FIRST ANALYSIS INSTITUTE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FIRST ANALYSIS INSTITUTE (EIN 36-3666973)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-28
- IRS object ID
- 201311799349300601
- 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 | 2013-06-28T06:55:33-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390432630 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUARLES & BRADY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N LASALLE ST SUITE 4000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60654 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363666973 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST ANALYSIS INSTITUTE OF INTEGRATIVE STUDIES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FIRS | NameControl |
| Phone | 3122581400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SO WACKER DRIVE SUITE 3900 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | F OLIVER NICKLIN JR | Name |
| Title | PRESIDENT | Title |
| Phone | 3122581400 | Phone |
| Date Signed | 2013-06-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARAH M LINSLEY | Name |
| PTIN | P01317392 | PTIN |
| Phone | 3127155000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | F OLIVER NICKLIN JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE S WACKER DRIVE SUITE 3900 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 25704 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | INTEGRATIVESTUDIES.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1989 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | INSTITUTE OFFERS CLASSES AND SEMINARS THAT ARE OPEN TO INTERESTED INDIVIDUALS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 1624 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -74891 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10604 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10426 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5100 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9725 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 566407 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5125 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 63670 | OtherRevenuePriorYear |
| Other Revenue Current Year | 428 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 645781 | TotalRevenuePriorYear |
| Total Revenue Current Year | 25704 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | 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 | 65618 | OtherExpensePriorYear |
| Other Expenses Current Year | 54122 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 65618 | TotalExpensesPriorYear |
| Total Expenses Current Year | 54122 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 580163 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -28418 | RevenuesLessExpensesCY |
| Total Assets BOY | 2824714 | TotalAssetsBOY |
| Total Assets EOY | 2905603 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2824714 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2905603 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO OFFER EDUCATIONAL PROGRAMS FOR EXPLORING INTEGRATIVE MODELS THAT DRAW UPON PLATONIC OR NEO-PLATONIC REASONING BUT THAT ALSO IMPOSE THE DISCIPLINE OF ARISTOTELIAN REASONING; AND TO EXPLORE IMPORTANT ISSUES FROM THE STANDPOINT OF CHRISTIANITY, ISLAM AND JUDAISM. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 53122 | Expense |
| Revenue | 9725 | Revenue |
| Description | INSTITUTE OFFERS SEMINARS AND EDUCATIONAL PROGRAMS THAT ARE OPEN TO ANY INTERESTED INDIVIDUAL | Description |
| Total Program Service Expense | 53122 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | 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 | 0 | 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 | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | 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 | 0 | 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 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | 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 | 1 | 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 | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | F OLIVER NICKLIN JR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3122581400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE S WACKER DRIVE SUITE 3900 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (4 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| F OLIVER NICKLIN JR | ||||||
| PRESIDENT, TREASURER, DIRE | 2.00 | X | X | 0 | 0 | 0 |
| GARY H KLINE | ||||||
| SECRETARY, DIRECTOR | 0.20 | X | X | 0 | 0 | 0 |
