Civic Intelligence

Sunbridge Institute Inc.

990 • Fiscal year 2014 • EIN 13-3800725

Jun 01, 2013 to May 31, 2014 • Filed on Jan 21, 2015

Organization ProfileSUNBRIDGE.EDU

View Organization Page

285 Hungry Hollow RoadChestnut Rdg, NY 10977

(845) 425-0055

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.98x

Higher debt load relative to assets than 92% of similar nonprofits.

2014 filings • NTEE B • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

85th percentile

0.37x

Higher debt load relative to revenue than 85% of similar nonprofits.

2014 filings • NTEE B • $500k-$1M nonprofits • Source year 2014

Net Margin

29th percentile

-2.1%

Higher net margin than 29% of similar nonprofits.

2014 filings • NTEE B • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

71st percentile

$52,765

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2014 filings • NTEE B • $500k-$1M nonprofits • Source year 2014

Asset Growth

19th percentile

-5.5%

Faster asset growth than 19% of similar nonprofits.

2014 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

25th percentile

-6.3%

Faster revenue growth than 25% of similar nonprofits.

2014 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$222,261

Down $12,915 (-5.5%) from 2013

Net Assets

Down

$5,137

Down $12,686 (-71%) from 2013

Liabilities

Down

$217,124

Down $229 (-0.1%) from 2013

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin29th percentile

Revenue

Down

$593,430

Down $39,594 (-6.3%) from 2013

Expenses

Up

$606,116

Up $4,717 (+0.8%) from 2013

Net Income

Down

-$12,686

Down $44,311 (-140%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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 2011: $343,411Liabilities 2011: $251,028Net Assets 2011: $92,3832011Assets 2012: $279,256Liabilities 2012: $298,218Net Assets 2012: -$18,9622012Assets 2013: $235,176Liabilities 2013: $217,353Net Assets 2013: $17,8232013Assets 2014: $222,261Liabilities 2014: $217,124Net Assets 2014: $5,1372014Assets 2015: $205,278Liabilities 2015: $153,936Net Assets 2015: $51,3422015Assets 2016: $213,673Liabilities 2016: $160,708Net Assets 2016: $52,9652016Assets 2017: $252,186Liabilities 2017: $177,549Net Assets 2017: $74,6372017Assets 2018: $298,564Liabilities 2018: $214,897Net Assets 2018: $83,6672018Assets 2019: $300,682Liabilities 2019: $161,443Net Assets 2019: $139,2392019Assets 2020: $368,110Liabilities 2020: $275,731Net Assets 2020: $92,3792020Assets 2021: $521,784Liabilities 2021: $177,918Net Assets 2021: $343,8662021Assets 2022: $486,552Liabilities 2022: $289,357Net Assets 2022: $197,1952022Assets 2023: $3,114,673Liabilities 2023: $2,887,670Net Assets 2023: $227,0032023Assets 2024: $2,979,226Liabilities 2024: $2,777,778Net Assets 2024: $201,4482024Assets 2025: $3,177,644Liabilities 2025: $2,823,010Net Assets 2025: $354,6342025

Highlighted filing

2014

Assets$222,261
Liabilities$217,124
Net Assets$5,137
Open 2014 Filing

Operations Trend

Revenue Growth25th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $521,801Expenses 2011: $528,997Net Income 2011: -$7,1962011Revenue 2012: $470,439Expenses 2012: $581,784Net Income 2012: -$111,3452012Revenue 2013: $633,024Expenses 2013: $601,399Net Income 2013: $31,6252013Revenue 2014: $593,430Expenses 2014: $606,116Net Income 2014: -$12,6862014Revenue 2015: $759,004Expenses 2015: $712,799Net Income 2015: $46,2052015Revenue 2016: $673,644Expenses 2016: $666,229Net Income 2016: $7,4152016Revenue 2017: $790,399Expenses 2017: $768,727Net Income 2017: $21,6722017Revenue 2018: $779,247Expenses 2018: $770,217Net Income 2018: $9,0302018Revenue 2019: $876,886Expenses 2019: $821,314Net Income 2019: $55,5722019Revenue 2020: $758,682Expenses 2020: $805,542Net Income 2020: -$46,8602020Revenue 2021: $974,816Expenses 2021: $723,329Net Income 2021: $251,4872021Revenue 2022: $768,136Expenses 2022: $914,807Net Income 2022: -$146,6712022Revenue 2023: $1,064,455Expenses 2023: $1,034,647Net Income 2023: $29,8082023Revenue 2024: $996,400Expenses 2024: $1,021,955Net Income 2024: -$25,5552024Revenue 2025: $1,211,371Expenses 2025: $1,058,185Net Income 2025: $153,1862025

Highlighted filing

2014

Revenue$593,430
Expenses$606,116
Net Income-$12,686
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Jan 21, 2015
Return Version
2013v4.0
Gross Receipts
$593,430
Mission and Program Overview

Mission

Institute for anthroposophical studies for adults

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$184,916$172,192▼ $12,724
Cash and Non-Interest-Bearing Accounts$14,929$21,848▲ $6,919
Accounts Receivable$26,567$21,569▼ $4,998
Prepaid Expenses and Deferred Charges$4,395$6,652▲ $2,257
Inventories for Sale or Use$4,369$0▼ $4,369
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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-
Total Assets$235,176$222,261▼ $12,915
Other Assets Total-$0-
Liabilities
Deferred Revenue$132,896$155,482▲ $22,586
Other Liabilities$22,964$33,653▲ $10,689
Unsecured Notes Loans Payable$41,794$18,001▼ $23,793
Accounts Payable and Accrued Expenses$19,699$9,988▼ $9,711
Total Liabilities$217,353$217,124▼ $229
Net Assets / Fund Balance
Permanently Rstr Net Assets$65,589$64,681▼ $908
Temporarily Rstr Net Assets$6,211$740▼ $5,471
Unrestricted Net Assets$-53,977$-60,284▼ $6,307
Total Net Assets Fund Balance$17,823$5,137▼ $12,686
Total Liabilities and Net Assets / Fund Balance$235,176$222,261▼ $12,915

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$149,043$161,907$310,950
Other Land Buildings$17,917$51,477$69,394
Leasehold Improvements$5,232$37,108$42,340

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$65,589--$908$64,681
2012$66,566--$977$65,589
2011$83,616--$17,050$66,566
2010$83,616---$83,616
2009----$83,616
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jessica ZieglerExecutive DirectorPT$52,765$52,765

Board Members and Trustees

NameTitle
Bernard WeintraubPresident
Betsy GimenezDirector
Jasper Van BrakelDirector
Lisa BonoDirector
Lisa MiccioDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$90,976
Program Service Revenue
$497,292
Investment Income
$0
Other Revenue
$5,162
All Other Contributions
$90,976
Change in Net Assets
$-12,686

Audited Revenue Reconciliation

Revenue per Audited Statements
$593,430
Revenue Not Reported on Form 990
$6,290
Total Revenue per Audited Statements
$599,720
Total Revenue per Form 990
$593,430
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$395,796
Other Expenses$210,320
Total Fundraising Expense$37,294
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$224,207$65,573$15,750$305,530
Current Officers, Directors, Trustees, and Key Employees$6,240$46,525-$52,765
Occupancy$18,665$18,640$1,200$38,505
Travel$37,066$486$273$37,825
Other Employee Benefits$21,236$14,951$1,314$37,501
Depreciation Depletion$12,238$4,080-$16,318
Office Expenses$9,374$4,687$100$14,161
All Other Expenses$11,514$933-$12,447
Insurance$2,930$5,861-$8,791
Fees for Services Accounting-$7,100-$7,100
Other Expenses$2,840$3,258$1,000$7,098
Interest-$1,430-$1,430
Total Functional Expenses$364,338$204,484$37,294$606,116

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$612,406
Expenses per Audited Statements$606,116
Total Expenses per Form 990$606,116
Expenses Not Reported on Form 990$6,290
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Bernard WeintraubpresidentconsignmentNo$2,244

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$27,653
Green Meadow$6,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 11B: Form 990 Review Process

“Board treasurer and executive director review and approve 990 before it is filed.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Sunbridge institute conducts a survey of salaries of institutes of similar size. Sunbridge institute uses this survey to determine salaries. The board of directors approves the salary of the executive director.”

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

“Sunbridge institute makes its governing documents, conflict of interest policy and financial statements available upon written request to the Sunbridge Institute's address. IN ADDITION, GUIDESTAR HAS ALL PRIOR YEAR 990'S.”

Filing and Contact Details

Filer

EIN
13-3800725
Phone
8454250055

Signing Officer

Name
Jessica Ziegler
Title
Executive Director
Signed
2015-01-21
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
65
Volunteers
4

Preparer

Preparer
Donalee R Berard
Phone
8453575668
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - STATEMENT 11FORM 990, PART IV, LINE 11 (d)INVESTMENTS - OTHER 5/31/11 5/31/12INVESTMENT IN JOINT VENTURES $20,000 $-0-”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The Board of Directors has established a general Endowment Fund. Gifts specified for Endowment will be added to this Fund. Income from its investments may be used to support the general operations of the Organization. No gifts were made to this Fund in 2014”

Part X : FIN48 Footnote

“Sunbridge Institute Inc. has adopted the provisions of FASB ASC Reference 740 Accounting for Uncertainty in Income Taxes-an interpretation of FASB Statement NO. 109 (FIN 48) Under FIN 48, an organization must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more likely than not the position will be sustained upon examination by a taxing authority. The implementation of FIN 48 had no impact on Sunbridge Institute Inc. Sunbridge Institute Inc. does not believe they have taken any material uncertain tax positions and, accordingly they have not recorded any liability for unrecognized tax benefits. Sunbridge Institute Inc. has filed for and received income tax exemptions in the jurisdictions where required to do so. Additionally, it has filed Internal Revenue Service Form 990 informational returns, as required, and all other applicable returns in jurisdictions where so required. For the years ended May 31, 2014 and 2013, there were no interest or penalties recorded or included in the statement of activities. Sunbridge Institute Inc's Federal Return of Organization Exempt from Income Tax Returns 2013, 2012 and 2011 are subject to examination by the IRS, generally three years after they were filed.”

Raw XML AppendixShowing 400 of 481 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt019699
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt09988
IRS990/AccountsReceivableGrp/BOYAmt026567
IRS990/AccountsReceivableGrp/EOYAmt021569
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0INSTITUTE FOR ANTHROPOSOPHICAL STUDIES FOR ADULTS
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt090976
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0933
IRS990/AllOtherExpensesGrp/ProgramServicesAmt011514
IRS990/AllOtherExpensesGrp/TotalAmt012447
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0CORPORATION
IRS990/BooksInCareOfDetail/PhoneNum08454250055
IRS990/BooksInCareOfDetail/USAddress/AddressLine10285 HUNGRY HOLLOW ROAD
IRS990/BooksInCareOfDetail/USAddress/City0SPRING VALLEY
IRS990/BooksInCareOfDetail/USAddress/State0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0109776329
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CashNonInterestBearingGrp/BOYAmt014929
IRS990/CashNonInterestBearingGrp/EOYAmt021848
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt046525
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt06240
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt052765
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt090976
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0210320
IRS990/CYOtherRevenueAmt05162
IRS990/CYProgramServiceRevenueAmt0497292
IRS990/CYRevenuesLessExpensesAmt0-12686
IRS990/CYSalariesCompEmpBnftPaidAmt0395796
IRS990/CYTotalExpensesAmt0606116
IRS990/CYTotalFundraisingExpenseAmt037294
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0593430
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0132896
IRS990/DeferredRevenueGrp/EOYAmt0155482
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt04080
IRS990/DepreciationDepletionGrp/ProgramServicesAmt012238
IRS990/DepreciationDepletionGrp/TotalAmt016318
IRS990/Desc0INSTRUCTIONAL - THE ORGANIZATION PROVIDES PART-TIME TEACHER EDUCATION PROGRAMS AND PART-TIME PROFESSIONAL COURSES FOR TEACHERS IN WALDORF EDUCATION. ADDITIONAL NON-CREDIT, CONTINUING EDUCATION PRESENTATIONS, WORKSHOPS AND SHORT COURSES ARE OFFERED.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt065
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/ExpenseAmt0364338
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07100
IRS990/FeesForServicesAccountingGrp/TotalAmt07100
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt525.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0BERNARD WEINTRAUB
IRS990/Form990PartVIISectionAGrp/PersonNm1LISA BONO
IRS990/Form990PartVIISectionAGrp/PersonNm2LISA MICCIO
IRS990/Form990PartVIISectionAGrp/PersonNm3BETSY GIMENEZ
IRS990/Form990PartVIISectionAGrp/PersonNm4JASPER VAN BRAKEL
IRS990/Form990PartVIISectionAGrp/PersonNm5JESSICA ZIEGLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt552765
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0593430
IRS990/GrossRentsGrp/RealAmt05162
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt05861
IRS990/InsuranceGrp/ProgramServicesAmt02930
IRS990/InsuranceGrp/TotalAmt08791
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt01430
IRS990/InterestGrp/TotalAmt01430
IRS990/InventoriesForSaleOrUseGrp/BOYAmt04369
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0250492
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0184916
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0172192
IRS990/LandBldgEquipCostOrOtherBssAmt0422684
IRS990/LegalDomicileStateCd0NY
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0INSTITUTE FOR ANTHROPOSOPHICAL STUDIES FOR ADULTS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt017823
IRS990/NetAssetsOrFundBalancesEOYAmt05137
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt05162
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt05162
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01200
IRS990/OccupancyGrp/ManagementAndGeneralAmt018640
IRS990/OccupancyGrp/ProgramServicesAmt018665
IRS990/OccupancyGrp/TotalAmt038505
IRS990/OfficeExpensesGrp/FundraisingAmt0100
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04687
IRS990/OfficeExpensesGrp/ProgramServicesAmt09374
IRS990/OfficeExpensesGrp/TotalAmt014161
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01314
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014951
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt021236
IRS990/OtherEmployeeBenefitsGrp/TotalAmt037501
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt015512
IRS990/OtherExpensesGrp/FundraisingAmt11945
IRS990/OtherExpensesGrp/FundraisingAmt2200
IRS990/OtherExpensesGrp/FundraisingAmt31000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt019066
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18019
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23875
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33258
IRS990/OtherExpensesGrp/ProgramServicesAmt05470
IRS990/OtherExpensesGrp/ProgramServicesAmt14805
IRS990/OtherExpensesGrp/ProgramServicesAmt27753
IRS990/OtherExpensesGrp/ProgramServicesAmt32840
IRS990/OtherExpensesGrp/TotalAmt040048
IRS990/OtherExpensesGrp/TotalAmt114769
IRS990/OtherExpensesGrp/TotalAmt211828
IRS990/OtherExpensesGrp/TotalAmt37098
IRS990/OtherLiabilitiesGrp/BOYAmt022964
IRS990/OtherLiabilitiesGrp/EOYAmt033653
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt015750
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt065573
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0224207
IRS990/OtherSalariesAndWagesGrp/TotalAmt0305530
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt065589
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt064681
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04395
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06652
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0COMMISSION INCOME
IRS990/ProgramServiceRevenueGrp/Desc1SALES OF INVENTORY
IRS990/ProgramServiceRevenueGrp/Desc2TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0868
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1496424
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0868
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1496424
IRS990/ProgSrvcAccomActy2Grp/Desc0LIBRARY - THE INSTITUTE HAS A 2,000 VOLUME LIBRARY LOCATED ON THE SECOND FLOOR OF THE THREEFOLD AUDITORIUM. THE LIBRARY SERVES SUNBRIDGE INSTITUTE STUDENTS.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt098073
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0222890
IRS990/PYOtherRevenueAmt02358
IRS990/PYProgramServiceRevenueAmt0532593
IRS990/PYRevenuesLessExpensesAmt031625
IRS990/PYSalariesCompEmpBnftPaidAmt0378509
IRS990/PYTotalExpensesAmt0601399
IRS990/PYTotalRevenueAmt0633024
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-12686
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt05162
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0149043
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0161907
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0310950
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt065589
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt064681
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0908
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt066566
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt065589
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0977
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt083616
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt066566
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt017050
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt083616
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt083616
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt083616
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt083616
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt06290
IRS990ScheduleD/DonatedServicesUseFcltsAmt06290
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt06290
IRS990ScheduleD/ExpensesSubtotalAmt0606116
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt05232
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt037108
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt042340
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt017917
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt051477
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt069394
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt127653
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Green Meadow
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LINE OF CREDIT
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueNotReportedAmt06290
IRS990ScheduleD/RevenueSubtotalAmt0593430
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Board of Directors has established a general Endowment Fund. Gifts specified for Endowment will be added to this Fund. Income from its investments may be used to support the general operations of the Organization. No gifts were made to this Fund in 2014
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Sunbridge Institute Inc. has adopted the provisions of FASB ASC Reference 740 Accounting for Uncertainty in Income Taxes-an interpretation of FASB Statement NO. 109 (FIN 48) Under FIN 48, an organization must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more likely than not the position will be sustained upon examination by a taxing authority. The implementation of FIN 48 had no impact on Sunbridge Institute Inc. Sunbridge Institute Inc. does not believe they have taken any material uncertain tax positions and, accordingly they have not recorded any liability for unrecognized tax benefits. Sunbridge Institute Inc. has filed for and received income tax exemptions in the jurisdictions where required to do so. Additionally, it has filed Internal Revenue Service Form 990 informational returns, as required, and all other applicable returns in jurisdictions where so required. For the years ended May 31, 2014 and 2013, there were no interest or penalties recorded or included in the statement of activities. Sunbridge Institute Inc's Federal Return of Organization Exempt from Income Tax Returns 2013, 2012 and 2011 are subject to examination by the IRS, generally three years after they were filed.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0172192
IRS990ScheduleD/TotalExpensesPerForm990Amt0606116
IRS990ScheduleD/TotalLiabilityAmt033653
IRS990ScheduleD/TotalRevenuePerForm990Amt0593430
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0599720
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0612406
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0It is the policy of SUNBRIDGE Institute NOT to DISCRIMINATE ON THE BASIS OF RACE, ETHNICITY, COLOR, CREED, NATIONAL ORIGIN, AGE, SEX, SEXUAL ORIENTATION,RELIGION, OR PHYSICAL HANDICAPS IN ITS ADMISSIONS, EDUCATIONAL PROGRAMS OR EMPLOYMENT POLICIES. THIS PHRASE IS INCLUDED IN ALL GENERAL BROCHURES ADVERTISING THE SUNBRIDGE INSTITUTE PROGRAMS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Bernard Weintraub
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0president
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt02244
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0consignment
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - STATEMENT 11FORM 990, PART IV, LINE 11 (d)INVESTMENTS - OTHER 5/31/11 5/31/12INVESTMENT IN JOINT VENTURES $20,000 $-0-
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD TREASURER AND EXECUTIVE DIRECTOR REVIEW AND APPROVE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUNBRIDGE INSTITUTE CONDUCTS A SURVEY OF SALARIES OF INSTITUTES OF SIMILAR SIZE. SUNBRIDGE INSTITUTE USES THIS SURVEY TO DETERMINE SALARIES. THE BOARD OF DIRECTORS APPROVES THE SALARY OF THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Sunbridge institute makes its governing documents, conflict of interest policy and financial statements available upon written request to the Sunbridge Institute's address. IN ADDITION, GUIDESTAR HAS ALL PRIOR YEAR 990'S.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$222,261
Liabilities
$217,124
Net assets
$5,137
Revenue
$593,430
Expenses
$606,116
Net income
-$12,686
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.18$2.82$0.35$1.21$1.06$0.15
2024Detailed filing. Detailed filing data is available for this year.$2.98$2.78$0.20$1.00$1.02$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.11$2.89$0.23$1.06$1.03$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.49$0.29$0.20$0.77$0.91$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.18$0.34$0.97$0.72$0.25
2020Detailed filing. Detailed filing data is available for this year.$0.37$0.28$0.09$0.76$0.81$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.16$0.14$0.88$0.82$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.21$0.08$0.78$0.77$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.25$0.18$0.07$0.79$0.77$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.16$0.05$0.67$0.67$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.15$0.05$0.76$0.71$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.01$0.59$0.61$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.22$0.02$0.63$0.60$0.03
2012Summary only. Only limited summary data is available for this year.$0.28$0.30$0.02$0.47$0.58$0.11
2011Summary only. Only limited summary data is available for this year.$0.34$0.25$0.09$0.52$0.53$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $500k-$1M nonprofits