MAX PLANCK FLORIDA CORPORATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MAX PLANCK FLORIDA CORPORATION (EIN 26-2117502)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202223159349300632
- Schema version
- 2021v4.2
- 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 C
- Schedule D
- Schedule F
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T09:01:10-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 East Las Olas Blvd Suite 1100 | AddressLine1Txt |
| City | Fort Lauderdale | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333014230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262117502 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAX PLANCK FLORIDA CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAXP | BusinessNameControlTxt |
| Phone | 5619729000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MAX PLANCK WAY | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | matthias haury | PersonNm |
| Person Title | coo | PersonTitleTxt |
| Phone | 5619729000 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MATTHIAS | PersonFirstNm |
| Person Last | HAURY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRITTNEY KOCAJ | PreparerPersonNm |
| PTIN | P01320603 | PTIN |
| Phone | 9542028600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAX PLANCK FLORIDA INSTITUTE FOR NEUROSCIENCE | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID FITZPATRICK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MAX PLANCK WAY | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,708,457 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://mpfi.org/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | The organization's mission is to expand knowledge of the biosciences, educate and train young scientists for biomedical research and improve human welfare by applying breakthroughs in research to the advancement of medical diagnosis and medical care for the public's benefit. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 170 | TotalEmployeeCnt |
| Total Volunteers | 22 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,149,041 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,461,814 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $316,382 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $278,093 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,190,247 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,268,061 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,508 | PYOtherRevenueAmt |
| CY Other Revenue | $44,157 | CYOtherRevenueAmt |
| PY Total Revenue | $23,672,178 | PYTotalRevenueAmt |
| CY Total Revenue | $26,052,125 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,087,845 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,614,559 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $736,364 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,116,321 | PYOtherExpensesAmt |
| CY Other Expenses | $11,064,807 | CYOtherExpensesAmt |
| PY Total Expenses | $23,204,166 | PYTotalExpensesAmt |
| CY Total Expenses | $24,679,366 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $468,012 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,372,759 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $109,898,600 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,101,078 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,059,674 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,803,555 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $108,838,926 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $111,297,523 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The organization's mission is to expand knowledge of the biosciences, educate and train young scientists for biomedical research and improve human welfare by applying breakthroughs in research to the advancement of medical diagnosis and medical care for the public's benefit. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $22,502,529 | ExpenseAmt |
| Revenue | $320,660 | RevenueAmt |
| Desc | Max Planck Florida Corporation established its first scientific department in the summer of 2009 and has expanded to two research divisions and six research groups to fulfill its purpose to expand knowledge of the biosciences, and educate and train young scientists for biomedical research. The eight research labs focus in the areas of disorders of neural circuit function, mechanisms of synaptic signaling and computation, functional architecture and development of cerebral cortex, development and function of inhibitory neural circuits, neuronal mechanisms of episodic memory, neuronal signal transduction, neural dynamics and cognitive functions, and neuroenergetics. (Continued on Schedule O) | Desc |
| Total Program Service Expenses | $22,502,529 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 170 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIS FORCHHEIMER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5619729000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MAX PLANCK WAY | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Asifa Akhtar | |||||||
| Chair of the Board | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| David Fitzpatrick | |||||||
| Chief Executive Officer/Scientific Director | 40.0 | Yes (X) | Yes (X) | $453,325 | $0 | $52,460 | |
