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AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF TECHNOLOGY INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF TECHNOLOGY INC (EIN 13-0434195)
Tax period
2016-10-01 to 2017-09-30
Filed
2018-08-14
IRS object ID
201812269349301911
Schema version
2016v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-08-14T14:13:43-05:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

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 Begin2016-10-01TaxPeriodBeginDt

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 for 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 TitleSr. VP, Finance, CFOPersonTitleTxt
Phone2124076300PhoneNum
Signature2018-08-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonQi Wen LiangPreparerPersonNm
PTINP01270238PTIN
Phone2125990100PhoneNum
Preparation2018-08-14PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1American Technion SocietyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerJeffrey RichardPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 East 59th StreetAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100221710ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$156,471,978GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.ats.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1940FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROMOTE, ENCOURAGE AND ADVANCE TECHNOLOGICAL, SCIENTIFIC AND INDUSTRIAL HIGHER AND SECONDARY EDUCATION, RESEARCH AND TRAINING IN ISRAEL AND ELSEWHERE.ActivityOrMissionDesc
Voting Members Governing Body79VotingMembersGoverningBodyCnt
Voting Members Independent79VotingMembersIndependentCnt
Total Employee90TotalEmployeeCnt
Total Volunteers300TotalVolunteersCnt
Total Gross UBI$59,509TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$29,720NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$103,294,031PYContributionsGrantsAmt
CY Contributions Grants$93,677,114CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$6,562,246PYInvestmentIncomeAmt
CY Investment Income$20,455,487CYInvestmentIncomeAmt
PY Other Revenue-$219,400PYOtherRevenueAmt
CY Other Revenue-$125,825CYOtherRevenueAmt
PY Total Revenue$109,636,877PYTotalRevenueAmt
CY Total Revenue$114,006,776CYTotalRevenueAmt
PY Grants And Similar Paid$85,519,737PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$81,332,135CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$13,250,391PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$13,262,930CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$302,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$397,285CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$12,556,261CYTotalFundraisingExpenseAmt
PY Other Expenses$8,522,999PYOtherExpensesAmt
CY Other Expenses$7,920,664CYOtherExpensesAmt
PY Total Expenses$107,595,127PYTotalExpensesAmt
CY Total Expenses$102,913,014CYTotalExpensesAmt
PY Revenues Less Expenses$2,041,750PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$11,093,762CYRevenuesLessExpensesAmt
Total Assets BOY$493,521,906TotalAssetsBOYAmt
Total Assets EOY$523,573,079TotalAssetsEOYAmt
Total Liabilities BOY$35,670,359TotalLiabilitiesBOYAmt
Total Liabilities EOY$36,549,093TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$457,851,547NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$487,023,986NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE AMERICAN TECHNION SOCIETY (ATS) HAS BEEN A VITAL PARTNER IN THE TECHNION'S UNPARALLELED GROWTH AND ACHIEVEMENT. AS A LEADING AMERICAN ORGANIZATION SUPPORTING HIGHER EDUCATION IN ISRAEL, THE ATS HAS PIONEERED A LASTING PARTNERSHIP WITH THE CREATORS OF SCIENCE AT TECHNION CITY IN HAIFA. SUPPORTED BY A NETWORK OF DYNAMIC LEADERSHIP AND THOUSANDS OF DEDICATED MEMBERS, THE ATS IS COMMITTED TO THE BELIEF THAT THE FUTURE OF HIGH TECHNOLOGY IN ISRAEL IS AT THE TECHNION. SINCE ITS FOUNDING IN 1940 ATS HAS RAISED MORE THAN $2.0 BILLION FOR THE TECHNION. THE MISSION OF ATS IS TO ENABLE THE TECHNION TO BE AMONG THE WORLD'S LEADING INSTITUTIONS IMPROVING THE WELL-BEING OF ISRAEL AND ALL HUMANITY THROUGH LEADERSHIP IN SCIENCE AND TECHNOLOGY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$25,957,164ExpenseAmt
Grant$25,957,164GrantAmt
Revenue$0RevenueAmt
DescTHE JOAN AND IRWIN JACOBS TECHNIONCORNELL INSTITUTE: A PARTNERSHIP BETWEEN CORNELL UNIVERSITY AND THE TECHNION-ISRAEL INSTITUTE OF TECHNOLOGY, THE JACOBS TECHNIONCORNELL INSTITUTE IS A KEY COMPONENT OF CORNELL TECH, THE WORLD-CLASS APPLIED SCIENCES CAMPUS THAT OPENED ON NEW YORK CITYS 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 Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$4,002,900ExpenseAmt
Grant$4,002,900GrantAmt
Revenue$0RevenueAmt
DescTHE ALFRED MANN INSTITUTE FOR BIOMEDICAL DEVELOPMENT AT THE TECHNION "(AMIT)" WAS ESTABLISHED IN 2006 TO TRANSFORM INNOVATIVE TECHNOLOGIES DEVELOPED BY TECHNION RESEARCHERS INTO MEDICAL DEVICES, PHARMACEUTICALS AND BIOLOGICS THAT CONTRIBUTE TO IMPROVING HUMAN HEALTH WORLDWIDE. AMIT SCREENS AND EVALUATES RESEARCH PROJECTS WITH POTENTIAL FOR COMMERCIAL APPLICATIONS. FOLLOWING POSITIVE FEASIBILITY STUDIES, AMIT MAY ASSEMBLE A TEAM THAT CAN COMMERCIALIZE THE SCIENCE AND LEAD PRECLINICAL AND CLINICAL ACTIVITIES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,974,999ExpenseAmt
Grant$2,974,999GrantAmt
Revenue$0RevenueAmt
DescTHE HISTOPATHOLOGY CORE AND FACULTY PROJECT RECRUITMENT FUND: BATTLING CANCER BEGINS WITH THE UNDERSTANDING THAT THE DISEASE IS DRIVEN BY A COMBINATION OF GENETIC AND EPIGENETIC CHANGES - THE LATTER ARE PART OF CANCER'S ADAPTATION TO THE MICROENVIRONMENT AND RESPONSE TO THERAPY. WITH THIS COMPLEX SET OF BIOLOGICAL, ENVIRONMENTAL AND BEHAVIORAL FACTORS INFLUENCING CANCER DEVELOPMENT AND RESPONSE TO TREATMENT, AN EFFECTIVE APPROACH TO COMBATING THE DISEASE MUST BE MULTIDISCIPLINARY IN NATURE, DRAWING ON A FULL RANGE OF SKILLS, EXPERTISE AND TOOLS. BRINGING TOGETHER MULTIDISCIPLINARY TEAMS OF LEADING MEDICAL DOCTORS AND SCIENTISTS TO COLLABORATE WITH ENGINEERS FROM A VARIETY OF DISCIPLINES, THE TECHNION INTEGRATED CANCER CENTER (TICC) IS COMBINING BASIC DISCOVERY WITH CLINICAL AND TRANSLATIONAL RESEARCH, TO CULMINATE IN CLINICAL TRIALS. TICC SCIENTISTS ARE DEVELOPING SENSITIVE DIAGNOSTIC TOOLS TO DETECT MALIGNANT LESIONS AT AN EARLY STAGE, DEFINE THEIR GENETIC AND EPIGENETIC CHANGES, AND USE THIS INFORMATION TO CREATE PERSONALIZED THERAPIES THAT WILL BE DELIVERED BY NOVEL DEVICES/APPROACHES DESIGNED TO SELECTIVELY CARRY DRUGS TO THE TUMOR SITE. THE TICC IS COMPRISED OF SEVERAL RESEARCH CORES, INCLUDING THE HISTOPATHOLOGY CORE, WHICH FOCUSES ON THE REAL-TIME CAPTURE, COLLECTION AND DELIVERY OF TUMORS REMOVED IN TICC-AFFILIATED HOSPITALS TO A TUMOR BANK FOR ANALYSIS OF GENETIC AND EPIGENETIC CHANGES. AS PART OF THE TICCS GOAL TO DEVELOP EXPERTISE IN A RANGE OF CANCER-RELATED DISCIPLINES, THE CENTER IS RECRUITING YOUNG SCIENTISTS AND ESTABLISHING AND OUTFITTING THEIR LABORATORIES. RECENT RECRUITS SUPPORTED BY THE CROWN FAMILY FOUNDATION SPECIALIZE IN BIOINFORMATICS, AND RESEARCH ON THE GUT MICROBIOME AND ITS ROLE IN DISEASE.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$49,236,645ExpenseAmt
Grant$48,397,072GrantAmt
Revenue$0RevenueAmt
DescResearch Grants and Programs (See Sch. O, Pg. 1)Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$49,236,645TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$48,397,072TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$82,171,708TotalProgramServiceExpensesAmt
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 Document303IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee90EmployeeCnt
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 Members79GoverningBodyVotingMembersCnt
Independent Voting Member79IndependentVotingMemberCnt
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 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
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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
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States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
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 (94 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
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
Zahava Bar-Nir
PRESIDENT1.00.0Yes (X)Yes (X)$0$0$0
Norman Belmonte
Board Member1.00.0Yes (X)$0$0$0
Evelyn Edith Berger
Board Member1.00.0Yes (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
Rod Feldman
SECRETARY1.00.0Yes (X)Yes (X)$0$0$0
Israel Feldman
Board Member (Thru Jun '17)1.00.0Yes (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
Sandy Hittman
Board Member (Thru Dec '16)1.00.0Yes (X)$0$0$0
Lawrence S Jackier
Board Member1.00.0Yes (X)$0$0$0
Martin Kellner
Board Member (Thru Sep '17)1.00.0Yes (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
Scott Leemaster
CHAIRMAN1.00.0Yes (X)Yes (X)$0$0$0
Sid Lejfer
ASSISTANT TREASURER1.00.0Yes (X)Yes (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
Joel S Rothman
VICE CHAIRMAN1.00.0Yes (X)Yes (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
Joan Seidel
VICE CHAIRMAN1.00.0Yes (X)Yes (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
Senator Paul B Steinberg
TREASURER1.00.0Yes (X)Yes (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)$523,004$0$77,863
Michael Schementi
Sr. VP, Finance (Thru Jan '17)40.00.0Yes (X)$322,302$0$69,301
Michael Waxman-Lenz
Sr. VP, Finance(As of Jan '17)40.00.0Yes (X)$0$0$0
Dave Doneson
Sr. VP Resource Development40.00.0$330,204$0$39,441Yes (X)
Tova Kantrowitz
Sr. VP, External Relations40.00.0$214,343$0$84,576Yes (X)
Sara Swisher-Anderson
VP - Operations and Admin40.00.0$201,738$0$20,431Yes (X)
Mark Hefter
Associate VP, Planned Giving40.00.0$237,006$0$84,960Yes (X)
Jerome Kleinman
Associate VP, Principal Gifts40.00.0$254,925$0$51,649Yes (X)
David Chivo
Regional Director40.00.0$210,288$0$75,582Yes (X)
Jessica Feldan
Regional Director (Thru 7/17)40.00.0$201,573$0$81,295Yes (X)
Joel Berkowitz
Regional Director (Thru 8/17)40.00.0$206,151$0$55,445Yes (X)
Melvyn Bloom
Former EVP Emeritus40.00.0$786,631$0$58,992Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,488,165TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$699,535TotalOtherCompensationAmt
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
Grant Thornton LLP
757 3rd Avenue 9NEW YORKNY10017Audit$270,375
Prime Buchholz Associates
273 Corporate DrivePORTSMOUTHMA03801Investment Advisory$243,274
The Helen Brown Group
489 Mt Auburn St 4WATERTOWNMA02472Prospect research$216,000
Phil Company
833 Broadway 3rd FloorNEW YORKNY10003Marketing$189,079
Alliance Bernstein
1 North Lexington Avenue 16 FloorWHITE PLAINSNY10601Investment Advisory$119,470
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Fundraising$254,900FundraisingAmt
All Other Contributions$93,422,214AllOtherContributionsAmt
Noncash Contributions$1,478,070NoncashContributionsAmt
Total Contributions$93,677,114TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,885,862TotalRevenueColumnAmt
Unrelated Business Revenue$59,509UnrelatedBusinessRevenueAmt
Exclusion$7,826,353ExclusionAmt

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$54,871,552SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$42,301,927SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$12,569,625SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,569,625TotalRevenueColumnAmt
Exclusion$12,569,625ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$37,450FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$254,900ContriRptFundraisingEventAmt
Fundraising Direct Expenses$163,275FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$125,825TotalRevenueColumnAmt
Exclusion-$125,825ExclusionAmt
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$114,006,776TotalRevenueColumnAmt
Unrelated Business Revenue$59,509UnrelatedBusinessRevenueAmt
Exclusion$20,270,153ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$25,997,637TotalAmt
Program Services$25,997,637ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$55,334,498TotalAmt
Program Services$55,334,498ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,487,611TotalAmt
Program Services$140,950ProgramServicesAmt
Management And General$1,430,243ManagementAndGeneralAmt
Fundraising$916,418FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$8,134,483TotalAmt
Program Services$446,992ProgramServicesAmt
Management And General$2,154,287ManagementAndGeneralAmt
Fundraising$5,533,204FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$759,417TotalAmt
Program Services$30,066ProgramServicesAmt
Management And General$223,140ManagementAndGeneralAmt
Fundraising$506,211FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,210,859TotalAmt
Program Services$55,486ProgramServicesAmt
Management And General$337,567ManagementAndGeneralAmt
Fundraising$817,806FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$670,560TotalAmt
Program Services$35,760ProgramServicesAmt
Management And General$226,974ManagementAndGeneralAmt
Fundraising$407,826FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$126,844TotalAmt
Management And General$126,844ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$236,957TotalAmt
Management And General$236,957ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$397,285TotalAmt
Fundraising$397,285FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,101,855TotalAmt
Management And General$1,101,855ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,000,526TotalAmt
Management And General$1,000,526ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,318,492TotalAmt
Program Services$4,971ProgramServicesAmt
Management And General$86,907ManagementAndGeneralAmt
Fundraising$1,226,614FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$481,591TotalAmt
Program Services$2,645ProgramServicesAmt
Management And General$160,693ManagementAndGeneralAmt
Fundraising$318,253FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$874,619TotalAmt
Program Services$7,044ProgramServicesAmt
Management And General$132,643ManagementAndGeneralAmt
Fundraising$734,932FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$794,497TotalAmt
Program Services$87,284ProgramServicesAmt
Management And General$160,168ManagementAndGeneralAmt
Fundraising$547,045FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$188,015TotalAmt
Program Services$28,375ProgramServicesAmt
Fundraising$159,640FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$220,410TotalAmt
Management And General$220,410ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$442,055TotalAmt
Management And General$231,087ManagementAndGeneralAmt
Fundraising$210,968FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$230,202TotalAmt
Management And General$230,202ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
CAMPAIGN EVENTS$761,961$761,961
EQUIP. RENTAL & MAINTENANCE$112,472$112,472
OTHER EXPENSES$30,168$18,098$12,070

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$102,913,014TotalAmt
Program Services$82,171,708ProgramServicesAmt
Management And General$8,185,045ManagementAndGeneralAmt
Fundraising$12,556,261FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,133,406BOYAmt
EOY$2,085,626EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$272,423BOYAmt
EOY$458,795EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$85,049,855BOYAmt
EOY$71,843,105EOYAmt

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$45,043,427BOYAmt
EOY$44,522,617EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,263,024BOYAmt
EOY$3,214,084EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$16,764,490LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,044,583LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,073,190BOYAmt
EOY$7,719,907EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$193,392,882BOYAmt
EOY$213,003,825EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$124,005,359BOYAmt
EOY$144,700,701EOYAmt

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$31,288,340BOYAmt
EOY$36,024,419EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$493,521,906BOYAmt
EOY$523,573,079EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,800,424BOYAmt
EOY$4,689,193EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$2,192,090BOYAmt
EOY$1,947,282EOYAmt

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$17,377,845BOYAmt
EOY$18,612,618EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$35,670,359BOYAmt
EOY$36,549,093EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,525,732BOYAmt
EOY$11,763,129EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$135,569,378BOYAmt
EOY$152,040,083EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$310,756,437BOYAmt
EOY$323,220,774EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$457,851,547BOYAmt
EOY$487,023,986EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$493,521,906BOYAmt
EOY$523,573,079EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$11,093,762ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$18,078,677NetUnrlzdGainsLossesInvstAmt
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$78,732,133CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$71,504,952CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$80,177,368CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$103,294,031CurrentTaxYearMinus1YearAmt
Current Tax Year$93,677,114CurrentTaxYearAmt
Total$427,385,598TotalAmt

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$78,732,133CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$71,504,952CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$80,177,368CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$103,294,031CurrentTaxYearMinus1YearAmt
Current Tax Year$93,677,114CurrentTaxYearAmt
Total$427,385,598TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$89,538,432SubstantialContributorsTotAmt
Public Support Total170$337,847,166PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,006,914CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,132,722CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,346,541CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,915,200CurrentTaxYearMinus1YearAmt
Current Tax Year$7,826,353CurrentTaxYearAmt
Total$43,227,730TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$68,244CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,467CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$29,720CurrentTaxYearAmt
Total$109,431TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29,600CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,800CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44,550CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$218,200CurrentTaxYearMinus1YearAmt
Current Tax Year$37,450CurrentTaxYearAmt
Total$364,600TotalAmt
FieldValueIRS element (for citing)
Total Support$471,087,359TotalSupportAmt
Public Support CY1700.71717PublicSupportCY170Pct
Public Support PY1700.74276PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held10DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$7,000DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$40,474DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$1,255,860DonorAdvisedFundsVlEOYAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$293,148,146BeginningYearBalanceAmt
Contributions$9,931,869ContributionsAmt
Investment Earnings Or Losses$14,257,109InvestmentEarningsOrLossesAmt
Grants Or Scholarships$9,952,457GrantsOrScholarshipsAmt
Administrative Expenses$7,392,888AdministrativeExpensesAmt
End Year Balance$299,991,779EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.87800PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.12200TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,809,811OtherCostOrOtherBasisAmt
Depreciation$5,354,153DepreciationAmt
Book Value$7,455,658BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,954,679OtherCostOrOtherBasisAmt
Depreciation$3,690,430DepreciationAmt
Book Value$264,249BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$7,719,907TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS$113,725,114F
ISRAEL BONDS$22,204,804F
HIGH YIELD & OTHER FIXED INCOM$8,061,507F
MUNICIPAL BONDS$709,276F
FieldValueIRS element (for citing)
Total Book Value Securities$144,700,701TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
BENEFICIAL INTERESTS IN TRUSTS$32,908,849
LIFE INSURANCE POLICIES$2,490,910
OTHER RECEIVABLES$624,660
FieldValueIRS element (for citing)
Total Book Value Other Assets$36,024,419TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescANNUITY OBLIGATIONSDesc
Amt$18,612,618Amt
FieldValueIRS element (for citing)
Total Liability$18,612,618TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$130,829,017TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$18,078,677NetUnrealizedGainsInvstAmt
Other Revenue-$154,581OtherRevenueAmt
Revenue Not Reported$17,924,096RevenueNotReportedAmt
Revenue Subtotal$112,904,921RevenueSubtotalAmt
Investment Expenses Not Incld$1,101,855InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$1,101,855RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$114,006,776TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$101,656,578TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$101,656,578ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,101,855InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$154,581OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,256,436ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$102,913,014TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 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.
REVENUE RECONCILIATIONPART XI, LINE 2D Reclass of Gala Expenses ($154,581)
EXPENSE RECONCILIATIONPART XII, LINE 4B Reclass of Gala Expenses $154,581

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$55,334,498
Central America and the CaribbeanInvestments$58,107,844
Middle East and North AfricaInvestments$21,769,824
FieldValueIRS element (for citing)
Subtotal Spent$135,212,166SubtotalSpentAmt
Total Spent$135,212,166TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionMiddle East and North AfricaRegionTxt
Purpose Of GrantSEE PART VPurposeOfGrantTxt
Cash Grant$55,334,498CashGrantAmt
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 1THE SOCIETY'S FUNDRAISERS WITH THE SUPPORT OF DESIGNATED STAFF/DEPARTMENTS ARE RESPONSIBLE FOR MONITORING THE UNIVERSITY'S COMPLIANCE WITH THE GRANT REQUIREMENTS. THE GRANTS COMPLIANCE MANAGER KEEPS TRACK OF UNIVERSITY'S COMPLIANCE WITH DONOR REQUIREMENTS FOR MAJOR PROJECTS IN LIAISON WITH THE REGIONAL FUNDRAISING STAFF. THIS INCLUDES OBTAINING ON A REGULAR BASIS ANY OF THE FOLLOWING: CASH FLOWS, BUDGET REPORTS AND REPORTS ON THE ACTUAL USE OF FUNDS, ACKNOWLEDGMENT LETTERS FROM RECIPIENTS OF SCHOLARSHIPS, FELLOWSHIPS AND OTHER STUDENT ASSISTANCE PROGRAMS, REPORTS ON THE ACTIVITIES AND STATUS/OUTCOME OF RESEARCH PROJECTS AND ACADEMIC CHAIRS, AND PHOTOS OF ONGOING AND COMPLETED CAPITAL PROJECTS. DONORS WHO SUPPORTED LABORATORIES, DORMITORIES AND OTHER CAPITAL INFRASTRUCTURE PROJECTS ARE ENCOURAGED TO ATTEND GROUNDBREAKING AND/OR INAUGURATION 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 THAT GRANT REQUIREMENTS AND DONOR RECOGNITION ARE PROPERLY COMPLIED WITH. THE AUDIT REPORT IS REVIEWED AND APPROVED BY THE ORGANIZATION'S AUDIT COMMITTEE.
SCHEDULE F, PART II, LINE I, COLUMN (D)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
Sequoia Productions
3685 Motor AvenueSuite 250Los AngelesCA90034LA Galafalse$148,785$148,785$0
The Helen Brown Group
48 Summer Street Suite 2WatertownMA02472Prospect Researchfalse$216,000$216,000$0
Marshall Haber Creative Group Inc
231 West 29th Street 1407New YorkNY10001Direct Mail & Marketingfalse$25,000$25,000$0
Relationship Science LLC
PO Box 347989PittsburghPA152514989Prospect researchfalse$7,500$7,500$0
FieldValueIRS element (for citing)
Total Gross Receipts$397,285TotalGrossReceiptsAmt
Total Retained By Contractors$397,285TotalRetainedByContractorsAmt
Total Net To Organization$0TotalNetToOrganizationAmt
Licensed StatesAZLicensedStatesCd
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 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 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)
Event1L.A. GalaEvent1Nm
Gross Receipts Event1$216,250GrossReceiptsEvent1Amt
Charitable Contri Event1$186,500CharitableContriEvent1Amt
Gross Revenue Event1$29,750GrossRevenueEvent1Amt
Food And Beverage Event1$69,535FoodAndBeverageEvent1Amt
Entertainment Event1$14,130EntertainmentEvent1Amt
Other Direct Expenses Event1$43,162OtherDirectExpensesEvent1Amt
Event2NE DinnerEvent2Nm
Gross Receipts Event2$76,100GrossReceiptsEvent2Amt
Charitable Contri Event2$68,400CharitableContriEvent2Amt
Gross Revenue Event2$7,700GrossRevenueEvent2Amt
Rent Facility Costs Event2$1,000RentFacilityCostsEvent2Amt
Food And Beverage Event2$33,223FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$2,225OtherDirectExpensesEvent2Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$292,350GrossReceiptsTotalAmt
Charitable Contributions Tot$254,900CharitableContributionsTotAmt
Gross Revenue Total Events$37,450GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$1,000RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$102,758FoodAndBeverageTotalEventsAmt
Entertainment Total Events$14,130EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$45,387OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$163,275DirectExpenseSummaryEventsAmt
Net Income Summary-$125,825NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2BProfessional Fundraising fees as reported in the Form 990, Schedule G do not tie to the Form 990, Part IX, Line 11(e) because a portion of the expenses paid to Sequoia Productions ($126,827) are reported as an offset to gala revenue in Form 990, Part VIII, Line 8(b). The amounts reported in Schedule G for Sequoia Productions represent both professional fundraising fees and fundraising/gala expenses. 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.
Part II, Column A, Line 9Facility Expenses related to the organizations L.A. Gala could not be distinguished from other event expenses and are, accordingly, reported on Part II, column (a), Line (9).

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (3 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)$25,957,164Various Projects
Harvard School of Dental Medic
188 Longwood AveBostonMA02112042103580501(C)(3)$6,000Research
Jewish National Fund
8698 EAlberto DrScottsdaleAZ85258131659627501(C)(3)$15,000Incubator Farm Loan program
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt

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)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
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 PlanYes (true)SupplementalNonqualRtrPlanInd
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
Melvyn Bloom
Former EVP Emeritus$168,830$0$25,000$0$592,801$0$17,083$0$41,909$0$845,623$0$312,704$0
Jeffrey Richard
Executive Vice President$496,295$0$25,000$0$1,709$0$23,283$0$54,580$0$600,867$0$0$0
Michael Schementi
Sr. VP, Finance (Thru Jan '17)$309,838$0$0$0$12,464$0$42,950$0$26,351$0$391,603$0$0$0
Dave Doneson
Sr. VP Resource Development$317,018$0$12,500$0$686$0$12,104$0$27,337$0$369,645$0$0$0
Tova Kantrowitz
Sr. VP, External Relations$205,679$0$6,600$0$2,064$0$27,000$0$57,576$0$298,919$0$0$0
Mark Hefter
Associate VP, Planned Giving$212,735$0$2,500$0$21,771$0$29,823$0$55,137$0$321,966$0$0$0
Jerome Kleinman
Associate VP, Principal Gifts$247,960$0$0$0$6,965$0$22,810$0$28,839$0$306,574$0$0$0
David Chivo
Regional Director$209,565$0$0$0$723$0$20,386$0$55,196$0$285,870$0$0$0
Jessica Feldan
Regional Director (Thru 7/17)$200,541$0$0$0$1,032$0$25,564$0$55,731$0$282,868$0$0$0
Joel Berkowitz
Regional Director (Thru 8/17)$190,967$0$0$0$15,184$0$32,149$0$23,296$0$261,596$0$0$0
Sara Swisher-Anderson
VP - Operations and Admin$181,357$0$20,000$0$381$0$16,586$0$3,845$0$222,169$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1A - TAX INDEMNIFICATION AND GROSS-UP PAYMENTSTHE EVP EMERITUS RECEIVES MINIMAL TAX INDEMNIFICATION PAYMENT BASED ON HIS EMPLOYMENT CONTRACT. AMOUNT IS INCLUDED IN THE EXECUTIVE'S GROSS COMPENSATION.
PART I, LINE 4ARegional Director, Joel Berkowitz, received a severance payment in August of 2017 and Senior VP of Finance, Michael Schementi, received a severance payment in January of 2017. These severance payments are reported in their respective 2017 Form W-2s and shall be reported on the organization's next Form 990. PART I, LINE 4B Melvyn Bloom, EVP Emeritus, received $573,685 during calendar year 2016 related to his rabbi trust account. Of this amount, $312,704 represents prior year ATS contributions to the rabbi account that were previously reported in prior years' Form 990 and became taxable during calendar year 2016.
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
Contribution57ContributionCnt
Noncash Contributions Rpt F990$1,478,070NoncashContributionsRptF990Amt
Method Of Determining RevenuesProceeds from saleMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4DOTHER PROGRAM SERVICES THE TECHNION IS KNOWN FOR ITS WORLD-CLASS RESEARCH IN A RANGE OF AREAS INCLUDING BIOTECHNOLOGY, BIOMEDICAL ENGINEERING, CANCER, COMPUTER SCIENCE, ELECTRICAL ENGINEERING, THE LIFE SCIENCES, NANOTECHNOLOGY, AUTONOMOUS SYSTEMS, STEM CELLS AND REGENERATIVE MEDICINE, AND WATER RESOURCES/RECLAMATION. IN 2017, THE AMERICAN TECHNION SOCIETY PROVIDED FUNDING FOR THE TECHNION INTEGRATED CANCER CENTER AND RESEARCH IN AREAS INCLUDING ALTERNATIVE FUELS AND RENEWABLE ENERGY RESOURCES; NEURODEGENERATIVE DISEASES SUCH AS ALZHEIMERS AND PARKINSONS; AND SECURITY AND DEFENSE. ATS DONORS FUND FELLOWSHIPS FOR MASTERS AND DOCTORAL STUDENTS WITH STRONG ACADEMIC RECORDS, AS WELL AS FELLOWSHIPS FOR POSTDOCTORAL CANDIDATES PURSUING RESEARCH. ANOTHER TOP TECHNION PRIORITY IS FACULTY RECRUITMENT AND RETENTION, AND ATS SUPPORTERS ARE INSTRUMENTAL IN PROVIDING THE LABORATORY FACILITIES, STATE-OF-THE-ART EQUIPMENT, TECHNICAL SUPPORT AND NECESSARY RESOURCES FOR CONDUCTING BREAKTHROUGH WORK. THEY ALSO PROVIDE SUPPORT FOR CAPITAL PROJECTS, SUCH AS RENOVATING THE CAMPUS VISITORS CENTER, AND CONSTRUCTING DORMITORY HOUSING FOR UNDERGRADUATE AND GRADUATE STUDENTS. THE NEWEST ON-CAMPUS RESIDENCE, THE UNDERGRADUATE STUDENT VILLAGE, OPENED IN 2017.
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

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Perpetual Trust (1)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeSTransactionTypeTxt
Involved$69,522InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt