Liabilities / Assets
12th percentile
Tied with the lowest-debt nonprofits in its peer group.
990 • Fiscal year 2011 • EIN 36-3666973
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
12th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
$2,824,714
No earlier filing loaded for comparison.
Net Assets
$2,824,714
No earlier filing loaded for comparison.
Liabilities
$0
No earlier filing loaded for comparison.
Revenue
-
No earlier filing loaded for comparison.
Expenses
$65,618
No earlier filing loaded for comparison.
Net Income
-
No earlier filing loaded for comparison.
To offer educational programs for exploring integrative models that draw upon platonic or neo-platonic reasoning but that also impose the discipline of aristotelian reasoning; and to explore important issues from the standpoint of christianity, islam and judaism.
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/AccountantCompileOrReview | 0 | 0 |
| IRS990/ActivitiesConductedPartnership | 0 | 0 |
| IRS990/ActivityOrMissionDescription | 0 | INSTITUTE OFFERS CLASSES AND SEMINARS THAT ARE OPEN TO INTERESTED INDIVIDUALS. |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 300 N LASALLE ST SUITE 4000 |
| IRS990/AddressPrincipalOfficerUS/City | 0 | CHICAGO |
| IRS990/AddressPrincipalOfficerUS/State | 0 | IL |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 60654 |
| IRS990/AllOtherContributions | 0 | 10604 |
| IRS990/AllOtherExpenses/ProgramServices | 0 | 8847 |
| IRS990/AllOtherExpenses/Total | 0 | 8847 |
| IRS990/AnnualDisclosureCoveredPersons | 0 | 0 |
| IRS990/BenefitsPaidToMembersCY | 0 | 0 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 0 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | 0 |
| IRS990/BsnssRltnshpWithOrganization | 0 | 0 |
| IRS990/CapStckTrstPrinCurrentFunds/BOY | 0 | 1659166 |
| IRS990/CapStckTrstPrinCurrentFunds/EOY | 0 | 1804549 |
| IRS990/ChangesToOrganizingDocs | 0 | 0 |
| IRS990/CollectionsOfArt | 0 | 0 |
| IRS990/CompensationFromOtherSources | 0 | 0 |
| IRS990/CompensationProcessCEO | 0 | 0 |
| IRS990/CompensationProcessOther | 0 | 0 |
| IRS990/ComplianceWithBackupWitholding | 0 | 1 |
| IRS990/ConflictOfInterestPolicy | 0 | 1 |
| IRS990/ConservationEasements | 0 | 0 |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | 0 |
| IRS990/ContributionsGrantsCurrentYear | 0 | 10604 |
| IRS990/ContributionsGrantsPriorYear | 0 | 10712 |
| IRS990/CreditCounseling | 0 | 0 |
| IRS990/DecisionsSubjectToApproval | 0 | 1 |
| IRS990/DeductibleContributionsOfArt | 0 | 0 |
| IRS990/DeductibleNonCashContributions | 0 | 0 |
| IRS990/DelegationOfManagementDuties | 0 | 0 |
| IRS990/DescribedIn501C3 | 0 | 1 |
| IRS990/Description | 0 | INSTITUTE OFFERS SEMINARS AND EDUCATIONAL PROGRAMS THAT ARE OPEN TO ANY INTERESTED INDIVIDUAL |
| IRS990/DisregardedEntity | 0 | 0 |
| IRS990/DocumentRetentionPolicy | 0 | 1 |
| IRS990/DonorAdvisedFunds | 0 | 0 |
| IRS990/DoNotFollowSFAS117 | 0 | X |
| IRS990/ElectionOfBoardMembers | 0 | 1 |
| IRS990/ExcessBenefitTransaction | 0 | 0 |
| IRS990/Expense | 0 | 56619 |
| IRS990/FamilyOrBusinessRelationship | 0 | 1 |
| IRS990/FederalGrantAuditRequired | 0 | 0 |
| IRS990/FeesForServicesAccounting/ManagementAndGeneral | 0 | 1500 |
| IRS990/FeesForServicesAccounting/ProgramServices | 0 | 1500 |
| IRS990/FeesForServicesAccounting/Total | 0 | 3000 |
| IRS990/FeesForServicesLegal/ProgramServices | 0 | 1477 |
| IRS990/FeesForServicesLegal/Total | 0 | 1477 |
| IRS990/ForeignActivities | 0 | 0 |
| IRS990/ForeignFinancialAccount | 0 | 0 |
| IRS990/ForeignOffice | 0 | 0 |
| IRS990/Form1098CFiled | 0 | 0 |
| IRS990/Form8282PropertyDisposedOf | 0 | 0 |
| IRS990/Form8899Filed | 0 | 0 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 2.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 1 | 0.20 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 2 | 0.10 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 3 | 1.00 |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 0 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 1 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 2 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 3 | X |
| IRS990/Form990PartVIISectionA/NamePerson | 0 | F OLIVER NICKLIN JR |
| IRS990/Form990PartVIISectionA/NamePerson | 1 | GARY H KLINE |
| IRS990/Form990PartVIISectionA/NamePerson | 2 | ARTHUR J DROGE |
| IRS990/Form990PartVIISectionA/NamePerson | 3 | JEROME P WAGNER |
| IRS990/Form990PartVIISectionA/Officer | 0 | X |
| IRS990/Form990PartVIISectionA/Officer | 1 | X |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 1 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 2 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 3 | 5000 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 3 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | PRESIDENT, TREASURER, DIRE |
| IRS990/Form990PartVIISectionA/Title | 1 | SECRETARY, DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 2 | DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 3 | DIRECTOR |
| IRS990/Form990ProvidedToGoverningBody | 0 | 1 |
| IRS990/Form990-TFiled | 0 | 1 |
| IRS990/FormersListed | 0 | 0 |
| IRS990/FSAudited | 0 | 0 |
| IRS990/FundraisingActivities | 0 | 0 |
| IRS990/FundsToPayPremiums | 0 | 0 |
| IRS990/GainOrLoss/Other | 0 | 559777 |
| IRS990/Gaming | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsPriorYear | 0 | 0 |
| IRS990/GrantsToIndividuals | 0 | 0 |
| IRS990/GrantsToOrganizations | 0 | 0 |
| IRS990/GrantToRelatedPerson | 0 | 0 |
| IRS990/GrossAmountSalesAssets/Other | 0 | 559777 |
| IRS990/GrossReceipts | 0 | 645781 |
| IRS990/GroupReturnForAffiliates | 0 | 0 |
| IRS990/Hospital | 0 | 0 |
| IRS990/IndependentAuditFinancialStmt | 0 | 0 |
| IRS990/IndoorTanningServices | 0 | 0 |
| IRS990/InfoInScheduleOPartIX | 0 | X |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InfoInScheduleOPartXI | 0 | X |
| IRS990/InvestmentIncomeCurrentYear | 0 | 566407 |
| IRS990/InvestmentIncomePriorYear | 0 | 234352 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 6630 |
| IRS990/InvestmentIncome/UnrelatedBusinessRevenue | 0 | 6630 |
| IRS990/InvestmentInJointVenture | 0 | 0 |
| IRS990/InvestmentsOtherSecurities/BOY | 0 | 2682525 |
| IRS990/InvestmentsOtherSecurities/EOY | 0 | 2673743 |
| IRS990/LoanToOfficerOrDQP | 0 | 0 |
| IRS990/LobbyingActivities | 0 | 0 |
| IRS990/LocalChapters | 0 | 0 |
| IRS990/MaterialDiversionOrMisuse | 0 | 0 |
| IRS990/MembersOrStockholders | 0 | 1 |
| IRS990/MethodOfAccountingCash | 0 | X |
| IRS990/MinutesOfCommittees | 0 | 0 |
| IRS990/MinutesOfGoverningBody | 0 | 1 |