| Becky Mayer | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Bernard Poussot | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Dirk Basting | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| George Elmore | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Gregory Novak | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| James Harpel | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| James Weinstein | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| John Sculley | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Kenneth Kahn | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Louis Freeh | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Markus Schleier | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Mary Jane Panattoni | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael Mitrione | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Nasser Kazeminy | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Neen Hunt | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Bindumani Singh | |||||||
| Secretary (Thru Oct 2021) | 40.0 | Yes (X) | $71,281 | $0 | $31,606 | ||
| Doris Forchheimer | |||||||
| VP Finance | 40.0 | Yes (X) | $176,673 | $0 | $46,970 | ||
| Hollie Perez | |||||||
| VP Human Relations | 40.0 | Yes (X) | $177,611 | $0 | $40,050 | ||
| Matthias Haury | |||||||
| Chief Operations Officer/Treasurer | 40.0 | Yes (X) | $332,510 | $0 | $47,706 | ||
| Ryohei Yasuda | |||||||
| Scientific Director | 40.0 | Yes (X) | $341,557 | $0 | $59,651 | ||
| Sean Coveleski | |||||||
| VP and Chief Development Officer | 40.0 | Yes (X) | $178,021 | $0 | $28,247 | ||
| Idris El-Amin | |||||||
| Head, Attending Veterinarian | 40.0 | $162,930 | $0 | $45,921 | Yes (X) | ||
| Martha Bolton | |||||||
| Research Group Leader | 40.0 | $146,112 | $0 | $32,163 | Yes (X) | ||
| Naomi Kamasawa | |||||||
| Head, Imaging & Electron Microscopy Facility | 40.0 | $149,318 | $0 | $36,677 | Yes (X) | ||
| Sarah Stern | |||||||
| Research Group Leader | 40.0 | $169,684 | $0 | $33,506 | Yes (X) | ||
| Yingxue Wang | |||||||
| Research Group Leader | 40.0 | $146,537 | $0 | $24,997 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,505,559 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $479,954 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Allied Universal | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 Washington Street Suite 600 | AddressLine1Txt |
| Address Line2 | Eight Tower Bridge | AddressLine2Txt |
| City | Conshohocken | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Security | ServicesDesc |
| Compensation | $150,926 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $15,400,658 | RelatedOrganizationsAmt |
| Government Grants | $3,917,679 | GovernmentGrantsAmt |
| All Other Contributions | $2,143,477 | AllOtherContributionsAmt |
| Noncash Contributions | $22,200 | NoncashContributionsAmt |
| Total Contributions | $21,461,814 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH SERVICES/INSTRUCTION | Desc |
| Business | 541715 | BusinessCd |
| Total Revenue Column | $278,093 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $278,093 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $278,093 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,350,069 | TotalRevenueColumnAmt |
| Exclusion | $1,350,069 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,353,028 | SecuritiesAmt |
| Other | $220,002 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,473,665 | SecuritiesAmt |
| Other | $181,373 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,879,363 | SecuritiesAmt |
| Other | $38,629 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,917,992 | TotalRevenueColumnAmt |
| Exclusion | $2,917,992 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,884 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,294 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,590 | TotalRevenueColumnAmt |
| Exclusion | $1,590 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $42,567 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,567 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $42,567 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,052,125 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $320,660 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,269,651 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,001,507 | TotalAmt |
| Program Services | $1,842,842 | ProgramServicesAmt |
| Management And General | $97,065 | ManagementAndGeneralAmt |
| Fundraising | $61,600 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,723 | TotalAmt |
| Program Services | $87,723 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,090,246 | TotalAmt |
| Program Services | $7,524,723 | ProgramServicesAmt |
| Management And General | $256,022 | ManagementAndGeneralAmt |
| Fundraising | $309,501 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $828,420 | TotalAmt |
| Program Services | $784,570 | ProgramServicesAmt |
| Management And General | $18,714 | ManagementAndGeneralAmt |
| Fundraising | $25,136 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,920,531 | TotalAmt |
| Program Services | $1,762,975 | ProgramServicesAmt |
| Management And General | $95,843 | ManagementAndGeneralAmt |
| Fundraising | $61,713 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $686,132 | TotalAmt |
| Program Services | $636,374 | ProgramServicesAmt |
| Management And General | $24,549 | ManagementAndGeneralAmt |
| Fundraising | $25,209 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,557 | TotalAmt |
| Management And General | $19,557 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,333 | TotalAmt |
| Management And General | $86,333 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,090 | TotalAmt |
| Fundraising | $90,090 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,363 | TotalAmt |
| Management And General | $161,363 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,571 | TotalAmt |
| Program Services | $928,571 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,470 | TotalAmt |
| Program Services | $2,027 | ProgramServicesAmt |
| Management And General | $386 | ManagementAndGeneralAmt |
| Fundraising | $2,057 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,985 | TotalAmt |
| Program Services | $348,700 | ProgramServicesAmt |
| Management And General | $21,008 | ManagementAndGeneralAmt |
| Fundraising | $34,277 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $615,538 | TotalAmt |
| Program Services | $507,750 | ProgramServicesAmt |
| Management And General | $63,909 | ManagementAndGeneralAmt |
| Fundraising | $43,879 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,623,736 | TotalAmt |
| Program Services | $1,416,094 | ProgramServicesAmt |
| Management And General | $190,700 | ManagementAndGeneralAmt |
| Fundraising | $16,942 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,161 | TotalAmt |
| Program Services | $29,718 | ProgramServicesAmt |
| Management And General | $1,891 | ManagementAndGeneralAmt |
| Fundraising | $552 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,926 | TotalAmt |
| Program Services | $42,278 | ProgramServicesAmt |
| Management And General | $2,315 | ManagementAndGeneralAmt |
| Fundraising | $1,333 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,293,402 | TotalAmt |
| Program Services | $3,067,377 | ProgramServicesAmt |
| Management And General | $208,137 | ManagementAndGeneralAmt |
| Fundraising | $17,888 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,511 | TotalAmt |
| Program Services | $351,310 | ProgramServicesAmt |
| Management And General | $79,458 | ManagementAndGeneralAmt |
| Fundraising | $11,743 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT SERVICES & RECRUITMENT | $652,330 | $608,112 | $28,274 | $15,944 |
| SUPPLIES & EQUIPMENT | $2,505,333 | $2,429,256 | $66,745 | $9,332 |
| SECURITY | $134,511 | $117,441 | $15,711 | $1,359 |
| MISCELLANEOUS EXPENSES | $24,990 | $14,688 | $2,493 | $7,809 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,679,366 | TotalAmt |
| Program Services | $22,502,529 | ProgramServicesAmt |
| Management And General | $1,440,473 | ManagementAndGeneralAmt |
| Fundraising | $736,364 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,143,067 | BOYAmt |
| EOY | $1,268,435 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,041,860 | BOYAmt |
| EOY | $7,981,393 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,909,888 | BOYAmt |
| EOY | $1,611,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,495 | BOYAmt |
| EOY | $124,986 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,230 | BOYAmt |
| EOY | $10,007 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $692,237 | BOYAmt |
| EOY | $709,624 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $100,498,011 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,654,047 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,662,009 | BOYAmt |
| EOY | $59,843,964 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,653,757 | BOYAmt |
| EOY | $41,457,552 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,057 | BOYAmt |
| EOY | $93,617 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,898,600 | BOYAmt |
| EOY | $113,101,078 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,059,674 | BOYAmt |
| EOY | $1,803,555 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,059,674 | BOYAmt |
| EOY | $1,803,555 | 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 | $95,532,477 | BOYAmt |
| EOY | $96,844,762 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,306,449 | BOYAmt |
| EOY | $14,452,761 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,838,926 | BOYAmt |
| EOY | $111,297,523 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,898,600 | BOYAmt |
| EOY | $113,101,078 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,372,759 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,212,598 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$126,760 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,085,835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,077,299 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,790,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,149,041 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,461,814 | CurrentTaxYearAmt |
| Total | $104,564,032 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,085,835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,077,299 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,790,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,149,041 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,461,814 | CurrentTaxYearAmt |
| Total | $104,564,032 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $104,564,032 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $440,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $768,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $752,177 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $626,136 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,350,039 | CurrentTaxYearAmt |
| Total | $3,937,295 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $224,881 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,476 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,451 | CurrentTaxYearAmt |
| Total | $293,819 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $108,795,146 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,762,095 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.9611 | PublicSupportCY170Pct |
| Public Support PY170 | 0.3869 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - VENDING INCOME, COLUMN A - 0.0, COLUMN B - 6011.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 6011.0; DESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 224881.0, COLUMN D - 17476.0, COLUMN E - 45451.0, COLUMN F - 287808.0; | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $90,090 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $90,090 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE ENGAGED A CONSULTANT TO CONDUCT LOBBYING ON ITS BEHALF. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $32,995 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,435,282 | BeginningYearBalanceAmt |
| Contributions | $21,233 | ContributionsAmt |
| Investment Earnings Or Losses | $1,254,713 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,293 | AdministrativeExpensesAmt |
| End Year Balance | $7,704,935 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,881,715 | BeginningYearBalanceAmt |
| Contributions | $12,693 | ContributionsAmt |
| Investment Earnings Or Losses | $550,276 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $9,402 | AdministrativeExpensesAmt |
| End Year Balance | $6,435,282 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,669,281 | BeginningYearBalanceAmt |
| Contributions | $28,103 | ContributionsAmt |
| Investment Earnings Or Losses | $1,198,049 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $13,718 | AdministrativeExpensesAmt |
| End Year Balance | $5,881,715 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,072,881 | BeginningYearBalanceAmt |
| Contributions | $46,426 | ContributionsAmt |
| Investment Earnings Or Losses | -$438,341 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $11,685 | AdministrativeExpensesAmt |
| End Year Balance | $4,669,281 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,133,514 | BeginningYearBalanceAmt |
| Contributions | $255,625 | ContributionsAmt |
| Investment Earnings Or Losses | $695,288 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $11,546 | AdministrativeExpensesAmt |
| End Year Balance | $5,072,881 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.52 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.48 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,000,000 | OtherCostOrOtherBasisAmt |
| Book Value | $6,000,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,134,479 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,594,137 | DepreciationAmt |
| Book Value | $48,540,342 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,655,433 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,387,707 | DepreciationAmt |
| Book Value | $5,267,726 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $708,099 | OtherCostOrOtherBasisAmt |
| Depreciation | $672,203 | DepreciationAmt |
| Book Value | $35,896 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $59,843,964 | TotalBookValueLandBuildingsAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,266,017 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,212,598 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,294 | OtherRevenueAmt |
| Revenue Not Reported | $1,213,892 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,052,125 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,052,125 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,807,420 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $126,760 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,294 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $128,054 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,679,366 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,679,366 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 Collections of art - description of collections | The organization maintains artwork in its state-of-the-art research facility as part of the building's decor. A painting in the lobby titled "Cortical Landscape" by Greg Dunn and outdoor sculpture titled "To Be Or Not To Be" by Gertrude Schweitzer. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | MAX PLANCK FLORIDA INSTITUTE FOR NEUROSCIENCE's ENDOWMENT FUND WAS ESTABLISHED FOR FUTURE GROWTH AND DEVELOPMENT OF THE INSTITUTE. THE INSTITUTE HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE INSTITUTE MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD(S) AS WELL AS BOARD-DESIGNATED FUNDS. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF TRUSTEES, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER OUTLINED IN THE INVESTMENT POLICY. THIS INVESTMENT POLICY'S PURPOSE IS TO PROVIDE GUIDANCE TO THE INVESTMENT MANAGERS REGARDING THE INSTITUTE'S OBJECTIVES AND GOALS WITH REGARD TO THE ENDOWMENT INVESTING. SPECIFICALLY ,IT OUTLINES THE RISK TOLERANCE AREAS OF THE INSTITUTE AS WELL AS DEFINING THE LIMITATIONS IN THE PORTFOLIO OF INVESTMENTS. THE INSTITUTE EXPECTS ITS ENDOWMENT FUNDS, OVER TIME TO PROVIDE AN AVERAGE RATE OF RETURN THAT PERMITS A PREDICTABLE AND SUSTAINABLE SPENDING RATE OF THE AVERAGE MARKET VALUE OF ENDOWMENT ASSETS BY ACHIEVING ANNUAL GROWTH IN VALUE AT A RATE EQUAL TO THE SUM OF THE ANNUAL SPENDING RATE AND THE ANNUAL RATE OF INFLATION. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The Organization is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes is made in the accompanying financial statements. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | GIFT SHOP COST OF GOODS SOLD - 1294 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | GIFT SHOP COST OF GOODS SOLD - 1294 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Program Services | Research Supplies, Services and Conference Travel | $55,010 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Research Supplies, Services and Conference Travel | $303,404 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | Research Supplies, Services and Conference Travel | $53,536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $411,950 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $411,950 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David Fitzpatrick | ||||||||||||||
| Chief Executive Officer/Scientific Director | $429,274 | $0 | $0 | $0 | $24,051 | $0 | $31,550 | $0 | $20,910 | $0 | $505,785 | $0 | $0 | $0 |
| Ryohei Yasuda | ||||||||||||||
| Scientific Director | $320,887 | $0 | $0 | $0 | $20,670 | $0 | $31,566 | $0 | $28,085 | $0 | $401,208 | $0 | $0 | $0 |
| Matthias Haury | ||||||||||||||
| Chief Operations Officer/Treasurer | $329,828 | $0 | $0 | $0 | $2,682 | $0 | $31,550 | $0 | $16,156 | $0 | $380,216 | $0 | $0 | $0 |
| Sean Coveleski | ||||||||||||||
| VP and Chief Development Officer | $177,363 | $0 | $0 | $0 | $658 | $0 | $7,223 | $0 | $21,024 | $0 | $206,268 | $0 | $0 | $0 |
| Hollie Perez | ||||||||||||||
| VP Human Relations | $154,702 | $0 | $2,500 | $0 | $20,409 | $0 | $19,298 | $0 | $20,752 | $0 | $217,661 | $0 | $0 | $0 |
| Doris Forchheimer | ||||||||||||||
| VP Finance | $172,239 | $0 | $2,500 | $0 | $1,934 | $0 | $19,298 | $0 | $27,672 | $0 | $223,643 | $0 | $0 | $0 |
| Sarah Stern | ||||||||||||||
| Research Group Leader | $108,424 | $0 | $21,150 | $0 | $40,110 | $0 | $7,267 | $0 | $26,239 | $0 | $203,190 | $0 | $0 | $0 |
| Idris El-Amin | ||||||||||||||
| Head, Attending Veterinarian | $161,260 | $0 | $1,000 | $0 | $670 | $0 | $18,277 | $0 | $27,644 | $0 | $208,851 | $0 | $0 | $0 |
| Naomi Kamasawa | ||||||||||||||
| Head, Imaging & Electron Microscopy Facility | $146,658 | $0 | $1,000 | $0 | $1,660 | $0 | $16,670 | $0 | $20,007 | $0 | $185,995 | $0 | $0 | $0 |
| Yingxue Wang | ||||||||||||||
| Research Group Leader | $145,885 | $0 | $0 | $0 | $652 | $0 | $16,116 | $0 | $8,881 | $0 | $171,534 | $0 | $0 | $0 |
| Martha Bolton | ||||||||||||||
| Research Group Leader | $144,498 | $0 | $0 | $0 | $1,614 | $0 | $16,116 | $0 | $16,047 | $0 | $178,275 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | the executive team travels business class when traveling overseas. In some cases the executive team travels first class when traveling domestically. |
| Schedule J, Part I, Line 7 Non-fixed payments | The organization awarded discretionary bonuses during 2021 in recognition of additional efforts made by employees in response to the COVID-19 pandemic. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| PAULA PARRA BUENO | |||
| FAMILY MEMBER OF OFFICER MATTHIAS HAURY | $76,306 | EMPLOYMENT | false |
| LUCAS HAURY PARRA | |||
| FAMILY MEMBER OF OFFICER MATTHIAS HAURY | $11,417 | EMPLOYMENT | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a Program Service Description | (Continued from Part III) The Institute and Max-Planck-Gesellschaft zur Foerderung der Wissenschaften e.V. (MAX PLANCK SOCIETY FOR THE ADVANCEMENT OF SCIENCE - "Max Planck Society") have a funding agreement whereby Max Planck Society will provide annual funding for essential core scientific and administrative operations based on a mutually agreed upon budget. During 2021, the Institute received $15,400,658 from Max Planck Society, which consists of $14,468,951 for operations, $785,480 for research groups, and $146,227 for graduate programs funding. |
| Form 990, Part VI, Line 1b Independent voting board members | The three members of the Board of Trustees who are not independent are Asifa Akhtar, David Fitzpatrick and Markus Schleier. David Fitzpatrick is not independent by way of being the filing organization's President and receiving compensation from the filing organization accordingly. Asifa Akhtar and Markus Schleier are employees of Max-Planck-Gesellschaft zur Foerderung der Wissenschaften e.V. (MAX PLANCK SOCIETY FOR THE ADVANCEMENT OF SCIENCE - "Max Planck Society"), a foreign related organization, and are compensated by Max Planck Society accordingly. The organization is unable to secure information on compensation paid to Asifa Akhtar and Markus Schleier by Max Planck Society, after making a reasonable effort to obtain the information and is unable to provide a reasonable estimate of such compensation. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | MAX PLANCK FLORIDA CORPORATION has one member, Max-Planck-Gesellschaft zur Foerderung der Wissenschaften e.V. (MAX PLANCK SOCIETY FOR THE ADVANCEMENT OF SCIENCE - "Max Planck Society"). |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | Pursuant to Section 5.3 paragraph (a) of the organization's Bylaws, the election of trustees shall take place at the annual meeting of the member (Max Planck Society.) Pursuant to Section 5.5 of the organization's Bylaws, any Trustee may be removed from office for any reason by the Member (Max Planck Society) at any regular or special meeting called for that purpose. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | Pursuant to Section 4.5 of the Organization's bylaws, the following actions must be approved by the member (Max Planck Society): -Any change in the membership of the Corporation; -Any merger or consolidation of the Corporation with or into any other entity, or of any other entity with or into the Corporation; -Change the tax-exempt status of the Corporation; -The formation of any subsidiary entities; -Any purchase or other acquisition of assets at an aggregate cost to the Corporation in excess of Two Hundred Fifty Thousand Dollars ($250,000); -Any incurrence of loans or other indebtedness by the Corporation in an amount in excess of Twenty Thousand Dollars ($50,000); -Any amendment to the Articles of Incorporation or the Bylaws of the Corporation; -The dissolution or liquidation of the Corporation; -The authorization for the employment or discharge of any individual at the senior management level (e.g. Officers of the Corporation, Executive Team, Scientific Directors and Research Group Leaders), or for the execution and delivery of any employment, or independent contractor agreement for any employee or independent contractor whose annual base compensation exceeds One Hundred Fifty Thousand Dollars ($150,000), or the modification or termination thereof; -The entering into of any contract by the Corporation for materials or services at an aggregate contract price in excess of Two Hundred Fifty Thousand Dollars ($250,000); -The creation of any indebtedness or any other obligation of the Corporation in excess of Fifty Thousand Dollars ($50,000); -The compensation to be paid to Trustees or committee members; -Any decision affecting the filing of corporate tax returns or the handling of corporate tax matters; and -The appointment of any Professor or Associate Professor to any institute developed or maintained by the Corporation. In addition, two of the trustee positions shall be reserved for representatives of Max Planck Society. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The governing body reviews Form 990 and the related schedules along with the audit committee and management. These individuals review the Form 990, prepared by an outside CPA, in its entirety prior to filing with the Internal Revenue Service and communicate to the Board of Trustees at the next scheduled board meeting. This approval process is documented with the signature of the COO or CEO. |
| Form 990, Part VI, Line 12c Conflict of interest policy | The organization regularly and consistently monitors compliance with the Conflict of Interest policy by annually distributing Conflict of Interest forms to interested persons to complete. Completed forms are first reviewed by the organization's Secretary for any relationships or transactions that may need to be disclosed to the Board of Trustees. Conflicts that arise must be reported to the board whereby appropriate action is taken. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | Independent data is used to establish compensation for every key management position prior to and at the time of hire. The Board of Trustees ratifies hires at the next scheduled board meeting. The compensation committee along with all senior officers participate in hiring, review, and decision. The compensation committee meets annually to review CEO compensation. The compensation committee uses industry statistics, benchmarking data, and surveys for comparability purposes. This process was last undertaken in 2021. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | Independent data is used to establish compensation for every key management position prior to and at the time of hire. The Board of Trustees ratifies hires at the next scheduled board meeting. The compensation committee along with all senior officers participate in hiring, review, and decision. The compensation committee meets annually to review compensation of other officers. The compensation committee uses industry statistics, benchmarking data, and surveys for comparability purposes when reviewing officer compensation, and the compensation committee and Board of Trustees approves compensation of all other officers. This process was last undertaken in 2021. |
| Form 990, Part VI, Line 19 Required documents available to the public | Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time. |
| Form 990, Part VII, Section A Line 1 - Compensation of Directors by Related Organizations | The organization is unable to secure information on compensation paid to Asifa Akhtar and Markus Schleier by the foreign related organization, Max-Planck-Gesellschaft zur Foerderung der Wissenschaften e.V. (MAX PLANCK SOCIETY FOR THE ADVANCEMENT OF SCIENCE - "Max Planck Society"), after making a reasonable effort to obtain the information and is unable to provide a reasonable estimate of such compensation. The organization has had discussions with multiple legal teams representing the Max Planck Society, who have confirmed that this compensation information will not be provided for purposes of the Max Planck Florida Corporation Form 990 due to privacy laws in Germany. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Max-Planck-Gesellschaft zur Foerderung der Wissenschaften eV | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Research | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | GM | LegalDomicileForeignCountryCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |