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AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF TECHNOLOGY INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF TECHNOLOGY INC (EIN 13-0434195)
Tax period
2019-10-01 to 2020-09-30
Filed
2021-08-11
IRS object ID
202122239349300047
Schema version
2019v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-11T10:54:16-05:00ReturnTs
Tax Period End2020-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1757 THIRD AVENUE 3RD FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172013ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN130434195EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1American Society for Technion -BusinessNameLine1Txt
Business Name Line2Israel Institute of Technology IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% ANITA ENRIQUEZInCareOfNm
Business Name ControlAMERBusinessNameControlTxt
Phone2124076300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 East 59th Street 14th FloorAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100221710ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBORAH BERKOWITZPersonNm
Person TitleVP, Finance, CFOPersonTitleTxt
Phone2124076300PhoneNum
Signature2021-08-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDaniel RomanoPreparerPersonNm
PTINP00504182PTIN
Phone2125990100PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1American Technion SocietyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerMichael Waxman-LenzPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 East 59th StreetAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100221710ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$160,435,432GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.ats.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1940FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTHE AMERICAN TECHNION SOCIETY SUPPORTS VISIONARY EDUCATION AND WORLD-CHANGING IMPACT THROUGH THE TECHNION-ISRAEL INSTITUTE OF TECHNOLOGY.ActivityOrMissionDesc
Voting Members Governing Body76VotingMembersGoverningBodyCnt
Voting Members Independent76VotingMembersIndependentCnt
Total Employee88TotalEmployeeCnt
Total Volunteers310TotalVolunteersCnt
Total Gross UBI$19,263TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$6,526NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$81,983,457PYContributionsGrantsAmt
CY Contributions Grants$61,617,923CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$20,078,189PYInvestmentIncomeAmt
CY Investment Income$12,835,272CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$102,061,646PYTotalRevenueAmt
CY Total Revenue$74,453,195CYTotalRevenueAmt
PY Grants And Similar Paid$67,970,823PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$47,858,332CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$12,630,277PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$12,059,107CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$195,725PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$159,363CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$10,384,086CYTotalFundraisingExpenseAmt
PY Other Expenses$7,648,967PYOtherExpensesAmt
CY Other Expenses$5,673,182CYOtherExpensesAmt
PY Total Expenses$88,445,792PYTotalExpensesAmt
CY Total Expenses$65,749,984CYTotalExpensesAmt
PY Revenues Less Expenses$13,615,854PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,703,211CYRevenuesLessExpensesAmt
Total Assets BOY$541,723,030TotalAssetsBOYAmt
Total Assets EOY$552,165,498TotalAssetsEOYAmt
Total Liabilities BOY$41,100,018TotalLiabilitiesBOYAmt
Total Liabilities EOY$45,941,828TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$500,623,012NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$506,223,670NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE AMERICAN TECHNION SOCIETY (ATS) HAS BEEN A VITAL PARTNER IN THE TECHNION'S UNPARALLELED GROWTH AND ACHIEVEMENT. AS A LEADING AMERICAN ORGANIZATION SUPPORTING HIGHER EDUCATION IN ISRAEL, THE ATS HAS PIONEERED A LASTING PARTNERSHIP WITH THE CREATORS OF SCIENCE AT TECHNION CITY IN HAIFA. SUPPORTED BY A NETWORK OF DYNAMIC LEADERSHIP AND THOUSANDS OF DEDICATED MEMBERS, THE ATS IS COMMITTED TO THE BELIEF THAT THE FUTURE OF HIGH TECHNOLOGY IN ISRAEL IS AT THE TECHNION. SINCE ITS FOUNDING IN 1940 ATS HAS RAISED MORE THAN $2.5 BILLION FOR THE TECHNION. THE MISSION OF ATS IS TO ENABLE THE TECHNION TO BE AMONG THE WORLD'S LEADING INSTITUTIONS IMPROVING THE WELL-BEING OF ISRAEL AND ALL HUMANITY THROUGH LEADERSHIP IN SCIENCE AND TECHNOLOGY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$4,950,000ExpenseAmt
Grant$4,950,000GrantAmt
Revenue$0RevenueAmt
DescTHE HELEN DILLER QUANTUM CENTER - SEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,985,000ExpenseAmt
Grant$2,985,000GrantAmt
Revenue$0RevenueAmt
DescTHE ANDREW AND ERNA VITERBI FACULTY OF ELECTRICAL ENGINEERING - SEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,937,500ExpenseAmt
Grant$1,937,500GrantAmt
Revenue$0RevenueAmt
DescTHE ZUCKERMAN STEM LEADERSHIP PROGRAM - SEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$38,713,884TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$37,985,832TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$48,586,384TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document254IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee88EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryISForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members76GoverningBodyVotingMembersCnt
Independent Voting Member76IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonANITA ENRIQUEZPersonNm
Phone2124076357PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 EAST 56TH STREETAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (91 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
MICHAEL WAXMAN-LENZ
