Civic Intelligence

Maury Seldin Advanced Studies Institute Inc.

990 • Fiscal year 2024 • EIN 52-1263342

Jun 01, 2023 to May 31, 2024 • Filed on Dec 05, 2024

760 US Highway One Suite 300North Palm Beach, FL 33408

(561) 694-7621

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

21st percentile

-17%

Higher net margin than 21% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$202,921

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 223.7% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

38th percentile

-5.6%

Faster asset growth than 38% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

-0.4%

Faster revenue growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$246,990

Down $14,577 (-5.6%) from 2023

Net Assets

Down

$242,731

Down $15,520 (-6.0%) from 2023

Liabilities

Up

$4,259

Up $943 (+28%) from 2023

Revenue

Down

$90,703

Down $370 (-0.4%) from 2023

Expenses

Up

$106,223

Up $2,398 (+2.3%) from 2023

Net Income

Down

-$15,520

Down $2,768 (-22%) from 2023

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

2024

Assets$246,990
Liabilities$4,259
Net Assets$242,731

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

2024

Revenue$90,703
Expenses$106,223
Net Income-$15,520
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Dec 5, 2024
Return Version
2023v5.0
Gross Receipts
$262,478
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$171,775$174,402▲ $2,627
Cash and Non-Interest-Bearing Accounts$46,238$39,089▼ $7,149
Savings and Temporary Cash Investments$33,493$33,499▲ $6
Accounts Receivable$10,061--
Total Assets$261,567$246,990▼ $14,577
Liabilities
Accounts Payable and Accrued Expenses$3,316$4,259▲ $943
Total Liabilities$3,316$4,259▲ $943
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$258,251$242,731▼ $15,520
Total Net Assets Fund Balance$258,251$242,731▼ $15,520
Total Liabilities and Net Assets / Fund Balance$261,567$246,990▼ $14,577
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Dr Ron M DonohueTreasurer, D-$202,921$202,921
Dr Jeffrey D FisherChairman/pre$10,800-$10,800
Dr Stephen J MalpezziDirector$7,200-$7,200
Dr Norman G MillerVice Preside-$7,200$7,200

Board Members and Trustees

NameTitle
Dr Daniel B KohlheppDirector
Dr Ron M DonohueTreasurer, Director
Thomas L Howard EsqAsst.secreta
Revenue and Support

Revenue Composition

Contributions and Grants
$88,000
Program Service Revenue
$0
Investment Income
$2,703
Other Revenue
$0
All Other Contributions
$3,000
Change in Net Assets
$-15,520
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,810
Salaries, Compensation, and Employee Benefits$43,413
Grants and Similar Amounts Paid$4,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$51,280--$51,280
Other Salaries and Wages$15,056$6,453-$21,509
Current Officers, Directors, Trustees, and Key Employees$13,680$4,320-$18,000
Grants to Domestic Orgs$4,000--$4,000
Fees for Services Accounting-$3,950-$3,950
Payroll Taxes$1,932$1,112-$3,044
Pension Plan Contributions-$860-$860
Office Expenses$84$615-$699
Fees for Services Legal-$520-$520
Other Expenses$17$23-$40
Total Functional Expenses$87,489$18,734$0$106,223
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

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, Page 6, Part VI, 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 conflicts.

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
Maury Seldin Advanced Studies
EIN
52-1263342
Phone
5616947621
Address
760 US HIGHWAY ONE SUITE 300, NORTH PALM BEACH, FL 33408

Signing Officer

Name
Dr Ron M Donohue
Title
Treasurer, Director
Phone
5616947621
Signed
2024-12-05
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
3
Employees
3

Preparer

Firm
Robert Clayman CPA Pa
Address
760 US HIGHWAY 1 STE 306, NORTH PALM BEACH, FL 33408-4424
Preparer
Robert Clayman CPA
Phone
5617760378
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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 fields of real estate, land economics and realted areas.

Form 990, Part XI, Line 9

ROUNDING 0

Raw XML AppendixShowing 400 of 436 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/BOYAmt03316
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04259
IRS990/AccountsReceivableGrp/BOYAmt010061
IRS990/ActivitiesConductedPrtshpInd0false
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 FIELDS OF REAL ESTATE, LAND ECONOMICS AND REALTED AREAS.
IRS990/AllOtherContributionsAmt03000
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0DR RON M DONOHUE
IRS990/BooksInCareOfDetail/PhoneNum05616947621
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0760 US HIGHWAY ONE 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0NORTH PALM BEACH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033408
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt046238
IRS990/CashNonInterestBearingGrp/EOYAmt039089
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt04320
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt013680
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt018000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt051280
IRS990/ConferencesMeetingsGrp/TotalAmt051280
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt088000
IRS990/CYGrantsAndSimilarPaidAmt04000
IRS990/CYInvestmentIncomeAmt02703
IRS990/CYOtherExpensesAmt058810
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-15520
IRS990/CYSalariesCompEmpBnftPaidAmt043413
IRS990/CYTotalExpensesAmt0106223
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt090703
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0OPERATING THE WEIMER SCHOOL OF ADVANCED STUDIES IN REAL ESTATE AND LAND ECONOMICS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt087489
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03950
IRS990/FeesForServicesAccountingGrp/TotalAmt03950
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0520
IRS990/FeesForServicesLegalGrp/TotalAmt0520
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt038.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.30
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/OtherCompensationAmt07805
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0DR RON M DONOHUE
IRS990/Form990PartVIISectionAGrp/PersonNm1DR JEFFREY D FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm2DR STEPHEN J MALPEZZI
IRS990/Form990PartVIISectionAGrp/PersonNm3DR NORMAN G MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm4THOMAS L HOWARD ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm5DR DANIEL B KOHLHEPP
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0195116
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt37200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER, D
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN/PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASST.SECRETA
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-203
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt04000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0171572
IRS990/GrossReceiptsAmt0262478
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02906
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02906
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0171775
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0174402
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0171775
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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 FIELDS OF REAL ESTATE, LAND ECONOMICS AND REALTED AREAS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0258251
IRS990/NetAssetsOrFundBalancesEOYAmt0242731
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-203
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-203
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0258251
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0242731
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0615
IRS990/OfficeExpensesGrp/ProgramServicesAmt084
IRS990/OfficeExpensesGrp/TotalAmt0699
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0TELEPHONE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2POSTAGE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0474
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1407
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt223
IRS990/OtherExpensesGrp/ProgramServicesAmt01425
IRS990/OtherExpensesGrp/ProgramServicesAmt115
IRS990/OtherExpensesGrp/ProgramServicesAmt217
IRS990/OtherExpensesGrp/TotalAmt01899
IRS990/OtherExpensesGrp/TotalAmt1422
IRS990/OtherExpensesGrp/TotalAmt240
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06453
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt015056
IRS990/OtherSalariesAndWagesGrp/TotalAmt021509
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01112
IRS990/PayrollTaxesGrp/ProgramServicesAmt01932
IRS990/PayrollTaxesGrp/TotalAmt03044
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0860
IRS990/PensionPlanContributionsGrp/TotalAmt0860
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DR RON M DONOHUE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt086500
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt06000
IRS990/PYInvestmentIncomeAmt04573
IRS990/PYOtherExpensesAmt055115
IRS990/PYRevenuesLessExpensesAmt0-12752
IRS990/PYSalariesCompEmpBnftPaidAmt042710
IRS990/PYTotalExpensesAmt0103825
IRS990/PYTotalRevenueAmt091073
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-15520
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt085000
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt033493
IRS990/SavingsAndTempCashInvstGrp/EOYAmt033499
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/ScheduleBRequiredInd0true
