Civic Intelligence

Institute for Higher Education Policy

990 • Fiscal year 2016 • EIN 52-1818907

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 08, 2017

1825 K Street NW No 720Washington, DC 20006

(202) 861-8223

Siviq Scores

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

Liabilities / Assets

30th percentile

0.05x

Higher debt load relative to assets than 30% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

24th percentile

0.06x

Higher debt load relative to revenue than 24% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

80th percentile

$221,203

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

97th percentile

94%

Faster asset growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

91%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$7,836,971

Up $3,796,178 (+94%) from 2015

Net Assets

Up

$7,451,940

Up $3,775,760 (+103%) from 2015

Liabilities

Up

$385,031

Up $20,418 (+5.6%) from 2015

Revenue

Up

$6,813,042

Up $3,238,113 (+91%) from 2015

Expenses

Up

$3,037,282

Up $111,289 (+3.8%) from 2015

Net Income

Up

$3,775,760

Up $3,126,824 (+482%) from 2015

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $7,786,872Liabilities 2010: $509,625Net Assets 2010: $7,277,2472010Assets 2011: $5,893,682Liabilities 2011: $212,282Net Assets 2011: $5,681,4002011Assets 2012: $4,888,460Liabilities 2012: $436,869Net Assets 2012: $4,451,5912012Assets 2013: $4,902,934Liabilities 2013: $824,527Net Assets 2013: $4,078,4072013Assets 2014: $3,416,590Liabilities 2014: $389,346Net Assets 2014: $3,027,2442014Assets 2015: $4,040,793Liabilities 2015: $364,613Net Assets 2015: $3,676,1802015Assets 2016: $7,836,971Liabilities 2016: $385,031Net Assets 2016: $7,451,9402016Assets 2017: $12,515,509Liabilities 2017: $461,034Net Assets 2017: $12,054,4752017Assets 2018: $13,759,984Liabilities 2018: $444,583Net Assets 2018: $13,315,4012018Assets 2019: $10,672,669Liabilities 2019: $523,346Net Assets 2019: $10,149,3232019Assets 2020: $8,906,476Liabilities 2020: $420,975Net Assets 2020: $8,485,5012020Assets 2021: $12,264,735Liabilities 2021: $262,887Net Assets 2021: $12,001,8482021Assets 2022: $12,747,452Liabilities 2022: $598,195Net Assets 2022: $12,149,2572022Assets 2023: $10,967,525Liabilities 2023: $485,470Net Assets 2023: $10,482,0552023Assets 2024: $15,823,577Liabilities 2024: $419,410Net Assets 2024: $15,404,1672024

Highlighted filing

2016

Assets$7,836,971
Liabilities$385,031
Net Assets$7,451,940

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2010: $4,211,953Expenses 2010: $4,543,684Net Income 2010: -$331,7312010Revenue 2011: $3,350,347Expenses 2011: $4,946,194Net Income 2011: -$1,595,8472011Revenue 2012: $1,802,333Expenses 2012: $3,032,142Net Income 2012: -$1,229,8092012Revenue 2013: $1,841,246Expenses 2013: $2,214,430Net Income 2013: -$373,1842013Revenue 2014: $1,734,633Expenses 2014: $2,785,796Net Income 2014: -$1,051,1632014Revenue 2015: $3,574,929Expenses 2015: $2,925,993Net Income 2015: $648,9362015Revenue 2016: $6,813,042Expenses 2016: $3,037,282Net Income 2016: $3,775,7602016Revenue 2017: $7,417,359Expenses 2017: $2,814,824Net Income 2017: $4,602,5352017Revenue 2018: $5,277,727Expenses 2018: $4,016,801Net Income 2018: $1,260,9262018Revenue 2019: $1,975,662Expenses 2019: $5,141,740Net Income 2019: -$3,166,0782019Revenue 2020: $3,985,487Expenses 2020: $5,649,309Net Income 2020: -$1,663,8222020Revenue 2021: $8,483,043Expenses 2021: $4,966,696Net Income 2021: $3,516,3472021Revenue 2022: $4,269,815Expenses 2022: $4,176,214Net Income 2022: $93,6012022Revenue 2023: $2,116,794Expenses 2023: $4,211,722Net Income 2023: -$2,094,9282023Revenue 2024: $8,861,160Expenses 2024: $4,275,851Net Income 2024: $4,585,3092024

