SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSHIP: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSHIP (EIN 36-2662739)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-12-12
- IRS object ID
- 202433479349301618
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-12T17:09:55-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362662739 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPERTUS INSTITUTE FOR | BusinessNameLine1Txt |
| Business Name Line2 | JEWISH LEARNING AND LEADERSHIP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPER | BusinessNameControlTxt |
| Phone | 3123221700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 S MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEAN BELL | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 3123221700 | PhoneNum |
| Signature | 2024-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID LOWENTHAL | PreparerPersonNm |
| PTIN | P00378651 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2024-12-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DEAN BELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 S MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,348,817 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SPERTUS.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSHIP OFFERS AN INNOVATIVE, NON-DENOMINATIONAL ARRAY OF SPECIALIZED AND PUBLIC PROGRAMMING, GROUNDED IN JEWISH THOUGHT, INSPIRED BY JEWISH VALUES, AND RESOLUTELY RELEVANT TO PEOPLE'S LIVES TODAY. ("SPERTUS OR "THE INSTITUTE") IS A JEWISH INSTITUTION GROUNDED IN JEWISH VALUES THAT INVITES PEOPLE OF ALL AGES AND BACKGROUNDS TO EXPLORE THE MULTI-FACETED JEWISH EXPERIENCE. THROUGH ITS INNOVATIVE PUBLIC PROGRAMMING, EXHIBITIONS, COLLECTIONS, RESEARCH FACILITIES AND DEGREE PROGRAMS, SPERTUS INSPIRES LEARNING, SERVES DIVERSE COMMUNITIES AND FOSTERS UNDERSTANDING FOR JEWS AND PEOPLE OF ALL FAITHS, LOCALLY, REGIONALLY AND AROUND THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 70 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $35,403,078 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,194,145 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,090,571 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $882,924 | CYProgramServiceRevenueAmt |
| PY Investment Income | $619,548 | PYInvestmentIncomeAmt |
| CY Investment Income | $474,417 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,529,690 | PYOtherRevenueAmt |
| CY Other Revenue | $1,821,725 | CYOtherRevenueAmt |
| PY Total Revenue | $38,642,887 | PYTotalRevenueAmt |
| CY Total Revenue | $5,373,211 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $583,792 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $466,169 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,123,363 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,015,196 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $400,146 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,826,680 | PYOtherExpensesAmt |
| CY Other Expenses | $3,898,069 | CYOtherExpensesAmt |
| PY Total Expenses | $8,533,835 | PYTotalExpensesAmt |
| CY Total Expenses | $7,379,434 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $30,109,052 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,006,223 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $61,720,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,025,366 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,142,640 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,866,210 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $55,577,607 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $55,159,156 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SPERTUS INSTITUTE IS A CENTER FOR JEWISH LEARNING AND LEADERSHIP THAT INVITES PEOPLE OF ALL BACKGROUNDS TO EXPLORE THE MULTIFACETED JEWISH EXPERIENCE. SPERTUS INSTITUTE INSPIRES LEARNING, SERVES DIVERSE COMMUNITIES, AND FOSTERS UNDERSTANDING FOR JEWS AND PEOPLE OF ALL FAITH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $658,544 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $481,922 | RevenueAmt |
| Desc | MASTER OF ARTS IN JEWISH PROFESSIONAL STUDIES (MAJPS): THE MAJPS PROGRAM IS A MODEL OF LEARNING AND TRAINING FOR JEWISH PROFESSIONALS, OFFERING CORE COURSES IN JUDAICA TOPICS THAT ARE MOST RELEVANT TO JEWISH COMMUNAL LIFE TODAY, ESSENTIAL PROFESSIONAL TRAINING, AS WELL AS INDIVIDUALIZED STUDY TO ADVANCE STUDENTS' PERSONAL AND PROFESSIONAL INTERESTS. THE PROGRAM IS RUN ON A COHORT BASIS, OFFERING THE OPPORTUNITY FOR STUDENTS FROM A WIDE RANGE OF INSTITUTIONAL AND PROFESSIONAL BACKGROUNDS TO NETWORK AND LEARN FROM ONE ANOTHER AND CREATE A VIBRANT COMMUNITY OF PRACTICE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $712,004 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $840,182 | RevenueAmt |
| Desc | CENTER FOR JEWISH LEADERSHIP: ROOTED IN THE BELIEF THAT GREAT JEWISH COMMUNITIES NEED GREAT LEADERS, THE MISSION OF THE CENTER FOR JEWISH LEADERSHIP (CJL) IS TO TRANSFORM JEWISH LIFE BY CULTIVATING INNOVATIVE APPROACHES TO LEADERSHIP AND ENHANCING THE ABILITIES OF JEWISH PROFESSIONALS AND LAY LEADERS. PROGRAMS OFFERED THROUGH THE CJL PROVIDE PARTICIPANTS WITH A UNIQUE AND HOLISTIC APPROACH TO JEWISH LEADERSHIP THAT SEAMLESSLY INTEGRATES DEEPER UNDERSTANDING OF JEWISH LIFE, CULTURE, AND HISTORY WITH INSIGHTS AND BEST PRACTICES FROM THE WORLDS OF BUSINESS AND NONPROFIT LEADERSHIP. CENTER OFFERINGS INCLUDE SYMPOSIA, PROFESSIONAL WORKSHOPS AND MASTERCLASSES, A CERTIFICATE IN JEWISH LEADERSHIP (OFFERED WITH NORTHWESTERN UNIVERSITY), AND THE MA IN JEWISH PROFESSIONAL STUDIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $288,343 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $594,913 | RevenueAmt |
| Desc | JUDAICA DEGREE PROGRAMS (MASTERS AND DOCTORAL): THE MASTERS-LEVEL PROGRAMS IN JEWISH STUDIES AND JEWISH EDUCATION ARE SEQUENCED, CONTENT SPECIFIC, COHERENT CURRICULA THAT SEEK TO COMMUNICATE TO STUDENTS THE EVOLVING STRUCTURE AND NATURE OF JEWISH CIVILIZATION, THE FUNDAMENTAL RELIGIOUS AND INTELLECTUAL OUTLOOK OF THIS CIVILIZATION, THECONTRIBUTIONS OF JEWISH CIVILIZATION TO HUMAN CIVILIZATION AND THE INSPIRATION IT CAN PROVIDE FOR STUDENTS TO LEAD A LIFE THAT EMBRACES AND CONTINUES TO EXPLORE THE JEWISH HERITAGE. DOCTORAL-LEVEL PROGRAMS ARE DESIGNED FOR JEWISH PROFESSIONALS SEEKING INCREASED UNDERSTANDING OF THE JEWISH EXPERIENCE AND ACADEMIC GROUNDING IN JEWISH THOUGHT AND PRACTICE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,256,067 | ExpenseAmt |
| Grant | $466,169 | GrantAmt |
| Revenue | $774,414 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,256,067 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $466,169 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $774,414 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,914,958 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 68 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 70 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM BONOMO | PersonNm |
| Phone | 3123221733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 S MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60605 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DONNA E BARROWS | ||||||||
| PAST CHAIRMAN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER BENSINGER JR | ||||||||
| PAST CHAIRMAN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRUCE HECKTMAN | ||||||||
| TREASURER/VICE CHAIRMAN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR SHARON SILVERMAN | ||||||||
| CHAIRMAN | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARBARA BERESKIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE CRANE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BLAIR KLEIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| IRENA FRIEDGAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILLIP GORDON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AVRUM GRAY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HAROLD ISRAEL | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DON KLEINMUNTZ | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MARKMAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ODETTE OLSON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MONICA PERLMAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL SPERTUS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP SPERTUS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHELLEY STERN GRACH | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE WERNER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN WOLFF | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK MEHLMAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEAN BELL | ||||||||
| PRESIDENT AND CEO | 40.00 | 5.00 | Yes (X) | $341,666 | $0 | $15,610 | ||
| KEREN FRAIMAN | ||||||||
| CHIEF ACADEMIC OFFICER | 40.00 | 0.00 | Yes (X) | $215,926 | $0 | $15,831 | ||
| BETSY GOMBERG | ||||||||
| MARKETING DIRECTOR | 40.00 | 10.00 | $104,329 | $0 | $8,954 | Yes (X) | ||
| GERARDO SANTA CRUZ | ||||||||
| FACILITIES | 40.00 | 5.00 | $100,125 | $0 | $4,006 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $762,046 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $44,401 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUR PART-TIME CONTROLLER LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 WALNUT ST SUITE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ACCOUNTING SERVICES | ServicesDesc |
| Compensation | $327,855 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,194,145 | AllOtherContributionsAmt |
| Total Contributions | $2,194,145 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION FEES | 900099 | $761,302 | $761,302 |
| AUXILIARY | 900099 | $118,822 | $118,822 |
| PROGRAMMING | 611420 | $2,800 | $2,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $882,924 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $520,612 | TotalRevenueColumnAmt |
| Exclusion | $520,612 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,133 | TotalRevenueColumnAmt |
| Exclusion | $1,133 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,111,412 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,111,412 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,111,412 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,111,412 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $929,411 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $975,606 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$46,195 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$46,195 | TotalRevenueColumnAmt |