Chief Executive Officer40.00.0Yes (X)$467,441$0$19,239
DAVID CHIVO
CHIEF DEVELOPMENT OFFICER40.00.0$317,642$0$41,886Yes (X)
SHANTA MALI
CHIEF MARKETING OFFICER40.00.0$257,362$0$58,401Yes (X)
JEROME KLEINMAN
ASSOCIATE VP, PRINCIPAL GIFTS40.00.0$273,736$0$32,791Yes (X)
JEFFREY RICHARD
Former Executive V.P.0.00.0$270,355$0$33,438Yes (X)
BARUCH SALAMANDER - Dir of
INFO. SER. (thru 09/2019)40.00.0$248,783$0$37,317Yes (X)
MARK HEFTER
Former HCE0.00.0$265,550$0$1,067Yes (X)
IRV ELENBERG
DIRECTOR OF DEVELOPMENT40.00.0$217,276$0$38,340Yes (X)
SARA SWISHER-ANDERSON
VP - OPERATIONS AND ADMIN40.00.0$238,184$0$6,203Yes (X)
MARYELLEN TITANI - Exec Dir
Camp. Ops. & Donor Relations40.00.0$187,737$0$37,115Yes (X)
ANITA ENRIQUEZ
CONTROLLER40.00.0$194,687$0$29,170Yes (X)
JUDY SAGER
Exec. Dir., Planned Giving40.00.0$197,728$0$16,827Yes (X)
TOVA KANTROWITZ
Former SR. ADV. STRAT, PARTNSH40.00.0$153,811$0$54,961Yes (X)
KATE YARHOUSE
EXECUTIVE DIRECTOR, HR & ADMIN40.00.0$160,146$0$12,009Yes (X)
STEVE BERGER
PRESIDENT1.00.0Yes (X)$0$0$0Yes (X)
ZAHAVA BAR-NIR
CHAIRMAN OF THE BOARD1.00.0Yes (X)$0$0$0Yes (X)
SCOTT LEEMASTER
VICE CHAIRMAN1.00.0Yes (X)$0$0$0Yes (X)
JOEL S ROTHMAN
VICE CHAIRMAN1.00.0Yes (X)$0$0$0Yes (X)
SENATOR PAUL B STEINBERG
TREASURER1.00.0Yes (X)$0$0$0Yes (X)
ROD FELDMAN
SECRETARY1.00.0Yes (X)$0$0$0Yes (X)
NANCY ARONSON
ASSISTANT SECRETARY1.00.0Yes (X)$0$0$0Yes (X)
AVHARAM ASHKENAZI
BOARD MEMBER1.00.0$0$0$0Yes (X)
ROSALYN AUGUST
BOARD MEMBER1.00.0$0$0$0Yes (X)
NORMAN BELMONTE
BOARD MEMBER1.00.0$0$0$0Yes (X)
ILENE BERGER
BOARD MEMBER1.00.0$0$0$0Yes (X)
MARK BERNSTEIN
BOARD MEMBER1.00.0$0$0$0Yes (X)
KATHRYN BLOOM
BOARD MEMBER1.00.0$0$0$0Yes (X)
ROBERT N BRAND
BOARD MEMBER1.00.0$0$0$0Yes (X)
MARILYN CAPLOVITZ
BOARD MEMBER1.00.0$0$0$0Yes (X)
JOYCE CROFT
BOARD MEMBER1.00.0$0$0$0Yes (X)
BARBARA DAHL
BOARD MEMBER1.00.0$0$0$0Yes (X)
ROBERT A DAVIDOW
BOARD MEMBER1.00.0$0$0$0Yes (X)
JOHN DAVISON
BOARD MEMBER1.00.0$0$0$0Yes (X)
CATHY DEUTCHMAN
BOARD MEMBER1.00.0$0$0$0Yes (X)
BRENT DIBNER
BOARD MEMBER1.00.0$0$0$0Yes (X)
ERIC DOBRUSIN
BOARD MEMBER1.00.0$0$0$0Yes (X)
MARK DORNER
BOARD MEMBER1.00.0$0$0$0Yes (X)
GEORGE ELBAUM
BOARD MEMBER1.00.0$0$0$0Yes (X)
CAROL B EPSTEIN
BOARD MEMBER1.00.0$0$0$0Yes (X)
IRWIN S FIELD
BOARD MEMBER1.00.0$0$0$0Yes (X)
NATHAN FISCHEL
BOARD MEMBER1.00.0$0$0$0Yes (X)
EDITH FISCHER
BOARD MEMBER1.00.0$0$0$0Yes (X)
NORA FISCHER
BOARD MEMBER1.00.0$0$0$0Yes (X)
RUTH E FLINKMAN-MARANDY
BOARD MEMBER1.00.0$0$0$0Yes (X)
LAURA FLUG
BOARD MEMBER1.00.0$0$0$0Yes (X)
ALAN FORMAN
BOARD MEMBER1.00.0$0$0$0Yes (X)
MARK GAINES
BOARD MEMBER1.00.0$0$0$0Yes (X)
TERRY N GARDNER
BOARD MEMBER1.00.0$0$0$0Yes (X)
SOL GLASNER
BOARD MEMBER1.00.0$0$0$0Yes (X)
FARIBA GHODSIAN-FISCHEL
BOARD MEMBER1.00.0$0$0$0Yes (X)
EDWARD R GOLDBERG
BOARD MEMBER1.00.0$0$0$0Yes (X)
SOLVIN GORDON
BOARD MEMBER1.00.0$0$0$0Yes (X)
IRWIN GROSS
BOARD MEMBER1.00.0$0$0$0Yes (X)
ROBERT HANISEE
BOARD MEMBER1.00.0$0$0$0Yes (X)
LAWRENCE S JACKIER
BOARD MEMBER1.00.0$0$0$0Yes (X)
JUDY JONAS
BOARD MEMBER1.00.0$0$0$0Yes (X)
LINDA KOVAN
BOARD MEMBER1.00.0$0$0$0Yes (X)
AGOTA KUPERMAN
BOARD MEMBER1.00.0$0$0$0Yes (X)
STEPHEN A LASER
BOARD MEMBER1.00.0$0$0$0Yes (X)
CHARLES E LEVIN
BOARD MEMBER1.00.0$0$0$0Yes (X)
DAVID MARCUS
BOARD MEMBER1.00.0$0$0$0Yes (X)
MELANIE MORENO
BOARD MEMBER1.00.0$0$0$0Yes (X)
ALFRED MUNZER
BOARD MEMBER1.00.0$0$0$0Yes (X)
NAOMI NEWMAN
BOARD MEMBER1.00.0$0$0$0Yes (X)
BETH S PERLMAN
BOARD MEMBER1.00.0$0$0$0Yes (X)
MICHAEL J PIERCE
BOARD MEMBER1.00.0$0$0$0Yes (X)
DAVID A POLAK
BOARD MEMBER1.00.0$0$0$0Yes (X)
JEFF POLAK
BOARD MEMBER1.00.0$0$0$0Yes (X)
ROBERT L POLAK
BOARD MEMBER1.00.0$0$0$0Yes (X)
BENNETT RECHLER
BOARD MEMBER1.00.0$0$0$0Yes (X)
DAVID LEE RONN
BOARD MEMBER1.00.0$0$0$0Yes (X)
DAVID ROSENBLATT
BOARD MEMBER1.00.0$0$0$0Yes (X)
KENNETH RUBENSTEIN
BOARD MEMBER1.00.0$0$0$0Yes (X)
NINA MADDEN SABBAN
BOARD MEMBER1.00.0$0$0$0Yes (X)
ED SATELL
BOARD MEMBER1.00.0$0$0$0Yes (X)
JOEL W SCHWARTZ
BOARD MEMBER1.00.0$0$0$0Yes (X)
JOAN SEIDEL
BOARD MEMBER1.00.0$0$0$0Yes (X)
ARNOLD SEIDEL
BOARD MEMBER1.00.0$0$0$0Yes (X)
LES SESKIN
BOARD MEMBER1.00.0$0$0$0Yes (X)
LEONARD H SHERMAN
BOARD MEMBER1.00.0$0$0$0Yes (X)
JANET SHATZ SNYDER
BOARD MEMBER1.00.0$0$0$0Yes (X)
JONATHAN SOHNIS
BOARD MEMBER1.00.0$0$0$0Yes (X)
ERIC STEIN
BOARD MEMBER1.00.0$0$0$0Yes (X)
JANEY SWEET
BOARD MEMBER1.00.0$0$0$0Yes (X)
IRA TAUB
BOARD MEMBER1.00.0$0$0$0Yes (X)
DEBBIE VANDERVEER
BOARD MEMBER1.00.0$0$0$0Yes (X)
MICHAEL VELORIC
BOARD MEMBER1.00.0$0$0$0Yes (X)
MAURO WJUNISKI
BOARD MEMBER1.00.0$0$0$0Yes (X)
ANDI WOLFE
BOARD MEMBER1.00.0$0$0$0Yes (X)
DAVID WITUS
BOARD MEMBER1.00.0$0$0$0Yes (X)
Deborah Berkowitz
Sr. V.P., Fin. (as of 06/2020)40.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,450,438TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$418,764TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K36IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Prime Buchholz Associates
273 Corporate DrivePORTSMOUTHMA03801Investment$276,889
Grant Thornton LLP
757 3rd Avenue 9NEW YORKNY10017Audit$144,950
The Helen Brown Group
489 Mt Auburn Street 4WATERTOWNMA02472PROSPECT RESEARCH$144,900
Alliance Bernstein LP
1345 Sixth AvenueNEW YORKNY10105Investment$128,333
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Government Grants$1,486,300GovernmentGrantsAmt
All Other Contributions$60,131,623AllOtherContributionsAmt
Noncash Contributions$1,498,223NoncashContributionsAmt
Total Contributions$61,617,923TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,577,431TotalRevenueColumnAmt
Unrelated Business Revenue$19,263UnrelatedBusinessRevenueAmt
Exclusion$9,558,168ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$89,240,078SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$85,982,237SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,257,841SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,257,841TotalRevenueColumnAmt
