Civic Intelligence

Institute for American Values

990 • Fiscal year 2018 • EIN 13-3400377

Mar 01, 2017 to Feb 28, 2018 • Filed on Aug 30, 2018

420 Lexington AveNew York, NY 10170

(212) 246-3942

Siviq Scores

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

Liabilities / Assets

98th percentile

2.75x

Higher debt load relative to assets than 98% of similar nonprofits.

2018 filings • NTEE P • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

77th percentile

0.19x

Higher debt load relative to revenue than 77% of similar nonprofits.

2018 filings • NTEE P • $500k-$1M nonprofits • Source year 2018

Net Margin

18th percentile

-12%

Higher net margin than 18% of similar nonprofits.

2018 filings • NTEE P • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

95th percentile

$196,135

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 35.0% of source-year revenue.

2018 filings • NTEE P • $500k-$1M nonprofits • Source year 2018

Asset Growth

4th percentile

-46%

Faster asset growth than 4% of similar nonprofits.

2018 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

23%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$39,352

Down $33,702 (-46%) from 2017

Net Assets

Down

-$69,033

Down $66,384 (-2506%) from 2017

Liabilities

Up

$108,385

Up $32,682 (+43%) from 2017

Revenue

Up

$559,887

Up $105,709 (+23%) from 2017

Expenses

Up

$626,271

Up $112,984 (+22%) from 2017

Net Income

Down

-$66,384

Down $7,275 (-12%) from 2017

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $4,260,543Liabilities 2011: $56,732Net Assets 2011: $4,203,8112011Assets 2012: $2,917,493Liabilities 2012: $32,734Net Assets 2012: $2,884,7592012Assets 2013: $1,798,887Liabilities 2013: $26,062Net Assets 2013: $1,772,8252013Assets 2014: $1,037,415Liabilities 2014: $51,368Net Assets 2014: $986,0472014Assets 2015: $357,145Liabilities 2015: $21,042Net Assets 2015: $336,1032015Assets 2016: $71,808Liabilities 2016: $15,348Net Assets 2016: $56,4602016Assets 2017: $73,054Liabilities 2017: $75,703Net Assets 2017: -$2,6492017Assets 2018: $39,352Liabilities 2018: $108,385Net Assets 2018: -$69,0332018Assets 2019: $109,579Liabilities 2019: $92,944Net Assets 2019: $16,6352019Assets 2020: $93,010Liabilities 2020: $128,123Net Assets 2020: -$35,1132020Assets 2021: $1,039,522Liabilities 2021: $59,056Net Assets 2021: $980,4662021Assets 2022: $1,650,838Liabilities 2022: $280,967Net Assets 2022: $1,369,8712022Assets 2023: $1,691,142Liabilities 2023: $260,184Net Assets 2023: $1,430,9582023Assets 2024: $2,386,359Liabilities 2024: $285,878Net Assets 2024: $2,100,4812024

Highlighted filing

2018

Assets$39,352
Liabilities$108,385
Net Assets-$69,033

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,811,7622011Expenses 2012: $2,690,8112012Revenue 2013: $1,349,427Expenses 2013: $2,466,396Net Income 2013: -$1,116,9692013Revenue 2014: $965,477Expenses 2014: $1,764,067Net Income 2014: -$798,5902014Revenue 2015: $681,053Expenses 2015: $1,336,635Net Income 2015: -$655,5822015Revenue 2016: $400,699Expenses 2016: $680,042Net Income 2016: -$279,3432016Revenue 2017: $454,178Expenses 2017: $513,287Net Income 2017: -$59,1092017Revenue 2018: $559,887Expenses 2018: $626,271Net Income 2018: -$66,3842018Revenue 2019: $958,681Expenses 2019: $873,013Net Income 2019: $85,6682019Revenue 2020: $1,129,322Expenses 2020: $1,181,070Net Income 2020: -$51,7482020Revenue 2021: $2,272,000Expenses 2021: $2,756,562Net Income 2021: -$484,5622021Revenue 2022: $4,422,008Expenses 2022: $4,032,603Net Income 2022: $389,4052022Revenue 2023: $5,029,163Expenses 2023: $4,968,076Net Income 2023: $61,0872023Revenue 2024: $5,651,273Expenses 2024: $4,981,750Net Income 2024: $669,5232024

Highlighted filing

2018

Revenue$559,887
Expenses$626,271
Net Income-$66,384
Jump To
Filing Snapshot
Filing Period
Mar 1, 2017 to Feb 28, 2018
Signed
Aug 30, 2018
Return Version
2017v2.2
Gross Receipts
$559,887
Mission and Program Overview

Mission

The Institute for American Values is a nonprofit, nonpartisan organization whose mission is to study and strengthen key American values. The Institute brings together leading scholars from across the human sciences and across the political spectrum for interdisciplinary deliberation, collaborative research and joint public statements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors-$21,530-
Cash and Non-Interest-Bearing Accounts$8,233$21,360▲ $13,127
Land, Buildings, and Equipment, Net$11,849$8,879▼ $2,970
Pledges and Grants Receivable$7,250$0▼ $7,250
Savings and Temporary Cash Investments$40,783$1,789▼ $38,994
Prepaid Expenses and Deferred Charges$1,266$355▼ $911
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$73,054$39,352▼ $33,702
Other Assets Total$3,673$6,969▲ $3,296
Liabilities
Unsecured Notes Loans Payable$50,000$50,000→ $0
Accounts Payable and Accrued Expenses$25,703$36,855▲ $11,152
Total Liabilities$75,703$108,385▲ $32,682
Net Assets / Fund Balance
Temporarily Rstr Net Assets$31,050$29,041▼ $2,009
Unrestricted Net Assets$-33,699$-98,074▼ $64,375
Total Net Assets Fund Balance$-2,649$-69,033▼ $66,384
Total Liabilities and Net Assets / Fund Balance$73,054$39,352▼ $33,702

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,879$49,691$58,570
Other Assets Org$3,000--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David BlankenhornPres/Exec DirectorFT$156,802$39,333$196,135
Josephine TramontanoSecretaryPT$33,519-$33,519

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$540,939
Program Service Revenue
$18,943
Investment Income
$5
Other Revenue
$0
All Other Contributions
$540,939
Change in Net Assets
$-66,384

Audited Revenue Reconciliation

Revenue per Audited Statements
$559,887
Total Revenue per Audited Statements
$559,887
Total Revenue per Form 990
$559,887
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$327,219
Other Expenses$299,052
Total Fundraising Expense$64,038
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$113,170$16,167$32,334$161,671
Other Salaries and Wages$83,332$15,292$3,292$101,916
Conferences and Meetings$73,502-$3,724$77,226
Other Employee Benefits$27,533$6,212$7,867$41,612
Occupancy$19,200$6,100$2,400$27,700
Payroll Taxes$15,258$4,055$2,707$22,020
Office Expenses$5,510$6,123$5,184$16,817
All Other Expenses$10,126$1,249$1,249$12,624
Fees for Services Accounting-$10,000-$10,000
Depreciation Depletion$3,661$2,928$732$7,321
Other Expenses$4,851$606$607$6,064
Travel$4,141-$1,229$5,370
Insurance-$4,253-$4,253
Fees for Services Legal-$1,011-$1,011
Total Functional Expenses$488,237$73,996$64,038$626,271

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$626,271
Total Expenses per Audited Statements$626,271
Total Expenses per Form 990$626,271
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$21,530-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Raina Sacks Blankenhorn, David Blankenhorn - family relationship

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 and all its attachments were provided to each member of the Audit Committee consisting of 3 Directors by email for their review. Each member of the Audit Committee with questions or comments directs those to the Treasurer for processing. All distribution and review is completed before the filing of the return.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Annual disclosure and checklist

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The Compensation Committee engaged an independent compensation consultant who examined comparable data and approved the proposed salaries for the President/Executive Director and one Vice President. The most recent review by the independent compensation consultant was done in 2009/2010.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Form 990 is available on Guidestar.org. The Institute will upon request provide its governing documents and financial statements.

Part VI, Section B, Question 12C

Annually, a questionnaire is sent to all Board Members and is monitored for compliance by the Treasurer.

Filing and Contact Details

Filer

Filer Name
Institute for American Values
EIN
13-3400377
Phone
2122463942
Address
420 Lexington Ave, New York, NY 10170

Signing Officer

Name
David Blankenhorn
Title
President
Signed
2018-08-30
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
De
Voting Board Members
12
Independent Board Members
11
Employees
4

Preparer

Firm
Sosin & Kriegel LLP
Address
3000 Marcus Avenue Suite 2E4, Lake Success, NY 11042
Preparer
Ellyn A Sosin CPA
Phone
5165704600
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IRS990/MissionDesc0The Institute for American Values is a nonprofit, nonpartisan organization whose mission is to study and strengthen key American values. The Institute brings together leading scholars from across the human sciences and across the political spectrum for interdisciplinary deliberation, collaborative research and joint public statements.
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IRS990/ProgSrvcAccomActy2Grp/Desc0PUBLIC EDUCATION - Institute for American Values staff frequently engage in public speaking and writing on issues connected to societal polarization and organize community workshops and other activities at the level of U.S. civil society that bring together citizens with opposing views to seek better mutual understanding and common ground.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.29$2.10$5.65$4.98$0.67
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.26$1.43$5.03$4.97$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.65$0.28$1.37$4.42$4.03$0.39
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.04$0.06$0.98$2.27$2.76$0.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.13$0.04$1.13$1.18$0.05
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.11$0.09$0.02$0.96$0.87$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.04$0.11$0.07$0.56$0.63$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.08$0.00$0.45$0.51$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.02$0.06$0.40$0.68$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.02$0.34$0.68$1.34$0.66
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.05$0.99$0.97$1.76$0.80
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.03$1.77$1.35$2.47$1.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.03$2.88$2.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.26$0.06$4.20$2.81