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0A NOTICE OF THE INSTITUTE MEETING THE GUIDLEINES IN REV-PROC 75-50 WAS PUBLISHED IN THE JOURNAL OF THE AMERICAN REAL ESTATE AND URBAN ECONOMICS ASSOCIATIONS, CIRCULATION OF APPROXIMATLEY 1,300. THE JOURNAL IS MOST LIKELY TO BE READ BY STUDENTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt053228
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0141888
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt07805
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DR RON M DONOHUE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TREASURER, DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0202921
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE INSTITUTE, THROUGH ITS SCHOOL, PROVIDES AN EDUCATIONAL PROGRAM AND FACILITATES THE EXCHANGE OF IDEAS AND INTERACTION AMONG LEADING ACADEMICIANS AND PROFESSIONALS IN THE FIELDS OF REAL ESTATE, LAND ECONOMICS AND REALTED AREAS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A 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/ExplanationTxt2BOARD 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 CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A WRITTEN REQUEST MUST BE MADE TO REVIEW THE DOCUMENTS. THE DOCUMENTS MAY BE REVIEWD AT THE ORGANIZATION'S OFFICE OR A COPY CAN BE MAILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0HOMER HOYT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0521442963
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0RE CONSULT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0HOYT ADVISORY SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0760 US HIGHWAY ONE SUITE 300
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0NORTH PALM BEACH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd033408
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0HOMER HOYT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1HOMER HOYT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine2Txt0HOMER HOYT INSTITUTE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine2Txt1HOMER HOYT INSTITUTE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HOMER HOYT INSTITUTE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1HOYT FELLOWS LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0526078282
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1526078282
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0REAL ESTAT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1MEMBERSHIP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt012B
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt112B
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0760 US HIGHWAY ONE 300
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1760 US HIGHWAY ONE 300
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NORTH PALM BEACH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1NORTH PALM BEACH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd033408
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd133408
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0SCHEDULE R PART II: IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS LINE 1: COLUMN(A): RELATED TAX-EXEMPT ORGANIZATION: HOMER HOYT INSTITUTE, INC. 52-6078282 COLUMN(B): PRIMARY ACTIVITY: REAL ESTATE, LAND ECONOMICS AND RELATED AREAS. COLUMN(F): DIRECT CONTROLLING ENTITY: HOMER HOYT INSTITUTE, INC. LINE 2: COLUMN(A): RELATED TAX-EXEMPT ORGANIZATION: HOYT FELLOWS, LLC 52-6078282 COLUMN(B): PRIMARY ACTIVITY: MEMBERSHIP VEHICLE TO HOMER HOYT INSTITUTE, INC. COLUMN(F): DIRECT CONTROLLING ENTITY: HOMER HOYT INSTITUTE, INC. SCHEDULE R PART IV: IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION LINE 1: COLUMN(A): RELATED ORGANIZATION: HOYT ADVISORY SERVICES, INC. 52-1442963 COLUMN(B): PRIMARY ACTIVITY: REAL ESTATE CONSULTING
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt085000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1860
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt24305
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0BOARD APPROVED
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL EXPENSE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2ACTUAL EXPENSE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0HOMER HOYT INSTITUTE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1HOMER HOYT INSTITUTE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2HOYT FELLOWS LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2Q
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0261567
IRS990/TotalAssetsEOYAmt0246990
IRS990/TotalAssetsGrp/BOYAmt0261567
IRS990/TotalAssetsGrp/EOYAmt0246990
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt088000
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018734
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt087489
IRS990/TotalFunctionalExpensesGrp/TotalAmt0106223
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03316
IRS990/TotalLiabilitiesEOYAmt04259
IRS990/TotalLiabilitiesGrp/BOYAmt03316
IRS990/TotalLiabilitiesGrp/EOYAmt04259
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0258251
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0242731
IRS990/TotalOtherCompensationAmt07805
IRS990/TotalProgramServiceExpensesAmt087489
IRS990/TotalReportableCompFromOrgAmt018000
IRS990/TotalRevenueGrp/ExclusionAmt02906
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-203
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt090703
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0261567
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0246990
IRS990/TotReportableCompRltdOrgAmt0202316
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0760 US HIGHWAY ONE STE 300
IRS990/USAddress/CityNm0NORTH PALM BEACH

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
2024Detailed filing. Detailed filing data is available for this year.$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