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AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF TECHNOLOGY INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF TECHNOLOGY INC (EIN 13-0434195)
Tax period
2017-10-01 to 2018-09-30
Filed
2019-08-12
IRS object ID
201942249349302204
Schema version
2017v2.3
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)
Return2019-08-12T17:53:37-05:00ReturnTs
Tax Period End2018-09-30TaxPeriodEndDt

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 4TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172013ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-10-01TaxPeriodBeginDt

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 StreetAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100221710ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL WAXMAN-LENZPersonNm
Person TitleVP, Finance, CFOPersonTitleTxt
Phone2124076300PhoneNum
Signature2019-08-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonQi Wen LiangPreparerPersonNm
PTINP01270238PTIN
Phone2125990100PhoneNum
Preparation2019-08-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.220.136.124IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id26377520192245000005FederalOriginalSubmissionId
Federal Original Submission Id2019-08-12FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id31E644F137E8FFC70BE3CB322700D29420B57840AtSubmissionCreationDeviceId
At Submission Filing Device Id129B163C438927F7EBAC28D0CE09B57E345C09A1AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$108,531,023GrossReceiptsAmt
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 Body77VotingMembersGoverningBodyCnt
Voting Members Independent77VotingMembersIndependentCnt
Total Employee93TotalEmployeeCnt
Total Volunteers300TotalVolunteersCnt
Total Gross UBI$93,952TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$116,401NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$93,677,114PYContributionsGrantsAmt
CY Contributions Grants$63,110,981CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$20,455,487PYInvestmentIncomeAmt
CY Investment Income$16,961,675CYInvestmentIncomeAmt
PY Other Revenue-$125,825PYOtherRevenueAmt
CY Other Revenue-$7,932CYOtherRevenueAmt
PY Total Revenue$114,006,776PYTotalRevenueAmt
CY Total Revenue$80,064,724CYTotalRevenueAmt
PY Grants And Similar Paid$81,332,135PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$56,936,953CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$13,262,930PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$12,952,301CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$397,285PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$235,886CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$13,126,323CYTotalFundraisingExpenseAmt
PY Other Expenses$7,920,664PYOtherExpensesAmt
CY Other Expenses$9,074,095CYOtherExpensesAmt
PY Total Expenses$102,913,014PYTotalExpensesAmt
CY Total Expenses$79,199,235CYTotalExpensesAmt
PY Revenues Less Expenses$11,093,762PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$865,489CYRevenuesLessExpensesAmt
Total Assets BOY$523,573,079TotalAssetsBOYAmt
Total Assets EOY$535,250,934TotalAssetsEOYAmt
Total Liabilities BOY$36,549,093TotalLiabilitiesBOYAmt
Total Liabilities EOY$42,492,597TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$487,023,986NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$492,758,337NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe American Technion Society supports visionary education and world-changing impact through the Technion-Israel Institute of Technology. Based in New York City, we represent thousands of U.S. donors, alumni and stakeholders who invest in the Technions growth and innovation to advance critical research and technologies that serve the State of Israel and the global good. Over more than 75 years, our nationwide supporter network has funded new Technion scholarships, research, labs and facilities that have helped deliver world-changing contributions and extend Technion education to campuses on three continents.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$5,200,000ExpenseAmt