Exclusion$3,257,841ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$74,453,195TotalRevenueColumnAmt
Unrelated Business Revenue$19,263UnrelatedBusinessRevenueAmt
Exclusion$12,816,009ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,297,815TotalAmt
Program Services$1,297,815ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$46,560,517TotalAmt
Program Services$46,560,517ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,727,758TotalAmt
Program Services$102,482ProgramServicesAmt
Management And General$492,147ManagementAndGeneralAmt
Fundraising$1,133,129FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$8,264,283TotalAmt
Program Services$442,474ProgramServicesAmt
Management And General$2,265,465ManagementAndGeneralAmt
Fundraising$5,556,344FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$345,257TotalAmt
Program Services$7,201ProgramServicesAmt
Management And General$119,903ManagementAndGeneralAmt
Fundraising$218,153FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,103,348TotalAmt
Program Services$61,586ProgramServicesAmt
Management And General$401,006ManagementAndGeneralAmt
Fundraising$640,756FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$618,461TotalAmt
Program Services$32,983ProgramServicesAmt
Management And General$171,668ManagementAndGeneralAmt
Fundraising$413,810FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$41,667TotalAmt
Management And General$41,667ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$161,689TotalAmt
Management And General$161,689ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$205,500TotalAmt
Management And General$205,500ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$159,363TotalAmt
Fundraising$159,363FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,076,217TotalAmt
Management And General$1,076,217ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$281,630TotalAmt
Program Services$0ProgramServicesAmt
Management And General$281,630ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$443,478TotalAmt
Management And General$26,191ManagementAndGeneralAmt
Fundraising$417,287FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$264,619TotalAmt
Program Services$753ProgramServicesAmt
Management And General$72,210ManagementAndGeneralAmt
Fundraising$191,656FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$320,458TotalAmt
Management And General$320,458ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$821,307TotalAmt
Program Services$9,107ProgramServicesAmt
Management And General$216,546ManagementAndGeneralAmt
Fundraising$595,654FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$491,179TotalAmt
Program Services$71,466ProgramServicesAmt
Management And General$118,951ManagementAndGeneralAmt
Fundraising$300,762FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$113,423TotalAmt
Fundraising$113,423FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$459,337TotalAmt
Management And General$223,355ManagementAndGeneralAmt
Fundraising$235,982FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$409,361TotalAmt
Management And General$188,528ManagementAndGeneralAmt
Fundraising$220,833FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$254,248TotalAmt
Management And General$254,248ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CAMPAIGN EVENT EXPENSES$174,152$0$0$174,152
BAD DEBTS$65,092$0$65,092$0
EQUIP. RENTAL & MAINTENANCE$60,353$0$60,353$0
OTHER EXPENSES$29,472$0$16,690$12,782

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$65,749,984TotalAmt
Program Services$48,586,384ProgramServicesAmt
Management And General$6,779,514ManagementAndGeneralAmt
Fundraising$10,384,086FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,235,313BOYAmt
EOY$2,130,840EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,008,573BOYAmt
EOY$298,676EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$51,242,709BOYAmt
EOY$43,248,943EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$40,554,143BOYAmt
EOY$38,959,233EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,410,010BOYAmt
EOY$2,627,912EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$16,987,483LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$10,319,974LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,033,500BOYAmt
EOY$6,667,509EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$231,848,351BOYAmt
EOY$262,323,186EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$151,510,751BOYAmt
EOY$147,409,351EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$52,879,680BOYAmt
EOY$48,499,848EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$541,723,030BOYAmt
EOY$552,165,498EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,437,045BOYAmt
EOY$5,335,888EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$799,483BOYAmt
EOY$4,148,233EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$11,300,000BOYAmt
EOY$11,300,000EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$23,563,490BOYAmt
EOY$25,157,707EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$41,100,018BOYAmt
EOY$45,941,828EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,987,768BOYAmt
EOY$18,257,595EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$482,635,244BOYAmt
EOY$487,966,075EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$500,623,012BOYAmt
EOY$506,223,670EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$541,723,030BOYAmt
EOY$552,165,498EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$8,703,211ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$3,102,553NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$103,294,031CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$93,677,114CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$63,110,981CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$81,983,457CurrentTaxYearMinus1YearAmt
Current Tax Year$61,617,923CurrentTaxYearAmt
