Civic Intelligence

Maury Seldin Advanced Studies Institute Inc.

990 • Fiscal year 2014 • EIN 52-1263342

Jun 01, 2013 to May 31, 2014 • Filed on Oct 07, 2014

760 US Highway One No 30033408

(561) 694-7621

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

14th percentile

-22%

Higher net margin than 14% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

99th percentile

$183,426

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 144.2% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

30th percentile

-8.4%

Faster asset growth than 30% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

34th percentile

-8.9%

Faster revenue growth than 34% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2014

Assets

Down

$284,351

Down $25,922 (-8.4%) from 2013

Net Assets

Down

$281,385

Down $27,378 (-8.9%) from 2013

Liabilities

Up

$2,966

Up $1,456 (+96%) from 2013

Revenue

$127,208

No earlier filing loaded for comparison.

Expenses

Down

$155,504

Down $19,268 (-11%) from 2013

Net Income

-$28,296

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $338,484Liabilities 2010: $5,748Net Assets 2010: $332,7362010Assets 2011: $331,170Liabilities 2011: $12,361Net Assets 2011: $318,8092011Assets 2012: $326,978Liabilities 2012: $14,705Net Assets 2012: $312,2732012Assets 2013: $310,273Liabilities 2013: $1,510Net Assets 2013: $308,7632013Assets 2014: $284,351Liabilities 2014: $2,966Net Assets 2014: $281,3852014Assets 2015: $266,225Liabilities 2015: $1,291Net Assets 2015: $264,9342015Assets 2016: $238,480Liabilities 2016: $1,497Net Assets 2016: $236,9832016Assets 2017: $258,232Liabilities 2017: $21,170Net Assets 2017: $237,0622017Assets 2018: $260,754Liabilities 2018: $13,907Net Assets 2018: $246,8472018Assets 2019: $254,043Liabilities 2019: $5,564Net Assets 2019: $248,4792019Assets 2020: $217,465Liabilities 2020: $2,101Net Assets 2020: $215,3642020Assets 2021: $273,556Liabilities 2021: $522Net Assets 2021: $273,0342021Assets 2022: $273,594Liabilities 2022: $2,794Net Assets 2022: $270,8002022Assets 2023: $261,567Liabilities 2023: $3,316Net Assets 2023: $258,2512023Assets 2024: $246,990Liabilities 2024: $4,259Net Assets 2024: $242,7312024Assets 2025: $235,361Liabilities 2025: $4,109Net Assets 2025: $231,2522025

Highlighted filing

2014

Assets$284,351
Liabilities$2,966
Net Assets$281,385

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $174,717Expenses 2010: $152,313Net Income 2010: $22,4042010Revenue 2011: $168,326Expenses 2011: $183,443Net Income 2011: -$15,1172011Expenses 2012: $187,4052012Expenses 2013: $174,7722013Revenue 2014: $127,208Expenses 2014: $155,504Net Income 2014: -$28,2962014Revenue 2015: $127,037Expenses 2015: $144,410Net Income 2015: -$17,3732015Revenue 2016: $127,031Expenses 2016: $153,662Net Income 2016: -$26,6312016Revenue 2017: $128,029Expenses 2017: $129,250Net Income 2017: -$1,2212017Revenue 2018: $127,107Expenses 2018: $115,124Net Income 2018: $11,9832018Revenue 2019: $117,794Expenses 2019: $117,532Net Income 2019: $2622019Revenue 2020: $82,111Expenses 2020: $94,146Net Income 2020: -$12,0352020Revenue 2021: $92,030Expenses 2021: $56,995Net Income 2021: $35,0352021Revenue 2022: $89,470Expenses 2022: $90,210Net Income 2022: -$7402022Revenue 2023: $91,073Expenses 2023: $103,825Net Income 2023: -$12,7522023Revenue 2024: $90,703Expenses 2024: $106,223Net Income 2024: -$15,5202024Revenue 2025: $105,225Expenses 2025: $116,704Net Income 2025: -$11,4792025

Highlighted filing

2014

Revenue$127,208
Expenses$155,504
Net Income-$28,296
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Oct 7, 2014
Return Version
2013v3.0
Gross Receipts
$127,208
Mission and Program Overview

