Civic Intelligence

The George Washington Institute for Religious Freedom

990 • Fiscal year 2013 • EIN 27-1290262

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization ProfileWWW.GWIRF.ORG
50 Broad StreetSuite 113710004

(212) 509-1500

Siviq Scores

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

Liabilities / Assets

39th percentile

0.05x

Higher debt load relative to assets than 39% of similar nonprofits.

2013 filings • NTEE B • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

82nd percentile

0.37x

Higher debt load relative to revenue than 82% of similar nonprofits.

2013 filings • NTEE B • $1M-$5M nonprofits • Source year 2013

Net Margin

2nd percentile

-110%

Higher net margin than 2% of similar nonprofits.

2013 filings • NTEE B • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2013 filings • NTEE B • $1M-$5M nonprofits • Source year 2013

Asset Growth

9th percentile

-16%

Faster asset growth than 9% of similar nonprofits.

2013 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$3,151,837

Down $605,684 (-16%) from 2012

Net Assets

Down

$3,003,880

Down $414,436 (-12%) from 2012

Liabilities

Down

$147,957

Down $191,248 (-56%) from 2012

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin2nd percentile

Revenue

$401,941

No earlier filing loaded for comparison.

Expenses

Up

$845,317

Up $92,739 (+12%) from 2012

Net Income

-$443,376

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $3,757,521Liabilities 2012: $339,205Net Assets 2012: $3,418,3162012Assets 2013: $3,151,837Liabilities 2013: $147,957Net Assets 2013: $3,003,8802013Assets 2014: $2,672,430Liabilities 2014: $151,640Net Assets 2014: $2,520,7902014Assets 2015: $2,031,025Liabilities 2015: $45,768Net Assets 2015: $1,985,2572015Assets 2018: $265,960Liabilities 2018: $55,790Net Assets 2018: $210,1702018Assets 2019: $128,276Liabilities 2019: $56,675Net Assets 2019: $71,6012019Assets 2020: $100,439Liabilities 2020: $27,646Net Assets 2020: $72,7932020Assets 2021: $114,538Liabilities 2021: $3,879Net Assets 2021: $110,6592021Assets 2022: $109,581Liabilities 2022: $14,141Net Assets 2022: $95,4402022Assets 2023: $113,353Liabilities 2023: $15,744Net Assets 2023: $97,6092023Assets 2024: $71,280Liabilities 2024: $19,159Net Assets 2024: $52,1212024

Highlighted filing

2013

Assets$3,151,837
Liabilities$147,957
Net Assets$3,003,880
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2012: $752,5782012Revenue 2013: $401,941Expenses 2013: $845,317Net Income 2013: -$443,3762013Revenue 2014: $212,897Expenses 2014: $676,877Net Income 2014: -$463,9802014Revenue 2015: $278,609Expenses 2015: $841,817Net Income 2015: -$563,2082015Revenue 2018: $190,719Expenses 2018: $1,189,439Net Income 2018: -$998,7202018Revenue 2019: $474,223Expenses 2019: $612,792Net Income 2019: -$138,5692019Revenue 2020: $329,766Expenses 2020: $328,574Net Income 2020: $1,1922020Revenue 2021: $356,074Expenses 2021: $318,208Net Income 2021: $37,8662021Revenue 2022: $358,874Expenses 2022: $374,093Net Income 2022: -$15,2192022Revenue 2023: $462,150Expenses 2023: $459,981Net Income 2023: $2,1692023Revenue 2024: $430,167Expenses 2024: $475,655Net Income 2024: -$45,4882024

Highlighted filing

2013

Revenue$401,941
Expenses$845,317
Net Income-$443,376
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$401,941
Mission and Program Overview

Mission

See schedule othe institute is committed to promoting freedom of religious belief and observance, the equality of all law-abiding religions, and separation of church and state in the united states and around the world.the goal of the institute is to help students, teachers and public leaders worldwide to go beyond "mere" toleration of our religious differences to sincere respect for each other's beliefs and observances. Our position reflects george washington's aspiration, expressed to the hebrew congregation in newport: each of us must give "to bigotry no sanction, to persecution no assistance." we must show respect for each other's religious beliefs, even those most different from our own so long as those ideas are lawful and contribute to a peaceful society.