Grant$5,200,000GrantAmt
Revenue$0RevenueAmt
DescTHE JACOB & ROSALINE COHN SCHOLARSHIP FUND THE TECHNION IS COMMITTED TO ENSURING THAT CAPABLE STUDENTS FROM ALL BACKGROUNDS HAVE THE OPPORTUNITY TO DEVELOP THEIR TALENTS AND ENJOY UPWARD MOBILITY. NEED-BASED SCHOLARSHIPS ENABLE STUDENTS FROM UNDERSERVED COMMUNITIES AND LOW-INCOME HOUSEHOLDS TO ATTEND THE TECHNION, EARN UNDERGRADUATE DEGREES AND GO ON TO REWARDING CAREERS.Desc

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 The project enjoys a worldwide reputation for leadership in key areas of communications, electronics and computer engineering. The department has extensive relationships with the high-tech industry, and its liaison program includes over 30 member companies. It is the largest engineering department in Israel, with more than 2,000 students, and is consistently ranked among the worlds top 10 electrical and computer engineering departments. Faculties continue to receive prestigious awards recognizing their research achievements. SUPPORT FROM THE GRANT ENABLES THE FACULTY TO INCREASE ITS GRADUATE STUDENT BODY, RECRUIT FIRST-RATE FACULTY MEMBERS, EXPAND ITS RESEARCH ACTIVITIES, AND UPGRADE TEACHING AND RESEARCH INFRASTRUCTURE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,015,921ExpenseAmt
Grant$2,015,921GrantAmt
Revenue$0RevenueAmt
DescTHE JOAN AND IRWIN JACOBS TECHNION-CORNELL INSTITUTE A PARTNERSHIP BETWEEN CORNELL UNIVERSITY AND THE TECHNION-ISRAEL INSTITUTE OF TECHNOLOGY, THE JACOBS TECHNION-CORNELL INSTITUTE IS A KEY COMPONENT OF CORNELL TECH, THE WORLD-CLASS APPLIED SCIENCES CAMPUS THAT OPENED ON NEW YORK CITY'S ROOSEVELT ISLAND IN FALL 2017. THE JACOBS INSTITUTE IS DELIVERING A NEW KIND OF MULTIDISCIPLINARY EDUCATION AND RESEARCH, DEDICATED TO PRODUCING ENGINEERS, SCIENTISTS AND TECHNOLOGY EXPERTS WITH REAL-WORLD ENTREPRENEURIAL EXPERIENCE. STUDENTS ENROLLED IN THE TWO-YEAR MASTER OF SCIENCE (M.S.) IN INFORMATION SYSTEMS PROGRAM EARN DUAL MASTER'S DEGREES CONCURRENTLY-ONE FROM CORNELL AND ONE FROM THE TECHNION-IN CONNECTIVE MEDIA AND HEALTH TECH. FACULTY, POSTDOCTORAL ASSOCIATES AND GRADUATE STUDENTS PURSUE BASIC AND APPLIED RESEARCH, IN COLLABORATION WITH INDUSTRY PARTNERS. A PRIORITY IS RESEARCH ON TOPICS WITH POTENTIAL FOR TECHNOLOGY TRANSFER TO ESTABLISHED COMPANIES, OR TO FORM THE BASIS OF ENTREPRENEURIAL VENTURES-WITH AN EYE TOWARD DRIVING ECONOMIC GROWTH IN NYC. THE CAMPUS WILL ALSO HOUSE AN ONSITE STARTUP INCUBATOR AND ACCELERATOR SPACE, AS WELL AS A TECHNOLOGY TRANSFER OFFICE TO ASSIST IN OBTAINING PATENTS AND MOVING TECHNOLOGY FROM THE LAB TO THE MARKETPLACE.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$47,604,103ExpenseAmt
Grant$46,736,032GrantAmt
Revenue$0RevenueAmt
DescOTHER PROGRAMS (SEE SCH. O, PG. 1)Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$47,604,103TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$46,736,032TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$57,805,024TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
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 ActivitiesYes (true)FundraisingActivitiesInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
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 Document300IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee93EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members77GoverningBodyVotingMembersCnt
Independent Voting Member77IndependentVotingMemberCnt
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 FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
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 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 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 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 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 (90 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Zahava Bar-Nir
President1.00.0Yes (X)Yes (X)$0$0$0
Scott Leemaster
Chairman1.00.0Yes (X)Yes (X)$0$0$0
Joel S Rothman
Vice Chairman1.00.0Yes (X)Yes (X)$0$0$0
Joan Seidel
Vice Chairman1.00.0Yes (X)Yes (X)$0$0$0
Senator Paul B Steinberg
Treasurer1.00.0Yes (X)Yes (X)$0$0$0
Sid Lejfer
Asst. Treasurer (THRU 6/2018)1.00.0Yes (X)Yes (X)$0$0$0
Rod Feldman
Secretary1.00.0Yes (X)Yes (X)$0$0$0
Nancy Aaronson
Assistant Secretary1.00.0Yes (X)Yes (X)$0$0$0
Avharam Ashkenazi
Board Member1.00.0Yes (X)$0$0$0
Rosalyn August
Board Member1.00.0Yes (X)$0$0$0
Norman Belmonte
Board Member1.00.0Yes (X)$0$0$0
Evelyn Edith Berger
Board Member (THRU 11/2017)1.00.0Yes (X)$0$0$0
Steve Berger
Board Member1.00.0Yes (X)$0$0$0
Ilene Berger
Board Member1.00.0Yes (X)$0$0$0
Scott Myles Black
Board Member1.00.0Yes (X)$0$0$0
Robert N Brand
Board Member1.00.0Yes (X)$0$0$0
Marilyn Caplovitz
Board Member1.00.0Yes (X)$0$0$0
Rena Conner
Board Member1.00.0Yes (X)$0$0$0
Barbara Dahl
Board Member1.00.0Yes (X)$0$0$0
Robert A Davidow
Board Member1.00.0Yes (X)$0$0$0
John Davison
Board Member1.00.0Yes (X)$0$0$0
Cathy Deutchman
Board Member1.00.0Yes (X)$0$0$0
Brent Dibner
Board Member1.00.0Yes (X)$0$0$0
Mark Dorner
Board Member1.00.0Yes (X)$0$0$0
George Elbaum
Board Member1.00.0Yes (X)$0$0$0
Steven Emerson
Board Member1.00.0Yes (X)$0$0$0
Carol B Epstein
Board Member1.00.0Yes (X)$0$0$0
Irwin S Field
Board Member1.00.0Yes (X)$0$0$0
Nathan Fischel
Board Member1.00.0Yes (X)$0$0$0
Edith Fischer
Board Member1.00.0Yes (X)$0$0$0
Gill Fishman
Board Member1.00.0Yes (X)$0$0$0
Ruth E Flinkman-Marandy
Board Member1.00.0Yes (X)$0$0$0
Laura Flug
Board Member1.00.0Yes (X)$0$0$0
Alan Forman
Board Member1.00.0Yes (X)$0$0$0
Joseph Freed
Board Member1.00.0Yes (X)$0$0$0
Mark Gaines
Board Member1.00.0Yes (X)$0$0$0
Terry N Gardner
Board Member1.00.0Yes (X)$0$0$0
Sol Glasner
Board Member1.00.0Yes (X)$0$0$0
Fariba Godshian
Board Member1.00.0Yes (X)$0$0$0
Edward R Goldberg
Board Member1.00.0Yes (X)$0$0$0
Solvin Gordon
Board Member1.00.0Yes (X)$0$0$0
Irwin Gross
Board Member1.00.0Yes (X)$0$0$0
Tamara Handelsman
Board Member1.00.0Yes (X)$0$0$0
Robert Hanisee
Board Member1.00.0Yes (X)$0$0$0
Lawrence S Jackier
Board Member1.00.0Yes (X)$0$0$0
Linda Kovan
Board Member1.00.0Yes (X)$0$0$0
Theodore H Krengel
Board Member1.00.0Yes (X)$0$0$0
Agota Kuperman
Board Member1.00.0Yes (X)$0$0$0
Stephen A Laser
Board Member1.00.0Yes (X)$0$0$0
Charles E Levin
Board Member1.00.0Yes (X)$0$0$0
Alfred Munzer
Board Member1.00.0Yes (X)$0$0$0
Beth S Perlman
Board Member1.00.0Yes (X)$0$0$0
Michael J Pierce
Board Member1.00.0Yes (X)$0$0$0
David A Polak
Board Member1.00.0Yes (X)$0$0$0
Jewel Prince
Board Member1.00.0Yes (X)$0$0$0
Bennett Rechler
Board Member1.00.0Yes (X)$0$0$0
David Lee Ronn
Board Member1.00.0Yes (X)$0$0$0
David Rosenblatt
Board Member1.00.0Yes (X)$0$0$0
Kenneth Rubenstein
Board Member1.00.0Yes (X)$0$0$0
Nina Madden Sabban
Board Member1.00.0Yes (X)$0$0$0
Ed Satell
Board Member1.00.0Yes (X)$0$0$0
Joel W Schwartz
Board Member1.00.0Yes (X)$0$0$0
Arnold Seidel
Board Member1.00.0Yes (X)$0$0$0
Norman Seiden
Board Member1.00.0Yes (X)$0$0$0
Les Seskin
Board Member1.00.0Yes (X)$0$0$0
Mark Sheinkopf
Board Member1.00.0Yes (X)$0$0$0
Leonard H Sherman
Board Member1.00.0Yes (X)$0$0$0
Stanley Shirvan
Board Member1.00.0Yes (X)$0$0$0
Irv Silver
Board Member1.00.0Yes (X)$0$0$0
Janet Shatz Snyder
Board Member1.00.0Yes (X)$0$0$0
Jonathan Sohnis
Board Member1.00.0Yes (X)$0$0$0
Eric Stein
Board Member1.00.0Yes (X)$0$0$0
Janey Sweet
Board Member1.00.0Yes (X)$0$0$0
Bernice R Tanenbaum
Board Member1.00.0Yes (X)$0$0$0
Ira Taub
Board Member1.00.0Yes (X)$0$0$0
Debbie Vanderveer
Board Member1.00.0Yes (X)$0$0$0
Michael Veloric
Board Member1.00.0Yes (X)$0$0$0
Mauro Wjuniski
Board Member1.00.0Yes (X)$0$0$0
Andi Wolfe
Board Member1.00.0Yes (X)$0$0$0
Jeffrey Richard
Executive Vice President40.00.0Yes (X)$545,946$0$64,002
Michael Waxman-Lenz
Sr. VP Finance40.00.0Yes (X)$319,164$0$0
Dave Doneson
Sr. VP Resource Development40.00.0$339,851$0$40,062Yes (X)
Tova Kantrowitz
Sr. Advisor Strat, Partnshps40.00.0$212,754$0$69,202Yes (X)
Sara Swisher-Anderson
VP - Operations and Admin40.00.0$214,269$0$18,172Yes (X)
Mark Hefter
Associate VP, Planned Giving40.00.0$254,116$0$58,857Yes (X)
Jerome Kleinman
Associate VP, Principal Gifts40.00.0$261,665$0$41,528Yes (X)
David Chivo
Regional Director40.00.0$230,193$0$63,000Yes (X)
Bradley Smith
Regional Director40.00.0$257,880$0$25,097Yes (X)
JOEL BERKOWITZ
REGIONAL DIRECTOR40.00.0$356,233$0$31,194Yes (X)
Michael Schementi
Former Sr. VP Finance0.00.0$680,798$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,672,869TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$411,114TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K35IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Phil Company
833 Broadway 3rd FloorNEW YORKNY10003Marketing$352,990
Prime Buchholz Associates
273 Corporate DrivePORTSMOUTHMA03801Investment Advisory$258,859
Grant Thornton LLP
757 3rd Avenue 9NEW YORKNY10017Audit$222,120
The Helen Brown Group
489 Mt Auburn Street 4WATERTOWNMA02472Prospect research$198,000
Adam Personnel
65 West 55th StreetNEW YORKNY10019Temp Help$169,790
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt
Fundraising$40,840FundraisingAmt
All Other Contributions$63,070,141AllOtherContributionsAmt
Noncash Contributions$5,744,301NoncashContributionsAmt
Total Contributions$63,110,981TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,659,918TotalRevenueColumnAmt
Unrelated Business Revenue$93,952UnrelatedBusinessRevenueAmt
Exclusion$8,565,966ExclusionAmt

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$36,731,624SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$28,429,867SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$8,301,757SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,301,757TotalRevenueColumnAmt
Exclusion$8,301,757ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$28,500FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$40,840ContriRptFundraisingEventAmt
Fundraising Direct Expenses$36,432FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$7,932TotalRevenueColumnAmt
Exclusion-$7,932ExclusionAmt
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$80,064,724TotalRevenueColumnAmt
Unrelated Business Revenue$93,952UnrelatedBusinessRevenueAmt
Exclusion$16,859,791ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,035,271TotalAmt
Program Services$2,035,271ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$54,901,682TotalAmt
Program Services$54,901,682ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,820,773TotalAmt
Program Services$182,598ProgramServicesAmt
Management And General$717,360ManagementAndGeneralAmt
Fundraising$920,815FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$8,770,841TotalAmt
Program Services$447,837ProgramServicesAmt
Management And General$2,235,439ManagementAndGeneralAmt
Fundraising$6,087,565FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$455,050TotalAmt
Program Services$11,722ProgramServicesAmt
Management And General$122,999ManagementAndGeneralAmt
Fundraising$320,329FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,261,146TotalAmt
Program Services$61,992ProgramServicesAmt
Management And General$353,443ManagementAndGeneralAmt
Fundraising$845,711FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$644,491TotalAmt
Program Services$36,520ProgramServicesAmt
Management And General$180,355ManagementAndGeneralAmt
Fundraising$427,616FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$109,069TotalAmt
Management And General$109,069ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$318,446TotalAmt
Management And General$318,446ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$235,886TotalAmt
Fundraising$235,886FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$956,494TotalAmt
Management And General$956,494ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,159,774TotalAmt
Management And General$831,368ManagementAndGeneralAmt
Fundraising$328,406FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$426,532TotalAmt
Management And General$55,043ManagementAndGeneralAmt
Fundraising$371,489FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$379,259TotalAmt
Program Services$677ProgramServicesAmt
Management And General$137,082ManagementAndGeneralAmt
Fundraising$241,500FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$826,902TotalAmt
Program Services$7,542ProgramServicesAmt
Management And General$44,682ManagementAndGeneralAmt
Fundraising$774,678FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$982,069TotalAmt
Program Services$119,183ProgramServicesAmt
Management And General$156,523ManagementAndGeneralAmt
Fundraising$706,363FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$267,138TotalAmt
Fundraising$267,138FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$334,751TotalAmt
Management And General$334,751ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$432,061TotalAmt
Management And General$196,410ManagementAndGeneralAmt
Fundraising$235,651FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$241,961TotalAmt
Management And General$241,961ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
CAMPAIGN EVENTS$1,346,697$1,346,697
BAD DEBT EXPENSE$1,177,421$1,177,421
EQUIP. RENTAL & MAINTENANCE$87,504$87,504
OTHER EXPENSES$28,017$16,479$11,538

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$79,199,235TotalAmt
Program Services$57,805,024ProgramServicesAmt
Management And General$8,267,888ManagementAndGeneralAmt
Fundraising$13,126,323FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,085,626BOYAmt
EOY$3,854,702EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$458,795BOYAmt
EOY$711,432EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$71,843,105BOYAmt
EOY$64,595,927EOYAmt

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$44,522,617BOYAmt
EOY$42,376,173EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,214,084BOYAmt
EOY$4,304,242EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$16,811,939LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,476,644LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,719,907BOYAmt
EOY$7,335,295EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$213,003,825BOYAmt
EOY$227,082,919EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$144,700,701BOYAmt
EOY$145,949,612EOYAmt

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$36,024,419BOYAmt
EOY$39,040,632EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$523,573,079BOYAmt
EOY$535,250,934EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,689,193BOYAmt
EOY$5,585,623EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,947,282BOYAmt
EOY$3,220,211EOYAmt

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$18,612,618BOYAmt
EOY$22,386,763EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$36,549,093BOYAmt
EOY$42,492,597EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,763,129BOYAmt
EOY$24,864,432EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$152,040,083BOYAmt
EOY$101,995,975EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$323,220,774BOYAmt
EOY$365,897,930EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$487,023,986BOYAmt
EOY$492,758,337EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$523,573,079BOYAmt
EOY$535,250,934EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$865,489ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,868,862NetUnrlzdGainsLossesInvstAmt
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$71,504,952CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$80,177,368CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$103,294,031CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$93,677,114CurrentTaxYearMinus1YearAmt
Current Tax Year$63,110,981CurrentTaxYearAmt
Total$411,764,446TotalAmt

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$71,504,952CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$80,177,368CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$103,294,031CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$93,677,114CurrentTaxYearMinus1YearAmt
Current Tax Year$63,110,981CurrentTaxYearAmt
Total$411,764,446TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$73,643,565SubstantialContributorsTotAmt
Public Support Total170$338,120,881PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,132,722CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,346,541CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,915,200CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,826,353CurrentTaxYearMinus1YearAmt
Current Tax Year$8,565,966CurrentTaxYearAmt
Total$43,786,782TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,467CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,720CurrentTaxYearMinus1YearAmt
Current Tax Year$54,826CurrentTaxYearAmt
Total$96,013TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,800CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,550CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$218,200CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,450CurrentTaxYearMinus1YearAmt
Current Tax Year$28,500CurrentTaxYearAmt
Total$363,500TotalAmt
FieldValueIRS element (for citing)
Total Support$456,010,741TotalSupportAmt
Public Support CY1700.74148PublicSupportCY170Pct
Public Support PY1700.71717PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held10DonorAdvisedFundsHeldCnt
Donor Advised Funds Grants$19,350DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$1,279,905DonorAdvisedFundsVlEOYAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$308,056,049BeginningYearBalanceAmt
Contributions$10,144,498ContributionsAmt
Investment Earnings Or Losses-$12,228,918InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,451,492GrantsOrScholarshipsAmt
Other Expenditures$213,688OtherExpendituresAmt
Administrative Expenses$2,809,083AdministrativeExpensesAmt
End Year Balance$298,497,366EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$299,991,779BeginningYearBalanceAmt
Contributions$8,487,251ContributionsAmt
Investment Earnings Or Losses$19,711,660InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,397,482GrantsOrScholarshipsAmt
Administrative Expenses$7,737,159AdministrativeExpensesAmt
End Year Balance$308,056,049EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.88000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.12000TermEndowmentBalanceEOYPct
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$4,359,531DepreciationAmt
Book Value$5,441,758BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,008,522OtherCostOrOtherBasisAmt
Depreciation$1,315,872DepreciationAmt
Book Value$1,692,650BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,002,128OtherCostOrOtherBasisAmt
Depreciation$3,801,241DepreciationAmt
Book Value$200,887BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$7,335,295TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS$117,232,999F
ISRAEL BONDS$22,168,804F
HIGH YIELD & OTHER FIXED INCOM$6,547,809F
FieldValueIRS element (for citing)
Total Book Value Securities$145,949,612TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
BENEFICIAL INTERESTS IN TRUSTS$35,727,638
LIFE INSURANCE POLICIES$2,500,451
OTHER RECEIVABLES$812,543
FieldValueIRS element (for citing)
Total Book Value Other Assets$39,040,632TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescANNUITY OBLIGATIONSDesc
Amt$22,386,763Amt
FieldValueIRS element (for citing)
Total Liability$22,386,763TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$83,977,092TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,868,862NetUnrealizedGainsInvstAmt
Revenue Not Reported$4,868,862RevenueNotReportedAmt
Revenue Subtotal$79,108,230RevenueSubtotalAmt
Investment Expenses Not Incld$956,494InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$956,494RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$80,064,724TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$78,242,741TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$78,242,741ExpensesSubtotalAmt
Investment Expenses Not Incld2$956,494InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$956,494ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$79,199,235TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
ENDOWNMENT 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 (3 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Middle East and North AfricaGrantmaking$54,901,682
Central America and the CaribbeanInvestments$52,665,847
Middle East and North AfricaInvestments$21,769,824
FieldValueIRS element (for citing)
Subtotal Spent$129,337,353SubtotalSpentAmt
Total Spent$129,337,353TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionMiddle East and North AfricaRegionTxt
Purpose Of GrantSEE PART VPurposeOfGrantTxt
Cash Grant$54,901,682CashGrantAmt
Manner Of Cash DisbursementWireMannerOfCashDisbursementTxt
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
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
The Helen Brown Group
48 Summer Street Suite 2WatertownMA02472Prospect Researchfalse$0$156,000$0
Marshall Haber Creative Group Inc
231 West 29th St 1407New YorkNY10001Direct Mail & Marketingfalse$0$22,409$0
The Lukens Company Group Inc
2800 Shirlington Road 900ArlingtonVA22206Direct Mail & Marketingfalse$0$25,583$0
Schultz Williams
One Penn Ctr-suburban StreetPhiladelphiaPA19103Direct mail & marketingfalse$0$31,894$0
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$235,886TotalRetainedByContractorsAmt
Total Net To Organization$0TotalNetToOrganizationAmt
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

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1NE DinnerEvent1Nm
Gross Receipts Event1$69,340GrossReceiptsEvent1Amt
Charitable Contri Event1$40,840CharitableContriEvent1Amt
Gross Revenue Event1$28,500GrossRevenueEvent1Amt
Rent Facility Costs Event1$17,788RentFacilityCostsEvent1Amt
Food And Beverage Event1$15,794FoodAndBeverageEvent1Amt
Entertainment Event1$375EntertainmentEvent1Amt
Other Direct Expenses Event1$2,475OtherDirectExpensesEvent1Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$69,340GrossReceiptsTotalAmt
Charitable Contributions Tot$40,840CharitableContributionsTotAmt
Gross Revenue Total Events$28,500GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$17,788RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$15,794FoodAndBeverageTotalEventsAmt
Entertainment Total Events$375EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$2,475OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$36,432DirectExpenseSummaryEventsAmt
Net Income Summary-$7,932NetIncomeSummaryAmt
FieldValueIRS element (for citing)
Supplemental Information DetailSupplementalInformationDetail

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2B, COLUMN (IV)VARIOUS 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.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Jacobs Technion-Cornell Institute
111 8th Ave Suite 302New YorkNY10011464395157501(C)(3)$2,015,921Various Projects
Harvard School of Dental Medic
188 Longwood AveBostonMA02112042103580501(C)(3)$6,000Research
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt

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
Independent ConsultantYes (X)IndependentConsultantInd
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 (11 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
Jeffrey Richard
Executive Vice President$519,166$0$25,000$0$1,780$0$23,814$0$40,188$0$609,948$0$0$0
Michael Waxman-Lenz
Sr. VP Finance$302,775$0$15,000$0$1,389$0$0$0$595$0$319,759$0$0$0
Dave Doneson
Sr. VP Resource Development$319,139$0$20,000$0$712$0$23,227$0$19,349$0$382,427$0$0$0
Tova Kantrowitz
Sr. Advisor Strat, Partnshps$207,082$0$2,500$0$3,172$0$27,054$0$46,110$0$285,918$0$0$0
Sara Swisher-Anderson
VP - Operations and Admin$198,848$0$15,000$0$421$0$18,172$0$3,996$0$236,437$0$0$0
Mark Hefter
Associate VP, Planned Giving$244,183$0$6,300$0$3,633$0$30,567$0$32,346$0$317,029$0$0$0
Jerome Kleinman
Associate VP, Principal Gifts$248,682$0$6,000$0$6,983$0$24,853$0$20,728$0$307,246$0$0$0
David Chivo
Regional Director$217,944$0$11,500$0$749$0$21,018$0$42,953$0$294,164$0$0$0
Bradley Smith
Regional Director$252,562$0$4,800$0$518$0$8,659$0$17,448$0$283,987$0$0$0
Michael Schementi
Former Sr. VP Finance$0$0$0$0$680,798$0$0$0$0$0$680,798$0$0$0
JOEL BERKOWITZ
REGIONAL DIRECTOR$106,423$0$0$0$249,810$0$21,206$0$9,988$0$387,427$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4A - SEVERANCE PAYMENTFORMER SENIOR VP OF FINANCE, MICHAEL SCHEMENTI, RETIRED AT THE END OF 2016 AND RECEIVED SEVERANCE PAYMENT IN THE AMOUNT OF $656,950 IN JANUARY OF 2017. THIS AMOUNT WAS REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III). REGIONAL DIRECTOR, JOEL BERKOWITZ, LEFT ATS IN AUGUST 2017 AND RECEIVED SEVERANCE PAYMENT IN THE AMOUNT OF $230,940. THIS AMOUNT WAS REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III).
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
Contribution51ContributionCnt
Noncash Contributions Rpt F990$4,939,357NoncashContributionsRptF990Amt
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 Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$804,944NoncashContributionsRptF990Amt
Method Of Determining RevenuesProceeds from saleMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4DRESEARCH GRANTS AND PROGRAMS THE TECHNION IS KNOWN FOR ITS WORLD-CLASS RESEARCH IN A RANGE OF AREAS INCLUDING AEROSPACE, BIOTECHNOLOGY, BIOMEDICAL ENGINEERING, CANCER, COMPUTER SCIENCE, ELECTRICAL ENGINEERING, MEDICINE, NANOTECHNOLOGY, QUANTUM ENGINEERING, ROBOTICS, SUSTAINABLE ENERGY AND WATER RESOURCES/RECLAMATION. IN 2018, THE AMERICAN TECHNION SOCIETY PROVIDED FUNDING FOR PROJECTS INCLUDING THE TECHNION INTEGRATED CANCER CENTER; DORMITORY HOUSING FOR UNDERGRADUATE STUDENTS; A NEW CAMPUS VISITORS CENTER; AND RESEARCH IN FIELDS SUCH AS ALTERNATIVE FUELS AND RENEWABLE ENERGY RESOURCES; THE LIFE SCIENCES; SECURITY AND DEFENSE; AND NANOTECHNOLOGY. ATS DONORS PROVIDE ONGOING SUPPORT FOR TOP TECHNION PRIORITIES: GRADUATE FELLOWSHIPS FOR STUDENTS WITH STRONG ACADEMIC RECORDS, AND FACULTY RECRUITMENT AND RETENTION.
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: ALAN FORMAN & JONATHAN SOHNIS - BUSINESS RELATIONSHIP ARNOLD & JOAN SEIDEL - FAMILY RELATIONSHIP STEVE & ILENE BERGER - 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/CFO AND EXECUTIVE V.P. 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 IN 2017 ATS ENGAGED AN INDEPENDENT PROFESSIONAL CONSULTANT TO CONDUCT A THOROUGH ASSESSMENT AND REVIEW OF VARIOUS ASPECTS OF ATS' OPERATIONS WITH THE GOAL OF ALIGNING THE ORGANIZATION'S OPERATIONAL STRUCTURE WITH ITS STRATEGIC PLAN. ATS' COMPENSATION AND BENEFIT OFFERINGS WERE COMPARED WITH THOSE OF ITS PEER INSTITUTIONS IN A COMPARABLE GEOGRAPHIC MARKET, GATHERED FROM A VARIETY OF INDEPENDENT THIRD PARTIES. THIS COMPENSATION REVIEW IS INSTRUMENTAL TO ENABLING ATS TO REMAIN COMPETITIVE IN RECRUITING AN EMPLOYEE WORKFORCE AND IN MOTIVATING EMPLOYEES FOR SUCCESS. 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.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Direct Controlling NADirectControllingNACdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Charitable remainder trust(1)
N/A
Perpetual Trust (1)
NA
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