SAN FRANCISCO ESTUARY INSTITUTE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SAN FRANCISCO ESTUARY INSTITUTE (EIN 94-2951373)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-10
- IRS object ID
- 201143149349303854
- Schema version
- 2010v3.4
- 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 | 2011-11-10T17:49:48-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RINA ACCOUNTANCY CORPORATION | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 14TH STREET SUITE 1200 | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942951373 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN FRANCISCO ESTUARY INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANF | NameControl |
| Phone | 5107467334 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4911 CENTRAL AVENUE | AddressLine1 |
| City | RICHMOND | City |
| State | CA | State |
| ZIP Code | 94804 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAINER HOENICKE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5107467334 | Phone |
| Date Signed | 2011-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HOWARD ZANGWILL | Name |
| Phone | 5108936908 | Phone |
| Date Prepared | 2011-11-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | RAINER HOENICKE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4911 CENTRAL AVENUE | AddressLine1 |
| City | RICHMOND | City |
| State | CA | State |
| ZIP Code | 94804 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6538590 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SFEI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROTECT AND ENHANCE THE SAN FRANCISCO ESTUARY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 75 | TotalNbrEmployees |
| Total Nbr Volunteers | 2 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3863465 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4276414 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2354313 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2237025 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5919 | InvestmentIncomePriorYear |
| Investment Income Current Year | 17135 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 9545 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8016 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6233242 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6538590 | 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 | 3385419 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3652017 | 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 | 2956910 | OtherExpensePriorYear |
| Other Expenses Current Year | 2915406 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6342329 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6567423 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -109087 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -28833 | RevenuesLessExpensesCY |
| Total Assets BOY | 7276709 | TotalAssetsBOY |
| Total Assets EOY | 6846228 | TotalAssetsEOY |
| Total Liabilities BOY | 5856281 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5454633 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1420428 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1391595 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE SAN FRANCISCO ESTUARY INSTITUTE CONDUCTS RESEARCH, COLLABORATES WITH OTHER SCIENTISTS, AND INTEGRATES ENVIRONMENTAL INFORMATION TO ASSESS OR PREDICT THE RESULTS OF ESTUARY MANAGEMENT ACTIONS. SFEI HELPS DEVELOP SCIENCE-BASED MANAGEMENT STRATEGIES TO ACHIEVE OUR JOINT VISION TO PROTECT AND ENHANCE THE SAN FRANCISCO ESTUARY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2830299 | Expense |
| Revenue | 1567450 | Revenue |
| Description | REGIONAL MONITORING PROGRAM (RMP):CHEMICAL CONTAMINATION IN SAN FRANCISCO BAY IS GOVERNED BY THE SAN FRANCISCO BAY REGIONAL WATER QUALITY CONTROL BOARD (THE REGIONAL BOARD). THE REGIONAL BOARD HAS A WELL-ARTICULATED FRAMEWORK FOR MANAGING CONTAMINATION IN THE BAY CONTAINED IN THE WATER QUALITY CONTROL PLAN. THE PLAN CLASSIFIES THE VALUED ATTRIBUTES OF THE BAY AS "BENEFICIAL USES" AND ESTABLISHES WATER QUALITY OBJECTIVES THAT ARE PROTECTIVE OF THESE BENEFICIAL USES. THE RMP IS AN INNOVATIVE COLLABORATIVE EFFORT BETWEEN THE INSTITUTE, THE REGIONAL BOARD, AND THE REGULATED DISCHARGES COMMUNITY. THIS PROGRAM FOR MONITORING TRACE SUBSTANCES IN THE SAN FRANCISCO ESTUARY IS THE PRIMARY SOURCE OF INFORMATION AND USED TO EVALUATE BENEFICIAL USE IMPAIRMENT IN THE BAY DUE TO CHEMICAL CONTAMINATION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 402856 | Expense |
| Revenue | 55425 | Revenue |
| Description | CONTAMINANT MONITORING AND RESEARCH PROGRAM (CMR):THE CMR PROGRAM INCLUDES THE REGIONAL MONITORING PROGRAM AND OTHER STUDIES AIMED AT PROVIDING INFORMATION RELATING TO CONTAMINANT IMPACTS ON BENEFICIAL USES IN THE ESTUARY AS A WHOLE, I.E. THE BAY AND DELTA. THE OBJECTIVE OF THE CMR PROGRAM IS TO CONDUCT A MULTIFACETED PROGRAM OF MONITORING AND RESEARCH THAT CONTRIBUTES TO THE UNDERSTANDING OF CONTAMINANT LOADING, FATE, AND EFFECTS IN THE ESTUARY. THE INFORMATION GENERATED WILL BE USED, ALONG WITH OTHER PERTINENT INFORMATION, IN SYNTHESES AND ASSESSMENTS OF THE CONDITION OF THE ESTUARY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 994275 | Expense |
| Revenue | 284051 | Revenue |
| Description | WATERSHED SCIENCE PROGRAM:THE INTENT OF THIS PROGRAM IS TO PROVIDE BAY AREA MANAGERS QUALITY SCIENCE INFORMATION IN THE CONTEXT OF THE WHOLE SYSTEM (WATERSHEDS, THE AIR SHED, WETLANDS, AND THE BAY), TO HELP DEVELOP A REGIONAL PICTURE OF WATERSHED CONDITION AND DOWNSTREAM EFFECTS THROUGH QUALITY SCIENCE METHODOLOGY, EMPIRICAL DATA COLLECTION, DATA INTERPRETATION, AND PEER-REVIEW WITHOUT THE INTENT TO ADVOCATE ANY PARTICULAR STANCE. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2036467 | Expense |
| Revenue | 330099 | Revenue |
| Description | WETLANDS SCIENCE, HISTORICAL ECOLOGY, INVASIVE SPECIES, AQUATIC SCIENCE, CONSERVATION BIOLOGY, AND ENVIRONMENTAL INFROMATICS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2036467 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 330099 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 6263897 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 18 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 75 | 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 |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | 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 | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | 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 |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK LEUNG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5107467360 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7770 PARDEE LANE 2ND FLOOR | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94621 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JAMES FIEDLER | |||||||
| CHAIRMAN (VOTING) | 1.00 | X | 0 | 0 | 0 | ||
| BARBARA SALZMAN | |||||||
| VICE CHAIRMAN (VOTING) | 1.00 | X | 0 | 0 | 0 | ||
| TRISH MULVEY | |||||||
| DIRECTOR (VOTING) | 1.00 | X | 0 | 0 | 0 | ||
| DAVE TUCKER | |||||||
| TREASURER (VOTING) | 1.00 | X | 0 | 0 | 0 | ||
| JEFF HALTINER | |||||||
| DIRECTOR (VOTING) | 1.00 | X | 0 | 0 | 0 | ||
| JIM MCGRATH | |||||||
| DIRECTOR (VOTING) | 1.00 | X | 0 | 0 | 0 | ||
| BRUCE WOLFE | |||||||
| DIRECTOR (NON-VOTING) | 1.00 | X | 0 | 0 | 0 | ||
| FRED NICHOLS | |||||||
| DIRECTOR (VOTING) | 1.00 | X | 0 | 0 | 0 | ||
| STEVE RITCHIE | |||||||
| DIRECTOR (VOTING) | 1.00 | X | 0 | 0 | 0 | ||
| DYAN WHYTE | |||||||
| DIRECTOR (NON-VOTING) | 1.00 | X | 0 | 0 | 0 | ||
| KAREN SCHWINN | |||||||
| DIRECTOR (NON-VOTING) | 1.00 | X | 0 | 0 | 0 | ||
| PHIL STEVENS | |||||||
| SECRETARY (VOTING) | 1.00 | X | 0 | 0 | 0 | ||
| CHUCK WEIR | |||||||
| DIRECTOR (VOTING) | 1.00 | X | 0 | 0 | 0 | ||
| JOHN CALLAWAY | |||||||
| DIRECTOR (VOTING) | 1.00 | X | 0 | 0 | 0 | ||
| ADAM OLIVIERI | |||||||
| DIRECTOR (VOTING) | 1.00 | X | 0 | 0 | 0 | ||
| ALAN RAMO | |||||||
| DIRECTOR (VOTING) | 1.00 | X | 0 | 0 | 0 | ||
| MITCH AVALON | |||||||
| DIRECTOR (VOTING) | 1.00 | X | 0 | 0 | 0 | ||
| RAINER HOENICKE | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 128992 | 0 | 0 | X | ||
| JOSHUA COLLINS | |||||||
| MGR./SENIOR SCIENTIST | 40.00 | 112907 | 0 | 0 | X | ||
| JAY DAVIS | |||||||
| MGR./SENIOR SCIENTIST | 40.00 | 108465 | 0 | 0 | X | ||
| THEODORE MEYERS | |||||||
| MGR./SENIOR SCIENTIST | 40.00 | 126586 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 476950 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | Province Or StateAddressOfContractor/AddressForeign/ProvinceOrState | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|
| EAST BAY MUNICIPAL UTILITY DISTRICT | ||||||||||
| PO BOX 24055 | OAKLAND | CA | 94623 | LAB WORKS | 265571 | |||||
| UC DAVIS | ||||||||||
| PO BOX 989062 | WEST SACRAMENTO | CA | 95798 | LAB WORKS | 237478 | |||||
| AXYS ANALYTICAL INC | ||||||||||
| LAB WORKS | 223524 | 2045 MILLS RD | W. SIDNEY | BRITISH COLUMBIA | CA | V8L3S8 | ||||
| APPLIED MARINE SCIENCES | ||||||||||
| 4749 BENNETT DRIVE SUITE L | LIVERMORE | CA | 94551 | LAB WORKS | 177403 | |||||
| SAN JOSE STATE UNIVERSITY FOUNDATION | ||||||||||
| 210 N 4TH ST | SAN JOSE | CA | 95112 | LAB WORKS | 112363 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 4276414 | GovernmentGrants |
| Total Contributions | 4276414 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM FEES | Description |
| Business Code | 541900 | BusinessCode |
| Total Revenue Column | 2237025 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2237025 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2237025 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17135 | TotalRevenueColumn |
| Exclusion | $17,135 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8016 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8016 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8016 | TotalRevenueColumn |
| Exclusion | $8,016 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6538590 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2237025 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $25,151 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128992 | Total |
| Program Services | 11479 | ProgramServices |
| Management And General | 117513 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2414380 | Total |
| Program Services | 2375877 | ProgramServices |
| Management And General | 38503 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 885801 | Total |
| Program Services | 834773 | ProgramServices |
| Management And General | 51028 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222844 | Total |
| Program Services | 207115 | ProgramServices |
| Management And General | 15729 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160433 | Total |
| Program Services | 149249 | ProgramServices |
| Management And General | 11184 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80160 | Total |
| Program Services | 74508 | ProgramServices |
| Management And General | 5652 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 330173 | Total |
| Program Services | 306868 | ProgramServices |
| Management And General | 23305 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69126 | Total |
| Program Services | 66133 | ProgramServices |
| Management And General | 2993 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69805 | Total |
| Program Services | 64887 | ProgramServices |
| Management And General | 4918 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUBCONTRACTORS | 1992657 | 1987738 | 4919 |
| MISCELLANEOUS EXPENSE | 213052 | 185270 | 27782 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6567423 | Total |
| Program Services | 6263897 | ProgramServices |
| Management And General | 303526 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 359418 | BOY |
| EOY | 197052 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4642770 | BOY |
| EOY | 4765704 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2091134 | BOY |
| EOY | 1751499 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 1000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54674 | BOY |
| EOY | 59941 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 579273 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 508241 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127713 | BOY |
| EOY | 71032 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7276709 | BOY |
| EOY | 6846228 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1019398 | BOY |
| EOY | 1054134 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4786431 | BOY |
| EOY | 4364513 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50452 | BOY |
| EOY | 35986 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5856281 | BOY |
| EOY | 5454633 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1250242 | BOY |
| EOY | 1330899 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170186 | BOY |
| EOY | 60696 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1420428 | BOY |
| EOY | 1391595 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7276709 | BOY |
| EOY | 6846228 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -28833 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3666689 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4177747 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4494598 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3863465 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4276414 | CurrentTaxYear |
| Total | 20478913 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3666689 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4177747 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4494598 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3863465 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4276414 | CurrentTaxYear |
| Total | 20478913 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 20478913 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 33676 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33945 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19448 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5919 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17135 | CurrentTaxYear |
| Total | 110123 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13932 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11788 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14246 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9545 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8016 | CurrentTaxYear |
| Total | 57527 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 20646563 | TotalSupport |
| Gross Receipts From Admissions Etc | 16225069 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99190 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99280 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 147575 | OtherCostOrOtherBasis |
| Depreciation | 142767 | Depreciation |
| Book Value | 4808 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 379691 | OtherCostOrOtherBasis |
| Depreciation | 321537 | Depreciation |
| Book Value | 58154 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 52007 | OtherCostOrOtherBasis |
| Depreciation | 43937 | Depreciation |
| Book Value | 8070 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 71032 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SHORT TERM CAPITAL LEASE LIABILITY | $13,154 |
| LONG TERM CAPITAL LEASE LIABILIY | $22,832 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 35986 | TotalOfAmounts |
| Total Revenue | 6538590 | TotalRevenue |
| Total Expenses | 6567423 | TotalExpenses |
| Excess Or Deficit For Year | -28833 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -28833 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6788590 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 250000 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 250000 | RevenueNotRptdF990 |
| Revenue Subtotal | 6538590 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6538590 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6817423 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 250000 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 250000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6567423 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6567423 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | ACCOUNTING FOR UNCERTAIN TAX POSITIONS: THE INSTITUTE RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF AN UNCERTAIN TAX POSITION ONLY AFTER CONSIDERING THE PROBABILITY THAT A TAX AUTHORITY WOULD SUSTAIN THE POSITION IN AN EXAMINATION. FOR TAX POSITIONS MEETING A "MORE-LIKELY-THAN-NOT" THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE BENEFIT EXPECTED TO BE REALIZED UPON SETTLEMENT WITH THE TAX AUTHORITY. FOR TAX POSITIONS NOT MEETING THE THRESHOLD, NO FINANCIAL STATEMENT BENEFIT IS RECOGNIZED. AS OF DECEMBER 31, 2010, THE INSTITUTE HAS HAD NO UNCERTAIN TAX POSITIONS. THE INSTITUTE RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNCERTAIN TAX POSITIONS AS INCOME TAX EXPENSE. INCOME TAX RETURNS FOR THE YEAR PRIOR TO 2006 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES. THE INSTITUTE IS RELYING ON ITS TAX-EXEMPT STATUS AND ITS ADHERENCE TO ALL APPLICABLE LAWS AND REGULATIONS TO PRESERVE THAT STATUS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS APPOINT OTHER BOARD MEMBERS AS WELL AS THE EXECUTIVE DIRECTOR. | |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL OF THE 9 VOTING MEMBERS OF THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE GOVERNING BODY IS PROVIDED A DRAFT VERSION OF THE FORM 990 TO REVIEW FOR ACCURACY AND COMPLETENESS. | |
| THE STAFF ARE MADE AWARE OF THE CONFLICT OF INTEREST POLICY ON THEIR HIRE DATE AND ARE REQUIRED TO SIGN A FORM ACKNOWLEDGING THE RECEIPT OF THE POLICY. ALL SENIOR STAFF MEET EACH WEEK TO DISCUSS FINANCIAL AND BUSINESS ISSUES. THE STAFF ARE AWARE OF THE CONSEQUENCES OF NOT ADHERING TO THIS POLICY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE SALARY OF THE EXECUTIVE DIRECTOR IS DETERMINED, REVIEWED AND APPROVED BY THE FINANCE COMMITTEE MEMBERS OF THE SFEI BOARD OF DIRECTORS. RECOMMENDATIONS ARE ACCOMPANIED BY A COMPENSATION SURVEY OF SIMILAR NON-PROFIT ORGANIZATIONS PERFORMING DUTIES OR SERVICES TYPICAL TO SFEI. AN EMPLOYEE'S SALARY IS NEGOTIATED AND SET BY THE EXECUTIVE DIRECTOR OF THE INSTITUTE WITHIN GUIDELINES SET BY THE BOARD OF DIRECTORS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE ONLINE AND UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| FINANCE COMMITTEE | THERE WAS NO CHANGE IN THE OVERSIGHT PROCESS DURING THE TAX YEAR. | FORM 990 PAGE 12, PART XII, LINE 2C |
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