Total$403,683,506TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$103,294,031CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$93,677,114CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$63,110,981CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$81,983,457CurrentTaxYearMinus1YearAmt
Current Tax Year$61,617,923CurrentTaxYearAmt
Total$403,683,506TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$77,605,639SubstantialContributorsTotAmt
Public Support Total170$326,077,867PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,915,200CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,826,353CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,565,966CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,859,254CurrentTaxYearMinus1YearAmt
Current Tax Year$9,558,168CurrentTaxYearAmt
Total$44,724,941TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,720CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,826CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,397CurrentTaxYearMinus1YearAmt
Current Tax Year$19,263CurrentTaxYearAmt
Total$117,206TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$218,200CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$37,450CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$284,150TotalAmt
FieldValueIRS element (for citing)
Total Support$448,809,803TotalSupportAmt
Public Support CY1700.72654PublicSupportCY170Pct
Public Support PY1700.73111PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held9DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$0DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$8,350DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$404,638DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$391,616,604BeginningYearBalanceAmt
Contributions$15,445,681ContributionsAmt
Investment Earnings Or Losses$7,305,596InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,075,099GrantsOrScholarshipsAmt
Administrative Expenses$4,088,047AdministrativeExpensesAmt
End Year Balance$400,204,735EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$365,942,430BeginningYearBalanceAmt
Contributions$25,684,359ContributionsAmt
Investment Earnings Or Losses$11,751,204InvestmentEarningsOrLossesAmt
Grants Or Scholarships$9,028,971GrantsOrScholarshipsAmt
Administrative Expenses$2,732,418AdministrativeExpensesAmt
End Year Balance$391,616,604EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$367,717,263BeginningYearBalanceAmt
Contributions$3,241,151ContributionsAmt
Investment Earnings Or Losses$19,048,516InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,080,274GrantsOrScholarshipsAmt
Administrative Expenses$7,028,726AdministrativeExpensesAmt
End Year Balance$365,897,930EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$325,279,216BeginningYearBalanceAmt
Contributions$25,899,337ContributionsAmt
Investment Earnings Or Losses$34,601,387InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,584,662GrantsOrScholarshipsAmt
Administrative Expenses$7,478,015AdministrativeExpensesAmt
End Year Balance$367,717,263EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$298,497,366BeginningYearBalanceAmt
Contributions$15,993,136ContributionsAmt
Investment Earnings Or Losses$25,687,708InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,693,827GrantsOrScholarshipsAmt
Other Expenditures$3,663OtherExpendituresAmt
Administrative Expenses$4,201,504AdministrativeExpensesAmt
End Year Balance$325,279,216EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.90500PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.09500TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,801,289OtherCostOrOtherBasisAmt
Depreciation$4,849,596DepreciationAmt
Book Value$4,951,693BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,008,522OtherCostOrOtherBasisAmt
Depreciation$1,468,307DepreciationAmt
Book Value$1,540,215BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,177,672OtherCostOrOtherBasisAmt
Depreciation$4,002,071DepreciationAmt
Book Value$175,601BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$6,667,509TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS$125,166,633F
ISRAEL BONDS$22,242,718F
FieldValueIRS element (for citing)
Total Book Value Securities$147,409,351TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
BENEFICIAL INTEREST IN TRUSTS$45,880,584
LIFE INSURANCE POLICIES$2,070,228
OTHER RECEIVABLES$549,036
FieldValueIRS element (for citing)
Total Book Value Other Assets$48,499,848TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescANNUITY OBLIGATIONSDesc
Amt$25,157,707Amt
FieldValueIRS element (for citing)
Total Liability$25,157,707TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$70,274,425TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$3,102,553NetUnrealizedGainsInvstAmt
Revenue Not Reported-$3,102,553RevenueNotReportedAmt
Revenue Subtotal$73,376,978RevenueSubtotalAmt
Investment Expenses Not Incld$1,076,217InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$1,076,217RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$74,453,195TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$64,673,767TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$64,673,767ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,076,217InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$1,076,217ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$65,749,984TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
ENDOWMENT FUNDSSCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS ARE INTENDED TO SUPPORT THE FOLLOWING PROGRAM SERVICE PROJECTS AT THE TECHNION UNIVERSITY: SCHOLARSHIPS; FELLOWSHIPS; RESEARCH; STUDENT LOANS AND AID; PROFESSORIAL CHAIRS; LECTURESHIPS; PRIZES; BOOKS AND BUILDING MAINTENANCE. A PORTION OF THE EARNINGS OF THE ENDOWMENT FUND IS USED TO SUPPORT THE OPERATING COST OF THE ORGANIZATION.
FIN 48PART X, LINE 2 The Society follows guidance that clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This standard provides that the tax effects from an uncertain tax position can be recognized in the financial statements only if the position is "more-likely-than-not" to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. The Society is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code, though it is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the Code. The Society has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations in jurisdictions for which it has nexus; and to identify and evaluate other matters that may be considered tax positions. The Society has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Middle East and North AfricaGrantmaking$46,560,517
Central America and the CaribbeanInvestments$65,737,498
Middle East and North AfricaInvestments$21,769,824
Europe (Including Iceland and Greenland)Investments$10,000,000
FieldValueIRS element (for citing)
Subtotal Spent$144,067,839SubtotalSpentAmt
Total Spent$144,067,839TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionMiddle East and North AfricaRegionTxt
Purpose Of GrantVarious programs and projectsPurposeOfGrantTxt
Cash Grant$46,500,133CashGrantAmt
Manner Of Cash DisbursementWIREMannerOfCashDisbursementTxt
Non Cash Assistance$0NonCashAssistanceAmt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE F, PART I, LINE 1MONITORING OF FUNDS THE AMERICAN TECHNION SOCIETYS DONOR RELATIONS AND STEWARDSHIP DEPARTMENT, IN COORDINATION WITH THE SOCIETY'S FUNDRAISERS AND THE TECHNIONS DIVISION OF PUBLIC AFFAIRS AND RESOURCE DEVELOPMENT, WORKS TO ENSURE THAT THE UNIVERSITY MEETS THE REPORTING AND STEWARDSHIP REQUIREMENTS STIPULATED IN DONOR GIFT AGREEMENTS. THESE MAY INCLUDE: FINANCIAL REPORTS ON HOW FUNDS HAVE BEEN EXPENDED; LETTERS FROM RECIPIENTS OF SCHOLARSHIPS, FELLOWSHIPS AND OTHER STUDENT ASSISTANCE PROGRAMS; LETTERS FROM ACADEMIC CHAIR HOLDERS; REPORTS ON PROGRAM ACTIVITIES AND STATUS/OUTCOME OF RESEARCH PROJECTS; AND PHOTOS OF ONGOING AND COMPLETED CAPITAL PROJECTS. DONORS WHO SUPPORTED LABORATORIES, DORMITORIES AND OTHER CAPITAL INFRASTRUCTURE PROJECTS ARE ENCOURAGED TO ATTEND DEDICATION CEREMONIES AT THE UNIVERSITY. EVERY THREE YEARS, ATS ENGAGES A LOCAL ACCOUNTING FIRM IN ISRAEL TO PERFORM AN AUDIT OF SELECTED GRANTS TO THE UNIVERSITY TO ENSURE COMPLIANCE WITH GRANT REQUIREMENTS AND DONOR RECOGNITION. THE AUDIT REPORT IS REVIEWED AND APPROVED BY THE ORGANIZATIONS AUDIT COMMITTEE.
SCHEDULE F, PART II, LINE I, COLUMN (D)PURPOSE OF GRANT ALL FOREIGN GRANTS ARE MADE TO THE TECHNION ISRAEL INSTITUTE OF TECHNOLOGY, IN HAIFA, ISRAEL. THE GRANTS SUPPORT VARIOUS UNIVERSITY PROJECTS, SUCH AS: CONSTRUCTION OR MAINTENANCE OF RESEARCH AND LEARNING CENTERS, AUDITORIUMS, STUDENT DORMITORIES, ETC.; PIONEERING WORLD-CLASS RESEARCH PROGRAMS; FACULTY DEVELOPMENT; FELLOWSHIPS; AND, SCHOLARSHIPS.
SCHEDULE F, PART IVTHE AMERICAN TECHNION SOCIETY (ATS) INVESTS DIRECTLY IN VARIOUS ALTERNATIVE INVESTMENTS THAT MAY BE ORGANIZED AS EITHER FOREIGN CORPORATIONS OR FOREIGN PARTNERSHIPS; IT LIKEWISE, INVESTS IN DOMESTIC LIMITED PARTNERSHIPS THAT MAY, IN TURN, INVEST IN FOREIGN CORPORATIONS OR PARTNERSHIPS. NEVERTHELESS, ATS' INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR THE FILING OF FORMS 926, 5471, 8621, OR 8865. TO THE EXTENT THAT ATS IS REQUIRED TO COMPLETE ONE (OR MORE) OF THESE FOREIGN FORMS, THEY ARE FILED WITH THE FORM 990-T FILING.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmt
The Helen Brown Group
48 Summer Street Ste 2WatertownMA02472Researchfalse$84,700
Sanky Communications Group Inc
599 11th Avenue 6th FlrNew YorkNY10036D. Mail & Marketingfalse$74,663
FieldValueIRS element (for citing)
Total Retained By Contractors$159,363TotalRetainedByContractorsAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2B, COLUMN (IV)FormAndLineReferenceDesc
ExplanationVARIOUS FUNDRAISERS DISCLOSED ON THE SCHEDULE G REPORT NO RECEIPTS RAISED FROM FUNDRAISING ENDEAVORS; THIS IS A FUNCTION OF THE INSTITUTE NOT DISTINGUISHING AMOUNTS RAISED BY SPECIFIC FUNDRAISER EFFORTS AND NOT BECAUSE THE FUNDRAISERS' SERVICES RAISED NO CONTRIBUTIONS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Jacobs Technion-Cornell InstituteBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 West Loop RoadAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10044ZIPCd
FieldValueIRS element (for citing)
Recipient EIN464395157RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$1,289,465CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantVarious ProjectsPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationGRANTS SENT TO CORNELL UNIVERSITY, FOR THE JACOBS TECHNION CORNELL INSTITUTE (JTCI), REPRESENT FUNDS DONATED TO ATS THAT WERE DESIGNATED TO SUPPORT THE COLLABORATION BETWEEN TECHNION UNIVERSITY AND CORNELL UNIVERSITY ESTABLISHING THE JTCI ON THE CORNELL TECH CAMPUS. JTCI, IS A 501(C)(3) ORGANIZATION. THE INSTITUTE OFFERS NONTRADITIONAL ACADEMIC PROGRAMS FOCUSED ON OFFERING A GLOBAL PERSPECTIVE ON TECHNOLOGY TRANSFER, COMMERCIALIZATION AND ENTREPRENEURSHIP. ATS IS COORDINATING WITH JTCI TO RECEIVE REGULAR REPORTS ON THE USAGE OF FUNDS RECEIVED FROM ATS. FOR DONOR ADVISED FUNDS, DONOR SENDS IN A GRANT REQUEST. ATS VERIFIES 501(C)(3) STATUS OF PROPOSED GRANTEE, AND SENDS A FORM REQUESTING DONOR TO CONFIRM THAT GRANT WILL NOT PROVIDE ANY PERSONAL BENEFIT TO HIS OR HER FAMILY. ONCE RECEIVED AND EXEMPT STATUS VERIFIED, APPROVAL OF DONOR ADVISED FUND COMMITTEE IS OBTAINED AND CHECK IS CUT FOR THE GRANTEE. ATS SENDS CHECK WITH A LETTER TO GRANTEE SPECIFYING LIMITATIONS AS TO USE OF THE GRANT, I.E. IT SHOULD NOT PROVIDE ANY PERSONAL BENEFIT TO THE DAF DONOR.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MICHAEL WAXMAN-LENZ
Chief Executive Officer$433,469$0$30,000$0$3,972$0$16,800$0$2,439$0$486,680$0$0$0
DAVID CHIVO
CHIEF DEVELOPMENT OFFICER$291,129$0$25,000$0$1,513$0$16,608$0$25,278$0$359,528$0$0$0
SHANTA MALI
CHIEF MARKETING OFFICER$241,805$0$15,000$0$557$0$15,272$0$43,129$0$315,763$0$0$0
JEROME KLEINMAN
ASSOCIATE VP, PRINCIPAL GIFTS$256,408$0$10,000$0$7,328$0$15,792$0$16,999$0$306,527$0$0$0
JEFFREY RICHARD
Former Executive V.P.$269,500$0$0$0$855$0$15,148$0$18,290$0$303,793$0$0$0
BARUCH SALAMANDER - Dir of
INFO. SER. (thru 09/2019)$98,396$0$0$0$150,387$0$6,500$0$30,817$0$286,100$0$0$0
MARK HEFTER
Former HCE$0$0$0$0$265,550$0$473$0$594$0$266,617$0$0$0
IRV ELENBERG
DIRECTOR OF DEVELOPMENT$216,179$0$0$0$1,097$0$13,279$0$25,061$0$255,616$0$0$0
SARA SWISHER-ANDERSON
VP - OPERATIONS AND ADMIN$238,040$0$0$0$144$0$3,912$0$2,291$0$244,387$0$0$0
MARYELLEN TITANI - Exec Dir
Camp. Ops. & Donor Relations$172,362$0$15,000$0$375$0$10,776$0$26,339$0$224,852$0$0$0
ANITA ENRIQUEZ
CONTROLLER$182,229$0$10,000$0$2,458$0$10,725$0$18,445$0$223,857$0$0$0
JUDY SAGER
Exec. Dir., Planned Giving$191,174$0$3,600$0$2,954$0$0$0$16,827$0$214,555$0$0$0
TOVA KANTROWITZ
Former SR. ADV. STRAT, PARTNSH$151,505$0$0$0$2,306$0$10,146$0$44,815$0$208,772$0$0$0
KATE YARHOUSE
EXECUTIVE DIRECTOR, HR & ADMIN$144,461$0$15,000$0$685$0$5,206$0$6,803$0$172,155$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4A - SEVERANCE PAYMENTThe following individuals received severance payments in calendar year 2019, which is reported in Schedule J, Part II, Column B(iii): Baruch Salamander $138,763 Mark Hefter $256,286
PART I, LINE 7BONUSES WERE PAID OUT DURING THE YEAR THAT CONSTITUTED NON FIXED PAYMENTS. THE EXECUTIVE VICE PRESIDENT'S BONUS IS DETERMINED BY THE MANAGEMENT COMMITTEE MADE UP OF THE PRESIDENT AND OTHER KEY MEMBERS OF THE BOARD OF DIRECTORS. ALL OTHER BONUSES ARE REQUESTED BY SUPERVISORS BASED ON EXTRAORDINARY PERFORMANCE IN THE PAST YEAR AND A FINAL DECISION IS MADE BY THE EXECUTIVE VICE PRESIDENT.

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution40ContributionCnt
Noncash Contributions Rpt F990$1,498,223NoncashContributionsRptF990Amt
Method Of Determining RevenuesProceeds from saleMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationNUMBER OF CONTRIBUTIONS THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B).ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4ATHE HELEN DILLER QUANTUM CENTER IDENTIFYING THE EMERGING AREA OF QUANTUM SCIENCE AND ENGINEERING AS ONE OF THE BUILDING BLOCKS OF ISRAELS FUTURE TECHNOLOGICAL EDGE, THE TECHNION LAUNCHED A MAJOR RESEARCH INITIATIVE. THE HELEN DILLER QUANTUM CENTER-THE FIRST IN ISRAEL-IS POISED TO ADVANCE THE BASIC SCIENCES WHILE USING QUANTUM MECHANICS TO IMPACT ENGINEERING FIELDS AND DEVELOP APPLICATIONS FOR A RANGE OF INDUSTRIES. QUANTUM PHENOMENA HOLD GREAT PROMISE FOR TECHNOLOGIES VITAL TO HIGH-TECH, DEFENSE AND SECURITY FIELDS. SCIENTISTS IN THE CENTER ARE PURSUING RESEARCH IN QUANTUM SENSING, QUANTUM COMPUTING, QUANTUM COMMUNICATION, QUANTUM MATERIALS AND QUANTUM SIMULATORS. SOME 50 FACULTY MEMBERS AND MORE THAN 100 GRADUATE STUDENTS, POSTDOCS AND SCIENTISTS PARTICIPATE IN THE CENTERS ACTIVITIES. PART III, LINE 4B THE ANDREW AND ERNA VITERBI FACULTY OF ELECTRICAL ENGINEERING ENJOYS A WORLDWIDE REPUTATION FOR LEADERSHIP IN KEY AREAS OF COMMUNICATIONS, ELECTRONICS AND COMPUTER ENGINEERING. WITH MORE THAN 2,500 STUDENTS, IT IS THE LARGEST ENGINEERING DEPARTMENT IN ISRAEL, CONSISTENTLY RANKED AMONG THE WORLDS TOP 10 ELECTRICAL AND COMPUTER ENGINEERING DEPARTMENTS. IT HAS DEVELOPED EXTENSIVE RELATIONSHIPS WITH HIGH-TECH INDUSTRY AND A LIAISON PROGRAM INCLUDES NEARLY 40 MEMBER COMPANIES. FACULTY MEMBERS AND STUDENTS RECEIVE PRESTIGIOUS AWARDS RECOGNIZING THEIR RESEARCH ACHIEVEMENTS. SUPPORT FROM THE GRANT ENABLES THE DEPARTMENT TO INCREASE ITS GRADUATE STUDENT BODY, RECRUIT TOP FACULTY MEMBERS, EXPAND RESEARCH ACTIVITIES, AND UPGRADE TEACHING AND RESEARCH INFRASTRUCTURE. PART III, LINE 4C THE ZUCKERMAN STEM LEADERSHIP PROGRAM THE ZUCKERMAN STEM LEADERSHIP PROGRAM SUPPORTS FUTURE LEADERS IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATH IN THE U.S. AND ISRAEL, FOSTERING COLLABORATION BETWEEN THE TWO NATIONS. IT ENABLES HIGH-ACHIEVING AMERICAN POSTDOCTORAL RESEARCHERS AND GRADUATE STUDENTS TO COLLABORATE WITH RESEARCHERS AT ISRAELS TOP INSTITUTIONS AND EXPOSES THEM TO ITS RENOWNED STARTUP CULTURE. THE PROGRAM ALSO BOLSTERS ISRAELI INSTITUTIONS BY PROVIDING RESOURCES TO DEVELOP TOP-TIER LABS AND PROJECTS. THE PROGRAM AIMS TO STRENGTHEN THE U.S.ISRAEL PARTNERSHIP AS ZUCKERMAN SCHOLARS RETURN TO THE U.S. AFTER BUILDING LONG-TERM RELATIONSHIPS AND ISRAELI ACADEMICS RETURNING HOME WILL CONTINUE TO ADVANCE COLLABORATION WITH AMERICAN COLLEAGUES. PART III, LINE 4D GRANTS EXPENSES REVENUE OTHER PROGRAMS: 37,985,832 38,713,884 0. THE TECHNION IS KNOWN FOR WORLD-CLASS RESEARCH IN A RANGE OF AREAS: AEROSPACE, BIOTECHNOLOGY, BIOMEDICAL ENGINEERING, CANCER, COMPUTER SCIENCE, ELECTRICAL ENGINEERING, MEDICINE, QUANTUM ENGINEERING, ROBOTICS, SUSTAINABLE ENERGY AND WATER RESOURCES/RECLAMATION. IN 2020, the American Technion Society provided funding for COVID-19-related research and emergency student support; the Jacobs-Technion Cornell Institute; faculty recruitment and retention; the Faculty of Computer Science expansion; campus enhancements; and research in fields such as security/defense and neurodegenerative disorders. ATS donors provide ongoing support for top Technion priorities: graduate student fellowships, student housing and aid for students from disadvantaged backgrounds.
PART VI, SECTION A, LINE 1ADELEGATION OF AUTHORITY THE BOARD AUTHORIZES THE FINANCE TRANSACTIONS COMMITTEE TO ACT ON ITS BEHALF ON FINANCIAL MATTERS NOT EXCEEDING $2 MILLION AND TO PROVIDE OVERSIGHT AND COORDINATION OF OTHER BOARD FINANCIAL COMMITTEES.
PART VI, SECTION A, LINE 2FAMILY AND BUSINESS RELATIONSHIPS THE FOLLOWING ARE BOARD MEMBERS WITH BUSINESS OR FAMILY RELATIONSHIPS: DAVE POLAK, ROBERT POLAK & JEFF POLAK - FAMILY RELATIONSHIP NATHAN FISCHEL & FARIBA GHODSIAN-FISCHEL - FAMILY RELATIONSHIP ALAN FORMAN & JONATHAN SOHNIS - BUSINESS RELATIONSHIP ARNOLD & JOAN SEIDEL - FAMILY RELATIONSHIP STEVE & ILENE BERGER - FAMILY RELATIONSHIP EDITH FISCHER & NORA FISCHER - FAMILY RELATIONSHIP
FORM 990, PART VI, SECTION B, LINE 11REVIEW OF FORM 990 THE FORM 990 IS PREPARED IN CONJUNCTION WITH THE SOCIETY'S EXTERNAL ACCOUNTING FIRM. UPON COMPLETION, THE 990 IS REVIEWED BY THE SENIOR VP AND EXECUTIVE V.P./CEO AND A PRESENTATION IS MADE TO THE AUDIT COMMITTEE TO HIGHLIGHT THE 990 INFORMATION PERTINENT TO THAT COMMITTEE'S OVERSIGHT AND GOVERNANCE. ONCE THE AUDIT COMMITTEE HAS APPROVED THE 990 FOR FILING, THE FINAL 990 IS DISTRIBUTED TO THE FULL BOARD OF DIRECTORS, IN EITHER PAPER OR ELECTRONIC FORM, PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CMONITORING & ENFORCEMENT OF CONFLICT OF INTEREST POLICY CONFLICT OF INTEREST POLICY AND DISCLOSURE FORMS ARE DISTRIBUTED ANNUALLY TO ALL BOARD MEMBERS, OFFICERS AND MANAGERIAL STAFF. EACH ONE IS REQUIRED TO SIGN AND RETURN THE DISCLOSURE FORM. ATS COUNSEL REVIEWS DISCLOSURES TO DETERMINE CONFLICT AND REPORTS THESE TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. DIRECTORS AND STAFF WITH A CONFLICT ARE PROHIBITED FROM PARTICIPATING IN DISCUSSIONS AND DECISIONS RELATED TO THE TRANSACTION.