To create a greater awareness of the historic roots of religious freedom and the importance of separation of church and state in the United States.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$2,585,372$1,235,659▼ $1,349,713
Savings and Temporary Cash Investments$1,092,990$1,177,997▲ $85,007
Investments in Publicly Traded Securities$0$647,260▲ $647,260
Land, Buildings, and Equipment, Net$48,294$62,780▲ $14,486
Cash and Non-Interest-Bearing Accounts$7,280$18,183▲ $10,903
Prepaid Expenses and Deferred Charges$23,585$9,958▼ $13,627
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$3,757,521$3,151,837▼ $605,684
Other Assets Total$0$0→ $0
Liabilities
Grants Payable$204,000$100,000▼ $104,000
Accounts Payable and Accrued Expenses$135,205$47,957▼ $87,248
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$339,205$147,957▼ $191,248
Net Assets / Fund Balance
Unrestricted Net Assets$837,849$1,760,152▲ $922,303
Temporarily Rstr Net Assets$2,555,547$1,218,852▼ $1,336,695
Permanently Rstr Net Assets$24,920$24,876▼ $44
Total Net Assets Fund Balance$3,418,316$3,003,880▼ $414,436
Total Liabilities and Net Assets / Fund Balance$3,757,521$3,151,837▼ $605,684

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$62,780$76,652$138,432

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$2,580,467$100,000▼ $44$1,436,695$1,243,728
2012$2,569,234$100,000▼ $28$88,739$2,580,467
2011$3,370,248$5,000▼ $14$806,000$2,569,234
2010$0$3,370,286▼ $38-$3,370,248
2009$0---$0
Compensation and Service Providers
Top Officer Pay41st percentile

Board Members and Trustees

NameTitle
Ambassador John L Loeb JrFounder, Chairman & President
Felip Propper De CallejonDirector
Katherine B CushingDirector
Maria ChrinDirector
Matthew BronfmanDirector
Michael KempnerDirector
Sharon Handler LoebDirector
Steven M LoebTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$259,840
Program Service Revenue
$106,875
Investment Income
$226
Other Revenue
$35,000
All Other Contributions
$259,840
Change in Net Assets
$-443,376

Audited Revenue Reconciliation

Revenue per Audited Statements
$401,941
Revenue Not Reported on Form 990
$28,940
Total Revenue per Audited Statements
$430,881
Total Revenue per Form 990
$401,941
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$661,832
Salaries, Compensation, and Employee Benefits$183,485
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$106,688$60,000-$166,688
Fees for Services Other$8,851$128,530-$137,381
Fees for Services Legal$25,799$39,349-$65,148
Insurance$27,754$13,930-$41,684
Fees for Services Accounting-$37,276-$37,276
Depreciation Depletion-$31,969-$31,969
Occupancy$29,958--$29,958
Advertising-$27,814-$27,814
Travel-$16,747-$16,747
Office Expenses$7,121$9,156-$16,277
Payroll Taxes$10,459$5,686-$16,145
Other Expenses$13,727$144,735-$13,727
All Other Expenses-$10,100-$10,100
Information Technology$780$5,549-$6,329
Other Employee Benefits$422$230-$652
Total Functional Expenses$314,246$531,071$0$845,317

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$845,317
Total Expenses per Audited Statements$845,317
Total Expenses per Form 990$845,317
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Part VI, Section A. - Question 2

“AMBASSADOR JOHN L. LOEB, JR. (FOUNDER, CHAIRMAN & PRESIDENT) is married to SHARON HANDLER LOEB (DIRECTOR). AMBASSADOR JOHN L. LOEB, JR. (FOUNDER, CHAIRMAN & PRESIDENT) is a cousin of MICHAEL KEMPNER (DIRECTOR). AMBASSADOR JOHN L. LOEB, JR. (FOUNDER, CHAIRMAN & PRESIDENT) is the UNCLE OF MATTHEW BRONFMAN (DIRECTOR). PART VI, SECTION A. - QUESTION 6 THE INSTITUTE WAS INCORPORATED AS A MEMBERSHIP ORGANIZATION.”