Mission

The institute, through its school, provides an educational program and facilitates the exchange of ideas and interaction among leading academicians and professionals in the field of real estate, land ecomonics and related areas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$166,073$173,126▲ $7,053
Investments in Publicly Traded Securities$98,520$99,438▲ $918
Cash and Non-Interest-Bearing Accounts$45,149$11,787▼ $33,362
Accounts Receivable$531--
Total Assets$310,273$284,351▼ $25,922
Liabilities
Accounts Payable and Accrued Expenses$1,510$2,966▲ $1,456
Total Liabilities$1,510$2,966▲ $1,456
Net Assets / Fund Balance
Unrestricted Net Assets$308,763$281,385▼ $27,378
Total Net Assets Fund Balance$308,763$281,385▼ $27,378
Total Liabilities and Net Assets / Fund Balance$310,273$284,351▼ $25,922
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Dr Jeffrey D FisherChairman/president$11,700$38,400$50,100
Dr Norman G MillerVice President/secretary$4,500$7,200$11,700
Dr David LingDirector$7,200-$7,200

Board Members and Trustees

NameTitle
Dr Daniel B KohlheppDirector
Thomas L Howard EsqAsst. Secretary
Dr Ron DonohueTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$120,000
Program Service Revenue
$0
Investment Income
$7,208
Other Revenue
$0
Change in Net Assets
$-28,296

Audited Revenue Reconciliation

Revenue per Audited Statements
$127,208
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$918
Total Revenue per Audited Statements
$128,126
Total Revenue per Form 990
$127,208
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$80,561
Salaries, Compensation, and Employee Benefits$67,943
Grants and Similar Amounts Paid$7,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$41,158$364-$41,522
Other Salaries and Wages$25,957$12,545-$38,502
Current Officers, Directors, Trustees, and Key Employees$19,728$3,672-$23,400
Travel$22,411$153-$22,564
Fees for Services Accounting-$7,800-$7,800
Grants to Domestic Orgs$7,000--$7,000
Payroll Taxes$3,699$1,329-$5,028
Fees for Services Legal-$1,085-$1,085
Pension Plan Contributions$511$502-$1,013
Other Expenses$1,302$670-$670
All Other Expenses-$334-$334
Office Expenses$134--$134
Total Functional Expenses$123,537$31,967$0$155,504

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$155,504
Total Expenses per Audited Statements$155,504
Total Expenses per Form 990$155,504
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Thomas Howard EsqBoard Member of OrganizationProvides Legal ServicesNo$1,085
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

A draft of the tax return was e-mailed in a pdf file to all the board members. Board members reviewed the return and submitted questions, comments and proposed changes to tax preparer. After changes were made another draft was again e-mailed to board members for approval and acceptance.

Form 990, Part VI, Section B, Line 12C

Board members are required to disclose any conflict of interest as it arises. At the annual board meeting board members are again asked to disclose any conflicts and are required to document and present to the board the actual conflict.

Form 990, Part VI, Section B, Line 15B

At the annual meeting of all board members, the board reviews and approves the members compensation (with each member abstaining from their compensation discussion and approval). The final approval includes assessing the organization's current financial outlook and historical factors. All compensation is included in the budget and approved by the entire board and the board's action is documented in the organization's minutes.

Form 990, Part VI, Section C, Line 19

A written request must be made to review the documents. The documents may be reviewed at the organization's office or a copy can be mailed.

Filing and Contact Details

Filer

EIN
52-1263342
Phone
5616947621

Signing Officer

Name
Dr Ron M Donohue
Title
Treasurer
Phone
5616947621
Signed
2014-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Ron M Donohue
Formed
1982
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
2
Employees
19
Volunteers
0

Preparer

Preparer
Garth E Rosenkrance
Phone
5616941040
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Management has assessed its tax positions for the year ended may 31, 2014 and determined there are no uncertain tax positions to be recognized. Asi is generally no longer subject to u.s. Federal, state and local examinations by tax authorities for years before 2010. Management continually evaluates expiring statutes of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings.

