LEO BAECK INSTITUTE INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LEO BAECK INSTITUTE INC (EIN 13-5659965)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-18
- IRS object ID
- 201501699349300735
- Schema version
- 2014v5.0
- 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 D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-18T15:06:52-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135659965 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leo Baeck Institute Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CENTER FOR JEWISH HISTORY | InCareOfNm |
| Business Name Control | LEOB | BusinessNameControlTxt |
| Phone | 2127446400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 W 16th Street | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William Weitzer | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 2127446400 | PhoneNum |
| Signature | 2015-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | 212-949-8700 | PreparerPersonNm |
| PTIN | P00736879 | PTIN |
| Phone | 2127446400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | William Weitzer | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 WEST 16TH STREET | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,275,904 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.LBI.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | The mission of the Leo Baeck Institute is to study and preserve the to study and preserve the history and culture of German-speaking Jewry. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,932,308 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,741,135 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,684 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,534 | CYProgramServiceRevenueAmt |
| PY Investment Income | $135,236 | PYInvestmentIncomeAmt |
| CY Investment Income | $228,172 | CYInvestmentIncomeAmt |
| PY Other Revenue | $29,815 | PYOtherRevenueAmt |
| CY Other Revenue | $3,785 | CYOtherRevenueAmt |
| PY Total Revenue | $2,102,043 | PYTotalRevenueAmt |
| CY Total Revenue | $2,999,626 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $92,283 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $51,676 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,578,206 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,571,176 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $296,318 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,208,329 | PYOtherExpensesAmt |
| CY Other Expenses | $1,219,187 | CYOtherExpensesAmt |
| PY Total Expenses | $2,878,818 | PYTotalExpensesAmt |
| CY Total Expenses | $2,842,039 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$776,775 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $157,587 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,563,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,640,682 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $849,492 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $122,904 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,714,219 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,517,778 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE LEO BAECK INSTITUTE IS TO STUDY AND PRESERVE THE HISTORY AND CULTURE OF GERMAN-SPEAKING JEWRY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $660,339 | ExpenseAmt |
| Grant | $7,109 | GrantAmt |
| Desc | LIBRARY - THE LIBRARY OF THE LEO BAECK INSTITUTE IS INTERNATIONALLY RECOGNIZED AS THE MOST COMPREHENSIVE REPOSITORY FOR BOOKS DOCUMENTING THE HISTORY AND CULTURE OF GERMAN-SPEAKING JEWRY. OVER 80,000 VOLUMES AND 900 PERIODICAL TITLES PROVIDE IMPORTANT PRIMARY AND SECONDARY MATERIAL. RICH IN RARITIES RANGING FROM EARLY 16TH CENTURY WRITINGS TO MOSES MENDELSSOHN AND HEINRICH HEINE, FIRST EDITIONS AND DEDICATION COPIES OF WORKS BY MORE RECENT PROMINENT WRITERS, MANY OF ITS VOLUMES WERE SALVAGED FROM FAMOUS JEWISH LIBRARIES THAT WERE CONFISCATED AND DISPERSED BY THE NAZIS. MOST OF THE COLLECTION DEALS WITH CENTRAL EUROPEAN JEWRY DURING THE NINETEENTH AND EARLY TWENTIETH CENTURIES. IT ALSO INCLUDES MATERIAL DATING BACK AS FAR AS THE 16TH CENTURY AND IS AS CURRENT AS THE JEWISH POPULATION IN GERMANY TODAY. THE FOCUS OF THE COLLECTION IS ON THE DIVERSE CULTURE OF GERMAN-SPEAKING JEWRY, ESPECIALLY IN THE ARTS, SCIENCES, LITERATURE, PHILOSOPHY, AND RELIGION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,061,397 | ExpenseAmt |
| Revenue | $26,534 | RevenueAmt |
| Desc | ARCHIVES - THE LEO BAECK INSTITUTE ARCHIVES IS THE OUTSTANDING DOCUMENTATION CENTER OF ITS KIND. INDIVIDUALS, FAMILIES, AND ORGANIZATIONS HAVE DEPOSITED THEIR DOCUMENTS AT THE LBI. FAMILY PAPERS, COMMUNITY HISTORIES, AND BUSINESS AND PUBLIC RECORDS DATE BACK CENTURIES AND TOUCH UPON VIRTUALLY EVERY PHASE OF GERMAN-JEWISH LIFE. A UNIQUE COLLECTION OF OVER 1500 MEMOIRS OFFERS RARE INSIGHTS INTO THE LIVES OF GERMAN JEWS FROM ALL WALKS OF LIFE FROM 1790 TO THE POST-WAR ERA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $113,791 | ExpenseAmt |
| Grant | $44,567 | GrantAmt |
| Desc | LECTURES AND EXHIBITS - FOSTERS KNOWLEDGE, STIMULATES INTEREST AND FACILITATES PARTICIPATION IN RESEARCH THROUGH PUBLIC LECTURES, CONFERENCES & EDUCATIONAL EXHIBITS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $142,770 | ExpenseAmt |
| Desc | ARTS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $142,770 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $1,978,297 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | 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 | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | 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 | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | 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 | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 26 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | GM | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | 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 | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CENTER FOR JEWISH HISTORY | PersonNm |
| Phone | 2127446400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 WEST 16TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| RONALD B SOBEL | ||||||||
| PRESIDENT | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL A BAMBERGER | ||||||||
| VICE PRESIDENT | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.0 | |
| DAVID DETJEN | ||||||||
| VICE PRESIDENT | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| IRA H JOLLES | ||||||||
| TREASURER | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.0 | |
| RAYMOND VJ SCHRAG | ||||||||
| SECRETARY | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DENNIS BAUM | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| BERNARD BLUM | ||||||||
| trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES N DREYFUS | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID SORKIN | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL G JESSELSON | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | 1.0 | ||
| JOSEF JOFFE | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JOAN C LESSING | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| RALPH E LOEWENBERG | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | |||||
| ABRAHAM F LOWENTHAL | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | |||||
| ELLIOT SANDER | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | |||||
| HENRY L FEINGOLD | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | |||||
| MICHAEL A MEYER | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | |||||
| JEHUDA REINHARZ | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | |||||
| ROBERT S RIFKIND | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | 1.0 | ||||
| CAROL STRAUSS | ||||||||
| INTERNATIONAL DIRECTOR | 35.0 | Yes (X) | $200,000 | $0 | $0 | |||
| WILLIAM WEITZER | ||||||||
| EXECUTIVE DIRECTOR | 35.0 | Yes (X) | $221,000 | $0 | $0 | |||
| Frank Mecklenburg | ||||||||
| Chief Archivist | 35.0 | $115,000 | $0 | $1,189 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $536,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,189 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $35,185 | MembershipDuesAmt |
| Fundraising | $351,737 | FundraisingAmt |
| Government Grants | $658,745 | GovernmentGrantsAmt |
| All Other Contributions | $1,695,468 | AllOtherContributionsAmt |
| Noncash Contributions | $36,896 | NoncashContributionsAmt |
| Total Contributions | $2,741,135 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SALES OF BOOKS AND PUBLICATIONS | 519100 | $7,789 | $7,789 |
| ARCHIVE FEES | 519100 | $18,745 | $18,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,534 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,760 | TotalRevenueColumnAmt |
| Exclusion | $97,760 | 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 | $1,990 | TotalRevenueColumnAmt |
| Exclusion | $1,990 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,000 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,000 | TotalRevenueColumnAmt |
| Exclusion | $6,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $334,426 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $204,014 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $130,412 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $130,412 | TotalRevenueColumnAmt |
| Exclusion | $130,412 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $72,264 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $351,737 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $72,264 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Exclusion | $0 | 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 (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| SUNDRY INCOME | 812900 | $11,639 | $11,639 |
| FOREIGN EXCHANGE LOSS | 900099 | -$15,844 | -$15,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$4,205 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,999,626 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,534 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $231,957 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,082 | TotalAmt |
| Program Services | $2,082 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,567 | TotalAmt |
| Program Services | $44,567 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,027 | TotalAmt |
| Program Services | $5,027 | 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 | $421,000 | TotalAmt |
| Program Services | $280,594 | ProgramServicesAmt |
| Management And General | $109,923 | ManagementAndGeneralAmt |
| Fundraising | $30,483 | FundraisingAmt |
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 | $909,380 | TotalAmt |
| Program Services | $606,097 | ProgramServicesAmt |
| Management And General | $237,438 | ManagementAndGeneralAmt |
| Fundraising | $65,845 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,275 | TotalAmt |
| Program Services | $97,492 | ProgramServicesAmt |
| Management And General | $38,192 | ManagementAndGeneralAmt |
| Fundraising | $10,591 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,521 | TotalAmt |
| Program Services | $62,998 | ProgramServicesAmt |
| Management And General | $24,679 | ManagementAndGeneralAmt |
| Fundraising | $6,844 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,834 | TotalAmt |
| Program Services | $30,727 | ProgramServicesAmt |
| Management And General | $21,537 | ManagementAndGeneralAmt |
| Fundraising | $51,570 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,281 | TotalAmt |
| Management And General | $35,281 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,244 | TotalAmt |
| Program Services | $129,244 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,512 | TotalAmt |
| Program Services | $71,865 | ProgramServicesAmt |
| Management And General | $11,481 | ManagementAndGeneralAmt |
| Fundraising | $66,166 | FundraisingAmt |
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 | $196,000 | TotalAmt |
| Program Services | $117,600 | ProgramServicesAmt |
| Management And General | $58,800 | ManagementAndGeneralAmt |
| Fundraising | $19,600 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,482 | TotalAmt |
| Program Services | $59,790 | ProgramServicesAmt |
| Management And General | $10,347 | ManagementAndGeneralAmt |
| Fundraising | $7,345 | 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 | $0 | TotalAmt |
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 | $5,754 | TotalAmt |
| Management And General | $5,754 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,056 | TotalAmt |
| Program Services | $30,139 | ProgramServicesAmt |
| Management And General | $4,306 | ManagementAndGeneralAmt |
| Fundraising | $8,611 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOOK PURCHASES | $100,312 | $100,312 | ||
| BOOKS, MATERIAL, MICROFILM | $144,129 | $138,197 | $5,161 | $771 |
| STORAGE | $60,452 | $60,452 | ||
| EVENTS | $78,882 | $51,534 | $682 | $26,666 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,249 | TotalAmt |
| Program Services | $89,580 | ProgramServicesAmt |
| Management And General | $3,843 | ManagementAndGeneralAmt |
| Fundraising | $1,826 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,842,039 | TotalAmt |
| Program Services | $1,978,297 | ProgramServicesAmt |
| Management And General | $567,424 | ManagementAndGeneralAmt |
| Fundraising | $296,318 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,729 | BOYAmt |
| EOY | $433,511 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,355 | BOYAmt |
| EOY | $201,309 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,934 | BOYAmt |
| EOY | $0 | 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 | $41,886 | BOYAmt |
| EOY | $26,781 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $369,689 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $347,917 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,147 | BOYAmt |
| EOY | $21,772 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,999,698 | BOYAmt |
| EOY | $3,957,309 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $111,962 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,563,711 | BOYAmt |
| EOY | $4,640,682 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,683 | BOYAmt |
| EOY | $122,904 | 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 | $89,500 | BOYAmt |
| EOY | $0 | 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 | $596,309 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $849,492 | BOYAmt |
| EOY | $122,904 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,527,439 | BOYAmt |
| EOY | $2,310,493 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,545,966 | BOYAmt |
| EOY | $1,566,471 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640,814 | BOYAmt |
| EOY | $640,814 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,714,219 | BOYAmt |
| EOY | $4,517,778 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,563,711 | BOYAmt |
| EOY | $4,640,682 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $157,587 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $161,625 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $484,347 | PriorPeriodAdjustmentsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $1,912,361 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,404,221 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,346,705 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,932,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,741,135 | CurrentTaxYearAmt |
| Total | $12,336,730 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,912,361 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,404,221 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,346,705 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,932,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,741,135 | CurrentTaxYearAmt |
| Total | $12,336,730 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,203,343 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,133,387 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $115,274 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $114,518 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $130,178 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $120,331 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,750 | CurrentTaxYearAmt |
| Total | $586,051 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $10,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,237 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,639 | CurrentTaxYearAmt |
| Total | $31,482 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,954,263 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $78,417 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70505 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70873 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $955,957 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $100,080 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,056,037 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $837,699 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $118,258 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $955,957 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $755,525 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $82,174 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $837,699 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $712,730 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $42,795 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $755,525 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $662,003 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $50,727 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $712,730 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.60681 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.39319 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $356,091 | OtherCostOrOtherBasisAmt |
| Depreciation | $341,478 | DepreciationAmt |
| Book Value | $14,613 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,598 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,439 | DepreciationAmt |
| Book Value | $7,159 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $21,772 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,161,251 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $161,625 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $161,625 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,999,626 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,999,626 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,842,039 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,842,039 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,842,039 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of Collections Items | PART III, LINE 1A The Institute maintains a library collection of over 80,000 volumes and 1600 periodicals titles, including: (i) rare and complete collections of various publications, to provide important primary and secondary material for researchers and the general public; and (ii) archives of written, oral, and visual legacy of German-speaking Jewry, ranging from family trees and other genealogical material to travel-related emigration documents, and manuscripts clippings and official documents pertaining to Jewish communities throughout Germany. The archival collections consist of about 10,000 collections over 2,000 memoirs, manuscripts, and more than 35,000 photos. In accordance with the collection policies of museums, the cost or value of the collections is not included in the accompanying statements of the financial position. Purchases of collection items are recorded as expenses in the year in which the items are purchased. Likewise, contributed collections items are not included in the financial statements. The Institute reviews its collections and may periodically acquire or deaccess items. Proceeds from deaccessions are classified as unrestricted, except when donor restrictions apply. |
| Description of collections Furthering the Institute's Exempt Purpose | PART III, LINE 4 THE LEO BAECK INSTITUTE (LBI) IS A CENTER FOR RESEARCH, EXHIBITIONS, AND EVENTS. ITS LIBRARY AND ARCHIVES OFFER THE MOST COMPREHENSIVE DOCUMENTATION FOR THE STUDY OF GERMAN JEWISH HISTORY. MOST OF LBI'S COLLECTION PERTAINS TO CENTRAL EUROPEAN JEWRY DURING THE NINETEENTH AND EARLY TWENTIETH CENTURIES. IT ALSO INCLUDES MATERIAL DATING AS FAR AS THE 16TH CENTURY AND IS AS CURRENT AS THE JEWISH POPULATION IN GERMANY TODAY. THE FOCUS OF THE COLLECTION IS ON THE DIVERSE CULTURE OF GERMAN SPEAKING JEWRY, ESPECIALLY IN THE ARTS, SCIENCES, LITERATURE, PHILOSOPHY, AND RELIGION. LBI'S ARCHIVES IS THE OUTSTANDING DOCUMENTATION CENTER OF ITS KIND. FAMILY PAPERS, COMMUNITY HISTORIES, AND BUSINESS AND PUBLIC RECORDS DATE BACK CENTURIES AND TOUCH UPON VIRTUALLY EVERY PHASE OF GERMAN-JEWISH LIFE. |
| FIN 48 | PART X, QUESTION 2 The Institute is subject to the provisions of the Financial Accounting Standards Board's ("FASB") Accounting Standards Codification ("ASC") Topic 740, Income Taxes, as it relates to accounting and reporting for uncertainty in income taxes. Because of the Institute's general tax-exempt status, ASC Topic 740 has not had, and is not anticipated to have, a material impact on the Institute's financial statements. The annual compliance filings of the Institute are subject to examination by the Internal Revenue Service, as well as by other various state and local authorities, generally for three years after they are submitted. |
| USE OF ENDOWMENT | PART V, QUESTION 4 The Institute's endowment consists of three donor-restricted funds established for a variety of purposes. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 1 | 0 | Program Services | Maintnce of Collection | $78,000 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | $5,027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $83,027 | SubtotalSpentAmt |
| Total Spent | $83,027 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (Including Iceland and Greenland) | RegionTxt |
| Purpose Of Grant | HIRSCHI PROJECT | PurposeOfGrantTxt |
| Cash Grant | $5,027 | CashGrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| 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 | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Monitoring of grant funds | FormAndLineReferenceDesc |
| Explanation | ------------------------- Grantees are required to expend funds in accordance with the grant agreement and provide the Institute with a summary of project results. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gala | Event1Nm |
| Gross Receipts Event1 | $424,001 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $351,737 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $72,264 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $72,264 | FoodAndBeverageEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $424,001 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $351,737 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $72,264 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $72,264 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $72,264 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FELLOWSHIPS | GrantTypeTxt |
| Recipient | 5 | RecipientCnt |
| Cash Grant | $44,567 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MONITORING THE USE OF GRANT FUNDS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE I, SECTION I, QUESTION 2 Fellowships FELLOWSHIP RECIPIENTS ARE REQUIRED TO PERFORM RESEARCH AT THE INSTITUTE AND PRESENT SATISFACTORY RESULTS OF THEIR PROJECT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAROL STRAUSS | ||||||||||||||
| INTERNATIONAL DIRECTOR | $200,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $200,000 | $0 | $0 | $0 |
| WILLIAM WEITZER | ||||||||||||||
| EXECUTIVE DIRECTOR | $221,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $221,000 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | EXECUTIVE COMPENSATION | FormAndLineReferenceDesc |
| Explanation | THE COMPENSATION OF THE EXECUTIVE DIRECTOR WAS DETERMINED BY THE BOARD OF TRUSTEES. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | see supplemental inf | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $36,896 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | BOOKS AND PUBLICATIONS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE M, LINE 4 BOOKS AND PUBLICATIONS CONTRIBUTED TO THE INSTITUTE ARE NEITHER COUNTED AS REVENUES ON FORM 990 NOR CAPITALIZED, IN ACCORDANCE WITH THE INSTITUTE'S POLICIES REGARDING COLLECTION ITEMS. SEE ALSO SUPPLEMENTAL INFORMATION ON SCHEDULE D. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| REVIEW OF FORM 990 | FORM 990, PART VI, SECTION B, LINE 11B DRAFT TAX RETURN IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO ITS FILING. |
| EXECUTIVE COMPENSATION | FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR WAS DETERMINED BY THE BOARD OF TRUSTEES. |
| AVAILABILITY OF FORMS | FORM 990, PART VI, SECTION C, LINE 18 THE AFOREMENTIONED FORMS ARE AVAILABLE ON REQUEST. |
| AVAILABILITY OF GOVERNANCE DOCS. | FORM 990, PART VI, SECTION C, LINE 19 THE AFOREMENTIONED DOCUMENTS ARE AVAILABLE ON REQUEST. |
| OVERSIGHT OF AUDIT PROCESS | FORM 990, PART XI, QUESTION 2(C) THE AUDIT COMMITTEE MEETS REGULARLY AND IS RESPONSIBLE FOR THE OVERSIGHT AND SELECTION OF THE INDEPENDENT AUDITOR. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12(A) BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO ANNUALLY DISCLOSE ANY RELATIONSHIPS, PERSONAL OR BUSINESS, WITH LEO BAECK INSTITUTE AND ANY OTHER RELATED ENTITY. |
| MEMBERSHIP | PART VI, LINE 6 AND 7A Members of the Institute consist of the board of trustees. The Institute's board of trustees is comprised of three classes, all with equal voting rights. The board of TRUSTEES are elected by a plurality of the votes cast at a meeting of the members. At any meeting of the members, each member will be entitled to one vote. |
| MINUTES OF SUBCOMMITTEES | FORM 990, PART VI, SECTION B, LINE 8B Minutes of the audit committee are Contemporaneously recorded. Minutes of other subcommittees are not currently being recorded. The results of all subcommittees' work are presented to the board of trustees and are included in the full board minutes. |
| Delegation of Control Over Management Functions | FORM 990, PART VI, SECTION A, LINE 3 The Center for Jewish History (the "Center"), a related party (see Schedule R), provides for the operation of the Institute's operating facility, including (i) maintenance of all offices and specialized areas; (ii) control of the mechanical systems for the building; (iii) maintenance of elevators; (iv) support for all technology; (v) security; and (vi) many other related services. The Center also serves as the central repository for the Institute's archival documents, books, photographs, paintings, and artifacts. Although the Center derives its revenue from sources typical of not-for-profit enterprises, revenues generated by the Center are not sufficient to cover its operating expenses. For the years 2014 and 2013, the Institute and other members agreed to contribute $1,000,000 each year, respectively, in the aggregate, to cover the Center's operating costs. The amount contributed by each member is based upon the member's allocated space at the Center. In addition to the facility services agreement, during 2014 the Institute and the Center entered into an agreement whereby the Center would provide accounting and other administrative functions to the Institute. During 2010, the Institute and Center entered into an agreement whereby the Institute will operate the day-to-day operations of the Center's microfilm laboratory. |
| Other Changes in Net Assets | FORM 990, PART XI, LINE 8 The audit committee and management, acting on behalf of, and with the authority of, the Board of Trustees have resolved to restate the financial statements relating to amounts previously held in trust for the Judaicia Conservancy Foundation, as well as amounts previously temporarily restricted for donor stipulated purposes to unrestricted net assets. Management and the Trustees have performed appropriate due diligence regarding these transactions and have determined that the appropriate lawful resolution is to restate net assets to reflect the appropriate balances of temporarily restricted contributions, the fulfillment of the requirements related to those transactions, and in connection with this transaction, and in accordance with the Institute's policy on collection items, the books previously held in trust have been removed from the statements of Financial Position to reflect the Institute's policy on capitalized collection items. The effect of these changes resulted in a change to net assets of $484,347. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CENTER FOR JEWISH HISTORY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 WEST 16TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133863344 | EIN |
| Primary Activities | REPOSITORY | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | 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 |
| 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 | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Additional RELATED PARTY information | FormAndLineReferenceDesc |
| Explanation | FORM 990, SCHEDULE R, PART II, LINE 1 In October 1995, the Institute, along with three other not-for-profit organizations: the American Jewish Historical Society, the YIVO Institute for Jewish Research, Inc., and the Yeshiva University Museum signed an agreement forming the Center for Jewish History, Inc. (the "Center"), a separate, 501(c)(3) not-for-profit corporation. Thereafter, the American Sephardi Federation entered into a supplemental agreement with the initial members which provided for its membership into the Center. Upon liquidation of the Center, member organizations would be entitled to receive a pro rata share of the proceeds of the liquidation, subject to certain senior claims. Liquidation of the Center requires the consent of all member organizations. The Center provides for the operation of the Institute's operating facility, including (i) maintenance of all offices and specialized areas; (ii) control of the mechanical systems for the building; (iii) maintenance of elevators; (iv) support for all technology; (v) security; and (vi) many other related services. The Center also serves as the central repository for the Institute's archival documents, books, photographs, paintings, and artifacts. Although the Center derives its revenue from sources typical of not-for-profit enterprises, revenues generated by the Center are not sufficient to cover its operating expenses. For the years 2014 and 2013, the Institute and other members agreed to contribute $1,000,000 each year, respectively, in the aggregate, to cover the Center's operating costs. The amount contributed by each member is based upon the member's allocated space at the Center. In addition to the facility services agreement, during 2014 the Institute and the Center entered into an agreement whereby the Center would provide accounting and other administrative functions to the Institute. During 2010, the Institute and Center entered into an agreement whereby the Institute will operate the day-to-day operations of the Center's microfilm laboratory. In relation to its agreements with the Center, the Institute incurred operating expenses of $201,010 for 2014. The Amount due to the Center as of December 31, 2014 was $32,279 and is included in accounts payable and accrued expenses. | ExplanationTxt |
Comments