Part VI, Section A. - Question 7A

“The members are entitled to vote in the election of the Institute's directors. Except as may otherwise be provided by the General Corporation Law, any director or the entire Board of Directors may be removed, with or without cause by a majority of the members then entitled to vote in an election of directors.”

Part VI, Section A. - Question 7B

“Members may express consent or dissent from corporate action in writing.”

Part VI, Section A. - Question 8B

“No committee has the authority to act on behalf of the governing body.”

Part VI, Section B. - Question 11B

“The executive director and bookkeeper reviewed the form 990 prior to filing. The 990 is to be distributed to board members and commented on by the chairman prior to filing.”

Part VI, Section C. - Question 19

“The Institute's governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

EIN
27-1290262
In Care Of
% JOHN DI STASIO
Phone
2125091500

Signing Officer

Name
Ambassador John L Loeb Jr
Title
Founder, Chairman & President
Phone
2127855720
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ambassador John L Loeb Jr
Formed
2009
Legal Domicile
De
Voting Board Members
8
Independent Board Members
8
Employees
9
Volunteers
0

Preparer

Preparer
James J Reilly
Phone
2127855720
Supplemental Narrative

Additional Explanations

Part III - Line 1

“To create a greater awareness of the historic roots of religious freedom and the SEPARATION of church and state in the United States by DISSEMINATING THE MESSAGE OF George Washington's letter to the Hebrew Congregation in Newport, Rhode Island of 1790 AND BY introducing teachers and students to the principles expressed in THE LETTER.”

Financial Statement Notes

Part V - Line 4

“Temporarily restricted net assets consist of amounts that are subject to donor-imposed stipulations that limit the use of the donated assets for specific program activities or relate to future periods. Permanently restricted net assets consist of amounts that are restricted by the donor to be kept by the Institute in perpetuity. The Institute follows the new york state not-for-profit corporation law (n-pcl) when adhering to donor-restricted contributions. The Institute considers the following factors in making a determination to appropriate or accumulate donor-restricted endowment funds: the duration and preservation of the fund, the purposes of the Institute and the donor-restricted endowment fund, general economic conditions, the possible effect of inflation and deflation, the expected total return from income and the appreciation of investments, other resources of the Institute, and the investment policies of the Institute.”

Part X - Line 2

“As of December 31, 2013, no amounts have been recognized for uncertain income tax positions. The Institute's tax returns for 2010 and forward are subject to the usual review by the appropriate authorities.”

Raw XML AppendixShowing 400 of 499 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0135205
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt047957
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To create a greater awareness of the historic roots of religious freedom and the importance of separation of church and state in the United States.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt027814
IRS990/AdvertisingGrp/TotalAmt027814
IRS990/AllOtherContributionsAmt0259840
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt010100
IRS990/AllOtherExpensesGrp/TotalAmt010100
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JOHN DI STASIO
IRS990/BooksInCareOfDetail/PhoneNum02125091500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1050 BROAD STREET SUITE 1137
IRS990/BooksInCareOfDetail/USAddress/City0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/State0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCode010004
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt07280
IRS990/CashNonInterestBearingGrp/EOYAmt018183
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0NONE
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0259840
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0226
IRS990/CYOtherExpensesAmt0661832
IRS990/CYOtherRevenueAmt035000
IRS990/CYProgramServiceRevenueAmt0106875
IRS990/CYRevenuesLessExpensesAmt0-443376
IRS990/CYSalariesCompEmpBnftPaidAmt0183485
IRS990/CYTotalExpensesAmt0845317
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0401941
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt031969
IRS990/DepreciationDepletionGrp/TotalAmt031969
IRS990/Desc0Loeb Visitor's Center (Expenses: 301,587.) and Patriot's Park (Expenses: 12,659.) - The exhibits at the Visitor's Center tell of Newport's key role in the origins of religious liberty and the separation of church and state in our fledging nation. A focal point of the exhibition is an exploration of President George Washington's letter to the Hebrew Congregation of Newport, RI, sent after his visit to Newport.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt09
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0314246
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt037276
IRS990/FeesForServicesAccountingGrp/TotalAmt037276
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt039349
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt025799
IRS990/FeesForServicesLegalGrp/TotalAmt065148
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0128530
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt08851
IRS990/FeesForServicesOtherGrp/TotalAmt0137381
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/PersonNm0AMBASSADOR JOHN L LOEB JR
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVEN M LOEB
IRS990/Form990PartVIISectionAGrp/PersonNm2MATTHEW BRONFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3MARIA CHRIN
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHERINE B CUSHING
IRS990/Form990PartVIISectionAGrp/PersonNm5SHARON HANDLER LOEB
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL KEMPNER
IRS990/Form990PartVIISectionAGrp/PersonNm7FELIP PROPPER DE CALLEJON
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0FOUNDER, CHAIRMAN & PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsPayableGrp/BOYAmt0204000
IRS990/GrantsPayableGrp/EOYAmt0100000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0401941
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05549
IRS990/InformationTechnologyGrp/ProgramServicesAmt0780
IRS990/InformationTechnologyGrp/TotalAmt06329
IRS990/InsuranceGrp/ManagementAndGeneralAmt013930
IRS990/InsuranceGrp/ProgramServicesAmt027754
IRS990/InsuranceGrp/TotalAmt041684
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0226
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0226
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0647260
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt075652
IRS990/LandBldgEquipBasisNetGrp/BOYAmt048294
IRS990/LandBldgEquipBasisNetGrp/EOYAmt062780
IRS990/LandBldgEquipCostOrOtherBssAmt0138432
IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt03418316
IRS990/NetAssetsOrFundBalancesEOYAmt03003880
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt028940
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt029958
IRS990/OccupancyGrp/TotalAmt029958
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09156
IRS990/OfficeExpensesGrp/ProgramServicesAmt07121
IRS990/OfficeExpensesGrp/TotalAmt016277
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0230
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0422
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0652
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc1TSF/CJI TOUR FEES
IRS990/OtherExpensesGrp/Desc2MAINTENANCE
IRS990/OtherExpensesGrp/Desc3PROCESSING FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0144735
IRS990/OtherExpensesGrp/ProgramServicesAmt0372
IRS990/OtherExpensesGrp/ProgramServicesAmt148253
IRS990/OtherExpensesGrp/ProgramServicesAmt234062
IRS990/OtherExpensesGrp/ProgramServicesAmt313727
IRS990/OtherExpensesGrp/TotalAmt0145107
IRS990/OtherExpensesGrp/TotalAmt148253
IRS990/OtherExpensesGrp/TotalAmt234062
IRS990/OtherExpensesGrp/TotalAmt313727
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt035000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt035000
IRS990/OtherRevenueTotalAmt035000
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt060000
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0106688
IRS990/OtherSalariesAndWagesGrp/TotalAmt0166688
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05686
IRS990/PayrollTaxesGrp/ProgramServicesAmt010459
IRS990/PayrollTaxesGrp/TotalAmt016145
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt024920
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt024876
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02585372
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01235659
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023585
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09958
IRS990/PrincipalOfficerNm0Ambassador John L Loeb Jr
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0106875
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0106875
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0319913
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0103387
IRS990/PYInvestmentIncomeAmt01163
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0477363
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0102951
IRS990/PYRevenuesLessExpensesAmt0-328551
IRS990/PYSalariesCompEmpBnftPaidAmt0171828
IRS990/PYTotalExpensesAmt0752578
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0424027
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-443376
