Civic Intelligence

Dialogue Institute DBA Journal of Ecumenical Studies

990 • Fiscal year 2019 • EIN 23-2715057

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 29, 2020

1700 N Broad Street Ste 315Philadelphia, PA 19121-0843

(215) 204-7714

Siviq Scores

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

Liabilities / Assets

80th percentile

0.33x

Higher debt load relative to assets than 80% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

78th percentile

0.24x

Higher debt load relative to revenue than 78% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

60th percentile

$36,000

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

34th percentile

-1.6%

Faster asset growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

15th percentile

-20%

Faster revenue growth than 15% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Flat

$426,877

Flat from 2019

Net Assets

Flat

$286,548

Flat from 2019

Liabilities

Flat

$140,329

Flat from 2019

Revenue

Flat

$583,991

Flat from 2019

Expenses

Flat

$660,400

Flat from 2019

Net Income

Flat

-$76,409

Flat from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $419,019Liabilities 2010: $57,925Net Assets 2010: $361,0942010Assets 2011: $518,906Liabilities 2011: $113,026Net Assets 2011: $405,8802011Assets 2012: $488,670Liabilities 2012: $63,637Net Assets 2012: $425,0332012Assets 2013: $566,296Liabilities 2013: $75,193Net Assets 2013: $491,1032013Assets 2014: $597,668Liabilities 2014: $55,883Net Assets 2014: $541,7852014Assets 2015: $508,104Liabilities 2015: $39,505Net Assets 2015: $468,5992015Assets 2016: $375,429Liabilities 2016: $14,573Net Assets 2016: $360,8562016Assets 2017: $468,439Liabilities 2017: $69,648Net Assets 2017: $398,7912017Assets 2018: $433,790Liabilities 2018: $73,999Net Assets 2018: $359,7912018Assets 2019: $426,877Liabilities 2019: $140,329Net Assets 2019: $286,5482019Assets 2019: $426,877Liabilities 2019: $140,329Net Assets 2019: $286,5482019Assets 2020: $305,619Liabilities 2020: $145,342Net Assets 2020: $160,2772020Assets 2021: $464,596Liabilities 2021: $126,171Net Assets 2021: $338,4252021Assets 2022: $332,418Liabilities 2022: $75,436Net Assets 2022: $256,9822022Assets 2023: $396,158Liabilities 2023: $55,730Net Assets 2023: $340,4282023Assets 2024: $310,580Liabilities 2024: $5,386Net Assets 2024: $305,1942024

Highlighted filing

2019

Assets$426,877
Liabilities$140,329
Net Assets$286,548

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $364,989Expenses 2010: $314,397Net Income 2010: $50,5922010Revenue 2011: $767,734Expenses 2011: $776,221Net Income 2011: -$8,4872011Revenue 2012: $883,503Expenses 2012: $848,611Net Income 2012: $34,8922012Expenses 2013: $929,2352013Revenue 2014: $693,239Expenses 2014: $689,584Net Income 2014: $3,6552014Revenue 2015: $786,607Expenses 2015: $841,867Net Income 2015: -$55,2602015Revenue 2016: $669,202Expenses 2016: $748,986Net Income 2016: -$79,7842016Revenue 2017: $633,416Expenses 2017: $619,097Net Income 2017: $14,3192017Revenue 2018: $730,647Expenses 2018: $772,831Net Income 2018: -$42,1842018Revenue 2019: $583,991Expenses 2019: $660,400Net Income 2019: -$76,4092019Revenue 2019: $583,991Expenses 2019: $660,400Net Income 2019: -$76,4092019Revenue 2020: $378,864Expenses 2020: $492,295Net Income 2020: -$113,4312020Revenue 2021: $151,581Expenses 2021: $129,320Net Income 2021: $22,2612021Revenue 2022: $349,150Expenses 2022: $430,580Net Income 2022: -$81,4302022Revenue 2023: $449,945Expenses 2023: $366,525Net Income 2023: $83,4202023Revenue 2024: $394,230Expenses 2024: $429,464Net Income 2024: -$35,2342024

Highlighted filing

2019

Revenue$583,991
Expenses$660,400
Net Income-$76,409
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 29, 2020
Return Version
2018v3.2
Gross Receipts
$583,991
Mission and Program Overview

Mission

See schedule o for mission statement.

To foster global peace and cooperation through the work of interreligious and intercultural dialogue.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$386,893$296,283▼ $90,610
Pledges and Grants Receivable$18,986$68,000▲ $49,014
Cash and Non-Interest-Bearing Accounts$23,413$32,990▲ $9,577
Total Assets$433,790$426,877▼ $6,913
Other Assets Total$4,498$29,604▲ $25,106
Liabilities
Deferred Revenue$29,950$107,088▲ $77,138
Accounts Payable and Accrued Expenses$44,049$33,241▼ $10,808
Total Liabilities$73,999$140,329▲ $66,330
Net Assets / Fund Balance
Unrestricted Net Assets$359,791$218,548▼ $141,243
Temporarily Rstr Net Assets-$68,000-
Total Net Assets Fund Balance$359,791$286,548▼ $73,243
Total Liabilities and Net Assets / Fund Balance$433,790$426,877▼ $6,913

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$3,913-
Other Assets Org$29,604--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sergio MazzaExecutive DiPT$36,000$36,000
Howard CohenBoard Member-$23,500$23,500

Board Members and Trustees

NameTitle
Majid AlsayeghChairman
Peter BatkisVice Chairma
Amid IsmailBoard Member
Edward NewmanBoard Member
Fahad AlhomoudiBoard Member
Harry Halloran JrBoard Member
John EspositoBoard Member
Kay YuBoard Member
Paul MojzesBoard Member
Theodore FriendBoard Member
William CullinanBoard Member
Leonard SwidlerEx-officio
Gity Banan-etemadSecretary
Ann SchroederTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$553,811
Program Service Revenue
$18,946
Investment Income
$11,234
Other Revenue
$0
All Other Contributions
$139,806
Change in Net Assets
$-76,409

Audited Revenue Reconciliation

Revenue per Audited Statements
$583,991
Revenue Not Reported on Form 990
$197,206
Total Revenue per Audited Statements
$781,197
Total Revenue per Form 990
$583,991
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$437,996
Salaries, Compensation, and Employee Benefits$212,444
Grants and Similar Amounts Paid$9,960
Total Fundraising Expense$9,929
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$185,615$7,588-$193,203
Other Salaries and Wages$88,633$41,721$3,518$133,872
Current Officers, Directors, Trustees, and Key Employees$37,140$20,575$1,785$59,500
Other Expenses$45,431$46,763$4,057$45,431
Fees for Services Accounting$13,989$8,586-$22,575
Payroll Taxes$13,108$3,361$336$16,805
Conferences and Meetings$16,700--$16,700
Grants to Domestic Individuals$9,960--$9,960
Office Expenses$2,781$6,601$3$9,385
Information Technology$5,131$794-$5,925
Advertising$1,163$3,242-$4,405
Insurance-$2,582-$2,582
Occupancy-$2,383$185$2,568
Other Employee Benefits$1,769$453$45$2,267
Total Functional Expenses$505,822$144,649$9,929$660,400

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$854,440
Expenses per Audited Statements$660,400
Total Expenses per Form 990$660,400
Expenses Not Reported on Form 990$194,040
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

The di director receives the form 990 from the accountants, who reviews it with the treasurer. Any adjustments needed will be communicated to the accountants and an updated draft will be sent to the board of directors. The board of directors will review and approve the draft before the form 990 is submitted.

Form 990, Page 6, Part VI, Line 12C

The standard of behavior at the dialogue institute/journal of ecumenical studies is that all staff, volunteers, and board members scrupulously avoid any conflict of interest between the interests of the di/jes on one hand, and personal, professional, and business interests on the other. This includes avoiding actual conflicts as well as perceptions of conflicts of interest. The organization distributes the conflict of interest policy as well as the annual conflict of interest disclosure form to its members to sign. All members are asked to update the disclosure form if any changes occur. The policy mentions that if there is a conflict of interest, that individual will be asked to leave the room for the discussion and will not be permitted to vote on the question.

Form 990, Page 6, Part VI, Line 15A

Compensation for full-time employees,including the organizations director, is governed by temple university compensation policy. Di reimburses temple for salary and related benefits.

Form 990, Page 6, Part VI, Line 15B

Compensation for full-time employees,including the organizations director, is governed by temple university compensation policy. Di reimburses temple for salary and related benefits.

Form 990, Page 6, Part VI, Line 19

The organzation makes its governing documents and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Dialogue Institute Dba
EIN
23-2715057
Phone
2152047714
Address
1700 N BROAD STREET STE 315, PHILADELPHIA, PA 19121-0843

Signing Officer

Name
Majid Alsayegh
Title
Chairman
Phone
2152047714
Signed
2020-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Majid Alsayegh
Formed
1984
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
16
Employees
4
Volunteers
60

Preparer

Firm
Umbreit Wileczek & Associates Pc
Address
714 E BALTIMORE PIKE, KENNETT SQUARE, PA 19348
Preparer
Kathleen a Wileczek CPA
Phone
6104443222
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To foster global peace and cooperation through the work of interreligious and intercultural dialogue. The dialogue institute teaches religious, civic, and academic leaders the skills of respectful dialogue and critical thinking, empowering them to build and sustain transformative relationships across lines of religion and culture. Through custom-designed programs and its peer-reviewed journal of ecumenical studies, the dialogue institute provides resources and creates networks for intra- and inter-religious scholarship and action that value difference and foster human dignity. Located at temple university in philadelphia, pa, the jes/di has partners around the globe, in contexts as diverse as indonesia, israel, congo, saudi arabia, egypt and iraqi kurdistan. In these settings, as well as in its u.s.-based programs, the di brings people together across religions and cultures to promote dialogue that enhances harmony, tolerance and respect. Notable successes in this arena include the recent training of over 135 undergraduate and postgraduate students from the middle east and indonesia most of whom have returned home to establish interreligious seminars and service projects, as well as programs related to the building of civil society. The di has also been instrumental in the establishment of new centers and programs for dialogue and understanding in congo, lebanon, iraqi kurdistan, and azerbaijan.

Form 990, Page 2, Part III, Line 4C

Through two intensive five-week institutes, funded by the u.s. State department, the dialogue institute teaches undergraduate students from the middle east and south east asia about american democracy and the foundations of religious freedom in the u.s. Through classroom sessions, workshops, engagement with american partners, and religious and historical site visits, students receive hands-on experience of the practice of religious pluralism. The dialogue institute trains students in the principles and practices of respectful interreligious and intercultural dialogue, while providing leadership training for their work as peace builders in their home contexts. 40 international students completed this program; they interacted with ca. 50 american college students, 40 host family members, and over 1,000 members of religious communities, and environmental and volunteer organizations,for a direct impact on 1,244 people. An additional 2,000(est) people were impacted by trainees carrying out programs in their home contexts.

Form 990, Page 2, Part III, Line 4D

Bumuntu peace institute - worked with bumuntu peace institute to sponsor training programs, as well as develop extensive contacts and programs to promote interreligious dialogue in kamina, kabongo and kinshasa, congo (persons benefited: est. 1000, plus 5,000 reached by radio broadcasts). Expenses 9,960. Including grants of 9,960. Revenue 0.

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IRS990/MissionDesc0TO FOSTER GLOBAL PEACE AND COOPERATION THROUGH THE WORK OF INTERRELIGIOUS AND INTERCULTURAL DIALOGUE. THE DIALOGUE INSTITUTE TEACHES RELIGIOUS, CIVIC, AND ACADEMIC LEADERS THE SKILLS OF RESPECTFUL DIALOGUE AND CRITICAL THINKING, EMPOWERING THEM TO BUILD AND SUSTAIN TRANSFORMATIVE RELATIONSHIPS ACROSS LINES OF RELIGION AND CULTURE. THROUGH CUSTOM-DESIGNED PROGRAMS AND ITS PEER-REVIEWED JOURNAL OF ECUMENICAL STUDIES, THE DIALOGUE INSTITUTE PROVIDES RESOURCES AND CREATES NETWORKS FOR INTRA- AND INTER-RELIGIOUS SCHOLARSHIP AND ACTION THAT VALUE DIFFERENCE AND FOSTER HUMAN DIGNITY. LOCATED AT TEMPLE UNIVERSITY IN PHILADELPHIA, PA, THE JES/DI HAS PARTNERS AROUND THE GLOBE, IN CONTEXTS AS DIVERSE AS INDONESIA, ISRAEL, CONGO, SAUDI ARABIA, EGYPT AND IRAQI KURDISTAN. IN THESE SETTINGS, AS WELL AS IN ITS U.S.-BASED PROGRAMS, THE DI BRINGS PEOPLE TOGETHER ACROSS RELIGIONS AND CULTURES TO PROMOTE DIALOGUE THAT ENHANCES HARMONY, TOLERANCE AND RESPECT. NOTABLE SUCCESSES IN THIS ARENA INCLUDE THE REC
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE DIALOGUE INSTITUTE: A) SENIOR STAFF LECTURED TO AND CONSULTED WITH STUDENTS AND SCHOLARS IN BEIJING, SHANDONG, AND DENGFENG, CHINA; SEVERAL CITIES IN THE PHILIPPINES AND INDONESIA; AND AT NAZARETH COLLEGE IN ROCHESTER, NY; B) PROVIDED NETWORKING AND SUPPORT TO SEVERAL INTERNATIONAL SCHOLARS AND DIALOGUE CENTERS. THE ORGANIZATION ESTIMATED THAT APPROXIMATELY 3,000 PEOPLE BENEFITED DIRECTLY FROM THESE DI PROGRAMS, NOT INCLUDING THOSE REACHED BY RADIO/TELEVISION BROADCASTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03197
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IRS990/ProgSrvcAccomActy3Grp/Desc0THROUGH TWO INTENSIVE FIVE-WEEK INSTITUTES, FUNDED BY THE U.S. STATE DEPARTMENT, THE DIALOGUE INSTITUTE TEACHES UNDERGRADUATE STUDENTS FROM THE MIDDLE EAST AND SOUTH EAST ASIA ABOUT AMERICAN DEMOCRACY AND THE FOUNDATIONS OF RELIGIOUS FREEDOM IN THE U.S. THROUGH CLASSROOM SESSIONS, WORKSHOPS, ENGAGEMENT WITH AMERICAN PARTNERS, AND RELIGIOUS AND HISTORICAL SITE VISITS, STUDENTS RECEIVE HANDS-ON EXPERIENCE OF THE PRACTICE OF RELIGIOUS PLURALISM. THE DIALOGUE INSTITUTE TRAINS STUDENTS IN THE PRINCIPLES AND PRACTICES OF RESPECTFUL INTERRELIGIOUS AND INTERCULTURAL DIALOGUE, WHILE PROVIDING LEADERSHIP TRAINING FOR THEIR WORK AS PEACE BUILDERS IN THEIR HOME CONTEXTS. 40 INTERNATIONAL STUDENTS COMPLETED THIS PROGRAM; THEY INTERACTED WITH CA. 50 AMERICAN COLLEGE STUDENTS, 40 HOST FAMILY MEMBERS, AND OVER 1,000 MEMBERS OF RELIGIOUS COMMUNITIES, AND ENVIRONMENTAL AND VOLUNTEER ORGANIZATIONS,FOR A DIRECT IMPACT ON 1,244 PEOPLE. AN ADDITIONAL 2,000(EST) PEOPLE WERE IMPACTED BY TRAINEES CARRYING OUT PROGRAMS IN THEIR HOME CONTEXTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0455045
IRS990/ProgSrvcAccomActyOtherGrp/Desc0BUMUNTU PEACE INSTITUTE - WORKED WITH BUMUNTU PEACE INSTITUTE TO SPONSOR TRAINING PROGRAMS, AS WELL AS DEVELOP EXTENSIVE CONTACTS AND PROGRAMS TO PROMOTE INTERRELIGIOUS DIALOGUE IN KAMINA, KABONGO AND KINSHASA, CONGO (PERSONS BENEFITED: EST. 1000, PLUS 5,000 REACHED BY RADIO BROADCASTS). EXPENSES 9,960. INCLUDING GRANTS OF 9,960. REVENUE 0.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt09960
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.05$3.05$3.94$4.29$0.35
2023Summary only. Only limited summary data is available for this year.$3.96$0.56$3.40$4.50$3.67$0.83
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$0.75$2.57$3.49$4.31$0.81
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.65$1.26$3.38$1.52$1.29$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$1.45$1.60$3.79$4.92$1.13
2019Detailed filing. Detailed filing data is available for this year.$4.27$1.40$2.87$5.84$6.60$0.76
2019Summary only. Only limited summary data is available for this year.$4.27$1.40$2.87$5.84$6.60$0.76
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.34$0.74$3.60$7.31$7.73$0.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.68$0.70$3.99$6.33$6.19$0.14
2016Detailed filing. Detailed filing data is available for this year.$3.75$0.15$3.61$6.69$7.49$0.80
2015Detailed filing. Detailed filing data is available for this year.$5.08$0.40$4.69$7.87$8.42$0.55
2014Summary only. Only limited summary data is available for this year.$5.98$0.56$5.42$6.93$6.90$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.66$0.75$4.91$9.29
2012Summary only. Only limited summary data is available for this year.$4.89$0.64$4.25$8.84$8.49$0.35
2011Summary only. Only limited summary data is available for this year.$5.19$1.13$4.06$7.68$7.76$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.19$0.58$3.61$3.65$3.14$0.51