MAX PLANCK FLORIDA CORPORATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MAX PLANCK FLORIDA CORPORATION (EIN 26-2117502)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201833179349304783
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T14:01:45-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 East Las Olas Blvd Suite 1100 | AddressLine1Txt |
| City | Fort Lauderdale | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333014230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262117502 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAX PLANCK FLORIDA CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAXP | BusinessNameControlTxt |
| Phone | 5619729000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MAX PLANCK WAY | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHIAS HAURY | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRITTNEY KOCAJ | PreparerPersonNm |
| PTIN | P01320603 | PTIN |
| Phone | 9542028600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAX PLANCK FLORIDA INSTITUTE FOR NEUROSCIENCE | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID FITZPATRICK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MAX PLANCK WAY | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,920,843 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.maxplanckflorida.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | The organization's mission is to expand knowledge of the biosciences, educate and train young scientists for biomedical research and improve human welfare by applying breakthroughs in research to the advancement of medical diagnosis and medical care for the public's benefit. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 164 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,806,054 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,085,835 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $224,706 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $267,491 | CYProgramServiceRevenueAmt |
| PY Investment Income | $633,324 | PYInvestmentIncomeAmt |
| CY Investment Income | $861,327 | CYInvestmentIncomeAmt |
| CY Other Revenue | $14,228 | CYOtherRevenueAmt |
| PY Total Revenue | $18,664,084 | PYTotalRevenueAmt |
| CY Total Revenue | $21,228,881 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $45,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,203,213 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,188,416 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $537,723 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,925,290 | PYOtherExpensesAmt |
| CY Other Expenses | $10,799,859 | CYOtherExpensesAmt |
| PY Total Expenses | $23,173,503 | PYTotalExpensesAmt |
| CY Total Expenses | $21,988,275 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,509,419 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$759,394 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $104,139,822 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,479,749 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $815,889 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $967,114 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $103,323,933 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $105,512,635 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The organization's mission is to expand knowledge of the biosciences, educate and train young scientists for biomedical research and improve human welfare by applying breakthroughs in research to the advancement of medical diagnosis and medical care for the public's benefit. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $20,389,180 | ExpenseAmt |
| Revenue | $281,719 | RevenueAmt |
| Desc | Max Planck Florida Corporation established its first scientific department in the summer of 2009 and has expanded to two research divisions and six research groups to fulfill its purpose to expand knowledge of the biosciences, and educate and train young scientists for biomedical research. The eight research labs focus in the areas of disorders of neural circuit function, mechanisms of synaptic signaling & computation, functional architecture & development of visual cortex, cellular organization of cortical circuit function, molecular mechanisms of synaptic function, neuronal signal transduction, cellular basis of neural circuit plasticity and development & function of inhibitory neural circuits. (Continued on Schedule O) | Desc |
| Total Program Service Expenses | $20,389,180 | 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 | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | 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 | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 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 | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 164 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIS FORCHHEIMER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5619729000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MAX PLANCK WAY | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Bill S Hansson | ||||||||
| Chairman | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| David Fitzpatrick | ||||||||
| Chief Executive Officer/Scientific Director | 40.0 | 1.0 | Yes (X) | Yes (X) | $393,619 | $0 | $42,819 | |
| David Auth | ||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Alex W Dreyfoos | ||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Louis J Freeh | ||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Jean-Pierre Garnier | ||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Nasser Kazeminy | ||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Bonnie Mcelveen-Hunter | ||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| James R Mellor | ||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Bernard Poussot | ||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Markus Schleier | ||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Carla Shatz | ||||||||
| Trustee (partial year) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| James N Weinstein | ||||||||
| Trustee | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| George T Elmore | ||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Bindumani Singh | ||||||||
| Secretary (partial year) | 40.0 | 0 | Yes (X) | $39,313 | $0 | $8,763 | ||
| Matthias Haury | ||||||||
| Chief Operations Officer/Treasurer | 40.0 | 0 | Yes (X) | $303,456 | $0 | $40,636 | ||
| William Pennell | ||||||||
| VP Finance & Administration (partial year) | 40.0 | 1.0 | Yes (X) | $118,025 | $0 | $20,465 | ||
| Doris Forchheimer | ||||||||
| VP Finance (partial year) | 40.0 | 1.0 | Yes (X) | $126,925 | $0 | $33,792 | ||
| Hollie Perez | ||||||||
| VP Human Relations | 40.0 | 0 | Yes (X) | $124,648 | $0 | $29,256 | ||
| Barbara Suflas Noble | ||||||||
| VP of Institute Advancement | 12.0 | 28.0 | Yes (X) | $201,330 | $0 | $37,013 | ||
| Ryohei Yasuda | ||||||||
| Scientific Director | 40.0 | 0 | Yes (X) | $298,189 | $0 | $48,234 | ||
| Idris El-Amin | ||||||||
| Head, Attending Veterinarian | 40.0 | 0 | $154,559 | $0 | $45,157 | Yes (X) | ||
| Jason M Christie | ||||||||
| Research Group Leader | 40.0 | 0 | $151,966 | $0 | $31,759 | Yes (X) | ||
| James M Schummers | ||||||||
| Research Group Leader | 40.0 | 0 | $146,196 | $0 | $23,696 | Yes (X) | ||
| Hiroki Taniguchi | ||||||||
| Research Group Leader | 40.0 | 0 | $145,954 | $0 | $29,707 | Yes (X) | ||
| Hyungbae Kwon | ||||||||
| Research Group Leader | 40.0 | 0 | $144,674 | $0 | $30,341 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,348,854 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $421,638 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Allied Universal | |||||
| 161 Washington St Ste 600 | Conshohocken | PA | 19428 | Security | $138,182 |
| T&M Services | |||||
| 31 NE 1st Street | Pompano Beach | FL | 33060 | Janitorial Services | $125,827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $10,046,527 | RelatedOrganizationsAmt |
| Government Grants | $9,810,597 | GovernmentGrantsAmt |
| All Other Contributions | $228,711 | AllOtherContributionsAmt |
| Total Contributions | $20,085,835 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Research Services/Instruction | Desc |
| Business | 541715 | BusinessCd |
| Total Revenue Column | $267,491 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $267,491 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $267,491 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $440,210 | TotalRevenueColumnAmt |
| Exclusion | $440,210 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,916,974 | SecuritiesAmt |
| Other | $196,105 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,633,748 | SecuritiesAmt |
| Other | $58,214 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $283,226 | SecuritiesAmt |
| Other | $137,891 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $421,117 | TotalRevenueColumnAmt |
| Exclusion | $421,117 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $14,228 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,228 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,228 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,228,881 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $281,719 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $861,327 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,866,483 | TotalAmt |
| Program Services | $1,706,994 | ProgramServicesAmt |
| Management And General | $115,447 | ManagementAndGeneralAmt |
| Fundraising | $44,042 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,940,389 | TotalAmt |
| Program Services | $6,542,284 | ProgramServicesAmt |
| Management And General | $230,836 | ManagementAndGeneralAmt |
| Fundraising | $167,269 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $545,503 | TotalAmt |
| Program Services | $517,078 | ProgramServicesAmt |
| Management And General | $12,586 | ManagementAndGeneralAmt |
| Fundraising | $15,839 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,252,922 | TotalAmt |
| Program Services | $1,194,412 | ProgramServicesAmt |
| Management And General | $32,484 | ManagementAndGeneralAmt |
| Fundraising | $26,026 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,119 | TotalAmt |
| Program Services | $553,472 | ProgramServicesAmt |
| Management And General | $15,195 | ManagementAndGeneralAmt |
| Fundraising | $14,452 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,802 | TotalAmt |
| Management And General | $38,802 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,269 | TotalAmt |
| Management And General | $55,269 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,575 | TotalAmt |
| Management And General | $56,575 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,766 | TotalAmt |
| Program Services | $9,281 | ProgramServicesAmt |
| Management And General | $5,066 | ManagementAndGeneralAmt |
| Fundraising | $7,419 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650,740 | TotalAmt |
| Program Services | $587,636 | ProgramServicesAmt |
| Management And General | $28,789 | ManagementAndGeneralAmt |
| Fundraising | $34,315 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,266 | TotalAmt |
| Program Services | $223,032 | ProgramServicesAmt |
| Management And General | $17,750 | ManagementAndGeneralAmt |
| Fundraising | $6,484 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,886 | TotalAmt |
| Program Services | $409,932 | ProgramServicesAmt |
| Management And General | $10,096 | ManagementAndGeneralAmt |
| Fundraising | $8,858 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,695 | TotalAmt |
| Program Services | $246,545 | ProgramServicesAmt |
| Management And General | $2,298 | ManagementAndGeneralAmt |
| Fundraising | $5,852 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,038,795 | TotalAmt |
| Program Services | $3,757,900 | ProgramServicesAmt |
| Management And General | $206,546 | ManagementAndGeneralAmt |
| Fundraising | $74,349 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,821 | TotalAmt |
| Program Services | $385,678 | ProgramServicesAmt |
| Management And General | $52,635 | ManagementAndGeneralAmt |
| Fundraising | $18,508 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Contract Svc & Recruitment | $1,406,646 | $1,316,281 | $51,107 | $39,258 |
| Facility Repair & Maintenance | $1,314,485 | $1,156,022 | $106,067 | $52,396 |
| SECURITY | $138,235 | $116,707 | $15,928 | $5,600 |
| Supplies & Equipment | $1,597,083 | $1,595,046 | $1,507 | $530 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,795 | TotalAmt |
| Program Services | $70,880 | ProgramServicesAmt |
| Management And General | $6,389 | ManagementAndGeneralAmt |
| Fundraising | $16,526 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,988,275 | TotalAmt |
| Program Services | $20,389,180 | ProgramServicesAmt |
| Management And General | $1,061,372 | ManagementAndGeneralAmt |
| Fundraising | $537,723 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $408,893 | BOYAmt |
| EOY | $607,683 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,065,789 | BOYAmt |
| EOY | $9,610,965 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $853,008 | BOYAmt |
| EOY | $1,238,610 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,500 | BOYAmt |
| EOY | $64,379 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $923,712 | BOYAmt |
| EOY | $783,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $97,000,806 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,197,166 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,355,978 | BOYAmt |
| EOY | $65,803,640 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,196,838 | BOYAmt |
| EOY | $19,686,232 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,584,724 | BOYAmt |
| EOY | $7,877,132 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $747,380 | BOYAmt |
| EOY | $808,069 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,139,822 | BOYAmt |
| EOY | $106,479,749 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,889 | BOYAmt |
| EOY | $967,114 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,889 | BOYAmt |
| EOY | $967,114 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,090,704 | BOYAmt |
| EOY | $93,326,503 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,494,273 | BOYAmt |
| EOY | $8,393,596 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,738,956 | BOYAmt |
| EOY | $3,792,536 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,323,933 | BOYAmt |
| EOY | $105,512,635 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,139,822 | BOYAmt |
| EOY | $106,479,749 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$759,394 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,131,632 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$475,944 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $1,292,408 | 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 | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,144,238 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,672,473 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,569,158 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,806,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,085,835 | CurrentTaxYearAmt |
| Total | $86,277,758 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,144,238 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,672,473 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,569,158 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,806,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,085,835 | CurrentTaxYearAmt |
| Total | $86,277,758 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $38,226,556 | SubstantialContributorsTotAmt |
| Public Support Total170 | $48,051,202 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| 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 | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $491,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $440,210 | CurrentTaxYearAmt |
| Total | $931,928 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $87,209,686 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $807,156 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.5510 | PublicSupportCY170Pct |
| Public Support PY170 | 0.9834 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $17,995 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,133,514 | BeginningYearBalanceAmt |
| Contributions | $255,625 | ContributionsAmt |
| Investment Earnings Or Losses | $695,288 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $11,546 | AdministrativeExpensesAmt |
| End Year Balance | $5,072,881 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,619,871 | BeginningYearBalanceAmt |
| Contributions | $235,554 | ContributionsAmt |
| Investment Earnings Or Losses | $281,752 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3,663 | AdministrativeExpensesAmt |
| End Year Balance | $4,133,514 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,933,352 | BeginningYearBalanceAmt |
| Contributions | $1,727,037 | ContributionsAmt |
| Investment Earnings Or Losses | -$38,157 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,361 | AdministrativeExpensesAmt |
| End Year Balance | $3,619,871 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,564,251 | BeginningYearBalanceAmt |
| Contributions | $288,291 | ContributionsAmt |
| Investment Earnings Or Losses | $83,452 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10 | OtherExpendituresAmt |
| Administrative Expenses | $2,632 | AdministrativeExpensesAmt |
| End Year Balance | $1,933,352 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,007,458 | BeginningYearBalanceAmt |
| Contributions | $352,029 | ContributionsAmt |
| Investment Earnings Or Losses | $208,264 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3,500 | AdministrativeExpensesAmt |
| End Year Balance | $1,564,251 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.7476 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.2524 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,000,000 | OtherCostOrOtherBasisAmt |
| Book Value | $6,000,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,643,531 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,832,377 | DepreciationAmt |
| Book Value | $55,811,154 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,690,063 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,716,337 | DepreciationAmt |
| Book Value | $3,973,726 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $667,212 | OtherCostOrOtherBasisAmt |
| Depreciation | $648,452 | DepreciationAmt |
| Book Value | $18,760 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $65,803,640 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest in net assets of the Foundation | Desc |
| Book Value | $7,877,132 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $7,877,132 | TotalBookValueProgramRltdAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,688,111 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,131,632 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $35,190 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,292,408 | OtherRevenueAmt |
| Revenue Not Reported | $3,459,230 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,228,881 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,228,881 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,499,409 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $511,134 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $511,134 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,988,275 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,988,275 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 Collections of art - description of collections | The organization maintains artwork in its state-of-the-art research facility as part of the building's decor. The painting in the lobby is called "Cortical Landscape" by Greg Dunn. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | MAX PLANCK FLORIDA INSTITUTE FOR NEUROSCIENCE's endowment fund consists of one fund that is held and administrated by MAX PLANCK FLORIDA FOUNDATION, a related organization. This endowment fund was established for the future growth and development of MAX PLANCK FLORIDA INSTITUTE FOR NEUROSCIENCE and Max Planck Florida Foundation. THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE FOUNDATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD(S) AS WELL AS BOARD-DESIGNATED FUNDS. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF TRUSTEES, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER OUTLINED IN THE INVESTMENT POLICY. THIS INVESTMENT POLICY'S PURPOSE IS TO PROVIDE GUIDANCE TO THE INVESTMENT MANAGERS REGARDING THE FOUNDATION'S OBJECTIVES AND GOALS WITH REGARD TO THE ENDOWMENT INVESTING. SPECIFICALLY IT OUTLINES THE RISK TOLERANCE AREAS OF THE FOUNDATION AS WELL AS DEFINING THE LIMITATIONS IN THE PORTFOLIO OF INVESTMENTS. THE FOUNDATION EXPECTS ITS ENDOWMENT FUNDS, OVER TIME TO PROVIDE AN AVERAGE RATE OF RETURN THAT PERMITS A PREDICTABLE AND SUSTAINABLE SPENDING RATE OF THE AVERAGE MARKET VALUE OF ENDOWMENT ASSETS BY ACHIEVING ANNUAL GROWTH IN VALUE AT A RATE EQUAL TO THE SUM OF THE ANNUAL SPENDING RATE AND THE ANNUAL RATE OF INFLATION. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The Organization is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes is made in the accompanying financial statements. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION - 1292408 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Program Services | Research conferences | $19,864 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Research conferences | $120,008 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | Research conferences | $1,586 |
| South America | 0 | 0 | Program Services | Research conferences | $16,423 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $157,881 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $157,881 | 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 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David Fitzpatrick | ||||||||||||||
| Chief Executive Officer/Scientific Director | $390,055 | $0 | $0 | $0 | $3,564 | $0 | $35,615 | $0 | $7,204 | $0 | $436,438 | $0 | $0 | $0 |
| Matthias Haury | ||||||||||||||
| Chief Operations Officer/Treasurer | $302,271 | $0 | $0 | $0 | $1,185 | $0 | $28,228 | $0 | $12,408 | $0 | $344,092 | $0 | $0 | $0 |
| Doris Forchheimer | ||||||||||||||
| VP Finance (partial year) | $126,041 | $0 | $0 | $0 | $884 | $0 | $11,888 | $0 | $21,904 | $0 | $160,717 | $0 | $0 | $0 |
| Hollie Perez | ||||||||||||||
| VP Human Relations | $124,408 | $0 | $0 | $0 | $240 | $0 | $13,356 | $0 | $15,900 | $0 | $153,904 | $0 | $0 | $0 |
| Barbara Suflas Noble | ||||||||||||||
| VP of Institute Advancement | $198,503 | $0 | $0 | $0 | $2,827 | $0 | $21,889 | $0 | $15,124 | $0 | $238,343 | $0 | $0 | $0 |
| Ryohei Yasuda | ||||||||||||||
| Scientific Director | $297,378 | $0 | $0 | $0 | $811 | $0 | $26,566 | $0 | $21,668 | $0 | $346,423 | $0 | $0 | $0 |
| Idris El-Amin | ||||||||||||||
| Head, Attending Veterinarian | $154,313 | $0 | $0 | $0 | $246 | $0 | $16,378 | $0 | $28,779 | $0 | $199,716 | $0 | $0 | $0 |
| Jason M Christie | ||||||||||||||
| Research Group Leader | $151,673 | $0 | $0 | $0 | $293 | $0 | $16,963 | $0 | $14,796 | $0 | $183,725 | $0 | $0 | $0 |
| James M Schummers | ||||||||||||||
| Research Group Leader | $145,919 | $0 | $0 | $0 | $277 | $0 | $16,133 | $0 | $7,563 | $0 | $169,892 | $0 | $0 | $0 |
| Hiroki Taniguchi | ||||||||||||||
| Research Group Leader | $145,540 | $0 | $0 | $0 | $414 | $0 | $9,825 | $0 | $19,882 | $0 | $175,661 | $0 | $0 | $0 |
| Hyungbae Kwon | ||||||||||||||
| Research Group Leader | $144,398 | $0 | $0 | $0 | $276 | $0 | $10,266 | $0 | $20,075 | $0 | $175,015 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a First-class or charter travel | FormAndLineReferenceDesc |
| Explanation | The executive team travels business class when traveling overseas. In some cases the executive team travels first class when traveling domestically. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a Program Service Description | (Continued from Part III) The Institute and Max-Planck-Gesellschaft zur Foerderung der Wissenschaften e.V. (MAX PLANCK SOCIETY FOR THE ADVANCEMENT OF SCIENCE - "Max Planck Society") have a funding agreement whereby Max Planck Society provides annual funding for operations of the organization up to a maximum of 8 million Euros. During 2017, the Institute received $9,320,325 from Max Planck Society which consists of $8,933,700 for operations, $357,547 for research groups, and $29,078 for graduate programs funding. In 2008, the Institute entered into a grant agreement with Palm Beach County providing for $26,960,000 general operating funds of which all funding has been received through December 31, 2017. The Institute received $5,347,000 and $3,028,00 during the years ended December 31, 2017 and 2016, respectively. |
| Form 990, Part VI, Line 1b Independent voting board members | The two members of the Board of Trustees who are not independent are Bill Hansson and Markus Schleier. Bill Hansson and Markus Schleier are employees of Max-Planck-Gesellschaft zur Foerderung der Wissenschaften e.V. (MAX PLANCK SOCIETY FOR THE ADVANCEMENT OF SCIENCE - "Max Planck Society"), a foreign related organization, and are compensated by Max Planck Society accordingly. The organization is unable to secure information on compensation paid to Bill Hansson and Markus Schleier by Max Planck Society, after making a reasonable effort to obtain the information and is unable to provide a reasonable estimate of such compensation. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | MAX PLANCK FLORIDA CORPORATION has one member, Max-Planck-Gesellschaft zur Foerderung der Wissenschaften e.V. (MAX PLANCK SOCIETY FOR THE ADVANCEMENT OF SCIENCE - "Max Planck Society"). |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | Pursuant to Section 5.3 paragraph (a) of the organization's Bylaws, the election of trustees shall take place at the annual meeting of the member (Max Planck Society.) Pursuant to Section 5.5 of the organization's Bylaws, any Trustee may be removed from office for any reason by the Member (Max Planck Society) at any regular or special meeting called for that purpose. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | Pursuant to Section 4.5 of the Organization's bylaws, the following actions must be approved by the member (Max Planck Society): -The issuance of membership interests; -Any merger or consolidation of the Corporation with or into any other entity, or of any other entity with or into the Corporation; -Any sale, lease, exchange, transfer or other disposition of assets at a purchase price of, or in consideration of, a sum greater than One Hundred Thousand Dollars ($100,000); -Any purchase or other acquisition of assets at an aggregate cost to the Corporation in excess of One Hundred Thousand Dollars ($100,000); -Any incurrence of loans or other indebtedness by the Corporation in an amount in excess of Twenty Thousand Dollars ($20,000); -Any reclassification or recapitalization of the ownership of controlling interests or other interests in the Corporation; -Any redemption or purchase of any interest in the Corporation; -Any amendment to the Articles of Incorporation or the Bylaws of the Corporation; -The dissolution or liquidation of the Corporation; -The authorization for the employment or discharge of any individual at a salary in excess of One Hundred Thousand Dollars ($100,000) annually, or for the execution and delivery of any employment contracts, or the modification or termination thereof; -The entering into of any contract by the Corporation for materials or services at an aggregate contract price in excess of One Hundred Thousand Dollars ($100,000); -The creation of any indebtedness or any other obligation of the Corporation in excess of Twenty Thousand Dollars ($20,000); -The compensation to be paid to Trustees or committee members; -Any decision affecting the filing of corporate tax returns or the handling of corporate tax matters; and -The appointment of any Professor or Associate Professor to any institute developed or maintained by the Corporation. In addition, two of the trustee positions shall be reserved for representatives of Max Planck Society. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The governing body reviews Form 990 and the related schedules along with the audit committee and management. These individuals review the Form 990, prepared by an outside CPA, in its entirety prior to filing with the Internal Revenue Service and communicate to the Board of Trustees at the next scheduled board meeting. This approval process is documented with the signature of the COO or CEO. |
| Form 990, Part VI, Line 12c Conflict of interest policy | The organization regularly and consistently monitors compliance with the Conflict of Interest policy by annually distributing Conflict of Interest forms to interested persons to complete. Completed forms are first reviewed by the organization's Secretary for any relationships or transactions that may need to be disclosed to the Board of Trustees. Conflicts that arise must be reported to the board whereby appropriate action is taken. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | Independent data is used to establish compensation for every key management position prior to and at the time of hire. The Board of Trustees ratifies hires at the next scheduled board meeting. The compensation committee along with all senior officers participate in hiring, review, and decision. The compensation committee meets annually to review CEO compensation. The compensation committee uses industry statistics, benchmarking data, and surveys for comparability purposes. This process was last undertaken in 2017. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | Independent data is used to establish compensation for every key management position prior to and at the time of hire. The Board of Trustees ratifies hires at the next scheduled board meeting. The compensation committee along with all senior officers participate in hiring, review, and decision. The compensation committee meets annually to review compensation of other officers. The compensation committee uses industry statistics, benchmarking data, and surveys for comparability purposes when reviewing officer compensation, and the compensation committee and Board of Trustees approves compensation of all other officers. This process was last undertaken in 2017. |
| Form 990, Part VI, Line 19 Required documents available to the public | Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time. |
| Form 990, Part VII, Section A Line 1 - VP of Institute Advancement | The VP of Institute Advancement is compensated through Max Planck Florida Corporation. This individual devotes the majority of their time to the related organization Max Planck Florida Foundation. |
| Form 990, Part VII, Section A Line 1 - Compensation of Directors by Related Organizations | The organization is unable to secure information on compensation paid to Bill Hansson and Markus Schleier by the foreign related organization, Max-Planck-Gesellschaft zur Foerderung der Wissenschaften e.V. (MAX PLANCK SOCIETY FOR THE ADVANCEMENT OF SCIENCE - "Max Planck Society"), after making a reasonable effort to obtain the information and is unable to provide a reasonable estimate of such compensation. The organization has had discussions with multiple legal teams representing the Max Planck Society, who have confirmed that this compensation information will not be provided for purposes of the Max Planck Florida Corporation Form 990 due to privacy laws in Germany. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Change in interest in net assets of Foundation - 1292408; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Max Planck Florida Foundation | |||||||||||
| One Max Planck Way | Jupiter | FL | 33458 | 272007902 | 501(c)(3) Supporting Organization | FL | 501(c)(3) | Type I | Max Planck Florida Corporation | Yes (true) | |
| Max-Planck-Gesellschaft zur Foerderung der Wissenschaften eV | |||||||||||
| Independent non-profit research organization | 501(c)(3) | NA | false | GM | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Max Planck Florida Foundation Inc | ||
| C | $726,202 | FMV |
| Max Planck Florida Foundation Inc | ||
| O | $315,099 | FMV |