Civic Intelligence

Sunbridge Institute Inc.

990 • Fiscal year 2016 • EIN 13-3800725

Jun 01, 2015 to May 31, 2016 • Filed on Jan 23, 2017

285 Hungry Hollow RoadSpring Valley, NY 10977

(845) 425-0055

Siviq Scores

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

Liabilities / Assets

89th percentile

0.75x

Higher debt load relative to assets than 89% of similar nonprofits.

2016 filings • NTEE B • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

81st percentile

0.24x

Higher debt load relative to revenue than 81% of similar nonprofits.

2016 filings • NTEE B • $500k-$1M nonprofits • Source year 2016

Net Margin

44th percentile

1.1%

Higher net margin than 44% of similar nonprofits.

2016 filings • NTEE B • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

78th percentile

$66,219

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2016 filings • NTEE B • $500k-$1M nonprofits • Source year 2016

Asset Growth

54th percentile

4.1%

Faster asset growth than 54% of similar nonprofits.

2016 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-11%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$213,673

Up $8,395 (+4.1%) from 2015

Net Assets

Up

$52,965

Up $1,623 (+3.2%) from 2015

Liabilities

Up

$160,708

Up $6,772 (+4.4%) from 2015

Revenue

Down

$673,644

Down $85,360 (-11%) from 2015

Expenses

Down

$666,229

Down $46,570 (-6.5%) from 2015

Net Income

Down

$7,415

Down $38,790 (-84%) from 2015

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 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

2016

Assets$213,673
Liabilities$160,708
Net Assets$52,965

Operations Trend

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

2016

Revenue$673,644
Expenses$666,229
Net Income$7,415
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Jan 23, 2017
Return Version
2015v3.0
Gross Receipts
$673,644
Mission and Program Overview

Mission

Institute for anthroposophical studies for adults

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$156,954$146,576▼ $10,378
Cash and Non-Interest-Bearing Accounts$33,716$60,520▲ $26,804
Prepaid Expenses and Deferred Charges$9,551$4,456▼ $5,095
Accounts Receivable$5,057$2,121▼ $2,936
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-
Inventories for Sale or Use-$0-
Total Assets$205,278$213,673▲ $8,395
Other Assets Total-$0-
Liabilities
Deferred Revenue$139,278$143,496▲ $4,218
Accounts Payable and Accrued Expenses$10,658$15,212▲ $4,554
Other Liabilities$4,000$2,000▼ $2,000
Total Liabilities$153,936$160,708▲ $6,772
Net Assets / Fund Balance
Permanently Rstr Net Assets$63,837$63,052▼ $785
Temporarily Rstr Net Assets$740$2,864▲ $2,124
Unrestricted Net Assets$-13,235$-12,951▲ $284
Total Net Assets Fund Balance$51,342$52,965▲ $1,623
Total Liabilities and Net Assets / Fund Balance$205,278$213,673▲ $8,395

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$133,211$177,739$310,950
Other Land Buildings$11,623$51,542$63,165
Leasehold Improvements$1,742$40,598$42,340

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$63,837--$785$63,052
2014$64,681--$844$63,837
2013$65,589--$908$64,681
2012$66,566--$977$65,589
2011$83,616--$17,050$66,566
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jessica ZieglerExecutive DirectorPT$66,219$66,219

Board Members and Trustees

NameTitle
Bernard WeintraubPresident
Betsy GimenezDirector
Lisa MiccioDirector
Niko HilgerdtDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$135,872
Program Service Revenue
$533,217
Investment Income
$0
Other Revenue
$4,555
All Other Contributions
$135,872
Change in Net Assets
$7,415

Audited Revenue Reconciliation

Revenue per Audited Statements
$673,644
Total Revenue per Audited Statements
$673,644
Total Revenue per Form 990
$673,644
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$451,637
Other Expenses$214,592
Total Fundraising Expense$42,194
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$245,300$82,408$18,994$346,702
Current Officers, Directors, Trustees, and Key Employees$19,866$46,353-$66,219
Travel$37,692$1,633$264$39,589
Occupancy$23,505$14,086$1,200$38,791
Other Employee Benefits$26,143$10,932$1,641$38,716
All Other Expenses$16,363$3,690$1,000$21,053
Other Expenses$2,945$7,629$2,305$12,879
Depreciation Depletion$8,585$2,862-$11,447
Insurance$3,450$7,156-$10,606
Fees for Services Accounting-$7,300-$7,300
Interest-$134-$134
Total Functional Expenses$412,393$211,642$42,194$666,229

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$666,229
Total Expenses per Audited Statements$666,229
Total Expenses per Form 990$666,229
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Green Meadow$2,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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

Filer Name
Sunbridge Institute Inc
EIN
13-3800725
Phone
8454250055
Address
285 HUNGRY HOLLOW ROAD, SPRING VALLEY, NY 10977

Signing Officer

Name
Jessica Ziegler
Title
Executive Director
Signed
2017-01-23
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
88
Volunteers
4

Preparer

Firm
Berard & Associates CPAs PC
Address
44 Park Ave, Suffern, NY 10901
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-

Other Changes In Net Assets Or Fund Balances - Other Decreases

Assets released from restrictions = -$5792

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 2015

Part X : FIN48 Footnote

Sunbridge Institute Inc. recognizes 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, 2016 and 2015, there were no interest or penalties recorded or included in the statement of activities.

