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NORTH AMERICAN VALUES INSTITUTE INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
NORTH AMERICAN VALUES INSTITUTE INC (EIN 87-3619728)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-04
IRS object ID
202513089349302341
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-04T14:25:59-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310998651PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLBROOK & MANTER INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1103 PROFESSIONAL PARKWAYAddressLine1Txt
CityMARYSVILLECityNm
State AbbreviationOHStateAbbreviationCd
ZIP43040ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN873619728EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH INSTITUTE FOR LIBERAL VALUESBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone6142566989PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9406AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL NEWMANPersonNm
Person TitleCOOPersonTitleTxt
Phone6142566989PhoneNum
Signature2025-10-16SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK A WELP CPAPreparerPersonNm
PTINP01856047PTIN
Phone9376448175PhoneNum
Preparation2025-10-16PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID BERNSTEINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9406AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43209ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,041,130GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JILV.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2021FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTHE JEWISH INSTITUTE FOR LIBERAL VALUES WILL HELP JEWISH ORGANIZATIONS AND INDIVIDUALS HOLD CONSTRUCTIVE CONVERSATIONS ABOUT CRITICAL SOCIAL JUSTICE AND ENSURE BALANCED APPROACHES.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Gross UBI$244TotalGrossUBIAmt
PY Contributions Grants$1,143,467PYContributionsGrantsAmt
CY Contributions Grants$2,040,886CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$16PYOtherRevenueAmt
CY Other Revenue$244CYOtherRevenueAmt
PY Total Revenue$1,143,483PYTotalRevenueAmt
CY Total Revenue$2,041,130CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$367,011PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$761,988CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$311,826CYTotalFundraisingExpenseAmt
PY Other Expenses$399,644PYOtherExpensesAmt
CY Other Expenses$1,069,612CYOtherExpensesAmt
PY Total Expenses$766,655PYTotalExpensesAmt
CY Total Expenses$1,831,600CYTotalExpensesAmt
PY Revenues Less Expenses$376,828PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$209,530CYRevenuesLessExpensesAmt
Total Assets BOY$684,108TotalAssetsBOYAmt
Total Assets EOY$795,614TotalAssetsEOYAmt
Total Liabilities BOY$267,465TotalLiabilitiesBOYAmt
Total Liabilities EOY$169,441TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$416,643NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$626,173NetAssetsOrFundBalancesEOYAmt
MissionTHE JEWISH INSTITUTE FOR LIBERAL VALUES WILL HELP JEWISH ORGANIZATIONS AND INDIVIDUALS HOLD CONSTRUCTIVE CONVERSATIONS ABOUT CRITICAL SOCIAL JUSTICE AND ENSURE BALANCED APPROACHES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,274,249ExpenseAmt
DescJILV ACTIVELY OPPOSES THE EXTREMIST IDEOLOGY OF CRITICAL SOCIAL JUSTICE BY (1) ORGANIZING CONSTITUENCIES AND LEADING OPEN LETTER WRITING CAMPAIGNS AND OTHER EVENTS TO INFLUENCE DECISION MAKERS. (2) SERVE AS AN EDUCATION RESOURCE FOR THE JEWISH COMMUNITY AND COLLABORATING WITH MAINSTREAM ADVOCACY ORGANIZATIONS, FEDERATIONS AND CAMPUS GROUPS AND (3) CONDUCTING RESEARCH ON ETHNIC STUDIES CURRICULUM AND TEACHER TRAINING, AND ANALYZING RELATED TRENDS.Desc
Total Program Service Expenses$1,274,249TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee9EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDANIEL NEWMANPersonNm
Phone6142566989PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9406AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43209ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DAVID BERNSTEIN
CEO40.00Yes (X)Yes (X)$168,000$0$17,188
DR BRANDY SHUFUTINSKY
EX-OFFICIO40.00Yes (X)Yes (X)$0$0$0
BRET STEPHENS
TRUSTEE1.00Yes (X)$0$0$0
RABBI DAVID WOLPE
DIRECTOR1.00Yes (X)$0$0$0
DR CHRISTINA HOFF SOMMERS
DIRECTOR1.00Yes (X)$0$0$0
REBECCA ROIPHE
DIRECTOR1.00Yes (X)$0$0$0
DR PAMELA PARESKY
DIRECTOR1.00Yes (X)$0$0$0
SAMANTHA HARRIS
DIRECTOR1.00Yes (X)$0$0$0
JONATHAN GREENBERG
BOARD CHAIR10.00Yes (X)Yes (X)$0$0$0
JAMES KIRCHICK
DIRECTOR1.00Yes (X)$0$0$0
MISHA GALPERIN
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$168,000TotalReportableCompFromOrgAmt
Total Other Compensation$17,188TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$900,000GovernmentGrantsAmt
All Other Contributions$1,140,886AllOtherContributionsAmt
Total Contributions$2,040,886TotalContributionsAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHERDesc
Business999999BusinessCd
Total Revenue Column$244TotalRevenueColumnAmt
Unrelated Business Revenue$244UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$244OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,041,130TotalRevenueColumnAmt
Unrelated Business Revenue$244UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$620,205TotalAmt
