Civic Intelligence

The Contemporary Jewish Museum

990 • Fiscal year 2014 • EIN 47-0920831

Jul 01, 2013 to Jun 30, 2014 • Filed on May 11, 2015

736 Mission StreetSuite94103

(415) 655-7800

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.44x

Higher debt load relative to assets than 62% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

92nd percentile

5.24x

Higher debt load relative to revenue than 92% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Net Margin

8th percentile

-13%

Higher net margin than 8% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

12th percentile

$205,890

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Asset Growth

34th percentile

2.3%

Faster asset growth than 34% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

Flat

$108,735,060

Flat from 2014

Net Assets

Flat

$60,920,450

Flat from 2014

Liabilities

Flat

$47,814,610

Flat from 2014

Revenue

Flat

$9,133,059

Flat from 2014

Expenses

Flat

$10,289,868

Flat from 2014

Net Income

Flat

-$1,156,809

Flat from 2014

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $109,161,522Liabilities 2010: $51,882,533Net Assets 2010: $57,278,9892010Assets 2011: $112,264,652Liabilities 2011: $50,308,634Net Assets 2011: $61,956,0182011Assets 2012: $107,085,987Liabilities 2012: $51,036,583Net Assets 2012: $56,049,4042012Assets 2013: $106,331,101Liabilities 2013: $48,966,593Net Assets 2013: $57,364,5082013Assets 2014: $108,735,060Liabilities 2014: $47,814,610Net Assets 2014: $60,920,4502014Assets 2014: $108,735,060Liabilities 2014: $47,814,610Net Assets 2014: $60,920,4502014Assets 2015: $107,644,278Liabilities 2015: $46,770,360Net Assets 2015: $60,873,9182015Assets 2016: $100,387,272Liabilities 2016: $46,546,001Net Assets 2016: $53,841,2712016Assets 2017: $101,400,067Liabilities 2017: $43,546,963Net Assets 2017: $57,853,1042017Assets 2018: $97,663,909Liabilities 2018: $41,652,404Net Assets 2018: $56,011,5052018Assets 2019: $95,235,839Liabilities 2019: $40,632,327Net Assets 2019: $54,603,5122019Assets 2020: $89,973,935Liabilities 2020: $40,459,916Net Assets 2020: $49,514,0192020Assets 2021: $84,846,613Liabilities 2021: $30,946,709Net Assets 2021: $53,899,9042021Assets 2022: $76,215,148Liabilities 2022: $29,705,907Net Assets 2022: $46,509,2412022Assets 2023: $71,856,062Liabilities 2023: $29,240,057Net Assets 2023: $42,616,0052023

Highlighted filing

2014

Assets$108,735,060
Liabilities$47,814,610
Net Assets$60,920,450

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $10,502,8872010Expenses 2011: $11,107,1202011Expenses 2012: $11,115,4502012Expenses 2013: $10,414,0362013Revenue 2014: $9,133,059Expenses 2014: $10,289,868Net Income 2014: -$1,156,8092014Revenue 2014: $9,133,059Expenses 2014: $10,289,868Net Income 2014: -$1,156,8092014Revenue 2015: $10,998,039Expenses 2015: $9,947,777Net Income 2015: $1,050,2622015Revenue 2016: $10,446,027Expenses 2016: $10,500,265Net Income 2016: -$54,2382016Revenue 2017: $9,588,163Expenses 2017: $10,845,438Net Income 2017: -$1,257,2752017Revenue 2018: $9,229,629Expenses 2018: $11,029,167Net Income 2018: -$1,799,5382018Revenue 2019: $8,836,418Expenses 2019: $10,130,893Net Income 2019: -$1,294,4752019Revenue 2020: $6,215,554Expenses 2020: $9,601,954Net Income 2020: -$3,386,4002020Revenue 2021: $7,614,901Expenses 2021: $7,148,143Net Income 2021: $466,7582021Revenue 2022: $5,878,745Expenses 2022: $8,330,469Net Income 2022: -$2,451,7242022Revenue 2023: $3,583,536Expenses 2023: $8,531,214Net Income 2023: -$4,947,6782023

Highlighted filing

2014

Revenue$9,133,059
Expenses$10,289,868
Net Income-$1,156,809
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 11, 2015
Return Version
2013v4.0
Gross Receipts
$20,690,226
Mission and Program Overview

Mission

The comtemporary jewish museum (the cjm) makes the diversity of the jewish experience relevant for a twenty-first century audience, accomplished through innovative exhibitions and programs that educate, challenge, and inspire.

See form 990, part iii, line 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$41,785,110$40,811,995▼ $973,115
Investments in Publicly Traded Securities$32,824,698$31,183,702▼ $1,640,996
Investments Other Securities$16,091,205$19,947,355▲ $3,856,150
Pledges and Grants Receivable$2,006,613$1,425,123▼ $581,490
Savings and Temporary Cash Investments$1,256,460$1,059,126▼ $197,334
Inventories for Sale or Use$191,921$162,124▼ $29,797
Prepaid Expenses and Deferred Charges$163,323$113,157▼ $50,166
Cash and Non-Interest-Bearing Accounts$3,000$3,000→ $0
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 Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$106,331,101$108,735,060▲ $2,403,959
Other Assets Total$12,008,771$14,029,478▲ $2,020,707
Liabilities
Tax Exempt Bond Liabilities$43,810,000$42,784,000▼ $1,026,000
Other Liabilities$4,372,653$4,182,423▼ $190,230
Accounts Payable and Accrued Expenses$594,702$575,687▼ $19,015
Deferred Revenue$189,238$272,500▲ $83,262
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$48,966,593$47,814,610▼ $1,151,983
Net Assets / Fund Balance
Unrestricted Net Assets$31,479,952$32,933,069▲ $1,453,117
Permanently Rstr Net Assets$14,614,937$15,777,814▲ $1,162,877
Temporarily Rstr Net Assets$11,269,619$12,209,567▲ $939,948
Total Net Assets Fund Balance$57,364,508$60,920,450▲ $3,555,942
Total Liabilities and Net Assets / Fund Balance$106,331,101$108,735,060▲ $2,403,959

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$39,335,756$7,038,071$46,373,827
Equipment$244,282$3,398,016$3,642,298
Land$1,231,957-$1,231,957
Other Assets Org$11,615--
Other Securities$2,100,411--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$26,471,672$624,369▲ $3,944,773$3,535,495$27,505,319
2012$25,962,844$118,447▲ $2,526,982$2,136,601$26,471,672
2011$26,465,723$738,321▲ $8,800$1,250,000$25,962,844
2010$25,819,998$1,566,887▲ $3,589,485$4,510,647$26,465,723
2009$25,819,998$126,227▲ $2,756,702$2,882,929$25,819,998
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Denise ChildsCOOFT$177,924$27,966$205,890
Lori StarrExecutive DirectorFT$163,491$15,864$179,355

Board Members and Trustees

NameTitle
Mark SchlesingerPresident of the Board
Nathan BrillVice President of the Board
Nellie LevchinVice President of the Board
Wendy Kesser YanowitchVice President of the Board
Abraham OstrovskyTrustee
Alan MarkTrustee
Alexandra MosesTrustee
Alison GeballeTrustee
Alison PincusTrustee
Alvin LevittTrustee
Antony RitchTrustee
Barbara RavizzaTrustee
Beth RubensteinTrustee
Dana CorvinTrustee
David KraneTrustee
David LevineTrustee
Ellen KahnTrustee
Elliott FelsonTrustee
Esther ShermanTrustee
Eta SomekhTrustee
Glenn MeyersTrustee
Howard WollnerTrustee
Joyce LinkerTrustee
Marilyn WaldmanTrustee
Matt BerlerTrustee
Matthew BartonTrustee
Michael RighiTrustee
Michael SteinbergTrustee
Naomi CaspeTrustee
Phyllis MoldawTrustee
Ronald WornickTrustee
Roselyn C SwigTrustee
Ruth SteinTrustee
Sally Ann Fain EpsteinTrustee
Sanford HartmanTrustee
Shana Nelson MiddlerTrustee
Shelli SemlerTrustee
Siesel MaibachTrustee
Stephen LeavittTrustee
Stuart KogodTrustee
Yamilee BerminghanTrustee
Joseph SeigerTrustee - Cypt
Sam HamiltonTrustee - Cypt
Dorothy SaxeSecretary
Jamie WeinsteinTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Guardsmark LLCSecurity Services-$709,938
Revenue and Support

Revenue Composition

Contributions and Grants
$4,823,060
Program Service Revenue
$509,035
Investment Income
$3,609,153
Other Revenue
$191,811
All Other Contributions
$4,146,417
Change in Net Assets
$-1,156,809

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded8$502,544Fair Market Value (FMV)
Other Non Cash Contri Table4$7,545Cost/selling Price
Other Non Cash Contri Table2$1,877Cost/selling Price
Total Noncash Contributions14$511,966-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,084,454
Revenue Not Reported on Financial Statements
$-951,395
Revenue Not Reported on Form 990
$4,836,946
Other Revenue Adjustments
$-951,395
Total Revenue per Audited Statements
$14,921,400
Total Revenue per Form 990
$9,133,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,811,729
Salaries, Compensation, and Employee Benefits$3,326,039
Total Fundraising Expense$1,374,584
Professional Fundraising Fees$152,100
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,662,696$238,152$279,777$2,180,625
Fees for Services Other$1,401,352$220,498$173,932$1,795,782
Interest$1,372,928$132,898$159,862$1,665,688
Depreciation Depletion$967,029$130,968$151,126$1,249,123
Current Officers, Directors, Trustees, and Key Employees$320,683$85,540$101,554$507,777
Office Expenses$329,286$39,760$87,885$456,931
Other Employee Benefits$274,735$50,425$57,137$382,297
Occupancy$229,007$37,846$44,671$311,524
Advertising$211,855$35,991$40,683$288,529
Payroll Taxes$165,723$28,223$31,835$225,781
Insurance$186,253$11,401$9,694$207,348
Fees for Services Professional Fundraising--$152,100$152,100
Travel$77,032$6,640$8,849$92,521
Fees for Services Accounting-$91,328-$91,328
All Other Expenses$67,552$4,278$16,093$87,923
Fees for Service Investment Mgmnt Fees-$74,280-$74,280
Fees for Services Legal$51,521$8,464$7,329$67,314
Other Expenses$65,862$9,296$34,851$65,862
Pension Plan Contributions$25,132$2,112$2,315$29,559
Total Functional Expenses$7,681,809$1,233,475$1,374,584$10,289,868

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$11,365,458
Expenses per Audited Statements$10,289,868
Total Expenses per Form 990$10,289,868
Expenses Not Reported on Form 990$1,075,590
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$262,684
Fundraising Gross Income$160,216
Professional Fundraising Fees$152,100

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$288,102$55,576$85,138$-29,562
Event 2$32,787$32,787$25,110$7,677
Total Events$392,742$160,216$262,684$-102,468
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Sanford HartmanTrustee of OrganizationOfficer of Pg&eNo$343,441
Al LevittTrustee of OrganizationPtr & Gen. Counsel of Law FirmNo$64,414

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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$4,182,423

Bond Issues

BondIssuerIssuedIssue PricePurpose
A63-03046532013-06-26$43,810,000Refund 2006 Bonds & Capital Exp.

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$43,810,000$43,146,571$0$454,688

Bond Financing Compliance

No rebate due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Corrective action procedures
Yes
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
Filing and Contact Details

Filer

EIN
47-0920831
In Care Of
% KERRY KING
Phone
4156557800

Signing Officer

Name
Kerry King
Title
Chief Operating Officer
Phone
4156557800
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Starr
Formed
2003
Legal Domicile
CA
Voting Board Members
43
Independent Board Members
41
Employees
128
Volunteers
150

Preparer

Preparer
Christina Beckwith
Phone
4156557800
Supplemental Narrative

Additional Explanations

Program Service Activity

Form 990, Part III, Line 1: The Contemporary Jewish Museum ("The CJM") presents exhibitions and programs that explore Jewish art, culture, history, and ideas. In a dynamic setting and from a diversity of perspectives, the museum inspires artistic excellence, learning, and scholarship. It engages and sustains audiences of all ages and backgrounds through dialogue and collaboration. The Contemporary Jewish Museum celebrates the vitality of contemporary society and explores the creativity, traditions, and social values of Jewish life. Lively artistic and educational programs, centered around art, music, discussions and film, invite people of all ages, backgrounds, and interests to connect with one another and gain a greater understanding of diverse cultures and the Jewish experience. Fiscal year 2013-14 was an especially rewarding period of program development and community engagement with new Executive Director Lori Starr. In this past year, The CJM welcomed new Chief Curator, Renny Pritikin; invited Dr. Yamile Bermingham and Ellen Kahn, ESQ. to join the Board of Trustees; and added the Zim Zoom Family Room-a new family destination for creative discovery, story sharing, and fun. In the six years since opening its new facility, the museum has become well-known throughout the Bay Area for its groundbreaking exhibitions and innovative education programs that build bridges of understanding between the Jewish people and those of other faiths. In addition to exhibitions, The CJM strengthened its online presence with a new podcast series, Youtube videos, evites to public programs, membership renewals, and online purchases from The Museum Store. With a focus on increasing The Museum's reach, impact, and national reputation, exhibitions and program accomplishments over the past year include: EXHIBITIONS IN REVIEW: The Museum's 2013-14 exhibition schedule exemplified The Museum's commitment of mounting thought-provoking and broadly appealing exhibitions that share Jewish culture with a diverse twenty-first century audience. True to The Museum's dedication to host and create ongoing education and community dialogue, each exhibition was infused with opportunities for audience interaction and accompanied by a vibrant series of educational and public programs. - Beyond Belief: 100 Years of the Spiritual in Modern Art (June 28-October 27, 2013) - Black Sabbath: The Secret Musical History of Black-Jewish Relations (March 31, 2011-August 26, 2014) - Stanley Saitowitz: Judaica (November 3, 2011-September 8, 2013) - Beat Memories: The Photographs of Allen Ginsberg (May 23-September 8, 2013) - Work in Progress: Considering Utopia (October 3, 2013-January 20, 2014) - To Build and Be Built: Kibbutz History (October 3, 2013-July 8, 2014) - Jason Lazarus: Live Archive (November 21, 2013-March 23, 2014) - Frog and Toad and the World of Arnold Lobel (November 21, 2013-March 23, 2014) - Six-Word Memoirs on Jewish Life-Live from The CJM! (January 23, 2014-Ongoing) - Arthur Szyk and the Art of the Haggadah (February 13-June 29, 2014) - Designing Home: Jews and Midcentury Modernism (April 24-October 6, 2014 - Torah Tour and The People's Torah (April 2011-Ongoing) EDUCATION PROGRAMS: The CJM's exhibitions are complemented by a robust range of educational programming that furthers The CJM's mission to provide learning opportunities for school children, families, teachers, and youth. This past year seventeen percent of The CJM's overall audience was families, almost twice the national average for family attendance at art museums, according to the Morey Group-a national marketing research firm that specializes in museums. Through education programs for schools, teachers, youth, and families, The CJM served more than 30,000 individuals in 2013-14. Highlights of The CJM's Education Programs: - The CJM works closely with public, private, and Jewish Day Schools to ensure a mix of educational programming that aligns with California State Curriculum Standards. - Teach

Form 990 Review Process

Form 990, Part VI, Section B, Line 11b: The Board of Trustees delegated review and approval of the information returns to the Audit and Finance Committees. Grant Thornton LLP and the organization's finance staff work together to gather the required tax information necessary to complete the tax returns. The initial draft return is reviewed by Grant Thornton LLP and the organization's management. After the return is discussed and reviewed, recommended changes are reflected on the return and a draft tax return is prepared. The Audit Committee reviews the draft return and, once satisfied with the return, the Audit Committee recommends approval to the Finance Committee. The Finance Committee reviews the draft return and, once satisfied with the return approves the return for filing with the IRS. The full Board receives a full copy of the return prior to the return being filed with the IRS.

Monitoring and Enforcement of Conflict of Interest Policy

Form 990, Part VI, Section B, Line 12: The Museum has a Conflict of Interest Policy that covers Trustees and the principal officers of the Museum and each member of a committee with Board-delegated powers. The policy provides for a systematic and ongoing method of requiring individuals who have decision making responsibility to disclose and address potential and actual conflicts of interest. Covered individuals are required to complete an annual statement disclosing any conflicts of interest and have a duty to update the disclosure for any potential conflicts of interest that arise during the year. Each Trustee and principal officer of the Museum and each member of a committee with Board-delegated powers annually completes and signs the Conflict of Interest Statement and Disclosure Form. To ensure the Museum operates in a manner consistent with its charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews are conducted. The periodic reviews shall, at a minimum, include the following: (a) Review of compensation arrangements and benefits, or acquisition or de-acquisition of Museum property with disqualified persons and interested directors, if any to ensure that the transactions are reasonable, based on competent survey information, and the result of arm's length bargaining. (b) Review of partnerships, joint ventures, and arrangements with management organizations, if any, to ensure that the arrangements conform to the Museum's written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further charitable purposes and do not result in inurnment, impermissible private benefit, in an excess benefit transaction, or in a self-dealing transaction. When conducting the periodic reviews as above provided, the Museum may, as necessary, use outside experts. If outside experts are used, their use does not relieve the Board of its responsibility for ensuring that periodic reviews are conducted.

Process for Determining Compensation of Executive Director & Key Employees

Form 990, Part VI, Section B, Lines 15a and 15b For changes in compensation for the Executive Director and Chief Operating Officer, the Board delegated review and approval to the Executive Committee. This Committee compared the proposed salary and benefits to salaries and benefits paid by similarly-situated organizations for functionally-comparable positions in the San Francisco Bay Area. For other key employees, the Executive Director and Chief Operating Officer conduct reviews of comparable positions and approves salaries and benefits.

