ITHAKA HARBORS INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ITHAKA HARBORS INC (EIN 13-3857105)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349302295
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T09:11:56-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133857105 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ITHAKA HARBORS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRIS VANACORE | InCareOfNm |
| Business Name Control | ITHA | BusinessNameControlTxt |
| Phone | 2123586400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 GREENWICH STREET | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN M GUTHRIE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123586483 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CANDICE METH | PreparerPersonNm |
| PTIN | P01306891 | PTIN |
| Phone | 2129498700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.150.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26505220193185000051 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D611A41C46BF25E5A65C9B6AAB3989918C636A13 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0171DCF37D0058A3A7E131C8AA9958388F37ABDA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | KEVIN M GUTHRIE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 GREENWICH STREET | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $126,116,064 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ITHAKA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO ASSIST THE ACADEMIC COMMUNITY TO USE DIGITAL TECHNOLOGIES TO PRESERVE THE SCHOLARLY RECORD AND TO ADVANCE RESEARCH AND TEACHING IN SUSTAINABLE WAYS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 410 | TotalEmployeeCnt |
| Total Gross UBI | $608,961 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,623,659 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,150,647 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $81,553,515 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $84,423,095 | CYProgramServiceRevenueAmt |
| PY Investment Income | $18,025,086 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,171,922 | CYInvestmentIncomeAmt |
| PY Other Revenue | $697,408 | PYOtherRevenueAmt |
| CY Other Revenue | $427,035 | CYOtherRevenueAmt |
| PY Total Revenue | $104,899,668 | PYTotalRevenueAmt |
| CY Total Revenue | $94,172,699 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $39,337,220 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $39,995,886 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $225,778 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $49,018,660 | PYOtherExpensesAmt |
| CY Other Expenses | $48,859,183 | CYOtherExpensesAmt |
| PY Total Expenses | $88,355,880 | PYTotalExpensesAmt |
| CY Total Expenses | $88,855,069 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,543,788 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,317,630 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $192,938,507 | TotalAssetsBOYAmt |
| Total Assets EOY | $191,110,277 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $82,671,678 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $95,527,725 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $110,266,829 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $95,582,552 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Ithaka Harbors Inc.s mission as a non-profit organization is to help the academic community use digital technologies to preserve the scholarly record and to advance research and teaching in sustainable ways. It pursues this mission by providing innovative services that aid in the adoption of these technologies and that create lasting impact. It conducts rigorous research and thinks creatively with others about the impact and opportunities that advances in digital technology bring to the academic community, it shares what it learns as broadly as possible, and, when needed, it builds scalable enduring solutions. Ithaka Harbors Inc. currently pursues its mission through three innovative program services that are among the most transformative and widely used services in higher education: Ithaka S+R, JSTOR and Portico. Through a recent strategic alliance and subsequent merger with Artstor Inc., ITHAKA has enhanced its mission by facilitating access to Artstors library of digital images and | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $72,418,112 | ExpenseAmt |
| Revenue | $76,853,085 | RevenueAmt |
| Desc | JSTOR is a not-for-profit cloud-based library where scholars, students, and the public can access thousands of journals, books, images, and other content as well as tools that promote research, teaching, sharing, and contribution. JSTOR includes content from over 1,000 publishers and serves: 6 million unique monthly visitors; 10,000+ universities, schools, and institutions in 176 nations. In addition to the program service revenue of $76,853,085 reported above, ITHAKA received grant revenue of $2,647,347 allocable to JSTOR REPORTED ON PART VIII LINE 1F. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,538,441 | ExpenseAmt |
| Revenue | $6,132,668 | RevenueAmt |
| Desc | Portico is a not-for-profit digital preservation service for electronic journals, books, and other scholarly content that is supported by a global community of thousands of libraries and hundreds of academic publishers. Porticos mission is to ensure that the worlds scholarship, now stored and disseminated largely in digital form, will be accessible to future generations. Portico includes: 84+ million items; 24,000+ e-Journals preserved; 540,000+ e-Books preserved; 473 participating publishers and over 1,000 participating libraries. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,230,626 | ExpenseAmt |
| Revenue | $1,437,342 | RevenueAmt |
| Desc | Ithaka S+R is a not-for-profit service that provides research and strategic guidance to help the academic and cultural communities serve the public good and navigate economic, technological, and demographic change. Working with leaders of universities and colleges, libraries, publishers, cultural institutions and foundations, Ithaka S+R aims to broaden access to higher education by reducing costs, expanding opportunities for students from diverse backgrounds and developing strategies to improve student outcomes. In addition to the program service revenue of $1,437,342, ITHAKA received grant revenue of $1,503,300 allocable to Ithaka S+R reported on Part VIII, Lines 1E and 1F. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $83,187,179 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | 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 | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | 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 | 71 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 410 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS VANACORE | PersonNm |
| Phone | 2123586483 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 GREENWICH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| STEVEN G POSKANZER | |||||||||
| CHAIR AND TRUSTEE | 1.0 | 1.0 | Yes (X) | Yes (X) | $5,000 | $0 | $0 | ||
| KEVIN M GUTHRIE | |||||||||
| PRESIDENT AND TRUSTEE | 34.0 | 6.0 | Yes (X) | Yes (X) | $548,780 | $0 | $56,168 | ||
| GREGORY M AVIS | |||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| HENRY S BIENEN | |||||||||
| TRUSTEE (TO 3/21/18) | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| REBECCA M BLANK | |||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $5,000 | $0 | $0 | |||
| PETER J DOUGHERTY | |||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $2,500 | $0 | $0 | |||
| CHRISTOPHER L EISGRUBER | |||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| IRA H FUCHS | |||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $5,000 | $0 | $0 | |||
| SUSAN GIBBONS | |||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $5,000 | $0 | $0 | |||
| CURTIS L KENDRICK | |||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $2,500 | $0 | $0 | |||
| ALEXANDRA W LOGUE | |||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $5,000 | $0 | $0 | |||
| EUGENE Y LOWE JR | |||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $5,000 | $0 | $0 | |||
| CAROL A MANDEL | |||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $5,000 | $0 | $0 | |||
| MICHAEL H SCHILL | |||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $5,000 | $0 | $0 | |||
| JEFFREY A SINE | |||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN M STIGLER | |||||||||
| TRUSTEE (to 3/21/18) | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| HERBERT S WINOKUR JR | |||||||||
| trustee | 1.0 | 0.0 | Yes (X) | $5,000 | $0 | $0 | |||
| LAURA BROWN | |||||||||
| EVP, JSTOR MANAGING DIRECTOR | 40.0 | 0.0 | Yes (X) | $387,992 | $0 | $48,790 | |||
| NANCY KOPANS | |||||||||
| VP, GENERAL COUNSEL/SECRETARY | 30.0 | 10.0 | Yes (X) | $313,761 | $0 | $47,298 | |||
| CATHARINE BOND HILL | |||||||||
| MANAGING DIRECTOR, ITHAK S+R | 40.0 | 0.0 | Yes (X) | $289,070 | $0 | $48,790 | |||
| GERARD AURIGEMMA | |||||||||
| CFO AND TREASURER | 35.0 | 5.0 | Yes (X) | $272,718 | $0 | $56,168 | |||
| KATE WITTENBERG | |||||||||
| MANAGING DIRECTOR, PORTICO | 40.0 | 0.0 | Yes (X) | $248,056 | $0 | $51,332 | |||
| ROBERT HETERICK | |||||||||
| VP INSTITUTIONAL PARTICIPATION | 30.0 | 10.0 | $381,309 | $0 | $52,731 | Yes (X) | |||
| RAHUL BELANI | |||||||||
| EVP CONTENT AND TECHNOLOGY | 40.0 | 0.0 | $351,459 | $0 | $55,348 | Yes (X) | |||
| WILLIAM YING | |||||||||
| CIO & VP OF TECHNOLOGY | 5.0 | 35.0 | $293,772 | $0 | $34,783 | Yes (X) | |||
| JOHN LENAHAN | |||||||||
| ASSOC. VP INST'L PARTICIPATION | 35.0 | 5.0 | $299,162 | $0 | $48,390 | Yes (X) | |||
| FRANK SMITH | |||||||||
| DIRECTOR, BOOKS AT JSTOR | 40.0 | 0.0 | $261,812 | $0 | $53,565 | Yes (X) | |||
| DALE MYERS | |||||||||
| VP PLATFORM ENGINEERING & OPS | 30.0 | 10.0 | $254,486 | $0 | $46,513 | Yes (X) | |||
| JABIN WHITE | |||||||||
| VP, CONTENT MANAGEMENT | 40.0 | 0.0 | $243,976 | $0 | $50,959 | Yes (X) | |||
| PIOTR ADAMCZYK | |||||||||
| DIR, ARTSTOR DIGITAL LIBRARY | 10.0 | 30.0 | $190,614 | $0 | $30,327 | Yes (X) | |||
| CHRIS VANACORE | |||||||||
| CONTROLLER | 35.0 | 5.0 | $182,383 | $0 | $45,362 | Yes (X) | |||
| HEIDI BARTOLACCI | |||||||||
| VP, MARKETING & COMMUNICATIONS | 23.0 | 7.0 | $187,958 | $0 | $44,777 | Yes (X) | |||
| MATT S MACQUEEN | |||||||||
| VP PRODUCT DESIGN/USER EXPER | 40.0 | 0.0 | $214,348 | $0 | $46,442 | Yes (X) | |||
| WILLIAM F GROPPE | |||||||||
| SR. SOFTWARE ENGINEER | 40.0 | 0.0 | $215,080 | $0 | $48,087 | Yes (X) | |||
| ALEX HUMPHREYS | |||||||||
| ASSOC VP JSTOR LABS | 40.0 | 0.0 | $210,972 | $0 | $48,722 | Yes (X) | |||
| HEATHER JENSEN | |||||||||
| DEPUTY GENERAL COUNSEL | 40.0 | 0.0 | $202,369 | $0 | $30,554 | Yes (X) | |||
| ARCHIBALD COWAN | |||||||||
| CHIEF ARCHITECT | 36.0 | 4.0 | $192,855 | $0 | $46,788 | Yes (X) | |||
| MARTIN KURZWEIL | |||||||||
| PROGRAM DIRECTOR ITHAKA S+R | 40.0 | 0.0 | $190,938 | $0 | $45,977 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,983,870 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,037,871 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 133 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRODUCT OPS | |||||
| 1347 PACIFIC AVENUE | SANTA CRUZ | CA | 950603940 | SOFTWARE DEVELOPMENT | $1,107,000 |
| DOCMATION LLC | |||||
| 3295 RIVER EXCHANGE DRIVE | NORCROSS | GA | 30092 | SOFTWARE DEVELOPMENT | $703,260 |
| TEK SYSTEMS | |||||
| PO BOX 198568 | ATLANTA | GA | 303848856 | SOFTWARE DEVELOPMENT | $643,219 |
| EIT PROFESSIONALS CORP | |||||
| 17199 N LAUREL PARK DRIVE | LIVONIA | MI | 48152 | SOFTWARE DEVELOPMENT | $424,755 |
| ITS ANALYTICS | |||||
| 2000 CORNWALL ROAD SUITE 220 | MONMOUTH JUNCTION | NJ | 08852 | SOFTWARE DEVELOPMENT | $353,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 23 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $449,867 | GovernmentGrantsAmt |
| All Other Contributions | $3,700,780 | AllOtherContributionsAmt |
| Total Contributions | $4,150,647 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| JSTOR | 519100 | $76,853,085 | $76,853,085 |
| PORTICO | 519100 | $6,132,668 | $6,132,668 |
| ITHAKA S+R | 519100 | $1,437,342 | $1,437,342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $84,423,095 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,939,054 | TotalRevenueColumnAmt |
| Exclusion | $9,939,054 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,176,233 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,943,365 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$4,767,132 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,767,132 | TotalRevenueColumnAmt |
| Exclusion | -$4,767,132 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| SHARED SERVICE FEES | 541990 | $605,000 | $605,000 | |
| LOSS ON CURRENCY CONVERSION | 900099 | -$181,926 | -$181,926 | |
| OTHER REVENUE | 454110 | $3,961 | $3,961 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $427,035 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,172,699 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $84,423,095 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $608,961 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,989,996 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,923,222 | TotalAmt |
| Program Services | $5,410,297 | ProgramServicesAmt |
| Management And General | $346,912 | ManagementAndGeneralAmt |
| Fundraising | $166,013 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,915,679 | TotalAmt |
| Program Services | $20,939,804 | ProgramServicesAmt |
| Management And General | $1,975,875 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,099,319 | TotalAmt |
| Program Services | $3,819,517 | ProgramServicesAmt |
| Management And General | $257,411 | ManagementAndGeneralAmt |
| Fundraising | $22,391 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,704,817 | TotalAmt |
| Program Services | $4,275,516 | ProgramServicesAmt |
| Management And General | $405,969 | ManagementAndGeneralAmt |
| Fundraising | $23,332 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,352,849 | TotalAmt |
| Program Services | $2,183,603 | ProgramServicesAmt |
| Management And General | $155,204 | ManagementAndGeneralAmt |
| Fundraising | $14,042 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,557 | TotalAmt |
| Program Services | $85,057 | ProgramServicesAmt |
| Management And General | $2,500 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,342 | TotalAmt |
| Management And General | $125,342 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,624,686 | TotalAmt |
| Program Services | $5,234,290 | ProgramServicesAmt |
| Management And General | $390,396 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,526 | TotalAmt |
| Program Services | $135,896 | ProgramServicesAmt |
| Management And General | $20,630 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,047,865 | TotalAmt |
| Program Services | $754,454 | ProgramServicesAmt |
| Management And General | $293,411 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,344,310 | TotalAmt |
| Program Services | $7,255,031 | ProgramServicesAmt |
| Management And General | $89,279 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,798,590 | TotalAmt |
| Program Services | $2,798,590 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,414,065 | TotalAmt |
| Program Services | $1,375,099 | ProgramServicesAmt |
| Management And General | $38,966 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544,626 | TotalAmt |
| Program Services | $384,271 | ProgramServicesAmt |
| Management And General | $160,355 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,549,705 | TotalAmt |
| Program Services | $5,356,365 | ProgramServicesAmt |
| Management And General | $193,340 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,646 | TotalAmt |
| Management And General | $235,646 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| JOURNAL ACQUISITION/SCANNING | $3,372,745 | $3,372,745 | |
| COMMISSIONS | $1,031,921 | $1,031,750 | $171 |
| FEES AND PUBLISHER PAYMENTS | $18,465,214 | $18,465,214 | |
| ALL OTHER EXPENSES | $1,060,385 | $309,680 | $750,705 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,855,069 | TotalAmt |
| Program Services | $83,187,179 | ProgramServicesAmt |
| Management And General | $5,442,112 | ManagementAndGeneralAmt |
| Fundraising | $225,778 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80 | BOYAmt |
| EOY | $165 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,099,280 | BOYAmt |
| EOY | $40,961,621 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $941,802 | BOYAmt |
| EOY | $928,625 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,888,958 | BOYAmt |
| EOY | $6,898,157 | 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 |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,746,729 | BOYAmt |
| EOY | $2,591,531 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,254,045 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,046,573 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,933,672 | BOYAmt |
| EOY | $4,207,472 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,915,686 | BOYAmt |
| EOY | $120,271,814 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,412,300 | BOYAmt |
| EOY | $15,250,892 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,938,507 | BOYAmt |
| EOY | $191,110,277 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,680,690 | BOYAmt |
| EOY | $26,210,968 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,263,299 | BOYAmt |
| EOY | $68,209,619 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $727,689 | BOYAmt |
| EOY | $1,107,138 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,671,678 | BOYAmt |
| EOY | $95,527,725 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,471,167 | BOYAmt |
| EOY | $92,298,498 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,795,662 | BOYAmt |
| EOY | $3,284,054 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,266,829 | BOYAmt |
| EOY | $95,582,552 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,938,507 | BOYAmt |
| EOY | $191,110,277 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,317,630 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$21,808,086 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,806,179 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,084,458 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $214,503 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,522,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,623,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,150,647 | CurrentTaxYearAmt |
| Total | $13,595,567 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,267,168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,509,309 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,528,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,553,515 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,423,095 | CurrentTaxYearAmt |
| Total | $400,281,136 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76,351,626 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,723,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,050,349 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,177,174 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,573,742 | CurrentTaxYearAmt |
| Total | $413,876,703 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,107,664 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,149,615 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $4,257,279 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,107,664 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,149,615 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $4,257,279 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $409,619,424 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,032,426 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,026,980 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,024,068 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,025,086 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,939,094 | CurrentTaxYearAmt |
| Total | $48,047,654 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,032,426 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,026,980 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,024,068 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,025,086 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,939,094 | CurrentTaxYearAmt |
| Total | $48,047,654 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$204,535 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$116,172 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$340,831 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$15,676 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$181,926 | CurrentTaxYearAmt |
| Total | -$859,140 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,179,517 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,634,620 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $88,733,586 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104,186,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,330,910 | CurrentTaxYearAmt |
| Total | $461,065,217 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88842 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88229 | PublicSupportPY509Pct |
| Investment Income CY | 0.10421 | InvestmentIncomeCYPct |
| Investment Income PY | 0.11011 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,429,145 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,858,809 | DepreciationAmt |
| Book Value | $570,336 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,824,900 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,187,764 | DepreciationAmt |
| Book Value | $3,637,136 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $4,207,472 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| TIFF MULTI-ASSET MUTUAL FUND | $81,064,720 | F |
| VANGUARD BOND MUTUAL FUND | $10,909,757 | F |
| WORLD STOCK INDEX FUND | $28,297,337 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $120,271,814 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SOFTWARE COSTS | $10,873,263 |
| SECURITY DEPOSITS | $426,672 |
| GOODWILL | $3,950,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $15,250,892 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $1,107,138 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,107,138 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART X, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ITHAKA is subject to the provisions of the Financial Accounting Standards Board's ("FASB") Accounting Standards Codification ("ASC") Topic 740, Income Taxes, relating to accounting and reporting for uncertainty in income taxes. Ithaka Harbors, Inc. is subject to potential unrelated business income tax (UBIT) related to its shared services revenue and disallowed transit and parking fringe benefits. Because of ITHAKA's general tax-exempt status, management believes ASC Topic 740 has not had, and is not expected to have, a material impact on ITHAKA's consolidated financial statements. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 1 | 0 | Program Services | BUSINESS DEVELOPMENT | $46,349 |
| East Asia and the Pacific | 0 | 0 | Program Services | BUSINESS DEVELOPMENT | $81,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $127,929 | SubtotalSpentAmt |
| Total Spent | $127,929 | 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, COLUMN F | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING METHOD IS ACCRUAL BASIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| 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 | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|
| KEVIN M GUTHRIE | |||||||||
| PRESIDENT AND TRUSTEE | $543,780 | $0 | $5,000 | $0 | $33,000 | $23,168 | $604,948 | $0 | $0 |
| LAURA BROWN | |||||||||
| EVP, JSTOR MANAGING DIRECTOR | $387,992 | $0 | $0 | $0 | $33,000 | $15,790 | $436,782 | $0 | $0 |
| NANCY KOPANS | |||||||||
| VP, GENERAL COUNSEL/SECRETARY | $306,261 | $0 | $7,500 | $0 | $33,000 | $14,298 | $361,059 | $0 | $0 |
| CATHARINE BOND HILL | |||||||||
| MANAGING DIRECTOR, ITHAK S+R | $289,070 | $0 | $0 | $0 | $33,000 | $15,790 | $337,860 | $0 | $0 |
| GERARD AURIGEMMA | |||||||||
| CFO AND TREASURER | $272,718 | $0 | $0 | $0 | $33,000 | $23,168 | $328,886 | $0 | $0 |
| KATE WITTENBERG | |||||||||
| MANAGING DIRECTOR, PORTICO | $243,056 | $5,000 | $0 | $28,984 | $22,348 | $299,388 | $0 | ||
| ROBERT HETERICK | |||||||||
| VP INSTITUTIONAL PARTICIPATION | $240,590 | $81,843 | $58,876 | $29,563 | $23,168 | $434,040 | $0 | ||
| RAHUL BELANI | |||||||||
| EVP CONTENT AND TECHNOLOGY | $291,747 | $5,000 | $54,712 | $33,000 | $22,348 | $406,807 | $0 | ||
| WILLIAM YING | |||||||||
| CIO & VP OF TECHNOLOGY | $293,757 | $0 | $0 | $15 | $33,000 | $1,783 | $328,555 | $0 | $0 |
| JOHN LENAHAN | |||||||||
| ASSOC. VP INST'L PARTICIPATION | $217,319 | $0 | $81,843 | $0 | $26,042 | $22,348 | $347,552 | $0 | $0 |
| FRANK SMITH | |||||||||
| DIRECTOR, BOOKS AT JSTOR | $261,812 | $0 | $0 | $0 | $31,217 | $22,348 | $315,377 | $0 | $0 |
| DALE MYERS | |||||||||
| VP PLATFORM ENGINEERING & OPS | $254,486 | $0 | $0 | $0 | $30,723 | $15,790 | $300,999 | $0 | $0 |
| JABIN WHITE | |||||||||
| VP, CONTENT MANAGEMENT | $238,950 | $5,000 | $26 | $28,611 | $22,348 | $294,935 | $0 | ||
| PIOTR ADAMCZYK | |||||||||
| DIR, ARTSTOR DIGITAL LIBRARY | $190,614 | $0 | $0 | $0 | $22,915 | $7,412 | $220,941 | $0 | $0 |
| CHRIS VANACORE | |||||||||
| CONTROLLER | $182,383 | $0 | $0 | $0 | $22,194 | $23,168 | $227,745 | $0 | $0 |
| HEIDI BARTOLACCI | |||||||||
| VP, MARKETING & COMMUNICATIONS | $185,958 | $0 | $2,000 | $0 | $22,429 | $22,348 | $232,735 | $0 | $0 |
| MATT S MACQUEEN | |||||||||
| VP PRODUCT DESIGN/USER EXPER | $214,348 | $0 | $0 | $26,170 | $20,272 | $260,790 | $0 | ||
| WILLIAM F GROPPE | |||||||||
| SR. SOFTWARE ENGINEER | $214,945 | $0 | $0 | $135 | $25,739 | $22,348 | $263,167 | $0 | $0 |
| ALEX HUMPHREYS | |||||||||
| ASSOC VP JSTOR LABS | $205,972 | $0 | $5,000 | $0 | $25,554 | $23,168 | $259,694 | $0 | $0 |
| HEATHER JENSEN | |||||||||
| DEPUTY GENERAL COUNSEL | $192,207 | $0 | $10,000 | $162 | $23,209 | $7,345 | $232,923 | $0 | $0 |
| ARCHIBALD COWAN | |||||||||
| CHIEF ARCHITECT | $189,717 | $0 | $3,000 | $138 | $23,620 | $23,168 | $239,643 | $0 | $0 |
| MARTIN KURZWEIL | |||||||||
| PROGRAM DIRECTOR ITHAKA S+R | $190,938 | $0 | $0 | $0 | $23,629 | $22,348 | $236,915 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE J, PART I, LINE 1A | ITHAKA PROVIDED A GROSS-UP PAYMENT TO TWO KEY EMPLOYEES FOR COMPENSATION THEY RECEIVED IN ACCORDANCE WITH AN APPROVED REIMBURSEMENT AGREEMENT. |
| FORM 990, SCHEDULE J, PART I, LINE 4B | ITHAKA harbors, inc. MAINTAINS A 457(B) DEFERRED-COMPENSATION PLAN FOR ELIGIBLE EMPLOYEES, AS DESIGNATED AND APPROVED BY ITHAKA harbors inc.'s BOARD OF TRUSTEES. UNDER THE TERMS OF THIS PLAN, ELIGIBLE EMPLOYEES MAY MAKE ELECTIVE DEFERRALS UP TO THE MAXIMUM AMOUNT PERMITTED BY LAW. ITHAKA harbors, inc. DOES NOT CONTRIBUTE TO THIS PLAN. |
| FORM 990, SCHEDULE J, PART I, LINE 5A | IN ACCORDANCE WITH THEIR APPROVED COMPENSATION PLANS, ITHAKA PROVIDED CONTINGENT PAYMENTS TO TWO KEY EMPLOYEES BASED ON REVENUE EARNED THROUGH THE ACQUISITION OF NEW JSTOR PARTICIPANTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | The respective Boards of Trustees of Artstor INC. ("ARTSTOR") and ITHAKA HARBORS, INC. ("ITHAKA") agreed to a strategic alliance that provided a change in the governing structure of Artstor. In January 2016, Artstor amended its governing documents whereby ITHAKA became its sole corporate member, with Ithaka having the full power and authority to manage the administrative and financial operations of Artstor as well as the authority to appoint the Board of Trustees and officers of Artstor. Under the alliance, Artstor continued to remain its own legal entity and operate contractually with key legacy vendors for office space, assets purchased, leased equipment, etc. In order to provide a more integrated approach to support the activities of Artstor, effective January 1, 2017 (i) all employees of Artstor were transitioned to ITHAKA, (ii) the Artstor Retirement Plan was merged with the ITHAKA 403(b) Retirement Plan, and (iii) the Section 457(b) deferred-compensation plan for eligible employees was subsumed by ITHAKA. In October 2018, ITHAKAs Board of trustees elected to merge Artstor with and into ITHAKA effective December 31, 2018. SEE ALSO FORM 990, SCHEDULE R FOR FURTHER DETAILS. |
| FORM 990, PART III, LINE 4A | JSTOR GENERATES INCOME TO SUPPORT ITS SERVICES PRIMARILY THROUGH AN ARCHIVE CAPITAL FEE ("ACF") AND ANNUAL ACCESS FEES ("AAF"). AN ACF IS A ONE-TIME, NON-REFUNDABLE FEE THAT PROVIDES FOR LONG-TERM PRESERVATION OF THE ARCHIVE AND OTHER MISSION-RELATED PURPOSES. AAF'S ARE CHARGED TO PARTICIPATING INSTITUTIONS TO COVER THE RECURRING COSTS OF UPDATING, MAINTAINING, AND PROVIDING ACCESS TO THE JSTOR ARCHIVES. |
| FORM 990, PART VI, LINE 11B | THE FORM 990 IS REVIEWED BY THE AUDIT AND RISK MANAGEMENT COMMITTEE AND IT APPROVES RELEASE TO THE ENTIRE BOARD FOR AN OPPORTUNITY TO REVIEW PRIOR TO THE ELECTRONIC FILING OF THE FORM. |
| FORM 990, PART VI, LINE 12C | ITHAKA'S CONFLICTS OF INTEREST POLICY APPLIES TO ITS GOVERNING BOARD, CORPORATE OFFICERS, KEY EMPLOYEES, AND OTHERS REPRESENTING THE ORGANIZATION. MEMBERS OF ITHAKA'S GOVERNING BOARD ARE REQUIRED TO DISCLOSE ALL CONFLICTS OF INTEREST AT THE TIME THEY ARISE AND ANNUALLY VIA A WRITTEN DISCLOSURE PROCESS. THE AUDIT COMMITTEE IS CHARGED WITH REVIEWING CONFLICTS OF INTEREST TRANSACTIONS AND ASSOCIATED DECISIONS AND MAKING A DETERMINATION REGARDING ANY RESTRICTIONS TO BE IMPOSED ON THE TRANSACTION. ITHAKA'S OFFICERS AND KEY EMPLOYEES ARE LIKEWISE REQUIRED TO DISCLOSE TO THEIR SUPERVISORS PROMPTLY ALL CONFLICTS OF INTEREST THAT ARISE AND COMPLETE AN ANNUAL CONFLICTS OF INTEREST DISCLOSURE STATEMENT. |
| FORM 990, PART VI, LINE 15A AND 15B | COMPENSATION POLICY: THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES OF ITHAKA HARBORS, INC. CONDUCTS AN ANNUAL REVIEW OF OFFICER AND NON-OFFICER COMPENSATION. AS PART OF THIS REVIEW, THE COMMITTEE REFERENCES AVAILABLE MARKET DATA FOR COMPARABLE POSITIONS AND INTERNAL EQUITY CONSIDERATIONS, AND IT UTILIZES AN ANALYSIS OF OFFICER AND NON-OFFICER SALARIES PREPARED BY INDEPENDENT EXTERNAL SOURCES USING INDUSTRY BENCHMARKING DATA. THE ANNUAL REVIEW PROCESS COVERS ALL OFFICERS AND OTHER STAFF. COMPENSATION DECISIONS FOR OFFICERS ARE PROPOSED BY THE COMPENSATION COMMITTEE OF ITHAKA, THEN REVIEWED AND APPROVED BY ITHAKA'S FULL BOARD OF TRUSTEES. COMPENSATION DECISIONS FOR NON-OFFICER EMPLOYEES ARE APPROVED BY THE COMPENSATION COMMITTEE OF ITHAKA. |
| FORM 990, PART VI, LINE 19 | ITHAKA'S FORM 990 AND ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST; OTHER GOVERNING DOCUMENTS ARE NOT OPEN FOR PUBLIC INSPECTION. |
| FORM 990, PART VII | EACH MEMBER OF THE BOARD OF TRUSTEES, EXCEPT THE PRESIDENT, IS ENTITLED TO A STIPEND FOR SERVICES PROVIDED AS A MEMBER OF THE GOVERNING BODY OF ITHAKA HARBORS, INC. NO PAYMENTS EXCEEDED THE REPORTING THRESHOLD OF $10,000; ACCORDINGLY THESE BOARD MEMBERS ARE DEEMED INDEPENDENT FOR REPORTING PURPOSES ON FORM 990, PART 1, LINE 4 AND PART VI, SECTION A, LINE 1B. |
| FORM 990, PART X, LINE 2 | SAVINGS AND TEMPORARY INVESTMENTS - END OF YEAR INCLUDES $27,030,300 OF CASH HELD FOR INVESTMENT DURING THE PERIOD DECEMBER 20, 2018 TO JANUARY 1, 2019. ON JANUARY 1, 2019, THESE FUNDS WERE INVESTED IN A PRIVATE PLACEMENT. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS CONSIST OF THE FOLLOWING: NET DEFICIT OF ARTSTOR AT DECEMBER 31, 2018 BECAME A DEFICIT OF ITHAKA AS OF DECEMBER 31, 2018 - (DATE OF MERGER) $(2,113,713) GOODWILL REPORTED BY ITHAKA REPRESENTING THE EXCESS OF CONSIDERATION RECEIVED OVER THE FAIR VALUE OF THE NET ASSETS AQUIRED IN THE MERGER WITH ARTSTOR INC. 3,950,957 WRITE-OFF OF UNCOLLECTIBLE FEES RECEIVABLES (31,065) ___________ TOTAL $ 1,806,179 =========== |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ithaka International LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 RECTOR STREET | AddressLine1Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461181573 | EIN |
| Primary Activities | BUS DEVLPMT | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| End Of Year Assets | $20,704 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ITHAKA | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTSTOR INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 EAST 32ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300152767 | EIN |
| Primary Activities | DIGITAL SVCS | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(2) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ITHAKA | 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 | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| 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 | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART V, LINE 1S | FormAndLineReferenceDesc |
| Explanation | SEE SCHEDULE O FOR A DESCRIPTION OF THE MERGER OF ITHAKA HARBORS, INC. AND ARTSTOR INC. EFFECTIVE DECEMBER 31, 2018. | ExplanationTxt |