Civic Intelligence

The Schechter Institutes Inc.

990 • Fiscal year 2017 • EIN 22-3342043

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

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

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

4th percentile

-75%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

2nd percentile

-42%

Faster asset growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-57%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$2,921,547

Down $2,157,498 (-42%) from 2016

Net Assets

Down

$2,920,867

Down $2,149,629 (-42%) from 2016

Liabilities

Down

$680

Down $7,869 (-92%) from 2016

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin4th percentile

Revenue

Down

$3,154,307

Down $4,258,639 (-57%) from 2016

Expenses

Up

$5,513,769

Up $640,597 (+13%) from 2016

Net Income

Down

-$2,359,462

Down $4,899,236 (-193%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2017

Assets$2,921,547
Liabilities$680
Net Assets$2,920,867
Open 2017 Filing

Operations Trend

Revenue Growth3rd 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

2017

Revenue$3,154,307
Expenses$5,513,769
Net Income-$2,359,462
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Gross Receipts
$3,403,172
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$3,475,913$1,384,084▼ $2,091,829
Investments in Publicly Traded Securities$965,982$645,882▼ $320,100
Investments Other Securities-$460,255-
Cash and Non-Interest-Bearing Accounts$488,253$333,279▼ $154,974
Accounts Receivable$148,897$98,047▼ $50,850
Total Assets$5,079,045$2,921,547▼ $2,157,498
Liabilities
Accounts Payable and Accrued Expenses$8,549$680▼ $7,869
Total Liabilities$8,549$680▼ $7,869
Net Assets / Fund Balance
Unrestricted Net Assets$3,259,586$1,207,648▼ $2,051,938
Permanently Rstr Net Assets$1,000,000$1,000,000→ $0
Temporarily Rstr Net Assets$810,910$713,219▼ $97,691
Total Net Assets Fund Balance$5,070,496$2,920,867▼ $2,149,629
Total Liabilities and Net Assets / Fund Balance$5,079,045$2,921,547▼ $2,157,498

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$231,209--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$965,982-▲ $114,234$24,079$1,056,137
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
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Saul I SandersChairman
Aaron PriestBoard Member
Bruce WhizinBoard Member
Diane WohlBoard Member
Gary BermanBoard Member
Gershon Kekst DeceasedBoard 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
$3,129,906
Program Service Revenue
$0
Investment Income
$24,383
Other Revenue
$18
All Other Contributions
$3,129,906
Change in Net Assets
$-2,359,462

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,154,307
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$89,833
Total Revenue per Audited Statements
$3,244,140
Total Revenue per Form 990
$3,154,307
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,203,852
Other Expenses$177,917
Professional Fundraising Fees$132,000
Total Fundraising Expense$132,000
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$5,203,852--$5,203,852
Fees for Services Professional Fundraising--$132,000$132,000
Office Expenses-$63,356-$63,356
Travel-$19,890-$19,890
Fees for Services Accounting-$19,025-$19,025
Insurance-$2,410-$2,410
Fees for Service Investment Mgmnt Fees-$2,305-$2,305
Fees for Services Legal-$438-$438
Other Expenses-$199-$199
Fees for Services Other-$28-$28
Total Functional Expenses$5,203,852$177,917$132,000$5,513,769

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,513,769
Total Expenses per Audited Statements$5,513,769
Total Expenses per Form 990$5,513,769
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$5,203,852

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$5,203,852
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
2018-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen J Lovell
Formed
1993
Legal Domicile
Nj
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
16

Preparer

Firm
Mercadien Pc
Address
PO BOX 7648, PRINCETON, NJ 08543-7648
Preparer
Kyle Neeld 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 604 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-59
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt05203852
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0248806
IRS990/GrossReceiptsAmt03403172
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02410
IRS990/InsuranceGrp/TotalAmt02410
IRS990/InvestmentIncomeGrp/ExclusionAmt024442
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024442
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0460255
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0965982
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0645882
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0248865
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/NetAssetsOrFundBalancesBOYAmt05070496
IRS990/NetAssetsOrFundBalancesEOYAmt02920867
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-59
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-59
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt089833
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt063356
IRS990/OfficeExpensesGrp/TotalAmt063356
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BAD DEBT
IRS990/OtherExpensesGrp/Desc1DONATIONS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt070000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1266
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2199
IRS990/OtherExpensesGrp/TotalAmt070000
IRS990/OtherExpensesGrp/TotalAmt1266
IRS990/OtherExpensesGrp/TotalAmt2199
IRS990/OtherRevenueMiscGrp/BusinessCd0523000
IRS990/OtherRevenueMiscGrp/Desc0OTHER INVESTMENT INCOM
IRS990/OtherRevenueMiscGrp/ExclusionAmt018
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt018
IRS990/OtherRevenueTotalAmt018
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01000000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01000000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03475913
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01384084
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEPHEN J LOVELL
IRS990/PriorPeriodAdjustmentsAmt0120000
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07390926
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04641685
IRS990/PYInvestmentIncomeAmt022020
IRS990/PYOtherExpensesAmt099487
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02539774
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04873172
IRS990/PYTotalProfFndrsngExpnsAmt0132000
IRS990/PYTotalRevenueAmt07412946
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-2359462
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03237016
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07390926
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04744771
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06093603
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05015739
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt026482055
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt024460
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt023454
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt025987
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt037971
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt027370
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0139242
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02149
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt03129
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt08905
IRS990ScheduleA/OtherIncome170Grp/TotalAmt014183
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99420
IRS990ScheduleA/PublicSupportPY170Pct00.99460
IRS990ScheduleA/PublicSupportTotal170Amt026482055
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03237016
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07390926
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04744771
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06093603
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05015739
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt026482055
IRS990ScheduleA/TotalSupportAmt026635480
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0965982
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01056137
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0114234
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt024079
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0903760
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0965982
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt063990
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01768
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01000874
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0903760
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-5536
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt091578
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01028729
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01000874
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017966
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt045821
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01056899
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01028729
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt055105
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt083275
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05513769
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt089833
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0229046
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1231209
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ISHARES CORE U.S. 2,095 SHRS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ISHARES CORE HIGH 2,565 SHRS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.94700
IRS990ScheduleD/RevenueNotReportedAmt089833
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03154307
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/TermEndowmentBalanceEOYPct00.05300
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0460255
IRS990ScheduleD/TotalExpensesPerForm990Amt05513769
IRS990ScheduleD/TotalRevenuePerForm990Amt03154307
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03244140
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05513769
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt05203852
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0MIDDLE EAST
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0GRANTS TO RECIPIENTS LOCATED IN REGION
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt05203852
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/DescriptionOfNonCashAsstTxt0N/A
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TRANSFER
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0GENERAL SUPPORT

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,921,547
Liabilities
$680
Net assets
$2,920,867
Revenue
$3,154,307
Expenses
$5,513,769
Net income
-$2,359,462
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