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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-14T14:13:43-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 4TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 130434195 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Society for Technion - | BusinessNameLine1Txt |
| Business Name Line2 | Israel Institute for Technology Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANITA ENRIQUEZ | InCareOfNm |
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2124076300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 East 59th Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100221710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL WAXMAN-LENZ | PersonNm |
| Person Title | Sr. VP, Finance, CFO | PersonTitleTxt |
| Phone | 2124076300 | PhoneNum |
| Signature | 2018-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Qi Wen Liang | PreparerPersonNm |
| PTIN | P01270238 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Preparation | 2018-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Technion Society | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jeffrey Richard | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 East 59th Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100221710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $156,471,978 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ats.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1940 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE, ENCOURAGE AND ADVANCE TECHNOLOGICAL, SCIENTIFIC AND INDUSTRIAL HIGHER AND SECONDARY EDUCATION, RESEARCH AND TRAINING IN ISRAEL AND ELSEWHERE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 79 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 79 | VotingMembersIndependentCnt |
| Total Employee | 90 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $59,509 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $29,720 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $103,294,031 | PYContributionsGrantsAmt |
| CY Contributions Grants | $93,677,114 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,562,246 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,455,487 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$219,400 | PYOtherRevenueAmt |
| CY Other Revenue | -$125,825 | CYOtherRevenueAmt |
| PY Total Revenue | $109,636,877 | PYTotalRevenueAmt |
| CY Total Revenue | $114,006,776 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $85,519,737 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $81,332,135 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,250,391 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,262,930 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $302,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $397,285 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $12,556,261 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,522,999 | PYOtherExpensesAmt |
| CY Other Expenses | $7,920,664 | CYOtherExpensesAmt |
| PY Total Expenses | $107,595,127 | PYTotalExpensesAmt |
| CY Total Expenses | $102,913,014 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,041,750 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,093,762 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $493,521,906 | TotalAssetsBOYAmt |
| Total Assets EOY | $523,573,079 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,670,359 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,549,093 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $457,851,547 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $487,023,986 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $25,957,164 | ExpenseAmt |
| Grant | $25,957,164 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,002,900 | ExpenseAmt |
| Grant | $4,002,900 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,974,999 | ExpenseAmt |
| Grant | $2,974,999 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $49,236,645 | ExpenseAmt |
| Grant | $48,397,072 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Research Grants and Programs (See Sch. O, Pg. 1) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $49,236,645 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $48,397,072 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $82,171,708 | 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 | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | 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 | Yes (true) | 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 | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 303 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 90 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | IS | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 79 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 79 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANITA ENRIQUEZ | PersonNm |
| Phone | 2124076357 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 56TH STREET | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (94 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Nancy Aaronson | ||||||||||
| ASSISTANT SECRETARY | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Avharam Ashkenazi | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rosalyn August | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Zahava Bar-Nir | ||||||||||
| PRESIDENT | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Norman Belmonte | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Evelyn Edith Berger | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Steve Berger | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ilene Berger | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Scott Myles Black | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert N Brand | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Marilyn Caplovitz | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rena Conner | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Barbara Dahl | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert A Davidow | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| John Davison | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Cathy Deutchman | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Brent Dibner | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Dorner | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| George Elbaum | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Steven Emerson | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Carol B Epstein | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rod Feldman | ||||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Israel Feldman | ||||||||||
