Civic Intelligence

The Schechter Institutes Inc.

990 • Fiscal year 2020 • EIN 22-3342043

Jan 01, 2020 to Dec 31, 2020 • Filed on May 12, 2021

Organization ProfileN/A
101 Greenwood AveJenkintown, PA 19046

(215) 884-1331

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

52nd percentile

5.2%

Higher net margin than 52% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

58th percentile

9.2%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

78%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$3,233,931

Up $273,583 (+9.2%) from 2019

Net Assets

Up

$3,232,436

Up $274,942 (+9.3%) from 2019

Liabilities

Down

$1,495

Down $1,359 (-48%) from 2019

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin52nd percentile

Revenue

Up

$4,915,582

Up $2,153,639 (+78%) from 2019

Expenses

Up

$4,658,639

Up $40,434 (+0.9%) from 2019

Net Income

Up

$256,943

Up $2,113,205 (+114%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2020

Assets$3,233,931
Liabilities$1,495
Net Assets$3,232,436
Open 2020 Filing

Operations Trend

Revenue Growth92nd 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

2020

Revenue$4,915,582
Expenses$4,658,639
Net Income$256,943
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.1
Gross Receipts
$5,182,623
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
Investments in Publicly Traded Securities$1,200,543$1,272,726▲ $72,183
Pledges and Grants Receivable$1,067,433$1,263,529▲ $196,096
Cash and Non-Interest-Bearing Accounts$473,884$595,438▲ $121,554
Accounts Receivable$218,488$102,238▼ $116,250
Total Assets$2,960,348$3,233,931▲ $273,583
Liabilities
Accounts Payable and Accrued Expenses$2,854$1,495▼ $1,359
Total Liabilities$2,854$1,495▼ $1,359
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,402,226$1,811,479▲ $409,253
Net Assets Without Donor Restrictions$1,555,268$1,420,957▼ $134,311
Total Net Assets Fund Balance$2,957,494$3,232,436▲ $274,942
Total Liabilities and Net Assets / Fund Balance$2,960,348$3,233,931▲ $273,583

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,140,485-▲ $80,656$25,696$1,195,445
2019$995,090-▲ $176,611$31,216$1,140,485
2018$1,056,559-▼ $26,164$35,305$995,090
2017$965,982-▲ $114,656$24,079$1,056,559
2016$903,760-▲ $63,990$1,768$965,982
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Saul I SandersChairman
Rabbi Prof David GolinkinPresident
Aaron PriestBoard Member
Alan EdelmanBoard Member
Bruce WhizinBoard Member
David KekstBoard Member
Diane WohlBoard Member
Hubert J BrandtBoard Member
Jonathan AaronBoard Member
Lewis J KrulwichBoard Member
Louis G MillerBoard Member
Rabbi Michael GotliebBoard Member
Rabbi Philip S ScheimBoard Member
Robert S RifkindBoard Member
Sharon LiebhaberBoard Member
Stephen J LovellTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
The Lapin GroupProfessional Services101 GREENWOOD AVE NO 610, Jenkintown, PA 19046$123,200
Revenue and Support

Revenue Composition

Contributions and Grants
$4,828,756
Program Service Revenue
$0
Investment Income
$86,826
Other Revenue
$0
All Other Contributions
$4,828,756
Change in Net Assets
$256,943

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded26$301,077Fair Value
Total Noncash Contributions26$301,077-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,902,869
Revenue Not Reported on Financial Statements
$12,713
Revenue Not Reported on Form 990
$17,999
Total Revenue per Audited Statements
$4,920,868
Total Revenue per Form 990
$4,915,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,442,874
Professional Fundraising Fees$135,200
Total Fundraising Expense$135,200
Other Expenses$80,565
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$4,442,874--$4,442,874
Fees for Services Professional Fundraising--$135,200$135,200
Fees for Services Accounting-$21,472-$21,472
Fees for Service Investment Mgmnt Fees-$12,713-$12,713
Office Expenses-$7,103-$7,103
Information Technology-$5,792-$5,792
Travel$1,883--$1,883
Other Expenses-$757-$757
Total Functional Expenses$4,444,757$78,682$135,200$4,658,639

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,658,639
Expenses per Audited Statements$4,645,926
Total Expenses per Audited Statements$4,645,926
Expenses Not Reported on Financial Statements$12,713
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$4,442,874

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 Receipients Located in Region.-00$4,442,874
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$135,200
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 35% controlled entity
No
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, JENKINTOWN, PA 19046

Signing Officer

Name
Stephen J Lovell
Title
Treasurer
Phone
2158301119
Signed
2021-05-12
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
Kyle a 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 621 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/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt051541
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt04442874
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0318582
IRS990/GrossReceiptsAmt05182623
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05792
IRS990/InformationTechnologyGrp/TotalAmt05792
IRS990/InvestmentIncomeGrp/ExclusionAmt035285
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035285
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01200543
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01272726
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0267041
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/NetAssetsOrFundBalancesBOYAmt02957494
IRS990/NetAssetsOrFundBalancesEOYAmt03232436
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt051541
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt051541
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt017999
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01555268
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01420957
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0301077
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07103
IRS990/OfficeExpensesGrp/TotalAmt07103
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1BAD DEBT
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015785
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115060
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2757
IRS990/OtherExpensesGrp/TotalAmt015785
IRS990/OtherExpensesGrp/TotalAmt115060
IRS990/OtherExpensesGrp/TotalAmt2757
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01067433
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01263529
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEPHEN J LOVELL
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02724517
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04392537
IRS990/PYInvestmentIncomeAmt037426
IRS990/PYOtherExpensesAmt081668
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1856262
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04618205
IRS990/PYTotalProfFndrsngExpnsAmt0144000
IRS990/PYTotalRevenueAmt02761943
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0256943
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04828756
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02724517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06681267
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03237016
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07390926
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt024862482
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt035285
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt032713
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt026352
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024460
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023454
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0142264
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0480
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0480
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99430
IRS990ScheduleA/PublicSupportPY170Pct00.99460
IRS990ScheduleA/PublicSupportTotal170Amt024862482
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04828756
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02724517
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06681267
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03237016
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07390926
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt024862482
IRS990ScheduleA/TotalSupportAmt025005226
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01140485
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01195445
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt080656
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt025696
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0995090
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01140485
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0176611
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt031216
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01056559
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0995090
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-26164
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt035305
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0965982
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01056559
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0114656
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt024079
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0903760
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0965982
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt063990
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01768
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt012713
IRS990ScheduleD/ExpensesSubtotalAmt04645926
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt012713
IRS990ScheduleD/InvestmentExpensesNotIncldAmt012713
IRS990ScheduleD/NetUnrealizedGainsInvstAmt017999
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.83650
IRS990ScheduleD/RevenueNotReportedAmt017999
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt012713
IRS990ScheduleD/RevenueSubtotalAmt04902869
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/TermEndowmentBalanceEOYPct00.16350
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt04658639
IRS990ScheduleD/TotalRevenuePerForm990Amt04915582
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04920868
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04645926
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt04442874
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0MIDDLE EAST
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0GRANTS TO RECEIPIENTS LOCATED IN REGION.
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt04414731
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt128143
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/DescriptionOfNonCashAsstTxt0N/A
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/DescriptionOfNonCashAsstTxt1N/A
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TRANSFER
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1WIRE TRANSFER
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0MIDDLE EAST
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1MIDDLE EAST

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,233,931
Liabilities
$1,495
Net assets
$3,232,436
Revenue
$4,915,582
Expenses
$4,658,639
Net income
$256,943
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