Highlighted filing

2016

Revenue$6,813,042
Expenses$3,037,282
Net Income$3,775,760
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$6,813,042
Mission and Program Overview

Mission

The institute for higher education policy is committed to improving college access and success in higher education for all students - with a special focus on underserved populations - by providing timely research to inform public policy decisions.

SEE PART III, LINE 1.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,361,959$4,297,034▲ $935,075
Pledges and Grants Receivable$225,312$3,090,475▲ $2,865,163
Cash and Non-Interest-Bearing Accounts$264,093$333,082▲ $68,989
Land, Buildings, and Equipment, Net$158,276$80,182▼ $78,094
Prepaid Expenses and Deferred Charges$14,983$20,028▲ $5,045
Total Assets$4,040,793$7,836,971▲ $3,796,178
Other Assets Total$16,170$16,170→ $0
Liabilities
Accounts Payable and Accrued Expenses$130,119$299,165▲ $169,046
Other Liabilities$159,494$85,866▼ $73,628
Deferred Revenue$75,000--
Total Liabilities$364,613$385,031▲ $20,418
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,821,250$6,597,220▲ $3,775,970
Unrestricted Net Assets$854,930$854,720▼ $210
Total Net Assets Fund Balance$3,676,180$7,451,940▲ $3,775,760
Total Liabilities and Net Assets / Fund Balance$4,040,793$7,836,971▲ $3,796,178

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$66,440$270,202$336,642
Equipment$0$125,177$125,177
Other Land Buildings$13,742$45,665$59,407
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle a CooperPresidentFT$204,497$16,706$221,203
Lisa M StewartCFO/treasurerFT$143,333$7,632$150,965
Mamie VoightVice President of Policy ResearchFT$113,120$17,440$130,560
Julie AjinkyaVice President of Applied ResearchFT$105,576$3,065$108,641

Board Members and Trustees

NameTitle
Michele SiqueirosBoard Chair
Neil HorikoshiVice Chair
Charlene M DukesBoard Member
Cheryl OldhamBoard Member
Daren BriscoeBoard Member
David LonganeckerBoard Member
Erika MillerBoard Member
Lande AjoseBoard Member
Stella FloresBoard Member
Rob AndersonSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
SanamextrixTechnology Assist. For Platform Develop.1120 20TH STREET NW SUITE 200, Washington, DC 20036$144,533
Revenue and Support

Revenue Composition

Contributions and Grants
$6,722,852
Program Service Revenue
$87,600
Investment Income
$2,590
Other Revenue
$0
All Other Contributions
$6,722,852
Change in Net Assets
$3,775,760

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,813,042
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,813,042
Total Revenue per Form 990
$6,813,042
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,863,776
Salaries, Compensation, and Employee Benefits$1,173,506
Total Fundraising Expense$10,296
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$823,947$176,978-$1,000,925
Current Officers, Directors, Trustees, and Key Employees$600,202$7,632$3,265$611,099
Other Salaries and Wages$430,535$13,715$5,868$450,118
Travel$189,580$7,432-$197,012
Occupancy-$136,639-$136,639
Conferences and Meetings$101,748--$101,748
Information Technology$17,200$72,665-$89,865
Depreciation Depletion-$78,094-$78,094
Payroll Taxes$69,481$1,468$628$71,577
Office Expenses$39,262$30,522-$69,784
Fees for Services Accounting-$34,818-$34,818
Other Employee Benefits$30,511$975$417$31,903
Pension Plan Contributions$8,416$275$118$8,809
Insurance-$7,374-$7,374
Other Expenses$141,536$3,881-$3,881
Fees for Services Legal-$2,100-$2,100
Total Functional Expenses$2,452,418$574,568$10,296$3,037,282

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,037,282
Total Expenses per Audited Statements$3,037,282
Total Expenses per Form 990$3,037,282
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
-Substantial ContributorLumina Foundation Is a Substantial Contributor of the Organization and Made Payments for Services.No$87,600
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$85,866
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
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, Part VI, Section B, Line 11B

The form 990 was prepared by the outside accountants and reviewed by senior management. The form 990 was then provided electronically to the board. This was done with review from ihep's audit committee, which reported to the board about the filing and asked if any other member of the board had any questions/comments before filing.

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

Ihep monitors its conflict of interest policy each year by requiring board members and employees to disclose any new information relating to potential conflicts. Throughout the year, the president is alerted if there are any changes subsequent to the annual disclosure. If a conflict arises, the conflicted board members recuses himself/herself from voting on the matter.

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

The management development and compensation (mcd) committee, which is made up of independent board members, established performance goals and objectives, conducted year-end reviews, and evaluated these (measureable) performance goals. Appropriate compensation, based on informal comparison of like organizations, was determined and recommended by the mdc committee. The decision was recorded in the board minutes. The last salary review took place in november 2016.

Form 990, Part VI, Section C, Line 19

The financial statements, governing documents, and conflict of interest policy are available upon request.

Filing and Contact Details

Filer

Filer Name
Institute for Higher Education Policy
EIN
52-1818907
Phone
2028618223
Address
1825 K STREET NW NO 720, WASHINGTON, DC 20006

Signing Officer

Name
Michelle a Cooper
Title
President
Phone
2028618223
Signed
2017-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle a Cooper
Formed
1993
Legal Domicile
Dc
Voting Board Members
10
Independent Board Members
10
Employees
11
Volunteers
10

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 650N, BETHESDA, MD 20814-2930
Phone
3019519090
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other contractors and honoraria: program service expenses 623,941. Management and general expenses 176,978. Fundraising expenses 0. Total expenses 800,919. Project subcontractors: program service expenses 200,006. Management and general expenses 0. Fundraising expenses 0. Total expenses 200,006.

Financial Statement Notes

PART X, LINE 2:

For the year ended december 31, 2016, the institute has documented its consideration of fasb asc 740-10, income taxes, that provides guidance for reporting uncertainty in income taxes and has determined that no material uncertain tax positions qualify for either recognition or disclosure in the financial statements.

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11CFO/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDENT OF POLICY RESEARCH
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT OF APPLIED RESEARCH
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IRS990/GrantsToOrganizationsInd00
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/ProgramServicesAmt017200
IRS990/InformationTechnologyGrp/TotalAmt089865
IRS990/InsuranceGrp/ManagementAndGeneralAmt07374
IRS990/InsuranceGrp/TotalAmt07374
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE INSTITUTE FOR HIGHER EDUCATION POLICY IS COMMITTED TO IMPROVING COLLEGE ACCESS AND SUCCESS IN HIGHER EDUCATION FOR ALL STUDENTS - WITH A SPECIAL FOCUS ON UNDERSERVED POPULATIONS - BY PROVIDING TIMELY RESEARCH TO INFORM PUBLIC POLICY DECISIONS.
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IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PensionPlanContributionsGrp/FundraisingAmt0118
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0275
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08416
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0225312
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03090475
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014983
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020028
IRS990/PrincipalOfficerNm0MICHELLE A COOPER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACT REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt087600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt087600
IRS990/ProgSrvcAccomActy2Grp/Desc0RESEARCH: IHEP'S RESEARCH PROJECTS FOCUS ON EITHER A PARTICULAR POPULATION OR SPECIFIC POLICIES OR REGIONS IN ORDER TO UNDERSTAND AND IDENTIFY SOLUTIONS TO POSTSECONDARY ACCESS AND SUCCESS BARRIERS. BASED ON THESE FINDINGS, POLICY RECOMMENDATIONS ARE THEN PRESENTED AND DISSEMINATED TO POLICYMAKERS (LOCAL, STATE, AND NATIONAL), EDUCATORS, AND OTHER ORGANIZATIONS WORKING ON BEHALF OF UNDERREPRESENTED STUDENTS. SOME POLICY RESEARCH EFFORTS ALSO INCLUDE THE EVALUATION OF PROGRAMS' WORK TO IMPROVE STUDENT ACCESS AND SUCCESS. THROUGH THIS WORK, IHEP DOCUMENTS THE EVALUATION RESULTS AND RECOMMENDATIONS FOR PROGRAM IMPLEMENTERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0198730
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt087600
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03233708
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-6842
IRS990/PYOtherExpensesAmt01756987
IRS990/PYOtherRevenueAmt01200
IRS990/PYProgramServiceRevenueAmt0346863
IRS990/PYRevenuesLessExpensesAmt0648936
IRS990/PYSalariesCompEmpBnftPaidAmt01169006
IRS990/PYTotalExpensesAmt02925993
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03574929
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03775760
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03361959
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04297034
IRS990ScheduleA/FactsAndCircumstancesTestTxt0INSTITUTE FOR HIGHER EDUCATION POLICY (IHEP) QUALIFIES AS A PUBLIC CHARITY UNDER THE "FACTS AND CIRCUMSTANCES" TEST OF 1.170A-9(F)(3) OF THE TREASURY REGULATIONS, BASED UPON THE FOLLOWING:ITS SUPPORT, AS REPORTED FOR 2016, IS 12.89%, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(I). IHEP IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL FUNDING ON A CONTINUOUS BASIS, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(II). IHEP HAS RECENTLY UNDERTAKEN SIGNIFICANT EFFORTS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT BY CONDUCTING A REVIEW OF OUR BUSINESS FUNDING MODEL. THROUGH THIS REVIEW, IHEP IS EXPLORING NEW AVENUES OF FUNDING AND HOW TO DIVERSIFY OUR CURRENT FOUNDATION SUPPORT. RECOGNIZING THE VALUE OF IHEP'S WORK TO IMPROVE ACCESS AND SUCCESS IN SECONDARY EDUCATION TO UNDERSERVED POPULATIONS, A SMALL NUMBER OF PRIVATE FOUNDATIONS HAVE PROVIDED IHEP WITH SUPPORT IN RECENT MONTHS NOT ONLY TO HELP THE ORGANIZATION CONTINUE ITS PROGRAM AND RESEARCH WORK BUT ALSO TO BEGIN A NEW INITIATIVE TO BROADEN IHEP'S FUNDING MIX.IHEP'S PUBLIC SUPPORT, AT 12.89%, IS ABOVE THE 10% MINIMUM REQUIRED FOR THE "FACTS AND CIRCUMSTANCES" TEST, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(III). IN MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(I), IHEP HAS RECEIVED SUPPORT FROM A NUMBER OF FOUNDATIONS, INDIVIDUALS, AND OTHER EDUCATION ORGANIZATIONS RATHER THAN RECEIVING ALL OR MOST OF ITS SUPPORT FROM A SINGLE FOUNDATION. IN FACT, IHEP HAS RECEIVED FINANCIAL SUPPORT FROM SEVERAL INDIVIDUAL DONORS AND OTHER EDUCATION ORGANIZATIONS, IN ADDITION TO GRANTS RECEIVED FROM A NUMBER OF DIFFERENT FOUNDATIONS. IHEP'S CURRENT FUNDRAISING PLANS EMERGING FROM THE BUSINESS MODEL REVIEW TARGETS A NEW AREA OF DONORS. IN THIS RESPECT, IHEP MEETS THE REQUIREMENT OF 1.170A-9(F)(3)(III)(B). IHEP REMAINS AN ORGANIZATION COMMITTED TO SERVING THE PUBLIC THROUGH ITS WORK. IHEP WAS FORMED UNDER THE PHILOSOPHY THAT ALL UNDERSERVED POPULATIONS SHOULD HAVE ACCESS AND BE SUCCESSFUL IN ACHIEVING A HIGHER EDUCATION DEGREE. IHEP WORKS EXCLUSIVELY TO SERVE THE STUDENTS IN POST-SECONDARY EDUCATION. IHEP PUBLISHES SEVERAL REPORTS EACH MONTH TO IDENTIFY EDUCATION COSTS, INSTITUTIONAL, STATE, AND FEDERAL POLICY CHANGES, AND CHALLENGES THAT STUDENTS, ESPECIALLY UNDERSERVED POPULATIONS, EXPERIENCE AS THEY TRY TO ACCESS AND SUCCEED IN THEIR POST-SECONDARY EDUCATION. BECAUSE THE VITAL EDUCATIONAL MATERIAL THAT IHEP PRODUCES ARE THE CORE OF ITS WORK, AND IHEP MAKES THESE PUBLICATIONS AVAILABLE TO THE PUBLIC AT NO COST, IHEP FURTHER DEMONSTRATES ITS PUBLIC SUPPORT. IN THIS MANNER, IHEP MEETS THE REQUIREMENT OF 1.170A-9(F)(3)(III)(D).
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06722852
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03233708
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01730916
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01839162
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01797276
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015323914
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02590
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03633
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02197
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01545
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01054
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011019
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0434463
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01200
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01520
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0539
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt05525
IRS990ScheduleA/OtherIncome170Grp/TotalAmt08784
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.20360
IRS990ScheduleA/PublicSupportTotal170Amt01978241
IRS990ScheduleA/SubstantialContributorsTotAmt013345673
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03233708
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01730916
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01839162
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01797276
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015323914
IRS990ScheduleA/TotalSupportAmt015343717
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
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0125177
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0125177
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03037282
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0270202
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0336642
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013742
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt045665
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt059407
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt085866
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED RENT
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06813042
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FOR THE YEAR ENDED DECEMBER 31, 2016, THE INSTITUTE HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalLiabilityAmt085866
IRS990ScheduleD/TotalRevenuePerForm990Amt06813042
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06813042
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IRS990ScheduleJ/AnyNonFixedPaymentsInd01
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.8$0.42$15.4$8.86$4.28$4.59
2023Summary only. Only limited summary data is available for this year.$11.0$0.49$10.5$2.12$4.21$2.09
2022Summary only. Only limited summary data is available for this year.$12.7$0.60$12.1$4.27$4.18$0.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$0.26$12.0$8.48$4.97$3.52
2020Summary only. Only limited summary data is available for this year.$8.91$0.42$8.49$3.99$5.65$1.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.52$10.1$1.98$5.14$3.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$0.44$13.3$5.28$4.02$1.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.46$12.1$7.42$2.81$4.60
2016Detailed filing. Detailed filing data is available for this year.$7.84$0.39$7.45$6.81$3.04$3.78
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.36$3.68$3.57$2.93$0.65
2014Summary only. Only limited summary data is available for this year.$3.42$0.39$3.03$1.73$2.79$1.05
2013Summary only. Only limited summary data is available for this year.$4.90$0.82$4.08$1.84$2.21$0.37
2012Summary only. Only limited summary data is available for this year.$4.89$0.44$4.45$1.80$3.03$1.23
2011Summary only. Only limited summary data is available for this year.$5.89$0.21$5.68$3.35$4.95$1.60
2010Summary only. Only limited summary data is available for this year.$7.79$0.51$7.28$4.21$4.54$0.33