherRevenueAmt |
| Revenue Not Reported | $76,155 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,326,581 | RevenueSubtotalAmt |
| Other Revenues Not Included | $3,837 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,837 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,330,418 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,498,689 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $137,882 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $137,882 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,360,807 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $13,250 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $13,250 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,374,057 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE INSTITUTE RECOGNIZES THE EFFECT OF INCOME 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 THE PERIODS PRIOR TO DECEMBER 31, 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RELATED PARTY REVENUE 74,258. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ACCUMULATED OTHER COMPREHENSIVE INCOME 3,837. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RELATED PARTY EXPENSES 137,882. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | WRITE-OFF OF PRIOR YEAR GRANT PAYABLE 13,250. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SOUTH AMERICA | 1 | 4 | PROGRAM SERVICES | RESEARCH SERVICES | $424,177 |
| EUROPE | 0 | 5 | PROGRAM SERVICES | RESEARCH SERVICES | $200,197 |
| NORTH AMERICA | 0 | 1 | PROGRAM SERVICES | RESEARCH SERVICES | $58,519 |
| EAST ASIA AND THE PACIFIC | 0 | 1 | PROGRAM SERVICES | RESEARCH SERVICES | $64,783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 11 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Subtotal Spent | $747,676 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $747,676 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | THE ORGANIZATION USES THE ACCRUAL METHOD TO ACCOUNT FOR EXPENDITURES. |
| FORM 990, SCHEDULE F, PART IV, LINE 3: | THE ORGANIZATION IS REQUIRED TO FILE FORM 5471 BECAUSE IT MEETS THE APPLICABLE THRESHOLD OWNERSHIP OR OTHER FILING REQUIREMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEOPLE'S POLICY PROJECT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 4TH STREET | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 821655644 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $10,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | PUBLIC POLICY RESEARCH | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 3 | RecipientCnt |
| Cash Grant | $7,500 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTMAKING REPRESENTS A SMALL PERCENTAGE OF THE ORGANIZATION'S FINANCIAL ACTIVITIES. THE GRANTS IT PROVIDES TO ORGANIZATIONS ARE GENERALLY UNRESTRICTED. THE ORGANIZATION TYPICALLY MAINTAINS A CLOSE RELATIONSHIP WITH SUCH GRANTEES COLLABORATING ON PROGRAMS, ATTENDING EVENTS OR ROUNDTABLES SUPPORTED BY THE GRANT FUNDING, AND SO ONBEFORE, DURING, AND AFTER THE FUNDS ARE PROVIDED. GRANTS TO INDIVIDUALS ARE MOST COMMONLY FELLOWSHIP AWARDS IN SUPPORT OF YOUNG SCHOLARS. IN THESE CASES, THE ORGANIZATION WORKS CLOSELY WITH NONPROFITS SPECIALIZING IN CAREER MENTORSHIP IN ORDER TO SELECT GRANTEES AMONG ITS MEMBERS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL B STYNES | ||||||||||||||
| CEO & DIRECTOR | $213,500 | $0 | $0 | $0 | $0 | $0 | $13,088 | $0 | $27,805 | $0 | $254,393 | $0 | $0 | $0 |
| JEROME HODGES | ||||||||||||||
| CHIEF RESEARCH OFFICER | $212,672 | $0 | $0 | $0 | $0 | $0 | $11,661 | $0 | $29,212 | $0 | $253,545 | $0 | $0 | $0 |
| MOLLY DEKTAR | ||||||||||||||
| EDITORIAL DIRECTOR | $155,115 | $0 | $0 | $0 | $0 | $0 | $9,214 | $0 | $48,995 | $0 | $213,324 | $0 | $0 | $0 |
| ALEXANDER JACOBS | ||||||||||||||
| CHIEF OPERATING OFFICER | $165,838 | $0 | $0 | $0 | $0 | $0 | $10,366 | $0 | $20,055 | $0 | $196,259 | $0 | $0 | $0 |
| NOLAN LINDQUIST - EXECUTIVE | ||||||||||||||
| DIR. CENTER FOR ACTIVE STEWARDSHIP | $137,989 | $0 | $0 | $0 | $0 | $0 | $7,975 | $0 | $16,872 | $0 | $162,836 | $0 | $0 | $0 |
| SIDHYA BALAKRISHNAN | ||||||||||||||
| DIRECTOR OF RESEARCH THRU 11/2024 | $136,171 | $0 | $0 | $0 | $0 | $0 | $7,391 | $0 | $14,440 | $0 | $158,002 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $103,163 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B) OF SCHEDULE M. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, QUESTION 5, AND PART V, QUESTION 2A: | THE ORGANIZATION CONTRACTED WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR SERVICES, INCLUDING BUT NOT LIMITED TO, PAYROLL, TIMEKEEPING, EMPLOYEE BENEFITS, HR ADMINISTRATION AND WORKFORCE REGULATORY COMPLIANCE NEEDS. AS THE EMPLOYER OF RECORD FOR TAX PURPOSES, FORMS W-2 AND W-3 ARE ISSUED BY THE PEO AND FILED UNDER THE PEO'S FEDERAL EIN. IN THIS CO-EMPLOYMENT ARRANGEMENT, THE ORGANIZATION IS THE COMMON LAW EMPLOYER AND, ACCORDINGLY, COMPENSATION IS REPORTED ON FORM 990, PART VII, SECTION A AND PART IX, LINES 5-10. |
| FORM 990, PART VI, SECTION A, LINE 2 | CAROLA JAIN AND ROBERT JAIN HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION HAD NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE JAIN FAMILY INSTITUTE HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. IT IS REVIEWED BY THE CHIEF OPERATING OFFICER AND A COMPLETE COPY IS PROVIDED ELECTRONICALLY TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR THEIR REVIEW. THE BOARD OF DIRECTORS EITHER ACKNOWLEDGES THEIR APPROVAL VIA EMAIL OR CONVENES A BOARD MEETING TO SEEK CLARIFICATION OR CORRECTION. THE CHIEF OPERATING OFFICER REQUESTS ANY SUCH CORRECTIONS FROM THE OUTSIDE ACCOUNTING FIRM PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY FOR EMPLOYEES, BOARD MEMBERS, COMMITTEE MEMBERS, AND KEY EMPLOYEES. COVERED INDIVIDUALS MUST ANNUALLY SIGN A STATEMENT CONFIRMING THEY HAVE READ THE POLICY AND MUST DISCLOSE ANY ROLES OR FINANCIAL INTERESTS HELD BY THEMSELVES OR THEIR FAMILY MEMBERS. THE SECRETARY REVIEWS DISCLOSURES AND REPORTS TO THE BOARD. WHEN A CONFLICT ARISES, THE INDIVIDUAL MUST DISCLOSE ALL MATERIAL FACTS, RECUSE THEMSELVES FROM DISCUSSION, AND ABSTAIN FROM VOTING. THE BOARD, USING COMPARABILITY DATA WHEN APPROPRIATE, DETERMINES IF THE TRANSACTION IS REASONABLE AND IN THE ORGANIZATION'S BEST INTEREST, AND DOCUMENTS THE PROCESS IN THE MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN 2022, THE ORGANIZATION COMMISSIONED A COMPENSATION STUDY FROM A HUMAN RESOURCES CONSULTING FIRM, WHO PRODUCED A SET OF RECOMMENDATIONS FROM THEIR ANALYSIS. THIS ANALYSIS COMPARED THE COMPENSATION OF A RANGE OF POSITIONS ACROSS THE ORGANIZATION AGAINST THOSE AT COMPARABLE NONPROFITS, BASED ON PUBLICLY-AVAILABLE 990 DATA AND PROPRIETARY DATA OWNED BY THE CONSULTING FIRM. THE ORGANIZATION'S BOARD OF DIRECTORS ANNUALLY APPROVES THE COMPENSATION OF OFFICERS AS PART OF THE ANNUAL BUDGET REVIEW. THE DELIBERATIONS AND DECISION ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15B EVERY YEAR, THE BOARD OF DIRECTORS REVIEWS AND APPROVES PAY FOR ALL EMPLOYEES AS PART OF THE BUDGET PROCESS. THEIR DECISIONS ARE RECORDED IN OFFICIAL BOARD MEETING NOTES. THIS ANALYSIS COMPARED THE COMPENSATION OF A RANGE OF POSITIONS ACROSS THE ORGANIZATION AGAINST THOSE AT COMPARABLE NONPROFITS, BASED ON PUBLICLY-AVAILABLE 990 DATA AND PROPRIETARY DATA OWNED BY THE CONSULTING FIRM. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FORM 1023, FINANCIAL STATEMENTS, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART IX, LINE 11G | EDITORS: PROGRAM SERVICE EXPENSES 204,570. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 204,570. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 51,662. MANAGEMENT AND GENERAL EXPENSES 7,455. FUNDRAISING EXPENSES 7,175. TOTAL EXPENSES 66,292. PROFESSIONAL HR SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,683. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,683. PROFESSIONAL WRITERS: PROGRAM SERVICE EXPENSES 34,598. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,598. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 37,261. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,261. RESEARCH SERVICES: PROGRAM SERVICE EXPENSES 651,898. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 651,898. |
| FORM 990, PART XI, LINE 9: | WRITE-OFF OF PRIOR YEAR GRANT PAYABLE 13,250. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILTY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FUND FOR GUARANTEED INCOME LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 568 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853050969 | EIN |
| Primary Activities | ADMINISTRATION OF THE COMPTON PLEDGE PROGRAM IN COMPTON, CALIFORNIA. | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAIN FAMILY INSTITUTE | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAIN FAMILY INSTITUTE BRASIL | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1827 RUA AMERICO BRASILIENSE | AddressLine1Txt |
| City | SAO PAULO | CityNm |
| Country | BR | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | PROMOTE AND DEFEND SOCIAL RIGHTS | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | BR | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAIN FAMILY INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAIN FAMILY INSTITUTE BRASIL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionTypeTxt |
| Involved | $82,000 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |
Comments