NATIONAL INSTITUTE FOR DIRECT INSTRUCTION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL INSTITUTE FOR DIRECT INSTRUCTION (EIN 93-1241440)
- Tax period
- 2012-08-01 to 2013-07-31
- Filed
- 2014-06-11
- IRS object ID
- 201441629349300954
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-06-11T18:40:12-05:00 | Timestamp |
| Tax Period End Date | 2013-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930396435 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERNUTT STOKES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 EXECUTIVE PARKWAY SUITE 110 | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 974017116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931241440 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL INSTITUTE FOR DIRECT INSTRUCTION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 5414851973 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11248 | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 97440 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KURT E ENGELMANN | Name |
| Title | PRESIDENT | Title |
| Phone | 5414851163 | Phone |
| Date Signed | 2014-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT R WRIGHT | Name |
| PTIN | P00041484 | PTIN |
| Phone | 5416871170 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KURT E ENGELMANN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11248 | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 97440 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1851913 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.NIFDI.ORG/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | TO HELP SCHOOLS AND DISTRICTS MAXIMIZE STUDENT ACHIEVEMENT IN CORE ACADEMIC AREAS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 22 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 20000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 100 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2658005 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1842809 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7600 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9004 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2685605 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1851913 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3554 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 826879 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1062600 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2225962 | OtherExpensePriorYear |
| Other Expenses Current Year | 1953995 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3052841 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3020149 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -367236 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1168236 | RevenuesLessExpensesCY |
| Total Assets BOY | 1707682 | TotalAssetsBOY |
| Total Assets EOY | 710959 | TotalAssetsEOY |
| Total Liabilities BOY | 65438 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 236951 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1642244 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 474008 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO HELP SCHOOLS AND DISTRICTS MAXIMIZE STUDENT ACHIEVEMENT IN CORE ACADEMIC AREAS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2082871 | Expense |
| Grants | 3554 | Grants |
| Revenue | 1842809 | Revenue |
| Description | ORGANIZATION IS IMPLEMENTING DIRECT INSTRUCTION THROUGHOUT THE UNITED STATES, GUAM AND AUSTRALIA, PROVIDING THE BENEFITS IN EDUCATING STUDENTS TO THE COMMUNITY. | Description |
| Total Program Service Expense | 2082871 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 47 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 22 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINE WLASCHIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5414851973 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 LINCOLN STREET | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 97401 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| KURT E ENGELMANN | |||||||
| PRESIDENT | 40.00 | X | X | 85700 | 0 | 24072 | |
| GARY DAVIS | |||||||
| VICE PRESIDENT | 32.00 | X | X | 80688 | 0 | 0 | |
| CHRISTINE WLASCHIN | |||||||
| SECRETARY-TREASURER | 40.00 | X | X | 56587 | 8679 | 15251 | |
| SIEGFRIED E ENGELMANN | |||||||
| DIRECTOR | 1.00 | X | 0 | 51000 | 0 | ||
| OWEN ENGELMANN | |||||||
| DIRECTOR | 10.00 | X | 13583 | 46113 | 0 | ||
| DOUG CARNINE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MURIEL BERKELEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JEROME SILBERT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DONNA DWIGGINS | |||||||
| EMPLOYEE | 40.00 | 130300 | 0 | 6881 | X | ||
| ROSELLA GIVENS | |||||||
| EMPLOYEE | 40.00 | 118400 | 0 | 7507 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 485258 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 105792 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 53711 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LINDA FROST | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 STAGS HEAD ROAD | AddressLine1 |
| City | TOWSON | City |
| State | MD | State |
| ZIP Code | 21286 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | DIRECT INSTRUCTION IMPLEMENTATION | DescriptionOfServices |
| Compensation | 110050 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 100 | AllOtherContributions |
| Total Contributions | 100 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| DIRECT INSTRUCTION | 611710 | 1841451 | 1841451 |
| REIMBURSABLE SUPPLIES | 611710 | 1358 | 1358 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1842809 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8920 | TotalRevenueColumn |
| Exclusion | $8,920 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 84 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 84 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 84 | TotalRevenueColumn |
| Exclusion | $84 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1851913 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1842809 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $9,004 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3554 | Total |
| Program Services | 3554 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 245856 | Total |
| Program Services | 144153 | ProgramServices |
| Management And General | 101703 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 740354 | Total |
| Program Services | 433478 | ProgramServices |
| Management And General | 306876 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76390 | Total |
| Program Services | 45616 | ProgramServices |
| Management And General | 30774 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3891 | Total |
| Management And General | 3891 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11965 | Total |
| Management And General | 11965 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1413554 | Total |
| Program Services | 1394527 | ProgramServices |
| Management And General | 19027 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143887 | Total |
| Program Services | 7706 | ProgramServices |
| Management And General | 136181 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34400 | Total |
| Management And General | 34400 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54611 | Total |
| Program Services | 53837 | ProgramServices |
| Management And General | 774 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89361 | Total |
| Management And General | 89361 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6547 | Total |
| Management And General | 6547 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119156 | Total |
| Management And General | 119156 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| RESEARCH AND DEVELOPMEN | 76261 | 76261 |
| EXCISE TAXES | 362 | 362 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3020149 | Total |
| Program Services | 2082871 | ProgramServices |
| Management And General | 937278 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1015560 | BOY |
| EOY | 351732 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96583 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 415852 | BOY |
| EOY | 170013 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 80225 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 54489 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23080 | BOY |
| EOY | 25736 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156607 | BOY |
| EOY | 163478 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1707682 | BOY |
| EOY | 710959 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65438 | BOY |
| EOY | 236951 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65438 | BOY |
| EOY | 236951 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1642244 | BOY |
| EOY | 474008 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1642244 | BOY |
| EOY | 474008 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1707682 | BOY |
| EOY | 710959 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -1168236 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 15873 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 100 | CurrentTaxYear |
| Total | 35973 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1741630 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1876524 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2183727 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2658005 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1842809 | CurrentTaxYear |
| Total | 10302695 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1741630 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1876524 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2199600 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2678005 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1842909 | CurrentTaxYear |
| Total | 10338668 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 10338668 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 91245 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35786 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13372 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7600 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9004 | CurrentTaxYear |
| Total | 157007 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 91245 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35786 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13372 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7600 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9004 | CurrentTaxYear |
| Total | 157007 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17883 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9358 | CurrentTaxYearMinus3Years |
| Total | 27241 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1850758 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1921668 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2212972 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2685605 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1851913 | CurrentTaxYear |
| Total | 10522916 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98250 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96510 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01490 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02400 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 80225 | OtherCostOrOtherBasis |
| Depreciation | 54489 | Depreciation |
| Book Value | 25736 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 25736 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENTS-OTH SECS(DETAIL)-990 | Description |
| Book Value | 163478 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 163478 | TotalOfBookValueSecurities |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CAPE YORK, AUSTRALIA | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | SCHOOL IMPLEMENTATION | SpecificServicesProvided |
| Total Expenditures | 271000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 271000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 271000 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD USED TO ACCCOUNT FOR EXPENDITURES: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 3: ACCRUAL BASIS | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SIEGFRIED ENGELMANN (DIRECTOR) IS THE FATHER OF KURT ENGELMANN (PRESIDENT) AND OWEN ENGELMANN (DIRECTOR). | |
| FORM 990, PART VI, SECTION A, LINE 6 | NATIONAL INSTITUTE FOR DIRECT INSTRUCTION IS ORGANIZED AS A MEMBER ORGANIZATION. SIEGFRIED ENGELMANN IS LISTED AS THE ONLY MEMBER. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE DIRECTORS ARE ELECTED AT AN ANNUAL MEETING OF THE MEMBERS BY MAJORITY VOTE OF THE MEMBERS OF THE COPORATION. | |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO BOARD COMMITTEES OR SUBCOMMITTEES. DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS IS DONE BY THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE PRESIDENT IS ASSIGNED TO REVIEW FORM 990 BEFORE IT IS FILED. COPIES ARE ALSO GIVEN TO SIEGFRIED AND OWEN ENGELMANN FOR REVIEW. | |
| FORM 990, PART VI, SECTION B, LINE 12C | A COPY OF THE CONFLICT OF INTEREST POLICY IS GIVEN TO ALL BOARD MEMBERS, OFFICERS, AND EMPLOYEES UPON COMMENCEMENT OF SUCH PERSON'S RELATIONSHIP WITH NIFDI OR AT THE OFFICIAL ADOPTION OF THIS POLICY. EACH BOARD MEMBER, OFFICER, AND EMPLOYEE SHALL SIGN AND DATE THE POLICY AT THE BEGINNING OF HIS OR HER TERM OF SERVICE OR EMPLOYMENT OR UPON THE OFFICIAL ADOPTION OF THIS POLICY. FAILURE TO SIGN DOES NOT NULLIFY THE POLICY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | WHEN OFFICER'S SALARIES ARE SET, THE BOARD USE OUTSIDE GUIDELINES ABOUT WHAT IS AN APPROPRIATE SALARY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART IX, LINE 11G | OTHER FEES: PROGRAM SERVICE EXPENSES 1,394,527. MANAGEMENT AND GENERAL EXPENSES 19,027. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,413,554. | OTHER FEES |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENGELMANN-BECKER CORPORATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 LINCOLN | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 97401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 370913069 | EIN |
| Primary Activity | EDUCATION PROGRAM | PrimaryActivity |
| Legal Domicile State | OR | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NONE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENGELMANN-BECKER CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionType |
| Amount Involved | 71986 | AmountInvolved |
| Method Of Amt Determination | CASH | MethodOfAmtDetermination |
Comments