Other Changes in Net Assets

Form 990, Part XI, Line 9: The other changes in net assets consists of the following: Change in Value of Beneficial Int. in Remainder Trust $1,615,523 Unrealized Gains on Swaps $230,289 Change in Allowance for Pledge Receivables $23,693 ----------- Total $1,869,505

Form 990 Part IX Line 11G

Description:janitorial fees total fees:226684

Form 990 Part IX Line 11G

Description:invitational artist commission total fees:1500

Form 990 Part IX Line 11G

Description:security services total fees:805170

Form 990 Part IX Line 11G

Description:outside contractors total fees:531204

Form 990 Part IX Line 11G

Description:consultants' fees total fees:231224

Financial Statement Notes

Financial Statement Footnote - Collections

Schedule D, Part III, Line 1a: The collections, which consist of works of art, are acquired through purchases or contributions and are not recognized as assets in the accompanying statement of financial position. Each work of art is inventoried and cared for, and activities verifying the collections' integrity are performed continuously. Purchases of art (accessions) are recorded as decreases in the appropriate net asset class in the year in which the items are acquired. Proceeds from deaccessions or insurance recoveries are required to be used to acquire other works of art. Such proceeds are reflected as increases in the appropriate net asset class. There were no accessions or deaccessions of works of art during the fiscal years that ended June 30, 2014 and 2013.

Description of the Organization'S Collections

Schedule D, Part III, Line 4: The Museum is a non-collecting institution. The existing collection consists of different forms of Judaica. These pieces are occasionally displayed in exhibitions which offer education in Jewish art and culture.

Intended Use of Endowment Funds

Schedule D, Part V, Line 4: The organization maintains endowments as a means to provide a predictable stream of funding to support its programs.

FIN 48 (ASC 740) Footnote

Schedule D, Part X, Line 2: The Museum is a not-for-profit organization that has been recognized by the Internal Revenue Service as an organization that is exempt from income tax pursuant to Internal Revenue Code Section 501(c)(3) on its income other than unrelated business income. The Museum has also been recognized by the Franchise Tax Board as an organization that is exempt from income tax pursuant to California Revenue and Tax Code Section 23701d on its income other than unrelated business income. As required by GAAP, the Museum has identified and evaluated its significant tax positions for which the statute of limitations remain open and determined that there is no material unrecognized benefit or liability to be recorded. The open tax years are generally the years ended June 30, 2011 through June 30, 2014 for federal tax purposes and the years ended June 30, 2009 through June 30, 2014 for California purposes. There have been no material changes in unrecognized benefits as of June 30, 2014 and 2013, nor are any material changes anticipated in the twelve months following June 30, 2014. There have been no related tax penalties or interest, which would be classified as tax expense in the statement of activities.

Reconciliation of Revenues per Audited Financial Statements with Return

Schedule D, Part XI, Line 2d: Change in Value of Beneficial Int. in Remainder Trust $1,615,523 Unrealized Gain on Swaps $230,289 Schedule D, Part XI, Line 4b: Rental Expenses $(396,588) Fundraising Event Expenses $(262,684) Cost of Goods Sold $(292,123)

Reconciliation of Expenses per Audited Financial Statements with Return:

Schedule D, Part XII, Line 2d: Rental Expenses $396,588 Fundraising Event Expense $262,684 Cost of Goods Sold $292,123 Change in Allowance for Pledge Receivables $(23,693)

Raw XML AppendixShowing 400 of 1,188 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.

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Summary only. Only limited summary data is available for this year.$71.9$29.2$42.6$3.58$8.53$4.95
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.2$29.7$46.5$5.88$8.33$2.45
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.8$30.9$53.9$7.61$7.15$0.47
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$90.0$40.5$49.5$6.22$9.60$3.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$95.2$40.6$54.6$8.84$10.1$1.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.7$41.7$56.0$9.23$11.0$1.80
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$101$43.5$57.9$9.59$10.8$1.26
2016Detailed filing. Detailed filing data is available for this year.$100$46.5$53.8$10.4$10.5$0.05
2015Detailed filing. Detailed filing data is available for this year.$108$46.8$60.9$11.0$9.95$1.05
2014Detailed filing. Detailed filing data is available for this year.$109$47.8$60.9$9.13$10.3$1.16
2014Summary only. Only limited summary data is available for this year.$109$47.8$60.9$9.13$10.3$1.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$106$49.0$57.4$10.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$107$51.0$56.0$11.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$112$50.3$62.0$11.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$109$51.9$57.3$10.5