Raw XML AppendixShowing 400 of 460 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/BOYAmt010658
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015212
IRS990/AccountsReceivableGrp/BOYAmt05057
IRS990/AccountsReceivableGrp/EOYAmt02121
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0INSTITUTE FOR ANTHROPOSOPHICAL STUDIES FOR ADULTS
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0135872
IRS990/AllOtherExpensesGrp/FundraisingAmt01000
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03690
IRS990/AllOtherExpensesGrp/ProgramServicesAmt016363
IRS990/AllOtherExpensesGrp/TotalAmt021053
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0CORPORATION
IRS990/BooksInCareOfDetail/PhoneNum08454250055
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0285 HUNGRY HOLLOW ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SPRING VALLEY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0109776329
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt033716
IRS990/CashNonInterestBearingGrp/EOYAmt060520
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt046353
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt019866
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt066219
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0135872
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0214592
IRS990/CYOtherRevenueAmt04555
IRS990/CYProgramServiceRevenueAmt0533217
IRS990/CYRevenuesLessExpensesAmt07415
IRS990/CYSalariesCompEmpBnftPaidAmt0451637
IRS990/CYTotalExpensesAmt0666229
IRS990/CYTotalFundraisingExpenseAmt042194
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0673644
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0139278
IRS990/DeferredRevenueGrp/EOYAmt0143496
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02862
IRS990/DepreciationDepletionGrp/ProgramServicesAmt08585
IRS990/DepreciationDepletionGrp/TotalAmt011447
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/EmployeeCnt088
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0412393
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07300
IRS990/FeesForServicesAccountingGrp/TotalAmt07300
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/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt430.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0BERNARD WEINTRAUB
IRS990/Form990PartVIISectionAGrp/PersonNm1NIKO HILGERDT
IRS990/Form990PartVIISectionAGrp/PersonNm2LISA MICCIO
IRS990/Form990PartVIISectionAGrp/PersonNm3BETSY GIMENEZ
IRS990/Form990PartVIISectionAGrp/PersonNm4JESSICA ZIEGLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt466219
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0673644
IRS990/GrossRentsGrp/RealAmt04555
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt07156
IRS990/InsuranceGrp/ProgramServicesAmt03450
IRS990/InsuranceGrp/TotalAmt010606
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt0134
IRS990/InterestGrp/TotalAmt0134
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0269879
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0156954
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0146576
IRS990/LandBldgEquipCostOrOtherBssAmt0416455
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/NetAssetsOrFundBalancesBOYAmt051342
IRS990/NetAssetsOrFundBalancesEOYAmt052965
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt04555
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt04555
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01200
IRS990/OccupancyGrp/ManagementAndGeneralAmt014086
IRS990/OccupancyGrp/ProgramServicesAmt023505
IRS990/OccupancyGrp/TotalAmt038791
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-5792
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01641
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010932
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt026143
IRS990/OtherEmployeeBenefitsGrp/TotalAmt038716
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2PHOTO COPIER
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt016340
IRS990/OtherExpensesGrp/FundraisingAmt1300
IRS990/OtherExpensesGrp/FundraisingAmt2150
IRS990/OtherExpensesGrp/FundraisingAmt32305
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018243
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14827
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24389
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt37629
IRS990/OtherExpensesGrp/ProgramServicesAmt09782
IRS990/OtherExpensesGrp/ProgramServicesAmt19950
IRS990/OtherExpensesGrp/ProgramServicesAmt28812
IRS990/OtherExpensesGrp/ProgramServicesAmt32945
IRS990/OtherExpensesGrp/TotalAmt044365
IRS990/OtherExpensesGrp/TotalAmt115077
IRS990/OtherExpensesGrp/TotalAmt213351
IRS990/OtherExpensesGrp/TotalAmt312879
IRS990/OtherLiabilitiesGrp/BOYAmt04000
IRS990/OtherLiabilitiesGrp/EOYAmt02000
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt018994
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt082408
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0245300
IRS990/OtherSalariesAndWagesGrp/TotalAmt0346702
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt063837
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt063052
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09551
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04456
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0533217
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0533217
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/PYContributionsGrantsAmt0112013
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0264321
IRS990/PYOtherRevenueAmt012647
IRS990/PYProgramServiceRevenueAmt0634344
IRS990/PYRevenuesLessExpensesAmt046205
IRS990/PYSalariesCompEmpBnftPaidAmt0448478
IRS990/PYTotalExpensesAmt0712799
IRS990/PYTotalRevenueAmt0759004
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt07415
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt04555
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/BookValueAmt0133211
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0177739
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0310950
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt063837
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt063052
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0785
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt064681
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt063837
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0844
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt065589
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt064681
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0908
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt066566
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt065589
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0977
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt083616
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt066566
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt017050
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0666229
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01742
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt040598
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt042340
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011623
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt051542
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt063165
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Green Meadow
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueSubtotalAmt0673644
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 2015
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Sunbridge Institute Inc. recognizes 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, 2016 and 2015, there were no interest or penalties recorded or included in the statement of activities.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0146576
IRS990ScheduleD/TotalExpensesPerForm990Amt0666229
IRS990ScheduleD/TotalLiabilityAmt02000
IRS990ScheduleD/TotalRevenuePerForm990Amt0673644
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0673644
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0666229
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
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/ExplanationTxt4ASSETS RELEASED FROM RESTRICTIONS = -$5792
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0740
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt02864
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0205278
IRS990/TotalAssetsEOYAmt0213673
IRS990/TotalAssetsGrp/BOYAmt0205278
IRS990/TotalAssetsGrp/EOYAmt0213673
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0135872
IRS990/TotalEmployeeCnt088

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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