INSTITUTE FOR APPLIED GERONTOLOGY INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR APPLIED GERONTOLOGY INC (EIN 11-3135751)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202333149349101518
- Schema version
- 2022v5.0
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T10:46:36-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100175001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113135751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR APPLIED GERONTOLOGY dba MJHS | BusinessNameLine1Txt |
| Business Name Line2 | Institute for Innovation in Palliative Care | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID KOSCHITZKI | InCareOfNm |
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 7184917208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WATER ST 46TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10041 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WAGNER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7184917208 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | WAGNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kristin Ruffini | PreparerPersonNm |
| PTIN | P00741491 | PTIN |
| Phone | 2128858000 | PhoneNum |
| Preparation | 2023-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF60 Month Term Sect507b1 B | Yes (X) | PF60MonthTermSect507b1BInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,139,533 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,192,944 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,362 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,362 | InterestOnSavNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,171 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,197,477 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,362 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,474,745 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,143,700 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $367,876 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $285,297 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,024 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $48,771 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85,657 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $66,429 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $14,037 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $122,492 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $94,996 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $35,108 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $29,966 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $303,493 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $270,648 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,479,658 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,949,831 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,479,658 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,949,831 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$282,181 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,362 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $732,980 | CashBOYAmt |
| Cash EOY | $177,496 | CashEOYAmt |
| Cash EOYFMV | $177,496 | CashEOYFMVAmt |
| Acct Rcvbl | $30,750 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $30,750 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $30,750 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $626,663 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $362,880 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $626,663 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $626,663 | PledgesRcvblEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $99,536 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $55,573 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $39,960 | LandBOYAmt |
| Land EOY | $43,963 | LandEOYAmt |
| Land EOYFMV | $43,963 | LandEOYFMVAmt |
| Other Assets BOY | $772 | OtherAssetsBOYAmt |
| Other Assets EOY | $260,661 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $260,661 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,136,592 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,139,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,139,533 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $164,324 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $219,570 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $53,990 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $283,866 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $218,314 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $503,436 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $238,198 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $120,241 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $680,080 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $515,856 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $918,278 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $636,097 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,136,592 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,139,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $918,278 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$282,181 | ExcessRevenueOverExpensesAmt |
| Subtotal | $636,097 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $636,097 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19 | SubtotalAmt |
| Tax Based On Investment Income | $19 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $19 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $19 | TotalPaymentsAndCreditsAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.mjhs.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID KOSCHITZKI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7184917208 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WATER ST 46TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID WAGNER | ||||||||
| 55 WATER ST 46TH FLOOR | NEW YORK | NY | 10041 | CEO, PRESIDENT | 1.0 | $0 | $0 | $0 |
| DAVID KOSCHITZKI | ||||||||
| 55 WATER ST 46TH FLOOR | NEW YORK | NY | 10041 | CHIEF FINANCIAL OFFICER | 1.0 | $0 | $0 | $0 |
| RUSSELL PORTENOY | ||||||||
| 55 WATER ST 46TH FLOOR | NEW YORK | NY | 10041 | EXECUTIVE DIRECTOR | 14.5 | $0 | $0 | $0 |
| ARTHUR GOSHIN | ||||||||
| 55 WATER ST 46TH FLOOR | NEW YORK | NY | 10041 | CHAIR | 0.5 | $0 | $0 | $0 |
| RONALD MILCH | ||||||||
| 55 WATER ST 46TH FLOOR | NEW YORK | NY | 10041 | Secretary | 0.5 | $0 | $0 | $0 |
| BURTON ESRIG | ||||||||
| 55 WATER ST 46TH FLOOR | NEW YORK | NY | 10041 | VICE CHAIR | 0.5 | $0 | $0 | $0 |
| STEVEN TOPAL | ||||||||
| 55 WATER ST 46TH FLOOR | NEW YORK | NY | 10041 | Treasurer | 0.5 | $0 | $0 | $0 |
| ELI FELDMAN | ||||||||
| 55 WATER ST 46TH FLOOR | NEW YORK | NY | 10041 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| ABRAHAM BRODY | ||||||||
| 55 WATER ST 46TH FLOOR | NEW YORK | NY | 10041 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| CHRISTINA VAN VORT | ||||||||
| 55 WATER ST 46TH FLOOR | NEW YORK | NY | 10041 | ASSISTANT SECRETARY | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MYRA GLAJCHEN | ||||||||
| 55 WATER ST 46TH FLOOR | NEW YORK | NY | 10041 | DIR. OF MEDICAL EDU | 35.0 | $153,240 | $9,924 | $2,769 |
| HELENA KNOTKOVA | ||||||||
| 55 WATER ST 46TH FLOOR | NEW YORK | NY | 10041 | DIR. OF CLINICAL RES | 35.0 | $139,660 | $9,531 | $15,937 |
| WINIFRED SCHEIN | ||||||||
| 55 WATER ST 46TH FLOOR | NEW YORK | NY | 10041 | DIR. OF INST. GIVING | 35.0 | $131,450 | $8,578 | $28,763 |
| KAREN RICHARDS | ||||||||
| 55 WATER ST 46TH FLOOR | NEW YORK | NY | 10041 | DIR., INSTRU. DESIGN | 35.0 | $106,710 | $7,227 | $13,768 |
| LARA DHINGRA | ||||||||
| 55 WATER ST 46TH FLOOR | NEW YORK | NY | 10041 | DIR. OF HEALTH DISP. | 35.0 | $103,904 | $7,774 | $28,307 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE MJHS INSTITUTE FOR INNOVATION IN PALLIATIVE CARE IS A NOT-FOR-PROFIT ORGANIZATION AFFILIATED WITH MJHS HEALTH SYSTEM. THE INSTITUTE IS DEDICATED TO PROMOTING ACCESS TO | Description1Txt |
| Expenses1 | $1,949,831 | Expenses1Amt |
| Description2 | EVIDENCE-BASED, SPECIALIST-LEVEL PALLIATIVE CARE FOR PATIENTS AND FAMILIES COPING WITH SERIOUS OR ADVANCED ILLNESS, WHENEVER AND WHEREVER PALLIATIVE CARE IS NEEDED | Description2Txt |
| Description3 | ACROSS THE CONTINUUM OF HEALTH CARE. THIS GOAL OF THE INSTITUTE IS ACHIEVED THROUGH AN ARRAY OF ON-SITE AND WEB- BASED EDUCATIONAL PROGRAMS AND THOROUGH RESEARCH THAT | Description3Txt |
| Description4 | FOCUSES ON THE NEEDS OF POPULATIONS WITH SERIOUS ILLNESS. | Description4Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $472,642 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $962,037 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,434,679 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,434,679 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,520 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,413,159 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,658 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,658 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19 | TotalTaxAmt |
| Distributable Before Adj | $70,639 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $70,639 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $70,639 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,949,831 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,949,831 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,639 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,127,011 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,753,802 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,902,479 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,514,259 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,624,296 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,921,847 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,949,831 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $70,639 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,879,192 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,801,039 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,127,011 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,674,028 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,753,802 | ExcessFromYear4Amt |
| Excess From Year3 | $1,902,479 | ExcessFromYear3Amt |
| Excess From Year2 | $1,514,259 | ExcessFromYear2Amt |
| Excess From Year1 | $1,624,296 | ExcessFromYear1Amt |
| Excess From Current Year | $1,879,192 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FELLOWSHIP PROGRAM FEES | Desc |
| Related Or Exempt Function Incm | $3,171 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,362 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,362 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,171 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,533 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | THESE PROGRAMS ADDRESS THE EDUCATIONAL OBJECTIVES OF THE INSTITUTE TO IMPROVE THE WORKFORCE IN PALLIATIVE CARE. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MJHS Foundation | ||||||
| 1 | 55 Water St 46th Floor | New York | NY | 10041 | $1,052,203 | Yes (X) |
| Albert Einstein College of Medicine | ||||||
| 2 | 1300 Morris Park Avenue | Bronx | NY | 10461 | $487,882 | Yes (X) |
| Mass General Brigham | ||||||
| 3 | 399 Revolution Drive Suite 740 | Somerville | MA | 02145 | $272,724 | Yes (X) |
| Weill Med College Grad School of | ||||||
| 4 | 1300 York Avenue | New York | NY | 10065 | $256,371 | Yes (X) |
| YC HoHelen Michael Chiang Fdn | ||||||
| 5 | PO Box 20845 | New York | NY | 10025 | $100,000 | Yes (X) |
| Ametek Foundation | ||||||
| 6 | 1100 Cassatt Road | Berwyn | PA | 19312 | $15,000 | Yes (X) |
| The Barbara Dorsch Foundation Inc | ||||||
| 7 | 2900 Westchester Avenue | Purchase | NY | 10577 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $13,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,024 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM MJHS AGENCIES | Desc |
| BOY Book Value | $772 | BOYBookValueAmt |
| EOY Book Value | $260,661 | EOYBookValueAmt |
| EOYFMV | $260,661 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FELLOWSHIPS AND HONORARIA | $109,901 | $0 | $0 | $109,901 |
| OFFICE SUPPLIES | $171,131 | $0 | $0 | $150,938 |
| INFORMATION TECHNOLOGY | $22,461 | $0 | $0 | $9,809 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program Fees | Desc |
| Revenue And Expenses Per Books | $3,171 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO MJHS AGENCIES | Desc |
| BOY Book Value | $53,990 | BOYBookValueAmt |
| EOY Book Value | $283,866 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING | $25,000 | $0 | $0 | $19,277 |
| OTHER PURCHASED SERVICES | $35,086 | $0 | $0 | $27,054 |
| ADP PAYROLL | $3,164 | $0 | $0 | $2,440 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL | CategoryTxt |
| Amt | $85,657 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $66,429 | DisbursementsCharitablePrpsAmt |