Raw XML AppendixShowing 400 of 470 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01510
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02966
IRS990/AccountsReceivableGrp/BOYAmt0531
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE INSTITUTE, THROUGH ITS SCHOOL, PROVIDES AN EDUCATIONAL PROGRAM AND FACILITATES THE EXCHANGE OF IDEAS AND INTERACTION AMONG LEADING ACADEMICIANS AND PROFESSIONALS IN THE FIELD OF REAL ESTATE, LAND ECOMONICS AND RELATED AREAS.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0334
IRS990/AllOtherExpensesGrp/TotalAmt0334
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10DR RON M DONOHUE
IRS990/BooksInCareOfDetail/PhoneNum05616947621
IRS990/BooksInCareOfDetail/USAddress/AddressLine10760 US HIGHWAY ONE
IRS990/BooksInCareOfDetail/USAddress/City0NORTH PALM BEACH
IRS990/BooksInCareOfDetail/USAddress/State0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCode033408
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd01
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt045149
IRS990/CashNonInterestBearingGrp/EOYAmt011787
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt03672
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt019728
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt023400
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0364
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt041158
IRS990/ConferencesMeetingsGrp/TotalAmt041522
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0120000
IRS990/CYGrantsAndSimilarPaidAmt07000
IRS990/CYInvestmentIncomeAmt07208
IRS990/CYOtherExpensesAmt080561
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-28296
IRS990/CYSalariesCompEmpBnftPaidAmt067943
IRS990/CYTotalExpensesAmt0155504
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0127208
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0OPERATING THE WEIMER SCHOOL OF ADVANCED STUDIES IN REAL ESTATE AND LAND ECONOMICS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt019
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0123537
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07800
IRS990/FeesForServicesAccountingGrp/TotalAmt07800
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01085
IRS990/FeesForServicesLegalGrp/TotalAmt01085
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt338.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.30
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt410901
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0DR NORMAN G MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm1DR JEFFREY D FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS L HOWARD ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm3DR DAVID LING
IRS990/Form990PartVIISectionAGrp/PersonNm4DR RON DONOHUE
IRS990/Form990PartVIISectionAGrp/PersonNm5DR DANIEL B KOHLHEPP
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt04500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt111700
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt37200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt07200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt138400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4172525
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2ASST. SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt07000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt07000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt07000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0127208
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt07208
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07208
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt098520
IRS990/InvestmentsPubTradedSecGrp/EOYAmt099438
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE INSTITUTE, THROUGH ITS SCHOOL, PROVIDES AN EDUCATIONAL PROGRAM AND FACILITATES THE EXCHANGE OF IDEAS AND INTERACTION AMONG LEADING ACADEMICIANS AND PROFESSIONALS IN THE FIELD OF REAL ESTATE, LAND ECOMONICS AND RELATED AREAS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0308763
IRS990/NetAssetsOrFundBalancesEOYAmt0281385
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0918
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0134
IRS990/OfficeExpensesGrp/TotalAmt0134
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PRINTING
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2POSTAGE
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02946
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1516
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt251
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3670
IRS990/OtherExpensesGrp/ProgramServicesAmt01637
IRS990/OtherExpensesGrp/ProgramServicesAmt11302
IRS990/OtherExpensesGrp/TotalAmt02946
IRS990/OtherExpensesGrp/TotalAmt12153
IRS990/OtherExpensesGrp/TotalAmt21353
IRS990/OtherExpensesGrp/TotalAmt3670
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012545
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt025957
IRS990/OtherSalariesAndWagesGrp/TotalAmt038502
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01329
IRS990/PayrollTaxesGrp/ProgramServicesAmt03699
IRS990/PayrollTaxesGrp/TotalAmt05028
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0502
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0511
IRS990/PensionPlanContributionsGrp/TotalAmt01013
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DR RON M DONOHUE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0170125
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt07000
IRS990/PYInvestmentIncomeAmt03428
IRS990/PYOtherExpensesAmt0100426
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1219
IRS990/PYSalariesCompEmpBnftPaidAmt067346
IRS990/PYTotalExpensesAmt0174772
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0173553
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-28296
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0120000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0166073
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0173126
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0155504
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0918
IRS990ScheduleD/RevenueNotReportedAmt0918
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0127208
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS ASSESSED ITS TAX POSITIONS FOR THE YEAR ENDED MAY 31, 2014 AND DETERMINED THERE ARE NO UNCERTAIN TAX POSITIONS TO BE RECOGNIZED. ASI IS GENERALLY NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2010. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0155504
IRS990ScheduleD/TotalRevenuePerForm990Amt0127208
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0128126
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0155504
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0A NOTICE OF THE INSTITUTE MEETING THE GUIDELINES IN REV-PROC 75-50 WAS PUBLISHED IN THE JOURNAL OF THE AMERICAN REAL ESTATE AND URBAN ECONOMICS ASSOCIATION, CIRCULATION OF APPROXIMATELY 1,300. THE JOURNAL IS MOST LIKELY TO BE READ BY STUDENTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt071167
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0101358
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt088376
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt06901
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt04000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DR RON DONOHUE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0183426
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0THOMAS HOWARD ESQ
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER OF ORGANIZATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt01085
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PROVIDES LEGAL SERVICES
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE TAX RETURN WAS E-MAILED IN A PDF FILE TO ALL THE BOARD MEMBERS. BOARD MEMBERS REVIEWED THE RETURN AND SUBMITTED QUESTIONS, COMMENTS AND PROPOSED CHANGES TO TAX PREPARER. AFTER CHANGES WERE MADE ANOTHER DRAFT WAS AGAIN E-MAILED TO BOARD MEMBERS FOR APPROVAL AND ACCEPTANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST AS IT ARISES. AT THE ANNUAL BOARD MEETING BOARD MEMBERS ARE AGAIN ASKED TO DISCLOSE ANY CONFLICTS AND ARE REQUIRED TO DOCUMENT AND PRESENT TO THE BOARD THE ACTUAL CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT THE ANNUAL MEETING OF ALL BOARD MEMBERS, THE BOARD REVIEWS AND APPROVES THE MEMBERS COMPENSATION (WITH EACH MEMBER ABSTAINING FROM THEIR COMPENSATION DISCUSSION AND APPROVAL). THE FINAL APPROVAL INCLUDES ASSESSING THE ORGANIZATION'S CURRENT FINANCIAL OUTLOOK AND HISTORICAL FACTORS. ALL COMPENSATION IS INCLUDED IN THE BUDGET AND APPROVED BY THE ENTIRE BOARD AND THE BOARD'S ACTION IS DOCUMENTED IN THE ORGANIZATION'S MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A WRITTEN REQUEST MUST BE MADE TO REVIEW THE DOCUMENTS. THE DOCUMENTS MAY BE REVIEWED AT THE ORGANIZATION'S OFFICE OR A COPY CAN BE MAILED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine10HOMER HOYT INSTITUTE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0521442963
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0REAL ESTATE CONSULTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10HOYT ADVISORY SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine10760 US HIGHWAY ONE STE 300
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City0NORTH PALM BEACH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State0FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode033408
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10HOMER HOYT INSTITUTE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10HOMER HOYT INSTITUTE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11HOYT FELLOWS LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0526078282
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1526078282
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501 (C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0REAL ESTATE, LAND ECONOMICS AND RELATED AREAS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1MEMBERSHIP VEHICLE TO HOMER HOYT INSTITUTE, INC.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 11B, II
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 11B, II
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10760 US HIGHWAY ONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine11760 US HIGHWAY ONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0NORTH PALM BEACH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1NORTH PALM BEACH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode033408
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode133408
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0100000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt110000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt210000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0BOARD APPROVED
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1BOARD APPROVED
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2BOARD APPROVED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10HOMER HOYT INSTITUTE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11HOYT FELLOWS LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine12HOYT ADVISORY SERVICES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0310273
IRS990/TotalAssetsEOYAmt0284351
IRS990/TotalAssetsGrp/BOYAmt0310273

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.04$2.31$1.05$1.17$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.04$2.43$0.91$1.06$0.16
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$0.03$2.58$0.91$1.04$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.03$2.71$0.89$0.90$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.01$2.73$0.92$0.57$0.35
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.02$2.15$0.82$0.94$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.06$2.48$1.18$1.18$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.14$2.47$1.27$1.15$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.21$2.37$1.28$1.29$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.38$0.01$2.37$1.27$1.54$0.27
2015Detailed filing. Detailed filing data is available for this year.$2.66$0.01$2.65$1.27$1.44$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.84$0.03$2.81$1.27$1.56$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$0.02$3.09$1.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$0.15$3.12$1.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$0.12$3.19$1.68$1.83$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.38$0.06$3.33$1.75$1.52$0.22
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits