Civic Intelligence

The Swedish Program in Organizational Studies and Public Policy Inc

990 • Fiscal year 2024 • EIN 04-2973109

Jun 01, 2023 to May 31, 2024 • Filed on Jan 24, 2025

2766 Furbeck RoadAltamont, NY 12009

(315) 737-0123

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.26x

Higher debt load relative to assets than 82% of similar nonprofits.

2024 filings • NTEE Q • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.19x

Higher debt load relative to revenue than 82% of similar nonprofits.

2024 filings • NTEE Q • $1M-$5M nonprofits • Source year 2024

Net Margin

64th percentile

14%

Higher net margin than 64% of similar nonprofits.

2024 filings • NTEE Q • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

99th percentile

$543,559

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 17.6% of source-year revenue.

2024 filings • NTEE Q • $1M-$5M nonprofits • Source year 2024

Asset Growth

78th percentile

35%

Faster asset growth than 78% of similar nonprofits.

2024 filings • NTEE Q • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

-1.4%

Faster revenue growth than 40% of similar nonprofits.

2024 filings • NTEE Q • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,273,353

Up $584,597 (+35%) from 2023

Net Assets

Up

$1,688,718

Up $642,160 (+61%) from 2023

Liabilities

Down

$584,635

Down $57,563 (-9.0%) from 2023

Revenue

Down

$3,084,158

Down $45,317 (-1.4%) from 2023

Expenses

Up

$2,655,551

Up $240,696 (+10.0%) from 2023

Net Income

Down

$428,607

Down $286,013 (-40%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $266,057Liabilities 2010: $417,339Net Assets 2010: -$151,2822010Assets 2011: $386,055Liabilities 2011: $268,957Net Assets 2011: $117,0982011Assets 2012: $182,218Liabilities 2012: $256,080Net Assets 2012: -$73,8622012Assets 2013: $323,009Liabilities 2013: $346,371Net Assets 2013: -$23,3622013Assets 2014: $1,110,879Liabilities 2014: $1,297,639Net Assets 2014: -$186,7602014Assets 2015: $1,444,541Liabilities 2015: $1,562,799Net Assets 2015: -$118,2582015Assets 2016: $1,836,439Liabilities 2016: $1,298,039Net Assets 2016: $538,4002016Assets 2017: $2,605,327Liabilities 2017: $1,689,981Net Assets 2017: $915,3462017Assets 2018: $2,743,782Liabilities 2018: $1,474,831Net Assets 2018: $1,268,9512018Assets 2019: $2,440,558Liabilities 2019: $1,031,981Net Assets 2019: $1,408,5772019Assets 2020: $1,659,737Liabilities 2020: $317,908Net Assets 2020: $1,341,8292020Assets 2021: $616,303Liabilities 2021: $418,649Net Assets 2021: $197,6542021Assets 2022: $811,062Liabilities 2022: $451,251Net Assets 2022: $359,8112022Assets 2023: $1,688,756Liabilities 2023: $642,198Net Assets 2023: $1,046,5582023Assets 2024: $2,273,353Liabilities 2024: $584,635Net Assets 2024: $1,688,7182024Assets 2025: $3,659,973Liabilities 2025: $1,710,978Net Assets 2025: $1,948,9952025

Highlighted filing

2024

Assets$2,273,353
Liabilities$584,635
Net Assets$1,688,718

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,199,6072010Expenses 2011: $1,891,0272011Expenses 2012: $1,687,1172012Revenue 2013: $2,257,076Expenses 2013: $2,225,098Net Income 2013: $31,9782013Revenue 2014: $1,732,992Expenses 2014: $1,862,100Net Income 2014: -$129,1082014Revenue 2015: $1,860,830Expenses 2015: $1,813,660Net Income 2015: $47,1702015Revenue 2016: $2,802,866Expenses 2016: $2,161,700Net Income 2016: $641,1662016Revenue 2017: $2,506,350Expenses 2017: $2,154,722Net Income 2017: $351,6282017Revenue 2018: $2,975,426Expenses 2018: $2,644,699Net Income 2018: $330,7272018Revenue 2019: $2,959,794Expenses 2019: $2,766,714Net Income 2019: $193,0802019Revenue 2020: $2,136,636Expenses 2020: $2,150,103Net Income 2020: -$13,4672020Revenue 2021: $291,933Expenses 2021: $1,488,403Net Income 2021: -$1,196,4702021Revenue 2022: $2,364,462Expenses 2022: $2,133,902Net Income 2022: $230,5602022Revenue 2023: $3,129,475Expenses 2023: $2,414,855Net Income 2023: $714,6202023Revenue 2024: $3,084,158Expenses 2024: $2,655,551Net Income 2024: $428,6072024Revenue 2025: $2,912,389Expenses 2025: $2,610,511Net Income 2025: $301,8782025

Highlighted filing

2024

Revenue$3,084,158
Expenses$2,655,551
Net Income$428,607
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Jan 24, 2025
Return Version
2023v6.0
Gross Receipts
$3,655,631
Mission and Program Overview

Mission

To teach the values of global citizenship effectively preparing students to address the political, economic, social, technological, and artistic issues of the 21st century.

Administer a study abroad program for college students studying at the stockholm school of economics.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$335,560$1,077,627▲ $742,067
Investments in Publicly Traded Securities$432,158$550,927▲ $118,769
Cash and Non-Interest-Bearing Accounts$374,556$357,511▼ $17,045
Prepaid Expenses and Deferred Charges$63,026$84,979▲ $21,953
Savings and Temporary Cash Investments$312,949$64,421▼ $248,528
Land, Buildings, and Equipment, Net$12,228$14,273▲ $2,045
Total Assets$1,688,756$2,273,353▲ $584,597
Other Assets Total$158,279$123,615▼ $34,664
Liabilities
Deferred Revenue$313,003$350,611▲ $37,608
Other Liabilities$199,079$162,865▼ $36,214
Accounts Payable and Accrued Expenses$130,116$71,159▼ $58,957
Total Liabilities$642,198$584,635▼ $57,563
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,046,558$1,688,718▲ $642,160
Total Net Assets Fund Balance$1,046,558$1,688,718▲ $642,160
Total Liabilities and Net Assets / Fund Balance$1,688,756$2,273,353▲ $584,597

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,332$76,387$82,719
Equipment$7,941$27,861$35,802
Other Assets Org$123,615--
Other Securities$115,706--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,080,667$475,000▲ $137,308-$1,692,975
2022$390,360$701,242▼ $10,935-$1,080,667
2021$235,940$275,010▼ $20,590$100,000$390,360
2020$1,494,335$206▲ $107,895$1,366,496$235,940
2019$1,434,735$250,000▲ $9,600$200,000$1,494,335
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Kenneth S WagnerExecutive Director and PreFT$344,469$199,090$543,559

Board Members and Trustees

NameTitle
Dr Anthony MagistraleTrustee
Dr David ParisTrustee
Dr Eugene TobinTrustee
Amelia PooleTrustee/secretary
James KettererTrustee/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,013,148
Investment Income
$25,640
Other Revenue
$45,370
Change in Net Assets
$428,607

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,070,166
Revenue Not Reported on Financial Statements
$13,992
Revenue Not Reported on Form 990
$125,710
Total Revenue per Audited Statements
$3,195,876
Total Revenue per Form 990
$3,084,158
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,398,031
Salaries, Compensation, and Employee Benefits$1,257,520
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$446,416$154,265-$600,681
Current Officers, Directors, Trustees, and Key Employees$90,508$271,523-$362,031
Pension Plan Contributions$107,019$70,674-$177,693
All Other Expenses$63,101$52,732-$115,833
Other Employee Benefits$47,220$31,184-$78,404
Travel$73,524--$73,524
Conferences and Meetings$6,354$57,188-$63,542
Other Expenses$57,696--$57,696
Occupancy$42,560$14,400-$56,960
Fees for Services Accounting$43,095$10,774-$53,869
Office Expenses$52,321--$52,321
Advertising$50,579--$50,579
Payroll Taxes$23,313$15,398-$38,711
Insurance-$32,308-$32,308
Fees for Services Legal$16,682$4,171-$20,853
Fees for Service Investment Mgmnt Fees$13,992--$13,992
Depreciation Depletion$3,322--$3,322
Fees for Services Other$1,817$454-$2,271
Total Functional Expenses$1,940,480$715,071$0$2,655,551

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,655,551
Expenses per Audited Statements$2,641,559
Total Expenses per Audited Statements$2,641,559
Expenses Not Reported on Financial Statements$13,992
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease$124,615
Deposits$38,250
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

Minutes of all meetings of the board are maintained.

Form 990, Part VI, Section B, Line 11B

Our formal policy is to distribute a draft copy of the complete form 990 and all attachments to the board of trustees in advance of a board meeting. The board reviews, questions, comments, and provides any other feedback or suggested amendments to the president.

Form 990, Part VI, Section B, Line 12C

Each trustee, officer, and key person shall annually sign and submit to the secretary of the corporation a statement which affirms such person: (a) has received a copy of this policy, (b) has read and understands the policy, and (c) has agreed to comply with the policy.

Form 990, Part VI, Section B, Line 15A

The board of trustees reviews the salary of the president and uses comparable data from other non-profits as well as compensation data from the bureau of labor statistics. In addition, a biennial compensation audit is performed by an accounting firm and presented to the board of trustees.

Form 990, Part VI, Section C, Line 18

Form 990 is published on the guidestar website which is accessible to the public and available upon request. Form 1023 and irs determination letter are available on the new york attorney general website upon request.

Form 990, Part VI, Section C, Line 19

Governing documents and the conflict of interest policy are made available to the public upon request. Audited financial statements are available upon request and are included on new york general website.

Filing and Contact Details

Filer

Filer Name
The Swedish Program in Organizational
EIN
04-2973109
Phone
3157370123
Address
2766 FURBECK ROAD, ALTAMONT, NY 12009

Signing Officer

Name
Kenneth S Wagner
Title
President
Phone
3157370123
Signed
2025-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth S Wagner
Formed
1987
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
5
Employees
3
Volunteers
6

Preparer

Firm
JOHNSON O'CONNOR FERON & CARUCCI LLP
Address
101 EDGEWATER DRIVE SUITE 210, WAKEFIELD, MA 01880
Preparer
Joseph Giso
Phone
7819143400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Foreign currency translation adjustment 4,345.

FORM 990, PART XII, LINE 2C:

The organization did not change either its oversight process of the audit, review, or compilation of its financial statements or selection process for an independent accountant during the tax year.

Financial Statement Notes

PART X, LINE 2:

The organization is a not-for-profit charitable organization exempt from federal, new york and california income taxes as an educational institution under section 501(c)(3) of the internal revenue code and related sections of the state tax codes. However, the organization is subject to tax on income from any unrelated business activities the organization regularly reviews and evaluates its tax positions taken in its filed returns and recognizes the benefit from a tax position only if it is more likely than not that the position would be sustained upon audit based solely on the technical merits of the tax position. The organization accrues interest and penalties on uncertain tax positions as a component of the provision for income taxes. Management evaluated the organization's tax positions and concluded that the organization has no material uncertainties in income taxes. The organization files federal, new york and california tax returns. The statute of limitations for these jurisdictions is generally three years. The organization had no returns under examination as of may 31, 2024.

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IRS990/Desc0THE ORGANIZATION ADMINISTERS A STUDY ABROAD PROGRAM IN SWEDEN FOR AMERICAN COLLEGE SOPHOMORES, JUNIORS AND SENIORS. THE PROGRAM IS AFFILIATED WITH THE STOCKHOLM SCHOOL OF ECONOMICS AND SPONSORED BY A CONSORTIUM OF AMERICAN COLLEGES AND UNIVERSITIES. THE SWEDISH PROGRAM IS COMMITTED TO CHALLENGING ITS STUDENTS INTELLECTUALLY AND CULTURALLY. THE CHALLENGE OF INTERCULTURAL EDUCATION IS TO LEARN ABOUT THE INSTITUTIONS AND PEOPLE OF A DIFFERENT CULTURE AS YOU GAIN A BETTER UNDERSTANDING OF YOURSELF AND YOUR OWN COUNTRY.
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0125710
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01046558
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01688718
IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/ProgramServicesAmt042560
IRS990/OccupancyGrp/TotalAmt056960
IRS990/OfficeExpensesGrp/ProgramServicesAmt052321
IRS990/OfficeExpensesGrp/TotalAmt052321
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0158279
IRS990/OtherAssetsTotalGrp/EOYAmt0123615
IRS990/OtherChangesInNetAssetsAmt04345
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt031184
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt047220
IRS990/OtherEmployeeBenefitsGrp/TotalAmt078404
IRS990/OtherExpensesGrp/Desc0STUDENT HOUSING COSTS
IRS990/OtherExpensesGrp/Desc1FOOD ALLOWANCE
IRS990/OtherExpensesGrp/Desc2STUDY TRIP EXPENSE
IRS990/OtherExpensesGrp/Desc3ORIENTATION
IRS990/OtherExpensesGrp/ProgramServicesAmt0555174
IRS990/OtherExpensesGrp/ProgramServicesAmt1154853
IRS990/OtherExpensesGrp/ProgramServicesAmt290934
IRS990/OtherExpensesGrp/ProgramServicesAmt357696
IRS990/OtherExpensesGrp/TotalAmt0555174
IRS990/OtherExpensesGrp/TotalAmt1154853
IRS990/OtherExpensesGrp/TotalAmt290934
IRS990/OtherExpensesGrp/TotalAmt357696
IRS990/OtherLiabilitiesGrp/BOYAmt0199079
IRS990/OtherLiabilitiesGrp/EOYAmt0162865
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt045370
IRS990/OtherRevenueTotalAmt045370
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0154265
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0446416
IRS990/OtherSalariesAndWagesGrp/TotalAmt0600681
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015398
IRS990/PayrollTaxesGrp/ProgramServicesAmt023313
IRS990/PayrollTaxesGrp/TotalAmt038711
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt070674
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0107019
IRS990/PensionPlanContributionsGrp/TotalAmt0177693
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt063026
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt084979
IRS990/PrincipalOfficerNm0KENNETH S WAGNER
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION FEES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03013148
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt01234334
IRS990/PYOtherRevenueAmt031787
IRS990/PYProgramServiceRevenueAmt03088621
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IRS990/PYSalariesCompEmpBnftPaidAmt01180521
IRS990/PYTotalExpensesAmt02414855
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03129475
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0428607
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03058518
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0312949
IRS990/SavingsAndTempCashInvstGrp/EOYAmt064421
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01080667
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0475000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01692975
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0137308
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0390360
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0701242
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01080667
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-10935
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0235940
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0275010
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0390360
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-20590
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0100000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01494335
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0206
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0235940
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0107895
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01366496
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01434735
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0250000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01494335
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09600
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0200000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt07941
IRS990ScheduleD/EquipmentGrp/DepreciationAmt027861
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt035802
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt013992
IRS990ScheduleD/ExpensesSubtotalAmt02641559
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt013992
IRS990ScheduleD/InvestmentExpensesNotIncldAmt013992
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0125710
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0123615
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RIGHT OF USE ASSETS - OPERATING LEASES
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06332
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt076387
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt082719
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0124615
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt138250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0206119
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1205581
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2271585
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3119156
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4159480
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5115706
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INTERNATIONAL EQUITY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1LARGE CAP FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MULTI-ASSET ACCUMULATION FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3MULTI-ASSET INFLATION MANAGED FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc4CORE FIXED INCOME FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc5CONSERVATIVE INCOME FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/RevenueNotReportedAmt0125710
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt013992
IRS990ScheduleD/RevenueSubtotalAmt03070166
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A NOT-FOR-PROFIT CHARITABLE ORGANIZATION EXEMPT FROM FEDERAL, NEW YORK AND CALIFORNIA INCOME TAXES AS AN EDUCATIONAL INSTITUTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND RELATED SECTIONS OF THE STATE TAX CODES. HOWEVER, THE ORGANIZATION IS SUBJECT TO TAX ON INCOME FROM ANY UNRELATED BUSINESS ACTIVITIES THE ORGANIZATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN ITS FILED RETURNS AND RECOGNIZES THE BENEFIT FROM A TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD BE SUSTAINED UPON AUDIT BASED SOLELY ON THE TECHNICAL MERITS OF THE TAX POSITION. THE ORGANIZATION ACCRUES INTEREST AND PENALTIES ON UNCERTAIN TAX POSITIONS AS A COMPONENT OF THE PROVISION FOR INCOME TAXES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. THE ORGANIZATION FILES FEDERAL, NEW YORK AND CALIFORNIA TAX RETURNS. THE STATUTE OF LIMITATIONS FOR THESE JURISDICTIONS IS GENERALLY THREE YEARS. THE ORGANIZATION HAD NO RETURNS UNDER EXAMINATION AS OF MAY 31, 2024.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014273
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0123615
IRS990ScheduleD/TotalBookValueSecuritiesAmt01077627
IRS990ScheduleD/TotalExpensesPerForm990Amt02655551
IRS990ScheduleD/TotalLiabilityAmt0162865
IRS990ScheduleD/TotalRevenuePerForm990Amt03084158
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03195876
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02641559
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE PROGRAMS NONDISCRIMINATION POLICY IS PRINTED IN ITS BROCHURE AND ON THE APPLICATION FORM.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990ScheduleJ/PaymentsForUseOfResidenceInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0344469
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt0168990
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt010900

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.66$1.71$1.95$2.91$2.61$0.30
2024Detailed filing. Detailed filing data is available for this year.$2.27$0.58$1.69$3.08$2.66$0.43
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.64$1.05$3.13$2.41$0.71
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.45$0.36$2.36$2.13$0.23
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.42$0.20$0.29$1.49$1.20
2020Detailed filing. Detailed filing data is available for this year.$1.66$0.32$1.34$2.14$2.15$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.44$1.03$1.41$2.96$2.77$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.74$1.47$1.27$2.98$2.64$0.33
2017Detailed filing. Detailed filing data is available for this year.$2.61$1.69$0.92$2.51$2.15$0.35
2016Detailed filing. Detailed filing data is available for this year.$1.84$1.30$0.54$2.80$2.16$0.64
2015Detailed filing. Detailed filing data is available for this year.$1.44$1.56$0.12$1.86$1.81$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.11$1.30$0.19$1.73$1.86$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.35$0.02$2.26$2.23$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.26$0.07$1.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.27$0.12$1.89
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.42$0.15$1.20