Civic Intelligence

The Schechter Institutes Inc.

990 • Fiscal year 2023 • EIN 22-3342043

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

101 Greenwood Ave 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.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

9th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

42nd percentile

1.0%

Higher net margin than 42% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

36th percentile

0.9%

Faster asset growth than 36% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

28th percentile

-7.2%

Faster revenue growth than 28% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$5,376,106

Up $48,224 (+0.9%) from 2022

Net Assets

Up

$5,374,345

Up $48,046 (+0.9%) from 2022

Liabilities

Up

$1,761

Up $178 (+11%) from 2022

Revenue

Down

$5,573,719

Down $433,556 (-7.2%) from 2022

Expenses

Up

$5,518,734

Up $211,545 (+4.0%) from 2022

Net Income

Down

$54,985

Down $645,101 (-92%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$5,376,106
Liabilities$1,761
Net Assets$5,374,345

Operations Trend

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

2023

Revenue$5,573,719
Expenses$5,518,734
Net Income$54,985
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Gross Receipts
$6,494,739
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$3,508,353$2,948,116▼ $560,237
Investments in Publicly Traded Securities$1,294,402$1,345,821▲ $51,419
Cash and Non-Interest-Bearing Accounts$477,127$1,082,169▲ $605,042
Accounts Receivable$48,000--
Total Assets$5,327,882$5,376,106▲ $48,224
Liabilities
Accounts Payable and Accrued Expenses$1,583$1,761▲ $178
Total Liabilities$1,583$1,761▲ $178
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,328,378$2,926,595▼ $401,783
Net Assets Without Donor Restrictions$1,997,921$2,447,750▲ $449,829
Total Net Assets Fund Balance$5,326,299$5,374,345▲ $48,046
Total Liabilities and Net Assets / Fund Balance$5,327,882$5,376,106▲ $48,224

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,135,225-▲ $48,750$49,424$1,134,551
2022$1,307,115-▼ $123,566$48,324$1,135,225
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Saul I SandersChairman
Rabbi Prof David GolinkinPresident
David KekstVice Chair
Aaron PriestBoard Member
Alan EdelmanBoard Member
Diane WohlBoard Member
Hubert J BrandtBoard Member
Jonathan AaronBoard Member
Lewis J KrulwichBoard Member
Michael Arnall 6123- 113023Board Member
Rabbi Jonathan InfeldBoard 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
$5,500,831
Program Service Revenue
$0
Investment Income
$72,363
Other Revenue
$525
All Other Contributions
$5,500,831
Change in Net Assets
$54,985

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 Traded7$94,497Fair Value
Total Noncash Contributions7$94,497-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,564,841
Revenue Not Reported on Financial Statements
$8,878
Revenue Not Reported on Form 990
$-6,939
Total Revenue per Audited Statements
$5,557,902
Total Revenue per Form 990
$5,573,719
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,292,198
Professional Fundraising Fees$131,970
Total Fundraising Expense$131,970
Other Expenses$94,566
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$5,292,198--$5,292,198
Fees for Services Professional Fundraising--$131,970$131,970
Fees for Services Accounting-$28,826-$28,826
Fees for Services Legal-$16,505-$16,505
Office Expenses-$11,325-$11,325
Fees for Service Investment Mgmnt Fees-$8,878-$8,878
Travel$8,124--$8,124
Information Technology-$6,629-$6,629
Other Expenses-$191-$191
Total Functional Expenses$5,300,322$86,442$131,970$5,518,734

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,518,734
Expenses per Audited Statements$5,509,856
Total Expenses per Audited Statements$5,509,856
Expenses Not Reported on Financial Statements$8,878
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$5,292,198

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$5,292,198
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$131,970
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 610, JENKINTOWN, PA 19046

Signing Officer

Name
Stephen J Lovell
Title
Treasurer
Phone
2158301119
Signed
2024-05-13
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
15

Preparer

Firm
Mercadien Pc
Address
PO BOX 7648, PRINCETON, NJ 08543-7648
Preparer
Raphael J Carletti 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt038130
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt05292198
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0959150
IRS990/GrossReceiptsAmt06494739
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06629
IRS990/InformationTechnologyGrp/TotalAmt06629
IRS990/InvestmentIncomeGrp/ExclusionAmt034233
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034233
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01294402
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01345821
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0921020
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/NetAssetsOrFundBalancesBOYAmt05326299
IRS990/NetAssetsOrFundBalancesEOYAmt05374345
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt038130
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt038130
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-6939
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01997921
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02447750
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt094497
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011325
IRS990/OfficeExpensesGrp/TotalAmt011325
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014088
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1191
IRS990/OtherExpensesGrp/TotalAmt014088
IRS990/OtherExpensesGrp/TotalAmt1191
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0525
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0525
IRS990/OtherRevenueTotalAmt0525
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03508353
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02948116
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEPHEN J LOVELL
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05998293
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt05085239
IRS990/PYInvestmentIncomeAmt08522
IRS990/PYOtherExpensesAmt088200
IRS990/PYOtherRevenueAmt0460
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0700086
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05307189
IRS990/PYTotalProfFndrsngExpnsAmt0133750
IRS990/PYTotalRevenueAmt06007275
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt054985
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05500831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05988293
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06305119
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04828756
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02724517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt025347516
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt034233
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt023353
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024183
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt035285
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt032713
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0149767
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0525
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0460
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0480
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01465
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68080
IRS990ScheduleA/PublicSupportPY170Pct00.62480
IRS990ScheduleA/PublicSupportTotal170Amt017359116
IRS990ScheduleA/SubstantialContributorsTotAmt07988400
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05500831
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05988293
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06305119
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04828756
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02724517
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt025347516
IRS990ScheduleA/TotalSupportAmt025498748
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/BeginningYearBalanceAmt01135225
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01134551
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt048750
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt049424
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01307115
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01135225
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-123566
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt048324
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01195445
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01307115
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0162537
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt050867
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01140485
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01195445
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt080656
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt025696
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0995090
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01140485
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0176611
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt031216
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt08878
IRS990ScheduleD/ExpensesSubtotalAmt05509856
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt08878
IRS990ScheduleD/InvestmentExpensesNotIncldAmt08878
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-6939
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.88141
IRS990ScheduleD/RevenueNotReportedAmt0-6939
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt08878
IRS990ScheduleD/RevenueSubtotalAmt05564841
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/TermEndowmentBalanceEOYPct00.11859
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05518734
IRS990ScheduleD/TotalRevenuePerForm990Amt05573719
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05557902
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05509856
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt05292198
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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