FIRST ANALYSIS INSTITUTE: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
FIRST ANALYSIS INSTITUTE (EIN 36-3666973)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-28
IRS object ID
202602409349301755
Schema version
2025v4.2
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

FieldValueIRS element (for citing)
Return2026-08-28T16:13:41-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN921389003PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GP ASSOCIATES PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12835 N SHEFFIELD AVE SUITE 215AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60657ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363666973EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FIRST ANALYSIS INSTITUTE OF INTEGRATIVEBusinessNameLine1Txt
Business Name Line2STUDIESBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFIRSBusinessNameControlTxt
Phone3122581400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE S WACKER DRIVE 3900AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonF OLIVER NICKLIN JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3122581400PhoneNum
Signature2026-08-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGAVIN PIASKYPreparerPersonNm
PTINP02055320PTIN
Phone7737163528PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerF OLIVER NICKLIN JRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE S WACKER DR STE 3900AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$585,681GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressINTEGRATIVESTUDIES.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1989FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionINSTITUTE OFFERS CLASSES AND SEMINARS THAT ARE OPEN TO INTERESTED INDIVIDUALS.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$65,641TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$62,413NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$135,784PYContributionsGrantsAmt
CY Contributions Grants$309,640CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$60,479PYInvestmentIncomeAmt
CY Investment Income$220,113CYInvestmentIncomeAmt
PY Other Revenue$98,580PYOtherRevenueAmt
CY Other Revenue$55,928CYOtherRevenueAmt
PY Total Revenue$294,843PYTotalRevenueAmt
CY Total Revenue$585,681CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$263,277PYOtherExpensesAmt
CY Other Expenses$113,057CYOtherExpensesAmt
PY Total Expenses$263,277PYTotalExpensesAmt
CY Total Expenses$113,057CYTotalExpensesAmt
PY Revenues Less Expenses$31,566PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$472,624CYRevenuesLessExpensesAmt
Total Assets BOY$5,536,283TotalAssetsBOYAmt
Total Assets EOY$10,813,296TotalAssetsEOYAmt
Total Liabilities BOY$15,688TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,575TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,520,595NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,802,721NetAssetsOrFundBalancesEOYAmt
MissionTO OFFER EDUCATIONAL PROGRAMS FOR EXPLORING INTEGRATIVE MODELS THAT DRAW UPON PLATONIC OR NEO-PLATONIC REASONING BUT THAT ALSO IMPOSE THE DISCIPLINE OF ARISTOTELIAN REASONING; AND TO EXPLORE IMPORTANT ISSUES FROM THE STANDPOINT OF CHRISTIANITY, ISLAM AND JUDAISM.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$109,982ExpenseAmt
DescINSTITUTE OFFERS SEMINARS AND EDUCATIONAL PROGRAMS THAT ARE OPEN TO ANY INTERESTED INDIVIDUAL AND SUPPORTS EDUCATIONAL RELATED RESEARCH.Desc
Total Program Service Expenses$109,982TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document16IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonF OLIVER NICKLIN JRPersonNm
Phone3122581400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE S WACKER DR STE 3900AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
F OLIVER NICKLIN JR
PRESIDENT, TREASURER, DIRECTOR2.00Yes (X)Yes (X)$0$0$0
JEROME P WAGNER
DIRECTOR1.00Yes (X)$0$0$0
SARAH M LINSLEY
DIRECTOR, SECRETARY0.20Yes (X)Yes (X)$0$0$0
CLAIRE NICKLIN
DIRECTOR1.00Yes (X)$0$0$0
DAVID M JAGLOWSKI
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$309,640AllOtherContributionsAmt
Noncash Contributions$309,640NoncashContributionsAmt
Total Contributions$309,640TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$52,553TotalRevenueColumnAmt
Exclusion$52,553ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$167,560OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$167,560OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$167,560TotalRevenueColumnAmt
Exclusion$167,560ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescPASSTHROUGH INCOME - FDesc
Business900099BusinessCd
Total Revenue Column$55,928TotalRevenueColumnAmt
Unrelated Business Revenue$65,641UnrelatedBusinessRevenueAmt
Exclusion-$9,713ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$55,928OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$585,681TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$65,641UnrelatedBusinessRevenueAmt
Exclusion$210,400ExclusionAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,150TotalAmt
Program Services$3,075ProgramServicesAmt
Management And General$3,075ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,500TotalAmt
Program Services$3,500ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$20,216TotalAmt
Program Services$20,216ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
FACULTY STIPENDS AND HO$48,367$48,367
WEBSITE WORK$15,000$15,000
FEDERAL INCOME TAXES$13,107$13,107
MEALS & ENTERTAINMENT$3,801$3,801

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,916TotalAmt
Program Services$2,916ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$113,057TotalAmt
Program Services$109,982ProgramServicesAmt
Management And General$3,075ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$816BOYAmt
EOY$1,925EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$5,535,467BOYAmt
EOY$10,755,407EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$55,964EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,536,283BOYAmt
EOY$10,813,296EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$15,688BOYAmt
EOY$7,750EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$2,825EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,688BOYAmt
EOY$10,575EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$2,974,376BOYAmt
EOY$2,974,376EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$2,546,219BOYAmt
EOY$7,828,345EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,520,595BOYAmt
EOY$10,802,721EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,536,283BOYAmt
EOY$10,813,296EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$472,624ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$371,164NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$5,180,666OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
FIRST ANALYSIS STOCK$8,009,924F
INTEREST IN FIRST ANALYSIS VENTURE OPERATIONS & RESEARCH LLC$2,745,483F
FieldValueIRS element (for citing)
Total Book Value Securities$10,755,407TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescILLINOIS INCOME TAXES PAYABLEDesc
Amt$2,825Amt
FieldValueIRS element (for citing)
Total Liability$2,825TotalLiabilityAmt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd0GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE E, PART I, LINE 3FormAndLineReferenceDesc
ExplanationNOTICE IS PUBLISHED ON THE INSTITUTE'S HOME PAGE AT INTEGRATIVESTUDIES.COM AS TO RACIALLY NONDISCRIMINATORY POLICY PER REV. PROC 2019-22ExplanationTxt

Schedule M IRS990ScheduleM

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$234,960NoncashContributionsRptF990Amt
Method Of Determining RevenuesBOOK VALUEMethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$74,680NoncashContributionsRptF990Amt
Method Of Determining RevenuesBOOK VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2SARAH M LINSLEY, A DIRECTOR AND OFFICER OF THE INSTITUTE, IS A RETIRED PARTNER OF THE LAW FIRM QUARLES & BRADY LLP. QUARLES & BRADY LLP HAS BEEN ONE OF THE LAW FIRMS UTILIZED FOR LEGAL SERVICES BY FIRST ANALYSIS CORPORATION, OF WHICH F OLIVER NICKLIN JR, WHO IS A DIRECTOR AND PRESIDENT OF THE INSTITUTE, IS ALSO PRESIDENT AND THE MAJORITY SHAREHOLDER. QUARLES & BRADY LLP ALSO PROVIDES LEGAL SERVICES TO THE INSTITUTE, AND TO MR. NICKLIN. CLAIRE NICKLIN IS THE DAUGHTER OF F OLIVER NICKLIN.
FORM 990, PART VI, SECTION A, LINE 6THE INSTITUTE HAS ONE MEMBER, F OLIVER NICKLIN JR, WHO AS SOLE MEMBER HAS THE POWER TO ELECT THE INSTITUTE'S BOARD OF DIRECTORS AND TO ELECT MEMBER(S). ALSO, BOARD OF DIRECTORS ACTIONS AS TO CERTAIN TYPES OF EXTRAORDINARY MATTERS, SUCH AS MERGERS, CONSOLIDATIONS, DISOSLUTOIN, AND EXTRAORDINARY ASSET SALES ARE SUBJECT TO MEMBER(S) APPROVAL.
FORM 990, PART VI, SECTION A, LINE 7ATHE INSTITUTE HAS ONE MEMBER, F OLIVER NICKLIN JR, WHO AS SOLE MEMBER HAS THE POWER TO ELECT THE INSTITUTE'S BOARD OF DIRECTORS AND TO ELECT MEMBER(S). ALSO, BOARD OF DIRECTORS ACTIONS AS TO CERTAIN TYPES OF EXTRAORDINARY MATTERS, SUCH AS MERGERS, CONSOLIDATIONS, DISOSLUTOIN, AND EXTRAORDINARY ASSET SALES ARE SUBJECT TO MEMBER(S) APPROVAL.
FORM 990, PART VI, SECTION A, LINE 7BTHE INSTITUTE HAS ONE MEMBER, F OLIVER NICKLIN JR, WHO AS SOLE MEMBER HAS THE POWER TO ELECT THE INSTITUTE'S BOARD OF DIRECTORS AND TO ELECT MEMBER(S). ALSO, BOARD OF DIRECTORS ACTIONS AS TO CERTAIN TYPES OF EXTRAORDINARY MATTERS, SUCH AS MERGERS, CONSOLIDATIONS, DISOSLUTOIN, AND EXTRAORDINARY ASSET SALES ARE SUBJECT TO MEMBER(S) APPROVAL.
FORM 990, PART VI, SECTION A, LINE 8BBECAUSE OF THE PRESENT SMALLNESS OF THE ORGANIZATION, THE INSTITUTE HAS BEEN ABLE TO INFORMALLY MONITOR THE SITUATION AS TO IMPERMISSIBLE CONFLICTS OF INTEREST AND HERETOFORE HAS NOT HAD FORMAL MONITORING AS TO AVOIDING CONFLICTS OF INTEREST. THE INSTITUTE WILL MAKE AVAILABLE TO INTERESTED PERSONS COPIES OF ITS GOVERNING INSTRUMENT, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST.
FORM 990, PART VI, SECTION B, LINE 11BTHE INSTITUTE'S DIRECTORS ARE ASKED TO REVIEW FORM 990 BEFORE IT IS FILED AND TO MAKE SUGGESTIONS WITH RESPECT THERETO.
FORM 990, PART VI, SECTION B, LINE 12CBECAUSE OF THE PRESENT SMALLNESS OF THE ORGANIZATION, THE INSTITUTE HAS BEEN ABLE TO INFORMALLY MONITOR THE SITUATION AS TO IMPERMISSIBLE CONFLICTS OF INTEREST AND HERETOFORE HAS NOT HAD FORMAL MONITORING AS TO AVOIDING CONFLICTS OF INTEREST. THE INSTITUTE WILL MAKE AVAILABLE TO INTERESTED PERSONS COPIES OF ITS GOVERNING INSTRUMENT, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19BECAUSE OF THE PRESENT SMALLNESS OF THE ORGANIZATION, THE INSTITUTE HAS BEEN ABLE TO INFORMALLY MONITOR THE SITUATION AS TO IMPERMISSIBLE CONFLICTS OF INTEREST AND HERETOFORE HAS NOT HAD FORMAL MONITORING AS TO AVOIDING CONFLICTS OF INTEREST. THE INSTITUTE WILL MAKE AVAILABLE TO INTERESTED PERSONS COPIES OF ITS GOVERNING INSTRUMENT, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST.
FORM 990, PART XI, LINE 9:ADJUST FAC STOCK FROM COST TO FMV 5,113,743. BALANCE SHEET ADJUSTMENT: 12/31/24 TAX REFUND RECEIVABLE 50,118. BALANCE SHEET ADJUSTMENT: 12/31/24 PREPAID TAX 19,033. BALANCE SHEET ADJUSTMENT: 12/31/24 ILLINOIS INCOME TAX EXPENSE -2,228.

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