| ARTHUR J DROGE | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| JEROME P WAGNER | ||||||
| DIRECTOR | 1.00 | X | 9000 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 9000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 10426 | AllOtherContributions |
| Noncash Contributions | 10426 | NoncashContributions |
| Total Contributions | 10426 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SEMINAR FEES | Description |
| Business Code | 624210 | BusinessCode |
| Total Revenue Column | 9725 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9725 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9725 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1624 | TotalRevenueColumn |
| Unrelated Business Revenue | 1624 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 3501 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 3501 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3501 | TotalRevenueColumn |
| Exclusion | $3,501 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECTION 481(A) INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 428 | TotalRevenueColumn |
| Exclusion | $428 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 428 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25704 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9725 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1624 | UnrelatedBusinessRevenue |
| Exclusion | $3,929 | ExclusionAmount |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1026 | Total |
| Program Services | 1026 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2000 | Total |
| Program Services | 1000 | ProgramServices |
| Management And General | 1000 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1520 | Total |
| Program Services | 1520 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 207 | Total |
| Program Services | 207 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1727 | Total |
| Program Services | 1727 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| TEACHING COMPENSATION(C | 31602 | 31602 |
| CATHOLIC THEOLOGICAL UN | 9514 | 9514 |
| MEALS & ENTERTAINMENT | 6191 | 6191 |
| OTHER MISC EXPENSES | 325 | 325 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10 | Total |
| Program Services | 10 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54122 | Total |
| Program Services | 53122 | ProgramServices |
| Management And General | 1000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | X | InfoInScheduleOPartX |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150971 | BOY |
| EOY | 143778 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 25742 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2673743 | BOY |
| EOY | 2736083 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2824714 | BOY |
| EOY | 2905603 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1804549 | BOY |
| EOY | 1814975 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1020165 | BOY |
| EOY | 1090628 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2824714 | BOY |
| EOY | 2905603 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2824714 | BOY |
| EOY | 2905603 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -28418 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 109307 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| 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) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| 58,250 SHS FIRST ANALYSIS STOCK (BOOK VALUE AT TIME OF GIFT-SEE SCHEDULE O) | 1814975 | C |
| INTEREST IN FIRST ANALYSIS VENTURE OPERATION & RESEARCH LLC | 921108 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2736083 | TotalOfBookValueSecurities |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | NOTICE IS PUBLISHED IN LOCAL NEWSPAPER AS TO RACIALLY NONDISCRIMINATORY POLICY | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | GARY H KLINE, ONE OF THE DIRECTORS AND AN OFFICER OF THE INSTITUTE, WAS AFFLIATED WITH THE LAW FIRM OF QUARLES & BRADY LLP, WHICH HAS BEEN ONE OF THE LAW FIRMS UTILIZED FOR LEGAL SERVICES BY FIRST ANALYSIS CORPORATION, OF WHICH F. OLIVER NICKLIN JR, WHO IS A DIRECTOR AND THE PRESIDENT OF THE INSTITUTE, IS ALSO PRESIDENT AND THE MAJORITY SHAREHOLDER. QUARLES & BRADY LLP ALSO PROVIDES LEGAL SERVICES TO THE INSTITUTE. THE BOARD OF DIRECTORS OF THE INSTITUTE CONSISTS OF FOUR INDIVIDUALS. THERE ARE AT PRESENT NO BOARD COMMITTEES AND THEREFORE THERE ARE NO MINUTES OF ANY BOARD COMMITTEE MEETINGS. THE INSTITUTE'S DIRECTORS WERE ASKED TO REVIEW ITS CURRENT YEARS FORM 990 BEFORE IT WAS FILED AND TO MAKE SUGGESTIONS WITH RESPECT THERETO. THE INSTITUTE HAS ONE MEMBER, F. OLIVER NICKLIN JR, WHO AS SOLE MEMBER, HAS THE POWER TO ELECT THE INSTITUTE'S BOARD OF DIRECTORS AND TO ELECT MEMBER(S). ALSO, BOARD OF DIRECTORS ACTIONS AS TO CERTAIN TYPES OF EXTRAORDINARY MATTERS, SUCH AS MERGERS, CONSOLIDATIONS, DISSOLUTION AND EXTRAORDINARY ASSET SALES ARE SUBJECT TO MEMBER(S) APPROVAL. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE INSTITUTE HAS ONE MEMBER, F OLIVER NICKLIN JR, WHO AS SOLE MEMBER, HAS THE POWER TO ELECT THE INSTITUTE'S BOARD OF DIRECTORS AND TO ELECT MEMBER(S). ALSO, BOARD OF DIRECTORS ACTIONS AS TO CERTAIN TYPES OF EXTRAORDINARY MATTERS, SUCH AS MERGERS, CONSOLIDATIONS, DISSOLUTION AND EXTRAORDINARY ASSET SALES ARE SUBJECT TO MEMBER(S) APPROVAL. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE INSTITUTE HAS ONE MEMBER, F OLIVER NICKLIN JR, WHO AS SOLE MEMBER, HAS THE POWER TO ELECT THE INSTITUTE'S BOARD OF DIRECTORS AND TO ELECT MEMBER(S). ALSO, BOARD OF DIRECTORS ACTIONS AS TO CERTAIN TYPES OF EXTRAORDINARY MATTERS, SUCH AS MERGERS, CONSOLIDATIONS, DISSOLUTION AND EXTRAORDINARY ASSET SALES ARE SUBJECT TO MEMBER(S) APPROVAL. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE INSTITUTE HAS ONE MEMBER, F OLIVER NICKLIN JR, WHO AS SOLE MEMBER, HAS THE POWER TO ELECT THE INSTITUTE'S BOARD OF DIRECTORS AND TO ELECT MEMBER(S). ALSO, BOARD OF DIRECTORS ACTIONS AS TO CERTAIN TYPES OF EXTRAORDINARY MATTERS, SUCH AS MERGERS, CONSOLIDATIONS, DISSOLUTION AND EXTRAORDINARY ASSET SALES ARE SUBJECT TO MEMBER(S) APPROVAL. | |
| FORM 990, PART VI, SECTION A, LINE 8B | THE INSTITUTE HAS ONE MEMBER, F OLIVER NICKLIN JR, WHO AS SOLE MEMBER, HAS THE POWER TO ELECT THE INSTITUTE'S BOARD OF DIRECTORS AND TO ELECT MEMBER(S). ALSO, BOARD OF DIRECTORS ACTIONS AS TO CERTAIN TYPES OF EXTRAORDINARY MATTERS, SUCH AS MERGERS, CONSOLIDATIONS, DISSOLUTION AND EXTRAORDINARY ASSET SALES ARE SUBJECT TO MEMBER(S) APPROVAL. | |
| FORM 990, PART VI, SECTION A, LINE 8B | BECAUSE OF THE PRESENT SMALLNESS OF THE ORGANIZATION, THE INSTITUTE DOES NOT HAVE COMMITTEES AND THEREFORE FOR THIS QUESTION, THE TAX SOFTWARE REQUIRES A YES OR NO ANSWER AND AN ANSWER OF NO HAS BEEN PLACED FOR THIS QUESTION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE INSTITUTE'S DIRECTORS WERE ASKED TO REVIEW ITS CURRENT YEARS FORM 990 BEFORE IT WAS FILED AND TO MAKE SUGGESTIONS WITH RESPECT THERETO. | |
| FORM 990, PART VI, SECTION B, LINE 12C | BECAUSE OF THE PRESENT SMALLNESS OF THE ORGANIZATION, THE INSTITUTE HAS BEEN ABLE TO INFORMALLY MONITOR THE SITUATION AS TO IMPERMISSIBLE CONFLICTS OF INTEREST AND HERETOFORE HAS NOT HAD ANY FORMAL MONITORING AS TO AVOIDING CONFLICTS OF INTEREST. | |
| PAGE 6, PART VI, SECTION B POLICIES -QUESTIONS 15A AND 15B-THESE QUESTIONS ARE REQUIRED TO HAVE A YES OR NO ANSWER BY THE TAX SOFTWARE, EVEN THOUGH THIS QUESTION SHOULD BE LEFT BLANK. HOWEVER IT IS ANSWERED NO TO SATISFY THE SOFTWARE REQUIREMENTS. | ||
| FORM 990, PART VI, SECTION C, LINE 18 | THE INSTITUTE WILL MAKE AVAILABLE TO INTERESTED PERSONS COPIES OF FORM 990 AND FINANCIAL STATEMENTS UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | BECAUSE OF THE PRESENT SMALLNESS OF THE ORGANIZATION, THE INSTITUTE HAS BEEN ABLE TO INFORMALLY MONITOR THE SITUATION AS TO IMPERMISSIBLE CONFLICTS OF INTEREST AND HERETOFORE HAS NOT HAD FORMAL MONITORING AS TO AVOIDING CONFLICTS OF INTEREST. THE INSTITUTE WILL MAKE AVAILABLE TO INTERESTED PERSONS COPIES OF ITS GOVERNING INSTRUMENT, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST. | |
| FORM 990, PART VII | F OLIVER NICKLIN JR - ONE S WACKER DRIVE SUITE 3900, CHICAGO, IL 60606. GARY H KLINE - 300 N LASALLE STREET, SUITE 4000, CHICAGO, IL 60654. ARTHUR J DROGE - UNIVERSITY OF TORONTO AT SCARBOROUGH 1265 MILITARY TRAIL, TORONTO, CANADA, CANADA NIC 1A4. JEROME P WAGNER - 2755 LINCOLNWOOD DR, EVANSTON, IL 60201. | CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| FOOTNOTE #1 FORM 990 PAGE 11 PART X LINE 12 | SHARES OF CLASS B COMMON STOCK OF FIRST ANALYSIS CORPORATION (BOOK VALUE AT TIME OF GIFT TREATED AS BOOK VALUE IN THE HANDS OF FIRST ANALYSIS INSTITUTE OF INTEGRATIVE STUDIES-CURRENT BOOK VALUE AT $104.26 PER SHARE AS OF DECEMBER 31, 2012 WAS $6,073,145. FAIR MARKET VALUE BELIEVED TO BE LESS.) | INVESTMENTS-OTHER SECURITIES SEE PART IV, LINE 11(B) |
| FORM 990, PART XI, LINE 9: | BOOK TO TAX ADJUSTMENT FOR LLC INCOME 188,856. ADJUSTMENT TO REFLECT INVESTMENT RELATED EXPENSES -4,658. K-1 LLC ORDINARY BUSINESS LOSS -74,891. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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