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0106875
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01092990
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01177997
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0259840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0319913
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0163438
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05633261
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06376452
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0226
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01163
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01792
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01196
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04377
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0209820
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt06376452
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0259840
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0319913
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0163438
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05633261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06376452
IRS990ScheduleA/TotalSupportAmt06380829
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02580467
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0100000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01243728
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-44
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01436695
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02569234
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0100000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02580467
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-28
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt088739
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03370248
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt05000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02569234
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-14
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0806000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03370286
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03370248
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-38
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt062780
IRS990ScheduleD/EquipmentGrp/DepreciationAmt076652
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0138432
IRS990ScheduleD/ExpensesSubtotalAmt0845317
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt028940
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.02000
IRS990ScheduleD/RevenueNotReportedAmt028940
IRS990ScheduleD/RevenueSubtotalAmt0401941
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Temporarily restricted net assets consist of amounts that are subject to donor-imposed stipulations that limit the use of the donated assets for specific program activities or relate to future periods. Permanently restricted net assets consist of amounts that are restricted by the donor to be kept by the Institute in perpetuity. The Institute follows the new york state not-for-profit corporation law (n-pcl) when adhering to donor-restricted contributions. The Institute considers the following factors in making a determination to appropriate or accumulate donor-restricted endowment funds: the duration and preservation of the fund, the purposes of the Institute and the donor-restricted endowment fund, general economic conditions, the possible effect of inflation and deflation, the expected total return from income and the appreciation of investments, other resources of the Institute, and the investment policies of the Institute.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1As of December 31, 2013, no amounts have been recognized for uncertain income tax positions. The Institute's tax returns for 2010 and forward are subject to the usual review by the appropriate authorities.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V - Line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X - Line 2
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.98000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt062780
IRS990ScheduleD/TotalExpensesPerForm990Amt0845317
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0401941
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0430881
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0845317
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0To create a greater awareness of the historic roots of religious freedom and the SEPARATION of church and state in the United States by DISSEMINATING THE MESSAGE OF George Washington's letter to the Hebrew Congregation in Newport, Rhode Island of 1790 AND BY introducing teachers and students to the principles expressed in THE LETTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AMBASSADOR JOHN L. LOEB, JR. (FOUNDER, CHAIRMAN & PRESIDENT) is married to SHARON HANDLER LOEB (DIRECTOR). AMBASSADOR JOHN L. LOEB, JR. (FOUNDER, CHAIRMAN & PRESIDENT) is a cousin of MICHAEL KEMPNER (DIRECTOR). AMBASSADOR JOHN L. LOEB, JR. (FOUNDER, CHAIRMAN & PRESIDENT) is the UNCLE OF MATTHEW BRONFMAN (DIRECTOR). PART VI, SECTION A. - QUESTION 6 THE INSTITUTE WAS INCORPORATED AS A MEMBERSHIP ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The members are entitled to vote in the election of the Institute's directors. Except as may otherwise be provided by the General Corporation Law, any director or the entire Board of Directors may be removed, with or without cause by a majority of the members then entitled to vote in an election of directors.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,151,837
Liabilities
$147,957
Net assets
$3,003,880
Revenue
$401,941
Expenses
$845,317
Net income
-$443,376
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.07$0.02$0.05$0.43$0.48$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.02$0.10$0.46$0.46$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.11$0.01$0.10$0.36$0.37$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.36$0.32$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.10$0.03$0.07$0.33$0.33$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.13$0.06$0.07$0.47$0.61$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.27$0.06$0.21$0.19$1.19$1.00
2015Detailed filing. Detailed filing data is available for this year.$2.03$0.05$1.99$0.28$0.84$0.56
2014Detailed filing. Detailed filing data is available for this year.$2.67$0.15$2.52$0.21$0.68$0.46
2013Detailed filing. Detailed filing data is available for this year.$3.15$0.15$3.00$0.40$0.85$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.34$3.42$0.75