| Exclusion | -$46,195 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VENUE SIX10 COST REIMBURSEMENT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $697,095 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $697,095 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,085 | TotalRevenueColumnAmt |
| Exclusion | $12,085 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $709,180 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,373,211 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,691,431 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $487,635 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,169 | TotalAmt |
| Program Services | $466,169 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,032 | TotalAmt |
| Program Services | $376,392 | ProgramServicesAmt |
| Management And General | $143,547 | ManagementAndGeneralAmt |
| Fundraising | $69,093 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,019,150 | TotalAmt |
| Program Services | $1,432,485 | ProgramServicesAmt |
| Management And General | $529,967 | ManagementAndGeneralAmt |
| Fundraising | $56,698 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,622 | TotalAmt |
| Program Services | $138,493 | ProgramServicesAmt |
| Management And General | $87,981 | ManagementAndGeneralAmt |
| Fundraising | $10,148 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,392 | TotalAmt |
| Program Services | $119,565 | ProgramServicesAmt |
| Management And General | $42,836 | ManagementAndGeneralAmt |
| Fundraising | $7,991 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,711 | TotalAmt |
| Management And General | $41,711 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $817,331 | TotalAmt |
| Program Services | $134,528 | ProgramServicesAmt |
| Management And General | $641,154 | ManagementAndGeneralAmt |
| Fundraising | $41,649 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,695 | TotalAmt |
| Management And General | $124,652 | ManagementAndGeneralAmt |
| Fundraising | $40,043 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739,519 | TotalAmt |
| Program Services | $573,269 | ProgramServicesAmt |
| Management And General | $94,365 | ManagementAndGeneralAmt |
| Fundraising | $71,885 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,453 | TotalAmt |
| Program Services | $31,739 | ProgramServicesAmt |
| Management And General | $11,121 | ManagementAndGeneralAmt |
| Fundraising | $6,593 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354 | TotalAmt |
| Program Services | $354 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,752 | TotalAmt |
| Program Services | $165,587 | ProgramServicesAmt |
| Management And General | $7,880 | ManagementAndGeneralAmt |
| Fundraising | $3,285 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,998 | TotalAmt |
| Program Services | $135,168 | ProgramServicesAmt |
| Management And General | $2,035 | ManagementAndGeneralAmt |
| Fundraising | $795 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,330,849 | TotalAmt |
| Program Services | $995,025 | ProgramServicesAmt |
| Management And General | $265,306 | ManagementAndGeneralAmt |
| Fundraising | $70,518 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,857 | TotalAmt |
| Program Services | $74,968 | ProgramServicesAmt |
| Management And General | $27,457 | ManagementAndGeneralAmt |
| Fundraising | $5,432 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT | $159,708 | $118,243 | $31,791 | $9,674 |
| BAD DEBTS | $90,482 | $90,482 | ||
| TEXTS AND INSTITUTIONAL | $20,492 | $20,492 | ||
| MISCELLANEOUS EXPENSES | $16,984 | $12,382 | $3,748 | $854 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,884 | TotalAmt |
| Program Services | $29,617 | ProgramServicesAmt |
| Management And General | $8,779 | ManagementAndGeneralAmt |
| Fundraising | $5,488 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,379,434 | TotalAmt |
| Program Services | $4,914,958 | ProgramServicesAmt |
| Management And General | $2,064,330 | ManagementAndGeneralAmt |
| Fundraising | $400,146 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,353,550 | BOYAmt |
| EOY | $3,559,158 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $634,193 | BOYAmt |
| EOY | $201,914 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,512 | BOYAmt |
| EOY | $335,091 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,161 | BOYAmt |
| EOY | $57,292 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $55,246,945 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,348,494 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,235,412 | BOYAmt |
| EOY | $32,898,451 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,598,851 | BOYAmt |
| EOY | $16,859,413 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,460 | BOYAmt |
| EOY | $2,112,997 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,589,108 | BOYAmt |
| EOY | $5,001,050 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,720,247 | BOYAmt |
| EOY | $61,025,366 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,022,281 | BOYAmt |
| EOY | $756,175 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,193,819 | BOYAmt |
| EOY | $3,195,055 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,926,540 | BOYAmt |
| EOY | $1,914,980 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,142,640 | BOYAmt |
| EOY | $5,866,210 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,907,355 | BOYAmt |
| EOY | $32,478,386 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,670,252 | BOYAmt |
| EOY | $22,680,770 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,577,607 | BOYAmt |
| EOY | $55,159,156 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,720,247 | BOYAmt |
| EOY | $61,025,366 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,006,223 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,525,092 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $62,680 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,747,667 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,380,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,105,088 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,757,847 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,194,145 | CurrentTaxYearAmt |
| Total | $51,185,711 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,747,667 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,380,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,105,088 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,757,847 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,194,145 | CurrentTaxYearAmt |
| Total | $51,185,711 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $89,223 | SubstantialContributorsTotAmt |
| Public Support Total170 | $51,096,488 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $361,150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $346,202 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $463,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $641,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $521,745 | CurrentTaxYearAmt |
| Total | $2,334,282 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $419,724 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $186,960 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,085 | CurrentTaxYearAmt |
| Total | $768,843 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $54,288,836 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $10,041,922 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94620 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $3,716,668 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,829,855 | BeginningYearBalanceAmt |
| Contributions | $274,346 | ContributionsAmt |
| Investment Earnings Or Losses | $1,899,041 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $420,144 | OtherExpendituresAmt |
| End Year Balance | $20,583,098 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,872,336 | BeginningYearBalanceAmt |
| Contributions | $284,240 | ContributionsAmt |
| Investment Earnings Or Losses | $1,184,659 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $511,380 | OtherExpendituresAmt |
| End Year Balance | $18,829,855 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,847,121 | BeginningYearBalanceAmt |
| Contributions | $287,931 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,898,365 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $364,351 | OtherExpendituresAmt |
| End Year Balance | $17,872,336 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,243,046 | BeginningYearBalanceAmt |
| Contributions | $276,139 | ContributionsAmt |
| Investment Earnings Or Losses | $3,601,744 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $273,808 | OtherExpendituresAmt |
| End Year Balance | $19,847,121 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,442,439 | BeginningYearBalanceAmt |
| Contributions | $328,699 | ContributionsAmt |
| Investment Earnings Or Losses | $591,660 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $119,752 | AdministrativeExpensesAmt |
| End Year Balance | $16,243,046 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,048,620 | OtherCostOrOtherBasisAmt |
| Book Value | $3,048,620 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,011,334 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,217,175 | DepreciationAmt |
| Book Value | $28,794,159 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,186,991 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,131,319 | DepreciationAmt |
| Book Value | $1,055,672 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $32,898,451 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTEREST RECEIVABLE | $10,053 |
| OTHER ASSETS | $28,875 |
| ARTWORK COLLECTION | $3,716,668 |
| GUARANTEE ON SWAP AGREEMENT | $309,782 |
| DUE FROM AFFILIATE | $934,672 |
| INVESTMENT IN VENUE SIX10 | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,001,050 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| POSTRETIREMENT BENEFIT LIABILITIES | $264,980 |
| PAYABLE TO JEWISH FEDERATION OF METROPOLITAN CHICAGO | $1,650,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,914,980 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,745,110 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,525,092 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $74,925 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $510,688 | OtherRevenueAmt |
| Revenue Not Reported | $2,110,705 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,634,405 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $41,711 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $697,095 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $738,806 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,373,211 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,069,713 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $74,925 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $123,234 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $198,159 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,871,554 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $41,711 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $466,169 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $507,880 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,379,434 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE INSTITUTE HAS STEWARDSHIP OF OVER 20,000 RARE AND VALUABLE COLLECTIBLE ITEMS, INCLUDING ARTWORK IN MANY DIFFERENT MEDIA, RARE BOOKS, ANTIQUE AUDIO RECORDINGS, ANTIQUE MAPS, AND RARE MANUSCRIPTS. THE COLLECTIONS PROVIDE A VARIETY OF PORTALS INTO THE JEWISH EXPERIENCE, ALLOWING OUR VISITORS AND STUDENTS THE OPPORTUNITY TO STUDY AND INTERACT WITH ARTIFACTS, SPECIALIZED TEXTS, ARCHIVAL DOCUMENTS AND FINE ART. |
| PART V, LINE 4: | THE JEWISH FEDERATION OF METROPOLITAN CHICAGO HOLDS VARIOUS FUNDS THAT ARE FOR THE BENEFIT OF THE INSTITUTE. BECAUSE THE JEWISH FEDERATION OF METROPOLITAN CHICAGO HAS VARIANCE POWER OVER THESE FUNDS, THEY ARE NOT REFLECTED IN THE INSTITUTES STATEMENT OF FINANCIAL POSITION. THE PURPOSE OF THE ENDOWMENT FUNDS HELD AT JEWISH FEDERATION OF METROPOLITAN CHICAGO ARE FOR PROGRAMMATIC AND BUILDING DEBT SERVICE SUPPORT. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND DISCOUNTS -466,169. REVENUE VENUE SIX10 914,177. UNREALIZED GAIN ON INTEREST RATE SWAPS 62,680. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | VENUE SIX10 EXPENSE REIMBURSEMENT 697,095. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES VENUE SIX10 81,334. COGS 41,900. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND DISCOUNTS 466,169. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE INSTITUTE IS IN COMPLIANCE WITH REV. PROC. 75-50. PRINTED MATERIALS AND ADVERTISEMENTS INCLUDE THE COLLEGE'S NONDISCRIMATORY POLICY. |
| LINE 6 - EXPLANATION OF GOVERNMENT FINANCIAL AID: | DEPARTMENT OF EDUCATION'S FEDERAL FAMILY EDUCATION LOANS (FFEL) ARE DISBURSED TO ELIGIBLE STUDENTS DURING THE YEAR. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 118 | RecipientCnt |
| Cash Grant | $466,169 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SCHOLARSHIPS ARE AWARDED TO SPERTUS STUDENTS AND ARE USED TO OFFSET THEIR TUITION COSTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEAN BELL | ||||||||||||||
| PRESIDENT AND CEO | $316,666 | $0 | $25,000 | $0 | $0 | $0 | $6,860 | $0 | $8,750 | $0 | $357,276 | $0 | $0 | $0 |
| KEREN FRAIMAN | ||||||||||||||
| CHIEF ACADEMIC OFFICER | $205,926 | $0 | $10,000 | $0 | $0 | $0 | $4,241 | $0 | $11,590 | $0 | $231,757 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | ALL BONUS PAYMENTS ARE DISCRETIONARY AND NOT BASED ON EARNINGS OR REVENUES OF THE ORGANIZATIONS. THE PRESIDENT AND CEO'S BONUS IS APPROVED BY THE CHAIR OF THE BOARD OF TRUSTEES. ALL OTHER EXECUTIVE BONUSES ARE APPROVED BY THE PRESIDENT AND CEO. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MICHAEL SPERTUS AND PHILIP SPERTUS, TRUSTEES, HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE INSTITUTE'S PRESIDENT/CEO, TREASURER AND CHIEF FINANCIAL OFFICER PERFORM AN INITIAL REVIEW OF THE FORM 990. THE FORM IS THEN REVIEWED IN DETAIL BY THE AUDIT COMMITTEE IN COLLABORATION WITH THE EXTERNAL TAX PREPARERS. A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BODY BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD MONITORS THE CONFLICT OF INTEREST POLICY. EACH TRUSTEE IS REQUIRED TO ANNUALLY DISCLOSE IN WRITING ANY POSSIBLE CONFLICTS OF INTEREST. WHEN A CONFLICT OCCURS, THE TRUSTEE IS RECUSED FROM VOTING ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15A | FOR THE PRESIDENT'S COMPENSATION, A COMPENSATION COMMITTEE CONSISTING OF SPERTUS TRUSTEES REVIEWED A NATIONAL COMPENSATION SURVEY FOR TOP EXECUTIVES AS WELL AS COMPENSATION LEVELS FOR CEO'S OF SIMILAR CULTURAL AND EDUCATIONAL ORGANIZATIONS. THE COMPENSATION PACKAGE WAS DOCUMENTED IN A FORMAL WRITTEN EMPLOYMENT CONTRACT WHICH WAS THEN APPROVED BY THE FULL BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). |
| FORM 990, PART IX, LINE 11G | OTHER FEES: PROGRAM SERVICE EXPENSES 134,528. MANAGEMENT AND GENERAL EXPENSES 641,154. FUNDRAISING EXPENSES 41,649. TOTAL EXPENSES 817,331. |
| FORM 990, PART XI, LINE 9: | UNREALIZED LOSS ON INTEREST RATE SWAPS 62,680. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VENUE SIX10 SERVICES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 S MICHIGAN AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831015261 | EIN |
| Primary Activities | SPECIAL EVENTS | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSHIP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $914,177 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $918,274 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VENUE SIX10 LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $697,095 | InvolvedAmt |