| Board Member (Thru Jun '17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Irwin S Field | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Nathan Fischel | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Edith Fischer | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Gill Fishman | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ruth E Flinkman-Marandy | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Laura Flug | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Alan Forman | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Joseph Freed | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Gaines | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Terry N Gardner | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Sol Glasner | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Fariba Godshian | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Edward R Goldberg | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Solvin Gordon | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Irwin Gross | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Tamara Handelsman | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Hanisee | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Sandy Hittman | ||||||||||
| Board Member (Thru Dec '16) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Lawrence S Jackier | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Martin Kellner | ||||||||||
| Board Member (Thru Sep '17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Linda Kovan | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Theodore H Krengel | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Agota Kuperman | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen A Laser | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Scott Leemaster | ||||||||||
| CHAIRMAN | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Sid Lejfer | ||||||||||
| ASSISTANT TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Charles E Levin | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Alfred Munzer | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Beth S Perlman | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael J Pierce | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| David A Polak | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jewel Prince | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Bennett Rechler | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| David Lee Ronn | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| David Rosenblatt | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Joel S Rothman | ||||||||||
| VICE CHAIRMAN | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Kenneth Rubenstein | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Nina Madden Sabban | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ed Satell | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Joel W Schwartz | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Joan Seidel | ||||||||||
| VICE CHAIRMAN | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Arnold Seidel | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Norman Seiden | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Les Seskin | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Sheinkopf | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Leonard H Sherman | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Stanley Shirvan | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Irv Silver | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Janet Shatz Snyder | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jonathan Sohnis | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Eric Stein | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Senator Paul B Steinberg | ||||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Janey Sweet | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Bernice R Tanenbaum | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ira Taub | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Debbie Vanderveer | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Veloric | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mauro Wjuniski | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Andi Wolfe | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jeffrey Richard | ||||||||||
| Executive Vice President | 40.0 | 0.0 | Yes (X) | $523,004 | $0 | $77,863 | ||||
| Michael Schementi | ||||||||||
| Sr. VP, Finance (Thru Jan '17) | 40.0 | 0.0 | Yes (X) | $322,302 | $0 | $69,301 | ||||
| Michael Waxman-Lenz | ||||||||||
| Sr. VP, Finance(As of Jan '17) | 40.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Dave Doneson | ||||||||||
| Sr. VP Resource Development | 40.0 | 0.0 | $330,204 | $0 | $39,441 | Yes (X) | ||||
| Tova Kantrowitz | ||||||||||
| Sr. VP, External Relations | 40.0 | 0.0 | $214,343 | $0 | $84,576 | Yes (X) | ||||
| Sara Swisher-Anderson | ||||||||||
| VP - Operations and Admin | 40.0 | 0.0 | $201,738 | $0 | $20,431 | Yes (X) | ||||
| Mark Hefter | ||||||||||
| Associate VP, Planned Giving | 40.0 | 0.0 | $237,006 | $0 | $84,960 | Yes (X) | ||||
| Jerome Kleinman | ||||||||||
| Associate VP, Principal Gifts | 40.0 | 0.0 | $254,925 | $0 | $51,649 | Yes (X) | ||||
| David Chivo | ||||||||||
| Regional Director | 40.0 | 0.0 | $210,288 | $0 | $75,582 | Yes (X) | ||||
| Jessica Feldan | ||||||||||
| Regional Director (Thru 7/17) | 40.0 | 0.0 | $201,573 | $0 | $81,295 | Yes (X) | ||||
| Joel Berkowitz | ||||||||||
| Regional Director (Thru 8/17) | 40.0 | 0.0 | $206,151 | $0 | $55,445 | Yes (X) | ||||
| Melvyn Bloom | ||||||||||
| Former EVP Emeritus | 40.0 | 0.0 | $786,631 | $0 | $58,992 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,488,165 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $699,535 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 35 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Grant Thornton LLP | |||||
| 757 3rd Avenue 9 | NEW YORK | NY | 10017 | Audit | $270,375 |
| Prime Buchholz Associates | |||||
| 273 Corporate Drive | PORTSMOUTH | MA | 03801 | Investment Advisory | $243,274 |
| The Helen Brown Group | |||||
| 489 Mt Auburn St 4 | WATERTOWN | MA | 02472 | Prospect research | $216,000 |
| Phil Company | |||||
| 833 Broadway 3rd Floor | NEW YORK | NY | 10003 | Marketing | $189,079 |
| Alliance Bernstein | |||||
| 1 North Lexington Avenue 16 Floor | WHITE PLAINS | NY | 10601 | Investment Advisory | $119,470 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $254,900 | FundraisingAmt |
| All Other Contributions | $93,422,214 | AllOtherContributionsAmt |
| Noncash Contributions | $1,478,070 | NoncashContributionsAmt |
| Total Contributions | $93,677,114 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,885,862 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $59,509 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,826,353 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,871,552 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,301,927 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,569,625 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,569,625 | TotalRevenueColumnAmt |
| Exclusion | $12,569,625 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $37,450 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $254,900 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $163,275 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$125,825 | TotalRevenueColumnAmt |
| Exclusion | -$125,825 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,006,776 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $59,509 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,270,153 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,997,637 | TotalAmt |
| Program Services | $25,997,637 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,334,498 | TotalAmt |
| Program Services | $55,334,498 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,487,611 | TotalAmt |
| Program Services | $140,950 | ProgramServicesAmt |
| Management And General | $1,430,243 | ManagementAndGeneralAmt |
| Fundraising | $916,418 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,134,483 | TotalAmt |
| Program Services | $446,992 | ProgramServicesAmt |
| Management And General | $2,154,287 | ManagementAndGeneralAmt |
| Fundraising | $5,533,204 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $759,417 | TotalAmt |
| Program Services | $30,066 | ProgramServicesAmt |
| Management And General | $223,140 | ManagementAndGeneralAmt |
| Fundraising | $506,211 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,210,859 | TotalAmt |
| Program Services | $55,486 | ProgramServicesAmt |
| Management And General | $337,567 | ManagementAndGeneralAmt |
| Fundraising | $817,806 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670,560 | TotalAmt |
| Program Services | $35,760 | ProgramServicesAmt |
| Management And General | $226,974 | ManagementAndGeneralAmt |
| Fundraising | $407,826 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,844 | TotalAmt |
| Management And General | $126,844 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,957 | TotalAmt |
| Management And General | $236,957 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,285 | TotalAmt |
| Fundraising | $397,285 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,101,855 | TotalAmt |
| Management And General | $1,101,855 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000,526 | TotalAmt |
| Management And General | $1,000,526 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,318,492 | TotalAmt |
| Program Services | $4,971 | ProgramServicesAmt |
| Management And General | $86,907 | ManagementAndGeneralAmt |
| Fundraising | $1,226,614 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,591 | TotalAmt |
| Program Services | $2,645 | ProgramServicesAmt |
| Management And General | $160,693 | ManagementAndGeneralAmt |
| Fundraising | $318,253 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $874,619 | TotalAmt |
| Program Services | $7,044 | ProgramServicesAmt |
| Management And General | $132,643 | ManagementAndGeneralAmt |
| Fundraising | $734,932 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $794,497 | TotalAmt |
| Program Services | $87,284 | ProgramServicesAmt |
| Management And General | $160,168 | ManagementAndGeneralAmt |
| Fundraising | $547,045 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,015 | TotalAmt |
| Program Services | $28,375 | ProgramServicesAmt |
| Fundraising | $159,640 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,410 | TotalAmt |
| Management And General | $220,410 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,055 | TotalAmt |
| Management And General | $231,087 | ManagementAndGeneralAmt |
| Fundraising | $210,968 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,202 | TotalAmt |
| Management And General | $230,202 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,913,014 | TotalAmt |
| Program Services | $82,171,708 | ProgramServicesAmt |
| Management And General | $8,185,045 | ManagementAndGeneralAmt |
| Fundraising | $12,556,261 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,133,406 | BOYAmt |
| EOY | $2,085,626 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,423 | BOYAmt |
| EOY | $458,795 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,049,855 | BOYAmt |
| EOY | $71,843,105 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,043,427 | BOYAmt |
| EOY | $44,522,617 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,263,024 | BOYAmt |
| EOY | $3,214,084 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,764,490 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,044,583 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,073,190 | BOYAmt |
| EOY | $7,719,907 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,392,882 | BOYAmt |
| EOY | $213,003,825 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,005,359 | BOYAmt |
| EOY | $144,700,701 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,288,340 | BOYAmt |
| EOY | $36,024,419 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,521,906 | BOYAmt |
| EOY | $523,573,079 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,800,424 | BOYAmt |
| EOY | $4,689,193 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,192,090 | BOYAmt |
| EOY | $1,947,282 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,300,000 | BOYAmt |
| EOY | $11,300,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,377,845 | BOYAmt |
| EOY | $18,612,618 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,670,359 | BOYAmt |
| EOY | $36,549,093 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,525,732 | BOYAmt |
| EOY | $11,763,129 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,569,378 | BOYAmt |
| EOY | $152,040,083 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,756,437 | BOYAmt |
| EOY | $323,220,774 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,851,547 | BOYAmt |
| EOY | $487,023,986 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,521,906 | BOYAmt |
| EOY | $523,573,079 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $11,093,762 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $18,078,677 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78,732,133 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,504,952 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,177,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103,294,031 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,677,114 | CurrentTaxYearAmt |
| Total | $427,385,598 | 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 | $78,732,133 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,504,952 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,177,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103,294,031 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,677,114 | CurrentTaxYearAmt |
| Total | $427,385,598 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $89,538,432 | SubstantialContributorsTotAmt |
| Public Support Total170 | $337,847,166 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,006,914 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,132,722 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,346,541 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,915,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,826,353 | CurrentTaxYearAmt |
| Total | $43,227,730 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,244 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,467 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,720 | CurrentTaxYearAmt |
| Total | $109,431 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $218,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,450 | CurrentTaxYearAmt |
| Total | $364,600 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $471,087,359 | TotalSupportAmt |
| Public Support CY170 | 0.71717 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74276 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 10 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $7,000 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $40,474 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,255,860 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $325,279,216 | BeginningYearBalanceAmt |
| Contributions | $25,899,337 | ContributionsAmt |
| Investment Earnings Or Losses | $34,601,387 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,584,662 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,478,015 | AdministrativeExpensesAmt |
| End Year Balance | $367,717,263 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $298,497,366 | BeginningYearBalanceAmt |
| Contributions | $15,993,136 | ContributionsAmt |
| Investment Earnings Or Losses | $25,687,708 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,693,827 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,663 | OtherExpendituresAmt |
| Administrative Expenses | $4,201,504 | AdministrativeExpensesAmt |
| End Year Balance | $325,279,216 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $308,056,049 | BeginningYearBalanceAmt |
| Contributions | $10,144,498 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,228,918 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,451,492 | GrantsOrScholarshipsAmt |
| Other Expenditures | $213,688 | OtherExpendituresAmt |
| Administrative Expenses | $2,809,083 | AdministrativeExpensesAmt |
| End Year Balance | $298,497,366 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $299,991,779 | BeginningYearBalanceAmt |
| Contributions | $8,487,251 | ContributionsAmt |
| Investment Earnings Or Losses | $19,711,660 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,397,482 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,737,159 | AdministrativeExpensesAmt |
| End Year Balance | $308,056,049 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $293,148,146 | BeginningYearBalanceAmt |
| Contributions | $9,931,869 | ContributionsAmt |
| Investment Earnings Or Losses | $14,257,109 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,952,457 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,392,888 | AdministrativeExpensesAmt |
| End Year Balance | $299,991,779 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.87800 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12200 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,809,811 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,354,153 | DepreciationAmt |
| Book Value | $7,455,658 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,954,679 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,690,430 | DepreciationAmt |
| Book Value | $264,249 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $7,719,907 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $113,725,114 | F |
| ISRAEL BONDS | $22,204,804 | F |
| HIGH YIELD & OTHER FIXED INCOM | $8,061,507 | F |
| MUNICIPAL BONDS | $709,276 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $144,700,701 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTERESTS IN TRUSTS | $32,908,849 |
| LIFE INSURANCE POLICIES | $2,490,910 |
| OTHER RECEIVABLES | $624,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $36,024,419 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY OBLIGATIONS | Desc |
| Amt | $18,612,618 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,612,618 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $130,829,017 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $18,078,677 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$154,581 | OtherRevenueAmt |
| Revenue Not Reported | $17,924,096 | RevenueNotReportedAmt |
| Revenue Subtotal | $112,904,921 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,101,855 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,101,855 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $114,006,776 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $101,656,578 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $101,656,578 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,101,855 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $154,581 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,256,436 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $102,913,014 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ENDOWNMENT FUNDS | SCHEDULE 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 48 | PART 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 RECONCILIATION | PART XI, LINE 2D Reclass of Gala Expenses ($154,581) |
| EXPENSE RECONCILIATION | PART XII, LINE 4B Reclass of Gala Expenses $154,581 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Middle East and North Africa | Grantmaking | $55,334,498 |
| Central America and the Caribbean | Investments | $58,107,844 |
| Middle East and North Africa | Investments | $21,769,824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $135,212,166 | SubtotalSpentAmt |
| Total Spent | $135,212,166 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Middle East and North Africa | RegionTxt |
| Purpose Of Grant | SEE PART V | PurposeOfGrantTxt |
| Cash Grant | $55,334,498 | CashGrantAmt |
| Manner Of Cash Disbursement | Wire | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 1 | THE 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 IV | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Sequoia Productions | ||||||||
| 3685 Motor AvenueSuite 250 | Los Angeles | CA | 90034 | LA Gala | false | $148,785 | $148,785 | $0 |
| The Helen Brown Group | ||||||||
| 48 Summer Street Suite 2 | Watertown | MA | 02472 | Prospect Research | false | $216,000 | $216,000 | $0 |
| Marshall Haber Creative Group Inc | ||||||||
| 231 West 29th Street 1407 | New York | NY | 10001 | Direct Mail & Marketing | false | $25,000 | $25,000 | $0 |
| Relationship Science LLC | ||||||||
| PO Box 347989 | Pittsburgh | PA | 152514989 | Prospect research | false | $7,500 | $7,500 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $397,285 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $397,285 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $0 | TotalNetToOrganizationAmt |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | L.A. Gala | Event1Nm |
| Gross Receipts Event1 | $216,250 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $186,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $29,750 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $69,535 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $14,130 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $43,162 | OtherDirectExpensesEvent1Amt |
| Event2 | NE Dinner | Event2Nm |
| Gross Receipts Event2 | $76,100 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $68,400 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $7,700 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $33,223 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $2,225 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $292,350 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $254,900 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $37,450 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $102,758 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $14,130 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $45,387 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $163,275 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$125,825 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2B | Professional 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 9 | Facility 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Jacobs Technion-Cornell Institute | |||||||
| 111 8th Ave Suite 302 | New York | NY | 10011 | 464395157 | 501(C)(3) | $25,957,164 | Various Projects |
| Harvard School of Dental Medic | |||||||
| 188 Longwood Ave | Boston | MA | 02112 | 042103580 | 501(C)(3) | $6,000 | Research |
| Jewish National Fund | |||||||
| 8698 EAlberto Dr | Scottsdale | AZ | 85258 | 131659627 | 501(C)(3) | $15,000 | Incubator Farm Loan program |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | 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 | Yes (true) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A - TAX INDEMNIFICATION AND GROSS-UP PAYMENTS | THE EVP EMERITUS RECEIVES MINIMAL TAX INDEMNIFICATION PAYMENT BASED ON HIS EMPLOYMENT CONTRACT. AMOUNT IS INCLUDED IN THE EXECUTIVE'S GROSS COMPENSATION. |
| PART I, LINE 4A | Regional 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 7 | BONUSES 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 57 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,478,070 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Proceeds from sale | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4D | OTHER 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 1A | DELEGATION 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 2 | FAMILY 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 11 | REVIEW 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 12C | MONITORING & 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 & 15B | PROCESS 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 19 | The 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 NADirectControllingNACd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|
| Charitable remainder trust(1) | |
| N/A | |
| Perpetual Trust (1) | |
| NA | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| 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 | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | 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 | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Perpetual Trust (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $69,522 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |