Civic Intelligence

The Schechter Institutes Inc.

990 • Fiscal year 2016 • EIN 22-3342043

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 13, 2017

Organization ProfileN/A
101 Greenwood Ave No 610Jenkintown, PA 19046

(215) 884-1331

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

7th percentile

0.00x

Higher debt load relative to revenue than 7% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

87th percentile

34%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

97th percentile

104%

Faster asset growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

55%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$5,079,045

Up $2,590,736 (+104%) from 2015

Net Assets

Up

$5,070,496

Up $2,582,687 (+104%) from 2015

Liabilities

Up

$8,549

Up $8,049 (+1610%) from 2015

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin87th percentile

Revenue

Up

$7,412,946

Up $2,643,462 (+55%) from 2015

Expenses

Up

$4,873,172

Up $222,868 (+4.8%) from 2015

Net Income

Up

$2,539,774

Up $2,420,594 (+2031%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,755,064Liabilities 2010: $0Net Assets 2010: $1,755,0642010Assets 2011: $1,045,052Liabilities 2011: $0Net Assets 2011: $1,045,0522011Assets 2012: $2,014,392Liabilities 2012: $0Net Assets 2012: $2,014,3922012Assets 2013: $1,333,882Liabilities 2013: $0Net Assets 2013: $1,333,8822013Assets 2014: $3,379,947Liabilities 2014: $393,220Net Assets 2014: $2,986,7272014Assets 2015: $2,488,309Liabilities 2015: $500Net Assets 2015: $2,487,8092015Assets 2016: $5,079,045Liabilities 2016: $8,549Net Assets 2016: $5,070,4962016Assets 2017: $2,921,547Liabilities 2017: $680Net Assets 2017: $2,920,8672017Assets 2018: $4,655,181Liabilities 2018: $1,516Net Assets 2018: $4,653,6652018Assets 2019: $2,960,348Liabilities 2019: $2,854Net Assets 2019: $2,957,4942019Assets 2020: $3,233,931Liabilities 2020: $1,495Net Assets 2020: $3,232,4362020Assets 2021: $4,883,553Liabilities 2021: $1,674Net Assets 2021: $4,881,8792021Assets 2022: $5,327,882Liabilities 2022: $1,583Net Assets 2022: $5,326,2992022Assets 2023: $5,376,106Liabilities 2023: $1,761Net Assets 2023: $5,374,3452023Assets 2024: $6,936,485Liabilities 2024: $6,055Net Assets 2024: $6,930,4302024

Highlighted filing

2016

Assets$5,079,045
Liabilities$8,549
Net Assets$5,070,496
Open 2016 Filing

Operations Trend

Revenue Growth91st percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $4,356,1572010Expenses 2011: $6,224,6072011Expenses 2012: $5,111,2782012Revenue 2013: $5,084,147Expenses 2013: $5,760,259Net Income 2013: -$676,1122013Revenue 2014: $6,149,170Expenses 2014: $5,776,127Net Income 2014: $373,0432014Revenue 2015: $4,769,484Expenses 2015: $4,650,304Net Income 2015: $119,1802015Revenue 2016: $7,412,946Expenses 2016: $4,873,172Net Income 2016: $2,539,7742016Revenue 2017: $3,154,307Expenses 2017: $5,513,769Net Income 2017: -$2,359,4622017Revenue 2018: $6,778,721Expenses 2018: $4,924,293Net Income 2018: $1,854,4282018Revenue 2019: $2,761,943Expenses 2019: $4,618,205Net Income 2019: -$1,856,2622019Revenue 2020: $4,915,582Expenses 2020: $4,658,639Net Income 2020: $256,9432020Revenue 2021: $6,382,140Expenses 2021: $5,086,313Net Income 2021: $1,295,8272021Revenue 2022: $6,007,275Expenses 2022: $5,307,189Net Income 2022: $700,0862022Revenue 2023: $5,573,719Expenses 2023: $5,518,734Net Income 2023: $54,9852023Revenue 2024: $6,128,772Expenses 2024: $4,647,291Net Income 2024: $1,481,4812024

Highlighted filing

2016

Revenue$7,412,946
Expenses$4,873,172
Net Income$2,539,774
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 13, 2017
Return Version
2016v3.0
Gross Receipts
$7,780,065
Mission and Program Overview

Mission

The institute was formed to help fashion an israel society and jewish world secure in its jewish roots and strong in its democratic values.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$941,974$3,475,913▲ $2,533,939
Investments in Publicly Traded Securities$457,065$965,982▲ $508,917
Cash and Non-Interest-Bearing Accounts$511,550$488,253▼ $23,297
Investments Other Securities$446,695$0▼ $446,695
Accounts Receivable$131,025$148,897▲ $17,872
Total Assets$2,488,309$5,079,045▲ $2,590,736
Liabilities
Accounts Payable and Accrued Expenses$500$8,549▲ $8,049
Total Liabilities$500$8,549▲ $8,049
Net Assets / Fund Balance
Unrestricted Net Assets$972,707$3,259,586▲ $2,286,879
Permanently Rstr Net Assets$1,000,000$1,000,000→ $0
Temporarily Rstr Net Assets$515,102$810,910▲ $295,808
Total Net Assets Fund Balance$2,487,809$5,070,496▲ $2,582,687
Total Liabilities and Net Assets / Fund Balance$2,488,309$5,079,045▲ $2,590,736

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$903,760-▲ $63,990$1,768$965,982
2015$1,000,874-▼ $5,536$91,578$903,760
2014$1,028,729-▲ $17,966$45,821$1,000,874
2013$1,056,899-▲ $55,105$83,275$1,028,729
2012$1,000,000-▲ $114,570$57,671$1,056,899
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Saul I SandersChairman
Aaron PriestBoard Member
Bruce WhizinBoard Member
Diane WohlBoard Member
Gary BermanBoard Member
Gershon KekstBoard Member
Hubert J BrandtBoard Member
Jonathan AaronBoard Member
Lewis KrulwichBoard Member
Louis G MillerBoard Member
Lynne GallerBoard Member
Rabbi Michael GotliebBoard Member
Rabbi Philip S ScheimBoard Member
Rabbi Prof David GolinkinBoard Member
Robert S RifkindBoard Member
Stephen J LovellTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
The Lapin GroupProfessional Services101 GREENWOOD AVE NO 610, Jenkintown, PA 19046$132,000
Revenue and Support

Revenue Composition

Contributions and Grants
$7,390,926
Program Service Revenue
$0
Investment Income
$22,020
Other Revenue
$0
All Other Contributions
$7,390,926
Change in Net Assets
$2,539,774

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,412,946
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$42,913
Total Revenue per Audited Statements
$7,455,859
Total Revenue per Form 990
$7,412,946
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,641,685
Professional Fundraising Fees$132,000
Total Fundraising Expense$132,000
Other Expenses$99,487
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$4,641,685--$4,641,685
Fees for Services Professional Fundraising--$132,000$132,000
Office Expenses-$44,557-$44,557
Fees for Services Accounting-$17,686-$17,686
Travel-$16,670-$16,670
Fees for Services Other-$9,025-$9,025
Other Expenses-$7,118-$7,118
Insurance-$2,213-$2,213
Fees for Service Investment Mgmnt Fees-$1,768-$1,768
Fees for Services Legal-$450-$450
Total Functional Expenses$4,641,685$99,487$132,000$4,873,172

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,873,172
Total Expenses per Audited Statements$4,873,172
Total Expenses per Form 990$4,873,172
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$4,641,685

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Middle EastGrants to Recipients Located in Region-00$4,641,685
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$132,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
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 B, Line 11B

“The audit committee receives a copy of the form 990 in advance of filing to review on behalf of the board. Once the audit committee reviews the form 990, it is distributed to all members of the governing body.”

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

“Annually, each board member is required to disclose conflicts of interest.”

Form 990, Part VI, Section C, Line 18

“The institute makes its form 990 available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“The institute will make all documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Schechter Institutes Inc
EIN
22-3342043
Phone
2158841331
Address
101 GREENWOOD AVE NO 610, JENKINTOWN, PA 19046

Signing Officer

Name
Stephen J Lovell
Title
Treasurer
Phone
2158301119
Signed
2017-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen J Lovell
Formed
1993
Legal Domicile
Nj
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
16

Preparer

Firm
Mercadien Pc
Address
PO BOX 7648, PRINCETON, NJ 08543-7648
Preparer
Bjondina Karpuzi CPA
Phone
6096899700
Supplemental Narrative

Additional Explanations

Form 990 Part XII, Line 2B

“The institute has a committee that takes responsibilities for the oversight of the audit and the approval of the form 990 prior to filing. There have been no changes to the processes from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The endowment fund is a permanently restricted endowment whose investment earnings are to be used for the fellowship program.”

PART X, LINE 2:

“U.s. Gaap requires management to evaluate tax positions taken by the institute and recognize a tax liability if the institute has taken an uncertain position that more likely than not would not be sustained upon examination by taxing authorities. Management evaluated the institute's tax positions and concluded that the institute had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance.”

Raw XML AppendixShowing 400 of 596 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0500
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08549
IRS990/AccountsReceivableGrp/BOYAmt0131025
IRS990/AccountsReceivableGrp/EOYAmt0148897
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE INSTITUTE WAS FORMED TO HELP FASHION AN ISRAEL SOCIETY AND JEWISH WORLD SECURE IN ITS JEWISH ROOTS AND STRONG IN ITS DEMOCRATIC VALUES.
IRS990/AllOtherContributionsAmt07390926
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0VALARIE J BAY
IRS990/BooksInCareOfDetail/PhoneNum02158841331
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 GREENWOOD AVENUE SUITE 610
IRS990/BooksInCareOfDetail/USAddress/CityNm0JENKINTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019046
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0511550
IRS990/CashNonInterestBearingGrp/EOYAmt0488253
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0132000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0101 GREENWOOD AVE NO 610
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0JENKINTOWN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd019046
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0THE LAPIN GROUP
IRS990/ContractorCompensationGrp/ServicesDesc0PROFESSIONAL SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt07390926
IRS990/CYGrantsAndSimilarPaidAmt04641685
IRS990/CYInvestmentIncomeAmt022020
IRS990/CYOtherExpensesAmt099487
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02539774
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt04873172
IRS990/CYTotalFundraisingExpenseAmt0132000
IRS990/CYTotalProfFndrsngExpnsAmt0132000
IRS990/CYTotalRevenueAmt07412946
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0GRANTS AND AWARDS FOR THE BENEFIT OF EDUCATIONAL PROGRAMS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04641685
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017686
IRS990/FeesForServicesAccountingGrp/TotalAmt017686
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0450
IRS990/FeesForServicesLegalGrp/TotalAmt0450
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt09025
IRS990/FeesForServicesOtherGrp/TotalAmt09025
IRS990/FeesForServicesProfFundraising/FundraisingAmt0132000
IRS990/FeesForServicesProfFundraising/TotalAmt0132000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01768
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01768
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt04641685
IRS990/ForeignGrantsGrp/TotalAmt04641685
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0SAUL I SANDERS
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHEN J LOVELL
IRS990/Form990PartVIISectionAGrp/PersonNm2JONATHAN AARON
IRS990/Form990PartVIISectionAGrp/PersonNm3GARY BERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4HUBERT J BRANDT
IRS990/Form990PartVIISectionAGrp/PersonNm5LYNNE GALLER
IRS990/Form990PartVIISectionAGrp/PersonNm6RABBI PROF DAVID GOLINKIN
IRS990/Form990PartVIISectionAGrp/PersonNm7RABBI MICHAEL GOTLIEB
IRS990/Form990PartVIISectionAGrp/PersonNm8GERSHON KEKST
IRS990/Form990PartVIISectionAGrp/PersonNm9LEWIS KRULWICH
IRS990/Form990PartVIISectionAGrp/PersonNm10LOUIS G MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm11AARON PRIEST
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBERT S RIFKIND
IRS990/Form990PartVIISectionAGrp/PersonNm13RABBI PHILIP S SCHEIM
IRS990/Form990PartVIISectionAGrp/PersonNm14BRUCE WHIZIN
IRS990/Form990PartVIISectionAGrp/PersonNm15DIANE WOHL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0943
IRS990/GainOrLossGrp/SecuritiesAmt0-2377
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt04641685
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0943
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0364742
IRS990/GrossReceiptsAmt07780065
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02213
IRS990/InsuranceGrp/TotalAmt02213
IRS990/InvestmentIncomeGrp/ExclusionAmt023454
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023454
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0446695
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0457065
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0965982
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0367119
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE INSTITUTE WAS FORMED TO HELP FASHION AN ISRAEL SOCIETY AND JEWISH WORLD SECURE IN ITS JEWISH ROOTS AND STRONG IN ITS DEMOCRATIC VALUES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt02487809
IRS990/NetAssetsOrFundBalancesEOYAmt05070496
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1434
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1434
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt042913
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt044557
IRS990/OfficeExpensesGrp/TotalAmt044557
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0RA CAMPAIGN EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07118
IRS990/OtherExpensesGrp/TotalAmt07118
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01000000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01000000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0941974
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03475913
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEPHEN J LOVELL
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04744771
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04442903
IRS990/PYInvestmentIncomeAmt022563
IRS990/PYOtherExpensesAmt075401
IRS990/PYOtherRevenueAmt02150
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0119180
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04650304
IRS990/PYTotalProfFndrsngExpnsAmt0132000
IRS990/PYTotalRevenueAmt04769484
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02539774
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07390926
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04744771
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06093603
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05015739
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05964512
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt029209551
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023454
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt025987
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt037971
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt027370
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt027205
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0141987
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02149
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt03129
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt08905
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01536
IRS990ScheduleA/OtherIncome170Grp/TotalAmt015719
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99460
IRS990ScheduleA/PublicSupportPY170Pct00.99380
IRS990ScheduleA/PublicSupportTotal170Amt029209551
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07390926
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04744771
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06093603
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05015739
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05964512
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt029209551
IRS990ScheduleA/TotalSupportAmt029367257
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/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0903760
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0965982
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt063990
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01768
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01000874
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0903760
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-5536
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt091578
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01028729
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01000874
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017966
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt045821
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01056899
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01028729
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt055105
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt083275
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01000000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01056899
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0114570
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt057671
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04873172
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt042913
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt042913
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07412946
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND IS A PERMANENTLY RESTRICTED ENDOWMENT WHOSE INVESTMENT EARNINGS ARE TO BE USED FOR THE FELLOWSHIP PROGRAM.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE INSTITUTE AND RECOGNIZE A TAX LIABILITY IF THE INSTITUTE HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE INSTITUTE'S TAX POSITIONS AND CONCLUDED THAT THE INSTITUTE HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt04873172
IRS990ScheduleD/TotalRevenuePerForm990Amt07412946
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07455859
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04873172
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt04641685
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0MIDDLE EAST
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0GRANTS TO RECIPIENTS LOCATED IN REGION
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt04641185
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/DescriptionOfNonCashAsstTxt0N/A
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TRANSFER
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0MIDDLE EAST
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0BOOK
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt04641685
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE PAID IN ACCORDANCE WITH THE ORGANIZATION'S MISSION. GRANT PAYMENTS ARE SUBJECT TO THE AVAILABILITY OF FUNDS AND ARE APPROVED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE MEETING MINUTES.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,079,045
Liabilities
$8,549
Net assets
$5,070,496
Revenue
$7,412,946
Expenses
$4,873,172
Net income
$2,539,774
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.94$0.01$6.93$6.13$4.65$1.48
2023Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.37$5.57$5.52$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$6.01$5.31$0.70
2021Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$6.38$5.09$1.30
2020Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$4.92$4.66$0.26
2019Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$2.76$4.62$1.86
2018Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.65$6.78$4.92$1.85
2017Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$3.15$5.51$2.36
2016Detailed filing. Detailed filing data is available for this year.$5.08$0.01$5.07$7.41$4.87$2.54
2015Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$4.77$4.65$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.38$0.39$2.99$6.15$5.78$0.37
2013Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$5.08$5.76$0.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.00$2.01$5.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$6.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.00$1.76$4.36