| IRS990/MissionDescription | 0 | TO OFFER EDUCATIONAL PROGRAMS FOR EXPLORING INTEGRATIVE MODELS THAT DRAW UPON PLATONIC OR NEO-PLATONIC REASONING BUT THAT ALSO IMPOSE THE DISCIPLINE OF ARISTOTELIAN REASONING; AND TO EXPLORE IMPORTANT ISSUES FROM THE STANDPOINT OF CHRISTIANITY, ISLAM AND JUDAISM. |
| IRS990/MoreThan5000KToIndividuals | 0 | 0 |
| IRS990/MoreThan5000KToOrganizations | 0 | 0 |
| IRS990/NameOfPrincipalOfficerPerson | 0 | GARY H KLINE |
| IRS990/NbrIndependentVotingMembers | 0 | 4 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 4 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 4 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 2731195 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 2824714 |
| IRS990/NetGainOrLossInvestments/ExclusionAmount | 0 | 559777 |
| IRS990/NetGainOrLossInvestments/TotalRevenueColumn | 0 | 559777 |
| IRS990/NetUnrelatedBusinessTxblIncome | 0 | 55827 |
| IRS990/NoncashContributions | 0 | 10604 |
| IRS990/NonDeductibleContributions | 0 | 0 |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 1 |
| IRS990/NumberIndependentVotingMembers | 0 | 4 |
| IRS990/NumberIndividualsGT100K | 0 | 0 |
| IRS990/NumberOfContractorsGT100K | 0 | 0 |
| IRS990/NumberOfEmployees | 0 | 0 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | 0 |
| IRS990/OfficerMailingAddress | 0 | 0 |
| IRS990/Organization501c3 | 0 | X |
| IRS990/OtherExpensePriorYear | 0 | 109107 |
| IRS990/OtherExpensesCurrentYear | 0 | 65618 |
| IRS990/OtherExpenses/Description | 0 | FEDERAL & STATE EST TAX |
| IRS990/OtherExpenses/Description | 1 | TEACHING COMPENSATION(C |
| IRS990/OtherExpenses/Description | 2 | CATHOLIC THEOLOGICAL UN |
| IRS990/OtherExpenses/Description | 3 | MEALS & ENTERTAINMENT |
| IRS990/OtherExpenses/ManagementAndGeneral | 0 | 7499 |
| IRS990/OtherExpenses/ProgramServices | 0 | 27241 |
| IRS990/OtherExpenses/ProgramServices | 1 | 12099 |
| IRS990/OtherExpenses/ProgramServices | 2 | 5455 |
| IRS990/OtherExpenses/Total | 0 | 7499 |
| IRS990/OtherExpenses/Total | 1 | 27241 |
| IRS990/OtherExpenses/Total | 2 | 12099 |
| IRS990/OtherExpenses/Total | 3 | 5455 |
| IRS990/OtherRevenueCurrentYear | 0 | 63670 |
| IRS990/OtherRevenueMisc/BusinessCode | 0 | 900099 |
| IRS990/OtherRevenueMisc/BusinessCode | 1 | 900099 |
| IRS990/OtherRevenueMisc/Description | 0 | ORDINARY BUSINESS INCO |
| IRS990/OtherRevenueMisc/Description | 1 | SECTION 481(A) INCOME |
| IRS990/OtherRevenueMisc/ExclusionAmount | 0 | 6042 |
| IRS990/OtherRevenueMisc/TotalRevenueColumn | 0 | 57628 |
| IRS990/OtherRevenueMisc/TotalRevenueColumn | 1 | 6042 |
| IRS990/OtherRevenueMisc/UnrelatedBusinessRevenue | 0 | 57628 |
| IRS990/OtherRevenuePriorYear | 0 | 86608 |
| IRS990/PaidInCapSrplsLandBldgEqpFund/BOY | 0 | 0 |
| IRS990/PaidInCapSrplsLandBldgEqpFund/EOY | 0 | 0 |
| IRS990/PartialLiquidation | 0 | 0 |
| IRS990/PoliticalActivities | 0 | 0 |
| IRS990/PremiumsPaid | 0 | 0 |
| IRS990/PriorExcessBenefitTransaction | 0 | 0 |
| IRS990/ProfessionalFundraising | 0 | 0 |
| IRS990/ProgramServiceRevenue/BusinessCode | 0 | 624210 |
| IRS990/ProgramServiceRevenueCY | 0 | 5100 |
| IRS990/ProgramServiceRevenue/Description | 0 | SEMINAR FEES |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 4185 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 0 | 5100 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 0 | 5100 |
| IRS990/ProhibitedTaxShelterTrans | 0 | 0 |
| IRS990/QuidProQuoContributions | 0 | 0 |
| IRS990/ReconcilationOtherChanges | 0 | -486644 |
| IRS990/ReconcilationRevenueExpenses | 0 | 580163 |
| IRS990/RegularMonitoringEnforcement | 0 | 1 |
| IRS990/RelatedEntity | 0 | 0 |
| IRS990/RelatedOrgControlledEntity | 0 | 0 |
| IRS990/ReportFin48Footnote | 0 | 0 |
| IRS990/ReportInvestOthSecurities | 0 | 1 |
| IRS990/ReportLandBldgEquip | 0 | 0 |
| IRS990/ReportOtherAssets | 0 | 0 |
| IRS990/ReportOtherLiabilities | 0 | 0 |
| IRS990/ReportProgRelInvest | 0 | 0 |
| IRS990/RetainedEarningsEndowmentEtc/BOY | 0 | 1072029 |
| IRS990/RetainedEarningsEndowmentEtc/EOY | 0 | 1020165 |
| IRS990/Revenue | 0 | 5100 |
| IRS990/RevenuesLessExpensesCY | 0 | 580163 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | 226750 |
| IRS990/SalariesEtcCurrentYear | 0 | 0 |
| IRS990/SalariesEtcPriorYear | 0 | 0 |
| IRS990/SavingsAndTempCashInvestments/BOY | 0 | 48670 |
| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 150971 |
| IRS990ScheduleA/School170b1Aii | 0 | X |
| IRS990ScheduleB/ContributorInfo/AggregateContributions | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorNumber | 0 | RESTRICTED |
| IRS990/ScheduleBRequired | 0 | 1 |
| IRS990ScheduleD/ExcessOrDeficitForYear | 0 | 580163 |
| IRS990ScheduleD/ExcessOrDeficitPerFS | 0 | 93519 |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 0 | BOOK TO TAX ADJUSTMENT FOR LLC INCOME -477,841. ADJUSTMENT TO REFLECT INVESTMENT RELATED EXPENSES -8,803. TOTAL TO SCHEDULE D, PART XI, LINE 8: -486,644. |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 1 | AMOUNT ON PART XI LINE 8 REPRESENTS BOOK DIFFERENCE IN LLP INVESTMENT REPORTED ON A GAAP BASIS VERSUS INCOME REPORTED ON A TAX BASIS. |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 0 | PART XI, LINE 8 - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/OtherAmount | 0 | -486644 |
| IRS990ScheduleD/OtherSecurities/BookValue | 0 | 1804549 |
| IRS990ScheduleD/OtherSecurities/BookValue | 1 | 869194 |
| IRS990ScheduleD/OtherSecurities/Description | 0 | 58,150 SHS FIRST ANALYSIS STOCK (BOOK VALUE AT TIME OF GIFT-SEE FOOTNOTE #1) |
| IRS990ScheduleD/OtherSecurities/Description | 1 | INTEREST IN FIRST ANALYSIS VENTURE OPERATION & RESEARCH LLC |
| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 0 | C |
| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 1 | C |
| IRS990ScheduleD/TotalAdjustments | 0 | -486644 |
| IRS990ScheduleD/TotalExpenses | 0 | 65618 |
| IRS990ScheduleD/TotalOfBookValueLandBuildings | 0 | 0 |
| IRS990ScheduleD/TotalOfBookValueSecurities | 0 | 2673743 |
| IRS990ScheduleD/TotalRevenue | 0 | 645781 |
| IRS990ScheduleE/ComplianceWithRevProc7550 | 0 | 1 |
| IRS990ScheduleE/DiscriminateRaceAdmissPolicies | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceAthleticProg | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceEducPolicies | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceEmplmnFaculty | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceOtherActy | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceScholarships | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceStudentsRights | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceUseOfFclts | 0 | 0 |
| IRS990ScheduleE/Form990ScheduleEPartII/Explanation | 0 | NOTICE IS PUBLISHED IN LOCAL NEWSPAPER AS TO RACIALLY NONDISCRIMINATORY POLICY |
| IRS990ScheduleE/Form990ScheduleEPartII/Identifier | 0 | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION |
| IRS990ScheduleE/Form990ScheduleEPartII/ReturnReference | 0 | SCHEDULE E, PART I, LINE 3 |
| IRS990ScheduleE/GovernmentFinancialAidReceived | 0 | 0 |
| IRS990ScheduleE/GovernmentFinancialAidRevoked | 0 | 0 |
| IRS990ScheduleE/MaintCopiesOfAllSolicitations | 0 | 1 |
| IRS990ScheduleE/MaintCopiesOfBrochuresEtc | 0 | 1 |
| IRS990ScheduleE/MaintRacialCompositionRecords | 0 | 1 |
| IRS990ScheduleE/MaintScholarshipsRecords | 0 | 1 |
| IRS990ScheduleE/NondiscriminatoryPolicyStmt | 0 | 1 |
| IRS990ScheduleE/PolicyPublViaBroadcastMedia | 0 | 1 |
| IRS990ScheduleE/PolicyStatementInBrochuresEtc | 0 | 1 |
| IRS990/ScheduleJRequired | 0 | 0 |
| IRS990ScheduleM/AnyPropertyThatMustBeHeld | 0 | 0 |
| IRS990ScheduleM/ReviewProcessUnusualNCGifts | 0 | 1 |
| IRS990ScheduleM/SecuritiesCloselyHeldStock/MethodOfDeterminingRevenues | 0 | BOOKVALUETIMEOFGIFT |
| IRS990ScheduleM/SecuritiesCloselyHeldStock/NonCashCheckbox | 0 | X |
| IRS990ScheduleM/SecuritiesCloselyHeldStock/NoncashContribsRptdF990 | 0 | 10604 |
| IRS990ScheduleM/SecuritiesCloselyHeldStock/NumberOfContributions | 0 | 1 |
| IRS990ScheduleM/ThirdPartiesUsed | 0 | 0 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | GARY H KLINE, ONE OF THE DIRECTORS AND AN OFFICER OF THE INSTITUTE, WAS AFFLIATED WITH THE LAW FIRM OF QUARLES & BRADY LLP, WHICH HAS BEEN ONE OF THE LAW FIRMS UTILIZED FOR LEGAL SERVICES BY FIRST ANALYSIS CORPORATION, OF WHICH F. OLIVER NICKLIN JR, WHO IS A DIRECTOR AND THE PRESIDENT OF THE INSTITUTE, IS ALSO PRESIDENT AND THE MAJORITY SHAREHOLDER. QUARLES & BRADY LLP ALSO PROVIDES LEGAL SERVICES TO THE INSTITUTE. THE BOARD OF DIRECTORS OF THE INSTITUTE CONSISTS OF FOUR INDIVIDUALS. THERE ARE AT PRESENT NO BOARD COMMITTEES AND THEREFORE THERE ARE NO MINUTES OF ANY BOARD COMMITTEE MEETINGS. THE INSTITUTE'S DIRECTORS WERE ASKED TO REVIEW ITS 2011 FORM 990 BEFORE IT WAS FILED AND TO MAKE SUGGESTIONS WITH RESPECT THERETO. THE INSTITUTE HAS ONE MEMBER, F. OLIVER NICKLIN JR, WHO AS SOLE MEMBER, HAS THE POWER TO ELECT THE INSTITUTE'S BOARD OF DIRECTORS AND TO ELECT MEMBER(S). ALSO, BOARD OF DIRECTORS ACTIONS AS TO CERTAIN TYPES OF EXTRAORDINARY MATTERS, SUCH AS MERGERS, CONSOLIDATIONS, DISSOLUTION AND EXTRAORDINARY ASSET SALES ARE SUBJECT TO MEMBER(S) APPROVAL. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | THE INSTITUTE HAS ONE MEMBER, F OLIVER NICKLIN JR, WHO AS SOLE MEMBER, HAS THE POWER TO ELECT THE INSTITUTE'S BOARD OF DIRECTORS AND TO ELECT MEMBER(S). ALSO, BOARD OF DIRECTORS ACTIONS AS TO CERTAIN TYPES OF EXTRAORDINARY MATTERS, SUCH AS MERGERS, CONSOLIDATIONS, DISSOLUTION AND EXTRAORDINARY ASSET SALES ARE SUBJECT TO MEMBER(S) APPROVAL. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | THE INSTITUTE HAS ONE MEMBER, F OLIVER NICKLIN JR, WHO AS SOLE MEMBER, HAS THE POWER TO ELECT THE INSTITUTE'S BOARD OF DIRECTORS AND TO ELECT MEMBER(S). ALSO, BOARD OF DIRECTORS ACTIONS AS TO CERTAIN TYPES OF EXTRAORDINARY MATTERS, SUCH AS MERGERS, CONSOLIDATIONS, DISSOLUTION AND EXTRAORDINARY ASSET SALES ARE SUBJECT TO MEMBER(S) APPROVAL. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | THE INSTITUTE HAS ONE MEMBER, F OLIVER NICKLIN JR, WHO AS SOLE MEMBER, HAS THE POWER TO ELECT THE INSTITUTE'S BOARD OF DIRECTORS AND TO ELECT MEMBER(S). ALSO, BOARD OF DIRECTORS ACTIONS AS TO CERTAIN TYPES OF EXTRAORDINARY MATTERS, SUCH AS MERGERS, CONSOLIDATIONS, DISSOLUTION AND EXTRAORDINARY ASSET SALES ARE SUBJECT TO MEMBER(S) APPROVAL. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | THE INSTITUTE HAS ONE MEMBER, F OLIVER NICKLIN JR, WHO AS SOLE MEMBER, HAS THE POWER TO ELECT THE INSTITUTE'S BOARD OF DIRECTORS AND TO ELECT MEMBER(S). ALSO, BOARD OF DIRECTORS ACTIONS AS TO CERTAIN TYPES OF EXTRAORDINARY MATTERS, SUCH AS MERGERS, CONSOLIDATIONS, DISSOLUTION AND EXTRAORDINARY ASSET SALES ARE SUBJECT TO MEMBER(S) APPROVAL. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | BECAUSE OF THE PRESENT SMALLNESS OF THE ORGANIZATION, THE INSTITUTE DOES NOT HAVE COMMITTEES AND THEREFORE FOR THIS QUESTION, THE TAX SOFTWARE REQUIRES A YES OR NO ANSWER AND AN ANSWER OF NO HAS BEEN PLACED FOR THIS QUESTION. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 6 | THE INSTITUTE'S DIRECTORS WERE ASKED TO REVIEW ITS 2011 FORM 990 BEFORE IT WAS FILED AND TO MAKE SUGGESTIONS WITH RESPECT THERETO. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 7 | BECAUSE OF THE PRESENT SMALLNESS OF THE ORGANIZATION, THE INSTITUTE HAS BEEN ABLE TO INFORMALLY MONITOR THE SITUATION AS TO IMPERMISSIBLE CONFLICTS OF INTEREST AND HERETOFORE HAS NOT HAD ANY FORMAL MONITORING AS TO AVOIDING CONFLICTS OF INTEREST. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 8 | PAGE 6, PART VI, SECTION B POLICIES -QUESTIONS 15A AND 15B-THESE QUESTIONS ARE REQUIRED TO HAVE A YES OR NO ANSWER BY THE TAX SOFTWARE, EVEN THOUGH THIS QUESTION SHOULD BE LEFT BLANK. HOWEVER IT IS ANSWERED NO TO SATISFY THE SOFTWARE REQUIREMENTS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 9 | THE INSTITUTE WILL MAKE AVAILABLE TO INTERESTED PERSONS COPIES OF FORM 990 AND FINANCIAL STATEMENTS UPON REQUEST. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 10 | BECAUSE OF THE PRESENT SMALLNESS OF THE ORGANIZATION, THE INSTITUTE HAS BEEN ABLE TO INFORMALLY MONITOR THE SITUATION AS TO IMPERMISSIBLE CONFLICTS OF INTEREST AND HERETOFORE HAS NOT HAD FORMAL MONITORING AS TO AVOIDING CONFLICTS OF INTEREST. THE INSTITUTE WILL MAKE AVAILABLE TO INTERESTED PERSONS COPIES OF ITS GOVERNING INSTRUMENT, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 11 | F OLIVER NICKLIN JR - ONE S WACKER DRIVE SUITE 3900, CHICAGO, IL 60606. GARY H KLINE - 300 N LASALLE STREET, SUITE 4000, CHICAGO, IL 60654. ARTHUR J DROGE - UNIVERSITY OF TORONTO AT SCARBOROUGH 1265 MILITARY TRAIL, TORONTO, CANADA, CANADA NIC 1A4. JEROME P WAGNER - 2755 LINCOLNWOOD DR, EVANSTON, IL 60201. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 12 | OTHER MISC EXPENSES: PROGRAM SERVICE EXPENSES 5,145. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,145. TRAVEL AND LODGING: PROGRAM SERVICE EXPENSES 2,406. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,406. ADVERTISING: PROGRAM SERVICE EXPENSES 933. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 933. MISC SEMINAR EXPENSES: PROGRAM SERVICE EXPENSES 350. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 350. FILING FEES: PROGRAM SERVICE EXPENSES 13. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 13 | SHARES OF CLASS B COMMON STOCK OF FIRST ANALYSIS CORPORATION (BOOK VALUE AT TIME OF GIFT TREATED AS BOOK VALUEIN THE HANDS OF FIRST ANALYSIS INSTITUTE OF INTEGRATIVE STUDIES-CURRENT BOOK VALUE AT $106.04 PER SHARE AS OF DECEMBER 31, 2011 WAS $6,166,226. FAIR MARKET VALUE BELIEVED TO BE LESS.) |
| IRS990ScheduleO/GeneralExplanation/Explanation | 14 | BOOK TO TAX ADJUSTMENT FOR LLC INCOME -477,841. ADJUSTMENT TO REFLECT INVESTMENT RELATED EXPENSES -8,803. TOTAL TO FORM 990, PART XI, LINE 5: -486,644. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | ALL OTHER FUNCTIONAL EXPENSES |
| IRS990ScheduleO/GeneralExplanation/Identifier | 2 | INVESTMENTS-OTHER SECURITIES SEE PART IV, LINE 11 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 3 | CHANGES IN NET ASSETS OR FUND BALANCES: |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | FORM 990, PART VI, SECTION A, LINE 2 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | FORM 990, PART VI, SECTION A, LINE 6 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | FORM 990, PART VI, SECTION A, LINE 7B |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 4 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 5 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 6 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 7 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 8 | FORM 990, PART VI, SECTION C, LINE 18 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 9 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 10 | FORM 990, PART VII |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 11 | FORM 990, PART X, LINE 24E |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 12 | FOOTNOTE #1 FORM 990 PAGE 11 PART X LINE 12 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 13 | FORM 990, PART XI, LINE 5: |
| IRS990/ScheduleORequired | 0 | 1 |
| IRS990/School | 0 | 1 |
| IRS990/SignificantChange | 0 | 0 |
| IRS990/SignificantNewProgramServices | 0 | 0 |
| IRS990/StateLegalDomicile | 0 | IL |
| IRS990/StatesWhereCopyOfReturnIsFiled | 0 | IL |
| IRS990/SubjectToProxyTax | 0 | 0 |
| IRS990/TaxablePartyNotification | 0 | 0 |
| IRS990/TaxExemptBonds | 0 | 0 |
| IRS990/Terminated | 0 | 0 |
| IRS990/TermOrPermanentEndowments | 0 | 0 |
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| IRS990/TheBooksAreInCareOf/AddressUS/City | 0 | CHICAGO |
| IRS990/TheBooksAreInCareOf/AddressUS/State | 0 | IL |
| IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode | 0 | 60606 |
| IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine1 | 0 | F OLIVER NICKLIN JR |
| IRS990/TheBooksAreInCareOf/TelephoneNumber | 0 | 3122581400 |
| IRS990/TotalAssets/BOY | 0 | 2731195 |
| IRS990/TotalAssetsBOY | 0 | 2731195 |
| IRS990/TotalAssets/EOY | 0 | 2824714 |
| IRS990/TotalAssetsEOY | 0 | 2824714 |
| IRS990/TotalCompGT150K | 0 | 0 |
| IRS990/TotalContributions | 0 | 10604 |
| IRS990/TotalExpensesCurrentYear | 0 | 65618 |
| IRS990/TotalExpensesPriorYear | 0 | 109107 |
| IRS990/TotalFunctionalExpenses/Fundraising | 0 | 0 |
| IRS990/TotalFunctionalExpenses/ManagementAndGeneral | 0 | 8999 |
| IRS990/TotalFunctionalExpenses/ProgramServices | 0 | 56619 |
| IRS990/TotalFunctionalExpenses/Total | 0 | 65618 |
| IRS990/TotalFundrsngExpCurrentYear | 0 | 0 |
| IRS990/TotalGrossUBI | 0 | 64258 |
| IRS990/TotalLiabilities/BOY | 0 | 0 |
| IRS990/TotalLiabilitiesBOY | 0 | 0 |
| IRS990/TotalLiabilities/EOY | 0 | 0 |
| IRS990/TotalLiabilitiesEOY | 0 | 0 |
| IRS990/TotalLiabNetAssetsFundBalances/BOY | 0 | 2731195 |
| IRS990/TotalLiabNetAssetsFundBalances/EOY | 0 | 2824714 |
| IRS990/TotalNbrEmployees | 0 | 0 |
| IRS990/TotalNbrVolunteers | 0 | 0 |
| IRS990/TotalNetAssetsFundBalances/BOY | 0 | 2731195 |
| IRS990/TotalNetAssetsFundBalances/EOY | 0 | 2824714 |
| IRS990/TotalOtherCompensation | 0 | 0 |
| IRS990/TotalOtherRevenue | 0 | 63670 |
| IRS990/TotalProfFundrsngExpCY | 0 | 0 |
| IRS990/TotalProfFundrsngExpPriorYear | 0 | 0 |
| IRS990/TotalProgramServiceExpense | 0 | 56619 |
| IRS990/TotalProgramServiceRevenue | 0 | 5100 |
| IRS990/TotalReportableCompFrmRltdOrgs | 0 | 0 |
| IRS990/TotalReportableCompFromOrg | 0 | 5000 |
| IRS990/TotalRevenueCurrentYear | 0 | 645781 |
| IRS990/TotalRevenue/ExclusionAmount | 0 | 565819 |
| IRS990/TotalRevenuePriorYear | 0 | 335857 |
| IRS990/TotalRevenue/RelatedOrExemptFunctionIncome | 0 | 5100 |
| IRS990/TotalRevenue/TotalRevenueColumn | 0 | 645781 |
| IRS990/TotalRevenue/UnrelatedBusinessRevenue | 0 | 64258 |
| IRS990/TransactionRelatedEntity | 0 | 0 |
| IRS990/TransfersToExemptNonChrtblOrg | 0 | 0 |
| IRS990/TypeOfOrganizationCorporation | 0 | X |
| IRS990/UnrelatedBusinessIncome | 0 | 1 |
| IRS990/UponRequest | 0 | X |
| IRS990/WebSite | 0 | INTEGRATIVESTUDIES.COM |
| IRS990/WhistleblowerPolicy | 0 | 1 |
| IRS990/YearFormation | 0 | 1989 |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 363666973 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | FIRST ANALYSIS INSTITUTE OF INTEGRATIVE STUDIES |
| ReturnHeader/Filer/NameControl | 0 | FIRS |
| ReturnHeader/Filer/Phone | 0 | 3122581400 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | ONE SO WACKER DRIVE SUITE 3900 |
| ReturnHeader/Filer/USAddress/City | 0 | CHICAGO |
| ReturnHeader/Filer/USAddress/State | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 60606 |
| ReturnHeader/Officer/AuthorizeThirdParty | 0 | 1 |
| ReturnHeader/Officer/DateSigned | 0 | 2012-06-01 |
| ReturnHeader/Officer/Name | 0 | GARY H KLINE |
| ReturnHeader/Officer/Phone | 0 | 3127155000 |
| ReturnHeader/Officer/Title | 0 | SECRETARY |
| ReturnHeader/PreparerFirm/EIN | 0 | 390432630 |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | QUARLES & BRADY LLP |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | 300 N LASALLE ST SUITE 4000 |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | CHICAGO |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | IL |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 60654 |
| ReturnHeader/Preparer/Name | 0 | SARAH M LINSLEY |
| ReturnHeader/Preparer/Phone | 0 | 3127155000 |
| ReturnHeader/ReturnType | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2011-01-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2011-12-31 |
| ReturnHeader/TaxYear | 0 | 2011 |
| ReturnHeader/Timestamp | 0 | 2012-06-01T08:54:45-05:00 |
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2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
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