FORM 990, PART VI, SECTION B, LINES 15A & 15BPROCESS FOR DETERMINING COMPENSATION FOR TOP MANAGEMENT OFFICIAL AND OTHER KEY EMPLOYEES THE EXECUTIVE VICE PRESIDENT'S (CEO) COMPENSATION IS DETERMINED BY A COMMITTEE WHICH IS MADE UP OF THE FOLLOWING OFFICERS OF THE BOARD OF DIRECTORS: CHAIRMAN OF THE BOARD; VICE CHAIRMEN OF THE BOARD; AND PRESIDENT OF THE BOARD. FROM TIME TO TIME THE CHAIRMAN OF THE BOARD MAY CHOOSE TO INCLUDE THE HONORARY CHAIRMAN OF THE BOARD AND/OR CHAIRMAN OF THE PERSONNEL COMMITTEE. THE CEO'S COMPENSATION IS DETERMINED BY CONTRACT AND INCREASES ANNUALLY ACCORDING TO THE TERMS OF THE CONTRACT. FROM TIME TO TIME, THE COMMITTEE ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT FOR COMPARABILITY DATA AND SUBSTANTIATION. THE COMMITTEE THEN SUBSTANTIATES ITS DECISION WITH A MEMORANDUM WHICH IS SIGNED BY THE PRESIDENT. WITH REGARD TO THE OFFICERS AND KEY EMPLOYEES, FROM TIME TO TIME ATS ENGAGES IN INFORMATION SHARING WITH OTHER NON-PROFITS TO EVALUATE ITS COMPENSATION PACKAGE. IN SOME YEARS ATS IS ABLE TO GATHER THE INFORMATION ANONYMOUSLY. ATS DOES THIS TO CONFIRM THAT ITS SALARIES AND BENEFITS ARE IN LINE WITH THE MARKET.
FORM 990, PART VI, SECTION C, LINE 19THE SOCIETY'S FINANCIAL STATEMENTS AND FORM 990 ARE POSTED ON ITS WEBSITE. COPIES OF THE SOCIETY'S OTHER CORPORATE DOCUMENTS, SUCH AS ITS BYLAWS, ARTICLES OF INCORPORATION AND CONFLICTS OF INTEREST POLICY, ARE PROVIDED UPON REQUEST AND AT MANAGEMENT'S DISCRETION.
GENERAL STATEMENT REGARDING IMPACT OF COVID-19The COVID-19 pandemic, whose effects first became known in January 2020, has caused economic interruptions through mandated and voluntary closings of businesses and organizations throughout the United States. The extent of the impact of COVID-19 on the Societys operational and financial performance will depend on certain developments, including the duration and spread of the outbreak and its impact on the Societys donors, employees, and vendors, all of which at present cannot be determined. Accordingly, the extent to which COVID-19 may impact the Societys financial position and changes in net assets and cash flows is uncertain and the accompanying consolidated financial statements include no adjustments relating to the effects of this pandemic. On April 27, 2020, the Society received loan proceeds totaling $1,486,300 under the paycheck protection program ("PPP") administered by the small Business Administration (SBA) approved partner (such PPP loan referred to as a First Draw PPP loan). Established as part of the Coronavirus Relief and Economic Security ACt ("CARES ACT"), the PPP provides for uncollateralized loans to qualifying borrowers in amounts up to 2.5 times the borrowers average monthly payroll expenses. PPP loans and accrued interest are forgivable after a covered period (eight or 24 weeks) as long as the borrower uses the loan proceeds for eligible purposes, including payroll, benefits, rent and utilities and maintains its payroll levels. The forgiveness amount will be reduced if the borrower terminates employees or reduces salaries during the covered period in excess of the limit set under the regulations. The Society used the PPP loan proceeds for purposes consistent with the PPP and has applied for forgiveness. As of September 30, 2020, the Society believes that it satisfied the requirements for its PPP loan to be forgiven, and therefore the Society recorded grant revenue totaling $1,486,300 on its accompanying statement of activities. On January 1, 2021, the loan was fully forgiven. On February 8, 2021, the Society received a Second Draw PPP loan of $1,486,300 under the CARES Act as amended by the Economic Aid Hard-Hit Small Businesses, Nonprofits, and Venues Act (Economic Aid Act). The loan is generally subject to the same terms, conditions and requirements as the First Draw PPP loan. The loan qualifies for loan forgiveness if during the 8 to 24 week covered period following loan disbursement: employee and compensation levels are maintained in the same manner as required for the First Draw PPP loan; the loan proceeds are spent on payroll cost and other eligible expenses; and at least 60 percent of proceeds are spent on payroll costs.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER TRUST(1)
ANNUITYFLNATRUSTfalse
PERPETUAL TRUST (1)
ANNUITYTXNATRUSTfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd