NEW YORK INSTITUTE FOR SPECIAL EDUCATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- NEW YORK INSTITUTE FOR SPECIAL EDUCATION (EIN 13-1740010)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201211359349302716
- Schema version
- 2010v3.7
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T12:00:48-04:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY L | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100041405 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131740010 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW YORK INSTITUTE FOR SPECIAL EDUCATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NEWY | NameControl |
| Phone | 7185197000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 Pelham Parkway | AddressLine1 |
| City | Bronx | City |
| State | NY | State |
| ZIP Code | 10469 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Bernadette M Kappen | Name |
| Title | Executive Director | Title |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126617777 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BERNADETTE M KAPPEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 PELHAM PARKWAY | AddressLine1 |
| City | BRONX | City |
| State | NY | State |
| ZIP Code | 10469 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 76905518 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.nyise.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1831 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | To provide quality educational programs and support to students and families in a safe caring environment to awaken and inspire student curiosity, lifelong learning and fulfillment. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 434 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 24017397 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 23497439 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 722833 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9445581 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 537329 | OtherRevenuePriorYear |
| Other Revenue Current Year | 296 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 25277559 | TotalRevenuePriorYear |
| Total Revenue Current Year | 32943316 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 2598650 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 25608259 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 23344305 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4120 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6533647 | OtherExpensePriorYear |
| Other Expenses Current Year | 5495013 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 32141906 | TotalExpensesPriorYear |
| Total Expenses Current Year | 31437968 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -6864347 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1505348 | RevenuesLessExpensesCY |
| Total Assets BOY | 118353987 | TotalAssetsBOY |
| Total Assets EOY | 131892894 | TotalAssetsEOY |
| Total Liabilities BOY | 18334811 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 16586361 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 100019176 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 115306533 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The mission of the New York Institute for Special Education is to provide quality educational programs and support to students and families in a safe caring environment to awaken and inspire student curiosity, lifelong learning and fulfillment. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 19663246 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | See Schedule O | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4717558 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | See Schedule O | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3606563 | Expense |
| Grants | 2598650 | Grants |
| Revenue | 0 | Revenue |
| Description | See Schedule O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 67697 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 28055064 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 25 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 434 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOSEPH CHATRNUCH | NamePerson |
| Telephone Number | 7185197000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 PELHAM PARKWAY | AddressLine1 |
| City | BRONX | City |
| State | NY | State |
| ZIP Code | 10469 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Edward F Cox | |||||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||||
| John HD Dewey | |||||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||||
| Thomas AD Ettinghausen | |||||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||||
| Paul B Yellin | |||||||||
| Board Member | 1.0 | X | 0 | 9477 | 0 | ||||
| John B Rhodes | |||||||||
| President | 1.0 | X | 0 | 0 | 0 | X | |||
| Donna O'Hare Brayton | |||||||||
| Vice President | 1.0 | X | 0 | 0 | 0 | X | |||
| Edward Ridley Finch | |||||||||
| Vice President | 1.0 | X | 0 | 0 | 0 | X | |||
| Phillip G Foote | |||||||||
| Vice President | 1.0 | X | 0 | 0 | 0 | X | |||
| Rosanne K Silberman | |||||||||
| Secretary | 1.0 | X | 0 | 0 | 0 | X | |||
| William L Musser Jr | |||||||||
| Treasurer | 1.0 | X | 0 | 0 | 0 | X | |||
| Bernadette M Kappen | |||||||||
| Executive Director | 36.5 | 236545 | 0 | 5467 | X | ||||
| Victor Young | |||||||||
| Exec. Dir. (thru 10/31/2010) | 36.5 | 200929 | 38462 | 25944 | X | ||||
| Thomas Burgett | |||||||||
| Assistant Executive Director | 36.5 | 161774 | 0 | 5390 | X | ||||
| Virginia Summerville | |||||||||
| Neuro Psychiatrist | 36.5 | 136764 | 0 | 5390 | X | ||||
| John Hernandez | |||||||||
| Media Teacher | 36.5 | 133497 | 0 | 5390 | X | ||||
| Rhona Wexler | |||||||||
| Coordinator | 36.5 | 117912 | 0 | 11384 | X | ||||
| Geraldine Duganzic | |||||||||
| Coordinator IEP | 36.5 | 113710 | 0 | 0 | X | ||||
| Joe Catavero | |||||||||
| Principal Schermerhorn Program | 36.5 | 113487 | 0 | 11384 | X | ||||
| Steven Prigohzy | |||||||||
| Exec. Dir. (thru 8/31/2009) | 0.0 | 190677 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1405295 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 47939 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 70349 | TotalOtherCompensation |
| Number Individuals GT100 K | 18 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WP STEWART | |||||
| 572 MADISON AVENUE | NEW YORK | NY | 10010 | INVESTMENT ADVISOR | 330461 |
| NICHOLSON GALLOWAY | |||||
| 261 GLENHEAD ROAD | GLENHEAD | NY | 11545 | GENERAL CONTRACTOR | 147366 |
| GUNDERMANN GUNDERMANn | |||||
| 175 W CARVER STREET | HUNTINGTON | NY | 11743 | INSURANCE BROKER | 206555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Government Grants | 23203084 | GovernmentGrants |
| All Other Contributions | 294355 | AllOtherContributions |
| Total Contributions | 23497439 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 978039 | TotalRevenueColumn |
| Exclusion | $978,039 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 52429744 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 43962202 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8467542 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8467542 | TotalRevenueColumn |
| Exclusion | $8,467,542 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 296 | TotalRevenueColumn |
| Related Or Exempt Function Income | 296 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 296 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32943316 | TotalRevenueColumn |
| Related Or Exempt Function Income | 296 | RelatedOrExemptFunctionIncome |
| Exclusion | $9,445,581 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2598650 | Total |
| Program Services | 2598650 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 249108 | Total |
| Program Services | 225219 | ProgramServices |
| Management And General | 23740 | ManagementAndGeneral |
| Fundraising | 149 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15706791 | Total |
| Program Services | 14452000 | ProgramServices |
| Management And General | 1254791 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2494460 | Total |
| Program Services | 2272375 | ProgramServices |
| Management And General | 222085 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3621616 | Total |
| Program Services | 3299181 | ProgramServices |
| Management And General | 322435 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1272330 | Total |
| Program Services | 1159053 | ProgramServices |
| Management And General | 113277 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90821 | Total |
| Management And General | 90821 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147366 | Total |
| Management And General | 147366 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187020 | Total |
| Management And General | 187020 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 428014 | Total |
| Management And General | 428014 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 652360 | Total |
| Program Services | 466046 | ProgramServices |
| Management And General | 185255 | ManagementAndGeneral |
| Fundraising | 1059 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68108 | Total |
| Program Services | 68108 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 821718 | Total |
| Program Services | 813100 | ProgramServices |
| Management And General | 8618 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60475 | Total |
| Program Services | 49944 | ProgramServices |
| Management And General | 10531 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182613 | Total |
| Program Services | 171627 | ProgramServices |
| Management And General | 10986 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 427367 | Total |
| Program Services | 427367 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 886955 | Total |
| Program Services | 843398 | ProgramServices |
| Management And General | 43557 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206515 | Total |
| Program Services | 204175 | ProgramServices |
| Management And General | 2340 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONTRACTUAL MAINTENANCE | 439751 | 419558 | 20193 | |
| RECRUITMENT STUDENT TRIPS | 212285 | 113491 | 95882 | 2912 |
| DUES, TAXES, PERMITS, FOOD | 213623 | 109875 | 103748 | |
| LITERACY FELLOWS | 7780 | 7780 | ||
| ALL OTHER EXPENSES | 462242 | 354117 | 108125 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31437968 | Total |
| Program Services | 28055064 | ProgramServices |
| Management And General | 3378784 | ManagementAndGeneral |
| Fundraising | 4120 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1147698 | BOY |
| EOY | 2510223 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8454571 | BOY |
| EOY | 9237546 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 849299 | BOY |
| EOY | 415454 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1845993 | BOY |
| EOY | 1643222 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 57500 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60964 | BOY |
| EOY | 65115 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 33574322 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 13290452 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20681233 | BOY |
| EOY | 20283870 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51904647 | BOY |
| EOY | 53619203 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33286340 | BOY |
| EOY | 43952924 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123242 | BOY |
| EOY | 107837 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118353987 | BOY |
| EOY | 131892894 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 965802 | BOY |
| EOY | 747839 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8340000 | BOY |
| EOY | 7590000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1000000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9029009 | BOY |
| EOY | 7248522 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18334811 | BOY |
| EOY | 16586361 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99481579 | BOY |
| EOY | 114750531 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120784 | BOY |
| EOY | 139189 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 416813 | BOY |
| EOY | 416813 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100019176 | BOY |
| EOY | 115306533 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118353987 | BOY |
| EOY | 131892894 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1505348 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 13782009 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 187020 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 187020 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 27868044 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 28055064 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 138360 | CurrentYearMinus3 |
| Current Year Minus2 | 140907 | CurrentYearMinus2 |
| Current Year Minus1 | 192401 | CurrentYearMinus1 |
| Current Year | 187020 | CurrentYear |
| Total | 658688 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 138360 | CurrentYearMinus3 |
| Current Year Minus2 | 140907 | CurrentYearMinus2 |
| Current Year Minus1 | 192401 | CurrentYearMinus1 |
| Current Year | 187020 | CurrentYear |
| Total | 658688 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 359937 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 86951 | InvestmentEarningsOrLosses |
| Other Expenditures | 2292 | OtherExpenditures |
| End Of Year Balance | 444596 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 323298 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 38873 | InvestmentEarningsOrLosses |
| Other Expenditures | 2234 | OtherExpenditures |
| End Of Year Balance | 359937 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 371736 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -44576 | InvestmentEarningsOrLosses |
| Other Expenditures | 3862 | OtherExpenditures |
| End Of Year Balance | 323298 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.93751 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.06249 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 582758 | OtherCostOrOtherBasis |
| Book Value | 582758 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32023945 | OtherCostOrOtherBasis |
| Depreciation | 12604178 | Depreciation |
| Book Value | 19419767 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 889603 | OtherCostOrOtherBasis |
| Depreciation | 686274 | Depreciation |
| Book Value | 203329 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 78016 | OtherCostOrOtherBasis |
| Book Value | 78016 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 20283870 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LTD PARTNERSHIP INVESTMENTS | 22044101 | F |
| HEDGE FUNDS | 21908823 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 43952924 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| COND. ASSET RETIREMENT OBLIGATION | $1,446,678 |
| POST-RETIREMENT BENEFIT OBLIGATION | $5,801,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7248522 | TotalOfAmounts |
| Total Revenue | 32943316 | TotalRevenue |
| Total Expenses | 31437968 | TotalExpenses |
| Excess Or Deficit For Year | 1505348 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 11847296 | NetUnrealizedGLOnInvestments |
| Other | $1,934,713 | OtherAmount |
| Total Adjustments | 13782009 | TotalAdjustments |
| Excess Or Deficit Per FS | 15287357 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 46297311 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 11847296 | NetUnrealizedGainsInvestments |
| Other Revenues | 1934713 | OtherRevenues |
| Revenue Not Rptd F990 | 13782009 | RevenueNotRptdF990 |
| Revenue Subtotal | 32515302 | RevenueSubtotal |
| Investment Expenses Not Included | 428014 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 428014 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 32943316 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 31009954 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 31009954 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 428014 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 428014 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 31437968 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Endowment Funds | Part V - Line 4 | The Institute's endowment includes only donor-restricted endowment funds. Investments gains are re-invested into the endowment and are ultimately used to provide funding for the education programs and other institute projects. Investments gains not re-invested by the end of the Institute's fiscal year end are reflected as temporarily restricted. |
| Other Liabilities - Liability for Uncertain Tax Positions | Part X - Line 2 | As of June 30, 2011, no amounts have been recognized for uncertain income tax positions. The Institute's tax returns for the fiscal year 2008 and forward are subject to the usual review by the appropriate taxation authorities. |
| Reconciliation of Change in Net Assets | Part XI - Line 8 | 8. Recovery under cost billing contracts: 541,774. 8. Pension adjustment: 1,392,939. |
| Reconciliation of Revenue | Part XII - Line 2d | 2d. Recovery under cost billing contracts: 541,774. 2d. Pension adjustment: 1,392,939. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Nondiscriminatory Policy | Part I - Line 3 | All registration forms contain a nondiscriminatory statement regarding sex, color, citizenship, religion and descent. Radio and television announcement contain the same information. |
| SCHEDULE E, PART 1 | Part I - Line 6a | The New York Institute for Special Education receives funding for its programs from the New York State Education Department as well as from the City of New York. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Total Expenditures | 21908823 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 21908823 | SubtotalAmountSpent |
| Total Amount Spent | 21908823 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cornerstone Literacy Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 273192138 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 2598650 | AmountOfCashGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Grants | Part I - Line 2 | At a September 22, 2010 meeting of the Institute's Board of Trustees, a resolution was approved for the Cornerstone Initiative (the "Initiative"), a project of the Institute since March 1999, to transfer the activities of the Initiative to Cornerstone Literacy, Inc. ("CLI"). On November 1, 2010, CLI entered into an agreement with the Institute, to transfer the activities of the Initiative to effectively carry out and expand the scope and reach of the Initiative's activities to improve outcomes for disadvantaged populations. The Institute will transfer certain assets to CLI to enable CLI to assume and expand the activities and operations of the Initiative. The Institute will serve as CLI's sole member and approve its annual funding. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Schedule I Part IV | Form990ScheduleIPartIV | |
| Form990 Schedule I Part IV | Form990ScheduleIPartIV |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bernadette M Kappen | |||||||||||||
| 213990 | 0 | 0 | 0 | 22555 | 0 | 0 | 0 | 5467 | 0 | 242012 | 0 | 0 | 0 |
| Victor Young | |||||||||||||
| 200536 | 38462 | 0 | 0 | 393 | 0 | 0 | 0 | 21239 | 4705 | 222168 | 43167 | 0 | 0 |
| Steven Prigohzy | |||||||||||||
| 0 | 0 | 0 | 0 | 190677 | 0 | 0 | 0 | 0 | 0 | 190677 | 0 | 0 | 0 |
| Thomas Burgett | |||||||||||||
| 139774 | 0 | 0 | 0 | 22000 | 0 | 0 | 0 | 5390 | 0 | 167164 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Compensation | Identifier |
| Return Reference | Part I - Line 4a | ReturnReference |
| Explanation | Steven Prigohzy was separated from services on august 31, 2008. The institute paid deferred compensation to Mr. Prigohzy during the year. These amounts were included in his 2010 Form W-2 the amount 190,677 was reported on the Institute's 2009 Form 990 (tax year beginning July 1, 2009 and ending June 30, 2010 on Schedule J, Part II - Column C: Retirement and Other Deferred Compensation). | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Victor Young - | NamePerson |
| Purpose Of Loan | Home Purchase | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $57,500 | OriginalPrincipalAmount |
| Balance Due | 57500 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 57500 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Paul Yellin | |||
| Trustee | 58500 | Student Eval. & Teacher Train. | false |
| Eugene McMation | |||
| Former Director | 1800 | Research | false |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (19 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Statement of Program Service Accomplishments | Part III - Line 4a | The Schermerhorn Program offers diverse educational services to meet the needs of children who are legally blind, from the ages of 5 to 21. Students participate in individually designed academic programs that emphasize independence. Many of the students have mild secondary disabilities and need a specialized educational environment in order to be successful in school. The school offers either a day program or a five-day residential program. Following a thorough psychological and educational evaluation, a multi-disciplinary team in cooperation with the student's family, develops a comprehensive individual educational plan (I.E.P) to meet the student's educational needs. Classroom Instruction forms the core of the student's program. All students receive instruction which follows the New York State learning standards leading to elementary and high school diplomas. Students may also take college courses for credit. A student's program may also include career education, training in activities of daily living, social skills, nutrition, computer science and technology. A vast array of special services support each student. When appropriate, speech therapy, occupational therapy, physical therapy, orientation and mobility, art and music are scheduled. All students receive a full program of adaptive physical education. Counseling and guidance services are available to all students and their families. Students have an opportunity to participate in a variety of extra-curricular activities (I.E. Student Council, track, wrestling, cheerleading, and "Goalball"). As an extension of our career curriculum, students are given an opportunity to develop job behaviors and job skills through prevocational activities and in the career experience program. Activities include work in the on-campus coffee shop, work with the Institute's building and grounds staff, and child care work and reception training. The career experience program includes training and job experiences in a variety of jobs on the campus. Once their education is completed the students move on to a variety of settings. This includes college, vocational training, and competitive employment. The Van Cleve Program accepts children with emotional disabilities/learning disabilities from four years nine months to thirteen years of age. Children may remain the program until the age of thirteen. The goal of the program is to remediate the behavioral and learning deficits of students by providing academic and social skills necessary to enter a less restrictive program. The program provides a highly structured educational day and five day residential setting, including counseling services for both students and families. The program's philosophy lies in the belief that students want to progress, learn and be successful. To assure their success a supportive, structured setting is provided in which the students discover themselves to be valued and capable individuals. The class sizes are small with a ratio of one teacher and one teacher assistant to six children maximum. A multi-disciplinary evaluation team provides a complete assessment of the child's functioning levels. A complete battery of educational tests are administered to assess skills and levels. A neuropsychiatric, psychological, social history, medical and physical movement evaluation is completed prior to the student's entry into the program. These evaluations help formulate the student's individual education plan (I.E.P.), with goals developed in the areas of academics, behavior management, physical and social development. Social workers, school psychologists and pediatric psychiatrists are available to work with the staff and families regarding students' behavioral and emotional needs. All children are reevaluated at specified intervals to assess their progress and to ensure continued appropriate planning. In addition to the educational curriculum, the students also receive related services, art, music, physical education and computer instruction. Students participate in a variety of extracurricular activities (i.e. basketball, track). Upon completion of the Van Cleve Program students are placed in their next educational setting after meetings held by their local committee on special education. Students have moved into the regular public school setting, less restrictive education settings and other residential treatment facilities. |
| Statement of Program Service Accomplishments | Part III - Line 4b | The readiness program is a special educational pre-school program for three to five year old children who are developmentally delayed. The goal of the program is to provide instructional and early intervention services so that these children can be placed in a mainstreamed or a less restrictive educational environment when they reach the age of five. The children in the program have significant delays in areas which may include speech and language development, physical development, learning or emotional development. The children attend school five days a week for five hours a day. Children are referred to the program by their public school district committee on pre-school education. The school evaluates all referrals and recommends appropriate services. Speech, physical, occupational and play therapies are in groups or individually provided as mandated by a child's individual educational plan. The high/scope curriculum is implemented with all classes, based on the theory that children learn best by being actively involved in activities of their choice. The curriculum provides for consistent, daily routines which include adult-supported play, gross motor activities, lunch and nap. Children in the program are reviewed at least once a month by a team of professionals. These reviews provide information on student growth and development, as well as strategies for working with the child. The breakthrough to literacy program works on emergent literacy skills. Family support groups as well as individual meetings with social workers are offered to all parents. In addition to the educational staff, a full array of professionals, such as social workers, speech, occupational and physical therapists, are an intricate part of the program. A nurse is available daily to address minor medical needs of the children and concerns of the staff and parents. Social workers and school psychologists work with the staff and families regarding behavioral and emotional needs. The children participate in seasonal activities to help improve their communication skills and basic knowledge (i.e. Winter Olympics, bike-a-thon, visits from traveling farm). |
| Statement of Program Service Accomplishments | Part III - Line 4c | The Cornerstone Initiative - Cornerstone was a national literacy outreach initiative of the Institute through December 31, 2010. Cornerstone Literacy, Inc. was incorporated on June 21, 2010. The program works by providing comprehensive professional development to build the capacity of teachers, principals and school-based coaches who guide the learning of children. |
| Statement of Program Service Accomplishments | Part III - Line 4d | Camp Wanaqua is the only day camp in the New York metropolitan area that services both blind and visually impaired children. |
| Statements Regarding Other IRS Filings and Tax Compliance | Part V - Line 2a | The number of employees reported on Form W-3, Transmittal of Wages and Tax Statements, is 434. This includes 44 students in the career development program. This program includes training and job experiences in a variety of jobs on the campus for high school age students. |
| Governance, Management, and Disclosure | Part VI, Section B - Line 11b | A draft Form 990 was initially reviewed by the Executive Director and the Director of Fiscal Affairs and then circulated to the executive committee of the board of trustees to review and approve prior to filing. |
| Governance, Management, and Disclosure | Part VI, Section B - Line 12c | Each officer, director, trustee and key employee of the Institute is required to annually disclose any conflicts of interest that arise by virtue of their employment, board service, or position with the Institute. The Institute monitors compliance with its conflict of interest policy through an annual questionnaire/disclosure statement that is distributed to these individuals. Any potential conflicts are investigated immediately. |
| Governance, Management, and Disclosure | Part VI, Section B - Lines 15a & 15b | The Institute undertakes a thorough process to ensure that the executive compensation it pays to its top management officials and key employees of the institute is reasonable given the market in which the institute operates. The executive committee of the board of trustees annually reviews the salaries it pays to its top management officials and key employees and compares them to similar organizations. |
| Governance, Management, and Disclosure | Part VI, Section C - Line 19 | The Institute's financial statements are available at the New York State Education Department website. The Institute's governing documents and conflict of interest policy are not ordinarily made available to the public, but, if requested, will be provided at management's discretion. |
| Reconciliation of Net Assets | Part XI - Line 5 | 5. Recovery under cost billing contracts: 541,774. 5. Pension adjustment: 1,392,939. 5. Unrealized appreciation in fair value of investments: 11,847,296. |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Edward F Cox TITLE:Board Member HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:John HD Dewey TITLE:Board Member HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Paul B Yellin TITLE:Board Member HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:John B Rhodes TITLE:President HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Donna O'Hare Brayton TITLE:Vice President HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Phillip G Foote TITLE:Vice President HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Rosanne K Silberman TITLE:Secretary HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:William L Musser Jr TITLE:Treasurer HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Victor Young TITLE:Exec. Dir. (thru 10/31/2010) HOURS:40 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNERSTONE LITERACY INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 WEST 29TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | LITERACY | PrimaryActivities |
| Legal Domicile State | DE | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NYISE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNERSTONE LITERACY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionType |
| Amount Involved | 2598650 | AmountInvolved |
Comments