ACKERMAN INSTITUTE FOR THE FAMILY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ACKERMAN INSTITUTE FOR THE FAMILY (EIN 13-1923959)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-01
- IRS object ID
- 202620919349300817
- Schema version
- 2024v5.5
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-01T10:30:31-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131923959 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACKERMAN INSTITUTE FOR THE FAMILY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACKE | BusinessNameControlTxt |
| Phone | 2128794900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 936 BROADWAY 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADI LOEBL | PersonNm |
| Person Title | MEDICAL DIRECTOR | PersonTitleTxt |
| Phone | 2128794900 | PhoneNum |
| Signature | 2026-03-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER LAZZARUOLO | PreparerPersonNm |
| PTIN | P01775353 | PTIN |
| Phone | 2126617777 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ADI LOEBL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 936 BROADWAY 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,063,580 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACKERMAN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE INSTITUTE IS DEDICATED TO THE STUDY, DIAGNOSIS AND TREATMENT OF FAMILY RELATIONSHIP PROBLEMS | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 84 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,484,676 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,779,593 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,220,566 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,344,041 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,068,741 | PYInvestmentIncomeAmt |
| CY Investment Income | $897,684 | CYInvestmentIncomeAmt |
| PY Other Revenue | $106,416 | PYOtherRevenueAmt |
| CY Other Revenue | -$4,068 | CYOtherRevenueAmt |
| PY Total Revenue | $3,880,399 | PYTotalRevenueAmt |
| CY Total Revenue | $4,017,250 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $35,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $72,951 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,527,656 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,555,829 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $45,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $50,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $562,041 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,003,424 | PYOtherExpensesAmt |
| CY Other Expenses | $1,821,008 | CYOtherExpensesAmt |
| PY Total Expenses | $5,611,580 | PYTotalExpensesAmt |
| CY Total Expenses | $5,499,788 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,731,181 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,482,538 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,607,688 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,923,866 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,836,674 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $975,474 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,771,014 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,948,392 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,031,397 | ExpenseAmt |
| Grant | $72,951 | GrantAmt |
| Revenue | $898,403 | RevenueAmt |
| Desc | EDUCATION & WORKSHOPS: (SEE SCHEDULE O) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,354,131 | ExpenseAmt |
| Revenue | $445,638 | RevenueAmt |
| Desc | CLINIC SERVICES: (SEE SCHEDULE O) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,385,528 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 73 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 84 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELE BURFEIND THE INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128794900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 936 BROADWAY 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| IRA SALLEN | ||||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| IMKE OSTER | ||||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT C RUCKH | ||||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NICOLE POTEAT | ||||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PETER ABRONS | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CLYDE BROWNSTONE | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JEANNIE A CURHAN | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA DISHY | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| BEVERLY GREENE | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS G KAHN | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN KOENIGSBERG | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LESLIE ROBERTS | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SHERI SANDLER | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ARNOLD SYROP | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH WERNER | ||||||||
| DIRECTOR | 9.00 | Yes (X) | $0 | $0 | $0 | |||
| JANINE WEISENBECK | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ADI LOEBL PRESIDENTCEO | ||||||||
| FROM 6/2025; MED DIR TO 10/2024 | 40.00 | Yes (X) | $135,417 | $0 | $7,785 | |||
| MARLENE WATSON | ||||||||
| DIRECTOR OF TRAINING | 40.00 | $171,444 | $0 | $20,745 | Yes (X) | |||
| MICHELE BURFEIND | ||||||||
| DIRECTOR OF FINANCE | 40.00 | $118,811 | $0 | $18,469 | Yes (X) | |||
| FREDERICA WALD | ||||||||
| CHIEF EXTERNAL AFFAIRS DEVELOP. | 40.00 | $196,875 | $0 | $6,936 | Yes (X) | |||
| ANDREW WHITE | ||||||||
| DIRECTOR OF ADMISSIONS | 40.00 | $105,003 | $0 | $16,940 | Yes (X) | |||
| MARTHA FLING | ||||||||
| FORMER PRESIDENT/CEO TO 2/2024 | 40.00 | $226,999 | $0 | $16,787 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $954,549 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $87,662 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NAKA TECHNOLOGIES | |||||
| 201 CREATIVE DR | CENTRAL ISLIP | NY | 11722 | IT SERVICES | $117,280 |
| PHILLIPS OPPENHEIM GROUP INC | |||||
| 360 LEXINGTON AVE 21ST FLOOR | NEW YORK | NY | 10017 | EXECUTIVE RECRUITMENT | $107,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $628,187 | FundraisingAmt |
| Government Grants | $503,124 | GovernmentGrantsAmt |
| All Other Contributions | $648,282 | AllOtherContributionsAmt |
| Noncash Contributions | $79,884 | NoncashContributionsAmt |
| Total Contributions | $1,779,593 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $898,403 | $898,403 |
| PATIENT SERVICES | 624100 | $445,638 | $445,638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,344,041 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $200,564 | TotalRevenueColumnAmt |
| Exclusion | $200,564 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,360 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,360 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,360 | TotalRevenueColumnAmt |
| Exclusion | $4,360 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,511,908 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,814,788 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $697,120 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $697,120 | TotalRevenueColumnAmt |
| Exclusion | $697,120 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $80,496 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $628,187 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $231,542 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$151,046 | TotalRevenueColumnAmt |
| Exclusion | -$151,046 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYEE RET. CREDIT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $142,618 | TotalRevenueColumnAmt |
| Exclusion | $142,618 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $142,618 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,017,250 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,344,041 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $893,616 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,951 | TotalAmt |
| Program Services | $72,951 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,579 | TotalAmt |
| Program Services | $322,832 | ProgramServicesAmt |
| Management And General | $24,696 | ManagementAndGeneralAmt |
| Fundraising | $42,051 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,636,711 | TotalAmt |
| Program Services | $2,184,480 | ProgramServicesAmt |
| Management And General | $165,609 | ManagementAndGeneralAmt |
| Fundraising | $286,622 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,368 | TotalAmt |
| Program Services | $41,975 | ProgramServicesAmt |
| Management And General | $3,950 | ManagementAndGeneralAmt |
| Fundraising | $4,443 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,860 | TotalAmt |
| Program Services | $189,889 | ProgramServicesAmt |
| Management And General | $17,869 | ManagementAndGeneralAmt |
| Fundraising | $20,102 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,311 | TotalAmt |
| Program Services | $209,433 | ProgramServicesAmt |
| Management And General | $19,707 | ManagementAndGeneralAmt |
| Fundraising | $22,171 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,477 | TotalAmt |
| Program Services | $17,285 | ProgramServicesAmt |
| Management And General | $2,876 | ManagementAndGeneralAmt |
| Fundraising | $2,316 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,175 | TotalAmt |
| Program Services | $28,588 | ProgramServicesAmt |
| Management And General | $4,757 | ManagementAndGeneralAmt |
| Fundraising | $3,830 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Fundraising | $50,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,579 | TotalAmt |
| Management And General | $39,579 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,506 | TotalAmt |
| Program Services | $424,120 | ProgramServicesAmt |
| Management And General | $70,580 | ManagementAndGeneralAmt |
| Fundraising | $6,806 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,562 | TotalAmt |
| Program Services | $79,254 | ProgramServicesAmt |
| Management And General | $4,958 | ManagementAndGeneralAmt |
| Fundraising | $14,350 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,210 | TotalAmt |
| Program Services | $127,556 | ProgramServicesAmt |
| Management And General | $18,612 | ManagementAndGeneralAmt |
| Fundraising | $21,042 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,955 | TotalAmt |
| Program Services | $173,048 | ProgramServicesAmt |
| Management And General | $55,710 | ManagementAndGeneralAmt |
| Fundraising | $19,197 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,346 | TotalAmt |
| Program Services | $27,725 | ProgramServicesAmt |
| Management And General | $6,326 | ManagementAndGeneralAmt |
| Fundraising | $2,295 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,048 | TotalAmt |
| Program Services | $53,074 | ProgramServicesAmt |
| Management And General | $17,086 | ManagementAndGeneralAmt |
| Fundraising | $5,888 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,898 | TotalAmt |
| Program Services | $233,727 | ProgramServicesAmt |
| Management And General | $75,242 | ManagementAndGeneralAmt |
| Fundraising | $25,929 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,864 | TotalAmt |
| Program Services | $55,738 | ProgramServicesAmt |
| Management And General | $17,943 | ManagementAndGeneralAmt |
| Fundraising | $6,183 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INDEPENDENT CONTRACTORS | $161,943 | $131,677 | $2,801 | $27,465 |
| EQUIPMENT/LEASING | $17,445 | $12,176 | $3,918 | $1,351 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,499,788 | TotalAmt |
| Program Services | $4,385,528 | ProgramServicesAmt |
| Management And General | $552,219 | ManagementAndGeneralAmt |
| Fundraising | $562,041 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,416 | BOYAmt |
| EOY | $125,093 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,242 | BOYAmt |
| EOY | $121,751 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,500 | BOYAmt |
| EOY | $88,035 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $759,638 | BOYAmt |
| EOY | $560,261 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,208 | BOYAmt |
| EOY | $40,573 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,192,138 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,250,124 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,271,876 | BOYAmt |
| EOY | $7,942,014 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,824,808 | BOYAmt |
| EOY | $6,046,139 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,607,688 | BOYAmt |
| EOY | $14,923,866 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,776 | BOYAmt |
| EOY | $170,987 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,840 | BOYAmt |
| EOY | $65,037 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,490,147 | BOYAmt |
| EOY | $636,861 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,911 | BOYAmt |
| EOY | $102,589 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,836,674 | BOYAmt |
| EOY | $975,474 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,336,671 | BOYAmt |
| EOY | $10,120,003 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,434,343 | BOYAmt |
| EOY | $3,828,389 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,771,014 | BOYAmt |
| EOY | $13,948,392 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,607,688 | BOYAmt |
| EOY | $14,923,866 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,482,538 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$340,084 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,979,708 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,762,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,699,289 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,484,676 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,779,593 | CurrentTaxYearAmt |
| Total | $8,706,238 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,654,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,369,070 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,415,562 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,229,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,344,041 | CurrentTaxYearAmt |
| Total | $7,013,015 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,634,194 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,132,042 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,114,851 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,714,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,123,634 | CurrentTaxYearAmt |
| Total | $15,719,253 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $361,041 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $284,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $295,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $301,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $205,106 | CurrentTaxYearAmt |
| Total | $1,447,726 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $361,041 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $284,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $295,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $301,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $205,106 | CurrentTaxYearAmt |
| Total | $1,447,726 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $14,271,527 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $289,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $310,644 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $308,191 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $291,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $204,924 | CurrentTaxYearAmt |
| Total | $1,404,682 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $289,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $310,644 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $308,191 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $291,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $204,924 | CurrentTaxYearAmt |
| Total | $1,404,682 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $142,618 | CurrentTaxYearAmt |
| Total | $142,618 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,923,404 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,442,686 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,423,042 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,006,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,471,176 | CurrentTaxYearAmt |
| Total | $17,266,553 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.82650 | PublicSupportCY509Pct |
| Public Support PY509 | 0.83000 | PublicSupportPY509Pct |
| Investment Income CY | 0.08140 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08930 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | EMPLOYEE RET CREDIT - 2024 AMOUNT: $ 142,618. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,499,138 | BeginningYearBalanceAmt |
| Contributions | $1,505,070 | ContributionsAmt |
| Investment Earnings Or Losses | $371,121 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,368,951 | OtherExpendituresAmt |
| End Year Balance | $6,006,378 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,536,579 | BeginningYearBalanceAmt |
| Contributions | $367,100 | ContributionsAmt |
| Investment Earnings Or Losses | $374,034 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,778,575 | OtherExpendituresAmt |
| End Year Balance | $7,499,138 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,019,782 | BeginningYearBalanceAmt |
| Contributions | $472,650 | ContributionsAmt |
| Investment Earnings Or Losses | $890,503 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,846,356 | OtherExpendituresAmt |
| End Year Balance | $9,536,579 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,844,298 | BeginningYearBalanceAmt |
| Contributions | $133,547 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,427,158 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,530,905 | OtherExpendituresAmt |
| End Year Balance | $11,019,782 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,105,432 | BeginningYearBalanceAmt |
| Contributions | $233,974 | ContributionsAmt |
| Investment Earnings Or Losses | $1,648,553 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$856,339 | OtherExpendituresAmt |
| End Year Balance | $13,844,298 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.36261 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.30429 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.33310 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,314,277 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,394,324 | DepreciationAmt |
| Book Value | $7,919,953 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $395,800 | OtherCostOrOtherBasisAmt |
| Depreciation | $386,583 | DepreciationAmt |
| Book Value | $9,217 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $482,061 | OtherCostOrOtherBasisAmt |
| Depreciation | $469,217 | DepreciationAmt |
| Book Value | $12,844 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,942,014 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SALARIES & PAYROLL TAXES PAYABLE | Desc |
| Amt | $102,589 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $102,589 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,637,587 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$340,084 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$340,084 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,977,671 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $39,579 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $39,579 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,017,250 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,460,209 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,460,209 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $39,579 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $39,579 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,499,788 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE BOARD DESIGNATED FUND IS FUNDS SET ASIDE TO BE USED AT THE DISCRETION OF THE BOARD. WITHIN THE FUND CONSISTS OF THREE RESERVE FUNDS. THE RESERVE FUND WAS SET UP USING MONIES FROM THE SALE OF THE BUILDING. IT IS USED FOR CONDO MAINTENANCE FEES AND OTHER EXPENSES APPROVED BY BOARD. THE BUILDING RESERVE WAS SET UP FOR ALL FUTURE CAPITAL IMPROVEMENTS TO THE CONDO. THE ACCRUAL WAS ESTABLISHED WHEN THE PRICE WAS NEGOTIATED FOR THE NEW SPACE. THE CAPITAL EXPENDITURES RESERVE WAS SET UP FOR UPDATING NEW EQUIPMENT SUCH AS VIDEO AND COMPUTER EQUIPMENT IN FUTURE YEARS. THE INSTITUTE'S TEMPORARILY RESTRICTED NET ASSETS CONSIST OF ASSETS THAT HAVE A SPECIAL RESTRICTION THAT WAS IMPOSED BY THE DONOR. OUTLINED BELOW IS A DESCRIPTION OF THE RESTRICTED INVESTMENT HOLDINGS, WHICH MAKES UP MAJORITY OF THE NET ASSET BALANCE. RUTH PERL KAHN FUND: THIS IS AN ENDOWMENT SET UP IN AN INDIVIDUAL INVESTMENT ACCOUNT. THE DONOR STIPULATIONS PERMIT THE EXPENDITURE OF UP TO 5% OF THE FAIR-MARKET VALUE OF THE FUNDS TO BE USED FOR OPERATIONS. MASLOW SCHOLARSHIP FUND: THIS IS AN ENDOWMENT SET UP IN AN INDIVIDUAL INVESTMENT ACCOUNT THAT IS RESTRICTED FOR SCHOLARSHIPS. THESE SCHOLARSHIPS ARE SOLELY FOR TRAINEES OF COLOR AND TRAINEES WORKING IN COMMUNITY AGENCIES AND SCHOOLS. THE APPLICATIONS ARE CAREFULLY REVIEWED AND DETERMINATIONS ARE MADE OF FINANCIAL NEEDS. WHEN THE AMOUNT OF SCHOLARSHIPS EXCEEDS 5% OF THE FAIR VALUE OF THE FUNDS A WRITTEN APPROVAL IS GRANTED. THE PERMANENTLY RESTRICTED NET ASSETS IS AN ENDOWMENT SET UP BY THE RUTH PERL KAHN FUND. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELISE NEWMAN EVENTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 495 WEST END AVE SUITE 41 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | EVENT PLANNER | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $708,683 | GrossReceiptsAmt |
| Retained By Contractor | $50,000 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $708,683 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $50,000 | TotalRetainedByContractorsAmt |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA | Event1Nm |
| Gross Receipts Event1 | $708,683 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $628,187 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $80,496 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $231,542 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $708,683 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $628,187 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $80,496 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $231,542 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $231,542 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$151,046 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 16 | RecipientCnt |
| Non Cash Assistance | $72,951 | NonCashAssistanceAmt |
| Valuation Method Used | TUITION RATES | ValuationMethodUsedDesc |
| Non Cash Assistance | GENERAL SCHOLARSHIPS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIP COMMITTEE COMPRISED OF PRESIDENT/CEO, DIRECTOR OF TRAINING, DIRECTOR OF FINANCE, CO-DIRECTOR OF SOCIAL WORKS & DIVERSITY AND BOARD MEMBER(S) REVIEWS THE FINANCIAL AID APPLICATION SUBMITTED BY STUDENTS. THE COMMITTEE REVIEWS THE STUDENT'S TAX RETURN FORMS AND LETTER OF RECOMMENDATION AND DETERMINES ELIGIBLE STUDENTS BASED ON FINANCIAL NEED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARTHA FLING | ||||||||||||||
| FORMER PRESIDENT/CEO TO 2/2024 | $226,999 | $0 | $0 | $0 | $0 | $0 | $2,090 | $0 | $14,697 | $0 | $243,786 | $0 | $0 | $0 |
| FREDERICA WALD | ||||||||||||||
| CHIEF EXTERNAL AFFAIRS DEVELOP. | $196,875 | $0 | $0 | $0 | $0 | $0 | $6,000 | $0 | $936 | $0 | $203,811 | $0 | $0 | $0 |
| MARLENE WATSON | ||||||||||||||
| DIRECTOR OF TRAINING | $171,444 | $0 | $0 | $0 | $0 | $0 | $8,000 | $0 | $12,745 | $0 | $192,189 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | MARTHA FLING RECEIVED A SEVERANCE PAYMENT OF $202,273. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $79,884 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | FOUNDED IN 1960, THE ACKERMAN INSTITUTE FOR THE FAMILY IS ONE OF THE PREMIER INSTITUTIONS FOR THERAPY AND ONE OF THE BEST KNOWN AND MOST HIGHLY REGARDED TRAINING FACILITIES FOR THERAPISTS IN THE UNITED STATES. THE ACKERMAN INSTITUTE SERVES FAMILIES FROM ALL ETHNIC, ECONOMIC, AND RELIGIOUS BACKGROUNDS. THE ACKERMAN INSTITUTE'S MISSION IS TO PROVIDE: INNOVATIVE FAMILY AND COUPLE THERAPY THROUGH ITS ON-SITE CLINIC (LICENSED BY THE STATE OF NEW YORK OFFICE OF MENTAL HEALTH). STATE-OF-THE-ART TRAINING PROGRAMS FOR MENTAL HEALTH AND OTHER PROFESSIONALS ON-SITE, IN COMMUNITY SETTINGS AND INTERNATIONALLY; AND CUTTING-EDGE RESEARCH INITIATIVES THAT FOCUS ON THE DEVELOPMENT OF NEW TREATMENT MODELS AND TRAINING TECHNIQUES. THROUGH THIS DYNAMIC INTERACTION OF TREATMENT, TRAINING AND RESEARCH, THE ACKERMAN INSTITUTE HELPS FAMILIES, SERVES MENTAL HEALTH CARE PROFESSIONALS AND BRINGS INNOVATIVE PERSPECTIVES TO A BROAD ARRAY OF COMMUNITY SERVICE AGENCIES AND OTHER HEALTH CARE FACILITIES. |
| FORM 990, PART III, LINE 4A | THE ACKERMAN INSTITUTE'S DEEP BELIEF IN AND COMMITMENT TO FAMILY THERAPY HAS PLAYED A MAJOR ROLE IN EXPANDING THE SCOPE OF THE FIELD OF MENTAL HEALTH, AND THE ACKERMAN INSTITUTE TODAY IS WIDELY ACKNOWLEDGED AS A PIONEER IN THE FIELD OF FAMILY THERAPY. THE ACKERMAN TRAINING PROGRAM OFFERS STUDENTS A COURSE OF STUDY THAT COMBINES THEORY WITH DIRECT EXPERIENCE WITH FAMILIES. EACH TRAINEE RECEIVES INDIVIDUALIZED ATTENTION FROM A DISTINGUISHED FACULTY DRAWN FROM THE FIELDS OF SOCIAL WORK, PSYCHOLOGY, FAMILY THERAPY, AND PSYCHIATRY. MANY ACKERMAN FACULTY MEMBERS DIRECT CLINICAL RESEARCH PROJECTS THAT FOCUS ON PROBLEMS INCLUDING, BUT NOT LIMITED TO, SCHOOL DIFFICULTIES, CHILD AND ADOLESCENT PROBLEMS, DEPRESSION, MARITAL ISSUES, DIVORCE, BEREAVEMENT, LEARNING DISABILITIES, FAMILY VIOLENCE, CHILD ABUSE AND INCEST, CHRONIC MEDICAL ILLNESS, AND GENDER IDENTITY ISSUES. THE KNOWLEDGE AND INSIGHTS GAINED FROM THIS RESEARCH ARE INCORPORATED INTO ACKERMAN'S TRAINING PROGRAMS AND DISSEMINATED TO MENTAL HEALTH CARE PROFESSIONALS LOCALLY, NATIONALLY, AND INTERNATIONALLY THROUGH LECTURES, WORKSHOPS AND PUBLICATIONS. THE ACKERMAN INSTITUTE'S EDUCATIONAL INITIATIVES ADDRESS THE NEED FOR HIGH QUALITY CLIENT CARE AND THE NEEDS OF PRACTICING PROFESSIONALS FOR INNOVATIVE MEANINGFUL FAMILY THERAPY TRAINING. ACKERMAN'S PROGRAM INCLUDES A RANGE OF OPPORTUNITIES THAT ACCOMMODATE BOTH THE PROFESSIONAL REQUIREMENTS AND TIME CONSTRAINTS OF PRACTITIONERS AT DIFFERENT STAGES OF THEIR CAREERS. THE TRAINING PROGRAM ENABLES PRACTITIONERS TO EXPAND THEIR KNOWLEDGE AND SKILLS AS THE PROVISION OF MENTAL HEALTH SERVICES GAINS GREATER RECOGNITION IN THE HEALTHCARE SYSTEM. THE ACKERMAN TRAINING PROGRAM IS OPEN TO INDIVIDUALS WITH MASTER'S, DOCTORAL, OR MEDICAL DEGREES IN SOCIAL WORK, PSYCHOLOGY, PSYCHIATRY, MENTAL HEALTH COUNSELING, AND TO INDIVIDUALS WITH DEGREES IN MARRIAGE AND FAMILY THERAPY. |
| FORM 990, PART III, LINE 4B | AT THE ACKERMAN INSTITUTE TREATMENT CENTER, TRAINED THERAPISTS HELP FAMILIES FROM ALL ETHNIC, ECONOMIC AND RELIGIOUS BACKGROUNDS. FAMILY THERAPY IS A METHOD OF UNDERSTANDING AND TREATING EMOTIONAL PROBLEMS AND PERSONAL CRISES BY WORKING WITH THE ENTIRE FAMILY RATHER THAN THE INDIVIDUAL. THERAPY SESSIONS FOCUS ON UNDERSTANDING INDIVIDUALS' THOUGHTS, FEELINGS AND BEHAVIOR WITHIN THE CONTEXT OF THEIR FAMILIES. THE GOAL IS TO HARNESS AND STRENGTHEN FAMILY RESOURCES AND HELP FAMILY MEMBERS WORK COLLABORATIVELY TOWARDS SOLUTIONS TO THEIR PROBLEMS. THERAPY IS PROVIDED BY PSYCHIATRISTS, PSYCHOLOGISTS AND SOCIAL WORKERS, PLUS OTHERS BEHAVIORAL HEALTH SPECIALISTS ON THE ACKERMAN FACULTY AND BY CLINICIANS IN POSTGRADUATE TRAINING AND SUPERVISION AT ACKERMAN. THE ACKERMAN CLINIC HELPS FAMILIES WITH PROBLEMS INCLUDING, BUT NOT LIMITED TO, SCHOOL DIFFICULTIES, CHILD AND ADOLESCENT PROBLEMS, MARITAL ISSUES, DIVORCE, BEREAVEMENT, LEARNING DISABILITIES, FAMILY VIOLENCE, CHILD ABUSE AND INCEST, CHRONIC MEDICAL ILLNESS, AND GENDER IDENTITY ISSUES. |
| FORM 990, PART VI, SECTION A, LINE 2 | DEBORAH WERNER (DIRECTOR) AND IRA SALLEN (CHAIR) HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS INITIALLY REVIEWED BY THE TREASURER OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. THE FORM 990 IS AVAILABLE TO BOARD OF DIRECTORS UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE INSTITUTE REQUIRES THE BOARD OF DIRECTORS AND EXECUTIVE OFFICERS TO COMPLETE CONFLICT OF INTEREST FORMS. THE FORMS ARE THEN REVIEWED FOR ANY POSSIBLE CONFLICTS. THE CHAIRMAN IS NOTIFIED IF ANY CONFLICTS EXIST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO IS PROVIDED WITH A THREE-YEAR CONTRACT. WHEN THE CONTRACT IS UP FOR RENEWAL, THE CHAIRMAN OF THE BOARD CONDUCTS A PERFORMANCE REVIEW WITH THE CEO. BASED UPON THE PERFORMANCE REVIEW, CHANGES ARE INCORPORATED INTO A NEW THREE-YEAR CONTRACT. THE EXECUTIVE COMMITTEE OF THE BOARD VOTES ON FINAL APPROVAL OF THE CONTRACT AND RECOMMENDS TO THE BOARD ACCEPTANCE OF THE CEO'S CONTRACT AND THE BOARD THEN VOTES ON THE EXECUTIVE COMMITTEES' RECOMMENDATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. |
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