Civic Intelligence

The Schechter Institutes Inc.

990 • Fiscal year 2021 • EIN 22-3342043

Jan 01, 2021 to Dec 31, 2021 • Filed on May 06, 2022

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

10th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

9th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

63rd percentile

20%

Higher net margin than 63% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

89th percentile

51%

Faster asset growth than 89% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

68th percentile

30%

Faster revenue growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$4,883,553

Up $1,649,622 (+51%) from 2020

Net Assets

Up

$4,881,879

Up $1,649,443 (+51%) from 2020

Liabilities

Up

$1,674

Up $179 (+12%) from 2020

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin63rd percentile

Revenue

Up

$6,382,140

Up $1,466,558 (+30%) from 2020

Expenses

Up

$5,086,313

Up $427,674 (+9.2%) from 2020

Net Income

Up

$1,295,827

Up $1,038,884 (+404%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2021

Assets$4,883,553
Liabilities$1,674
Net Assets$4,881,879
Open 2021 Filing

Operations Trend

Revenue Growth68th 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

2021

Revenue$6,382,140
Expenses$5,086,313
Net Income$1,295,827
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 6, 2022
Return Version
2021v4.2
Gross Receipts
$6,660,503
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$1,263,529$3,025,313▲ $1,761,784
Investments in Publicly Traded Securities$1,272,726$1,426,568▲ $153,842
Cash and Non-Interest-Bearing Accounts$595,438$303,584▼ $291,854
Accounts Receivable$102,238$128,088▲ $25,850
Total Assets$3,233,931$4,883,553▲ $1,649,622
Liabilities
Accounts Payable and Accrued Expenses$1,495$1,674▲ $179
Total Liabilities$1,495$1,674▲ $179
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,420,957$2,680,195▲ $1,259,238
Net Assets With Donor Restrictions$1,811,479$2,201,684▲ $390,205
Total Net Assets Fund Balance$3,232,436$4,881,879▲ $1,649,443
Total Liabilities and Net Assets / Fund Balance$3,233,931$4,883,553▲ $1,649,622

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,195,445-▲ $162,537$50,867$1,307,115
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
Compensation and Service Providers
Top Officer Pay22nd 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$118,800
Revenue and Support

Revenue Composition

Contributions and Grants
$6,305,119
Program Service Revenue
$0
Investment Income
$75,021
Other Revenue
$2,000
All Other Contributions
$6,305,119
Change in Net Assets
$1,295,827

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 Traded10$223,513Fair Value
Total Noncash Contributions10$223,513-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,368,006
Revenue Not Reported on Financial Statements
$14,134
Revenue Not Reported on Form 990
$114,791
Total Revenue per Audited Statements
$6,482,797
Total Revenue per Form 990
$6,382,140
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,887,235
Professional Fundraising Fees$131,800
Total Fundraising Expense$131,800
Other Expenses$67,278
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$4,887,235--$4,887,235
Fees for Services Professional Fundraising--$131,800$131,800
Fees for Services Accounting-$22,253-$22,253
Fees for Service Investment Mgmnt Fees-$14,134-$14,134
Office Expenses-$6,601-$6,601
Travel$5,955--$5,955
Information Technology-$5,889-$5,889
Other Expenses-$233-$233
Total Functional Expenses$4,893,190$61,323$131,800$5,086,313

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,086,313
Expenses per Audited Statements$5,072,179
Total Expenses per Audited Statements$5,072,179
Expenses Not Reported on Financial Statements$14,134
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$4,887,235

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$4,887,235
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$131,800
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
Backup withholding compliance
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
2022-05-06
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
Benjamin E Mcdannell 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 622 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/BOYAmt01495
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01674
IRS990/AccountsReceivableGrp/BOYAmt0102238
IRS990/AccountsReceivableGrp/EOYAmt0128088
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/AllOtherContributionsAmt06305119
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0595438
IRS990/CashNonInterestBearingGrp/EOYAmt0303584
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0118800
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/CYContributionsGrantsAmt06305119
IRS990/CYGrantsAndSimilarPaidAmt04887235
IRS990/CYInvestmentIncomeAmt075021
IRS990/CYOtherExpensesAmt067278
IRS990/CYOtherRevenueAmt02000
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01295827
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05086313
IRS990/CYTotalFundraisingExpenseAmt0131800
IRS990/CYTotalProfFndrsngExpnsAmt0131800
IRS990/CYTotalRevenueAmt06382140
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0GRANTS AND AWARDS FOR THE BENEFIT OF EDUCATIONAL PROGRAMS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01811479
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02201684
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04893190
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt022253
IRS990/FeesForServicesAccountingGrp/TotalAmt022253
IRS990/FeesForServicesProfFundraising/FundraisingAmt0131800
IRS990/FeesForServicesProfFundraising/TotalAmt0131800
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt014134
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt014134
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt04887235
IRS990/ForeignGrantsGrp/TotalAmt04887235
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
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/PersonNm1RABBI PROF DAVID GOLINKIN
IRS990/Form990PartVIISectionAGrp/PersonNm2STEPHEN J LOVELL
IRS990/Form990PartVIISectionAGrp/PersonNm3JONATHAN AARON
IRS990/Form990PartVIISectionAGrp/PersonNm4HUBERT J BRANDT
IRS990/Form990PartVIISectionAGrp/PersonNm5ALAN EDELMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6RABBI MICHAEL GOTLIEB
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID KEKST
IRS990/Form990PartVIISectionAGrp/PersonNm8LEWIS J KRULWICH
IRS990/Form990PartVIISectionAGrp/PersonNm9SHARON LIEBHABER
IRS990/Form990PartVIISectionAGrp/PersonNm10LOUIS G MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm11AARON PRIEST
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBERT S RIFKIND
IRS990/Form990PartVIISectionAGrp/PersonNm13RABBI PHILIP S SCHEIM
IRS990/Form990PartVIISectionAGrp/PersonNm14DIANE WOHL
IRS990/Form990PartVIISectionAGrp/PersonNm15BRUCE WHIZIN
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/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
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/SecuritiesAmt050838
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt04887235
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0329201
IRS990/GrossReceiptsAmt06660503
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05889
IRS990/InformationTechnologyGrp/TotalAmt05889
IRS990/InvestmentIncomeGrp/ExclusionAmt024183
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024183
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01272726
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01426568
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0278363
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/NetAssetsOrFundBalancesBOYAmt03232436
IRS990/NetAssetsOrFundBalancesEOYAmt04881879
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt050838
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt050838
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0114791
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01420957
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02680195
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0223513
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06601
IRS990/OfficeExpensesGrp/TotalAmt06601
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012213
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1233
IRS990/OtherExpensesGrp/TotalAmt012213
IRS990/OtherExpensesGrp/TotalAmt1233
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02000
IRS990/OtherRevenueTotalAmt02000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01263529
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03025313
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEPHEN J LOVELL
IRS990/PriorPeriodAdjustmentsAmt0238825
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04828756
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04442874
IRS990/PYInvestmentIncomeAmt086826
IRS990/PYOtherExpensesAmt080565
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0256943
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04658639
IRS990/PYTotalProfFndrsngExpnsAmt0135200
IRS990/PYTotalRevenueAmt04915582
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01295827
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06305119
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04828756
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02724517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06681267
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03237016
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt023776675
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt024183
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt035285
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt032713
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt026352
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt024460
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0142993
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0480
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0480
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70460
IRS990ScheduleA/PublicSupportPY170Pct00.99430
IRS990ScheduleA/PublicSupportTotal170Amt016855078
IRS990ScheduleA/SubstantialContributorsTotAmt06921597
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06305119
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04828756
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02724517
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06681267
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03237016
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt023776675
IRS990ScheduleA/TotalSupportAmt023920148
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/BeginningYearBalanceAmt01195445
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01307115
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0162537
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt050867
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01140485
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01195445
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt080656
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt025696
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0995090
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01140485
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0176611
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt031216
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01056559
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0995090
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-26164
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt035305
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0965982
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01056559
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0114656
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt024079
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt014134
IRS990ScheduleD/ExpensesSubtotalAmt05072179
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt014134
IRS990ScheduleD/InvestmentExpensesNotIncldAmt014134
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0114791
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.76500
IRS990ScheduleD/RevenueNotReportedAmt0114791
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt014134
IRS990ScheduleD/RevenueSubtotalAmt06368006
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/TermEndowmentBalanceEOYPct00.23500
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05086313
IRS990ScheduleD/TotalRevenuePerForm990Amt06382140
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06482797
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05072179
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt04887235
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/CashGrantAmt04887235
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/DescriptionOfNonCashAsstTxt0N/A
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TRANSFER
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,883,553
Liabilities
$1,674
Net assets
$4,881,879
Revenue
$6,382,140
Expenses
$5,086,313
Net income
$1,295,827
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