Program Services$360,133ProgramServicesAmt
Management And General$73,232ManagementAndGeneralAmt
Fundraising$186,840FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$75,285TotalAmt
Program Services$43,716ProgramServicesAmt
Management And General$8,889ManagementAndGeneralAmt
Fundraising$22,680FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$66,498TotalAmt
Program Services$38,613ProgramServicesAmt
Management And General$7,852ManagementAndGeneralAmt
Fundraising$20,033FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$199,310TotalAmt
Program Services$104,801ProgramServicesAmt
Management And General$94,509ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$96,129TotalAmt
Program Services$80,229ProgramServicesAmt
Management And General$8,723ManagementAndGeneralAmt
Fundraising$7,177FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,434TotalAmt
Program Services$8,077ProgramServicesAmt
Management And General$3,309ManagementAndGeneralAmt
Fundraising$2,048FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$61,148TotalAmt
Program Services$1,979ProgramServicesAmt
Management And General$11,262ManagementAndGeneralAmt
Fundraising$47,907FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,050TotalAmt
Management And General$3,050ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$79,862TotalAmt
Program Services$42,738ProgramServicesAmt
Management And General$17,460ManagementAndGeneralAmt
Fundraising$19,664FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$90,578TotalAmt
Program Services$90,578ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,240TotalAmt
Management And General$2,240ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAMMING EXPENSE$428,504$428,504
MISCELLANEOUS$72,013$67,798$3,894$321
MEALS & ENTERTAINMENT$13,420$3,204$5,658$4,558
EDUCATION$4,887$3,879$1,008

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,037TotalAmt
Management And General$4,439ManagementAndGeneralAmt
Fundraising$598FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,831,600TotalAmt
Program Services$1,274,249ProgramServicesAmt
Management And General$245,525ManagementAndGeneralAmt
Fundraising$311,826FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$629,166BOYAmt
EOY$795,614EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$54,942BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$684,108BOYAmt
EOY$795,614EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$39,601BOYAmt
EOY$100,441EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$227,864BOYAmt
EOY$69,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$267,465BOYAmt
EOY$169,441EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$416,643BOYAmt
EOY$613,591EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$12,582EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$416,643BOYAmt
EOY$626,173EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$684,108BOYAmt
EOY$795,614EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$209,530ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$313CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$412,548CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,143,467CurrentTaxYearMinus1YearAmt
Current Tax Year$2,040,886CurrentTaxYearAmt
Total$3,597,214TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$313CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$412,548CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,143,467CurrentTaxYearMinus1YearAmt
Current Tax Year$2,040,886CurrentTaxYearAmt
Total$3,597,214TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$3,597,214PublicSupportTotal170Amt
Total Support$3,597,214TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION HAS BEEN DETERMINED, BY THE INTERNAL REVENUE SERVICE, AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION AND, AS A RESULT, A PROVISION FOR TAXES IS NOT REQUIRED. THE ORGANIZATION HAS ADOPTED ASC NO. 740-10 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION RECORDS INTEREST AND PENALTIES IF ANY, IN INTEREST EXPENSE AND OTHER EXPENSE, RESPECTIVELY, IN OPERATING EXPENSES. DURING THE YEARS END DECEMBER 31, 2024 AND 2023, THE ORGANIZATION DID NOT HAVE ANY INTEREST OR PENALTIES RELATED TO TAXES. MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDAVID BERNSTEINPersonNm
TitleCEOTitleTxt
Base Compensation Filing Org$168,000BaseCompensationFilingOrgAmt
Deferred Compensation Flng Org$17,188DeferredCompensationFlngOrgAmt
Total Compensation Filing Org$185,188TotalCompensationFilingOrgAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BTHE 990 IS GIVEN TO THE BOARD OF TRUSTEES FOR THEIR REVIEW.
FORM 990, PAGE 6, PART VI, LINE 12CTHE ORGANIZAITON HAS A CONFLICT OF INTEREST POLICY. BOARD MEMBERS MUST CONFIRM ANNUALLY THEY HAVE READ THE POLICY AND AGREED TO COMPLY WITH THE POLICY.
FORM 990, PAGE 6, PART VI, LINE 15ATHE BOARD OF DIRECTORS REVIEWS THE CEOS PERFORMANCE ANNUALLY. THE REVIEW INCLUDES ANY DECISION ON INCREASING THE CEO'S PAY.
FORM 990, PAGE 6, PART VI, LINE 19THE 990 AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC PER REQUEST. THE 990 CAN BE DOWNLOADED FROM THE GUIDESTAR WEBSITE FOR MEMBERS OF THE PUBLIC WHO CAN ACCESS THE SITE.
FORM 990, PART IX, LINE 11GCONSULTANTS 87,909 0 0 PROFESSIONAL FEES 16,892 94,509 0 TOTAL 104,801 94,509 0

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