SENATOR GEORGE J MITCHELL SCHOLARSHIP RESEARCH INSTITUTE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SENATOR GEORGE J MITCHELL SCHOLARSHIP RESEARCH INSTITUTE (EIN 01-0523390)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-11
- IRS object ID
- 201502239349300425
- Schema version
- 2014v5.0
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-11T08:38:53-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER NEWMAN & NOYES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 507 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010523390 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Senator George J Mitchell Scholarship | BusinessNameLine1Txt |
| Business Name Line2 | Research Institute | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SENA | BusinessNameControlTxt |
| Phone | 2077737700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 Washington Avenue No 2E | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Meg Baxter | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 2077737700 | PhoneNum |
| Signature | 2015-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicholas E Porto | PreparerPersonNm |
| PTIN | P01310283 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2015-07-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | David Johnson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 Washington Avenue No 2E | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $58,957,730 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mitchellinstitute.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | Provide scholarships and other support to Maine students pursuing higher education | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,084,918 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,873,672 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $55,024 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $35,125 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,250,505 | PYInvestmentIncomeAmt |
| CY Investment Income | $888,258 | CYInvestmentIncomeAmt |
| PY Other Revenue | $58,476 | PYOtherRevenueAmt |
| CY Other Revenue | $51,717 | CYOtherRevenueAmt |
| PY Total Revenue | $5,448,923 | PYTotalRevenueAmt |
| CY Total Revenue | $3,848,772 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $738,603 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $923,549 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $551,060 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $559,468 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $330,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $330,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $425,121 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $347,304 | PYOtherExpensesAmt |
| CY Other Expenses | $388,677 | CYOtherExpensesAmt |
| PY Total Expenses | $1,966,967 | PYTotalExpensesAmt |
| CY Total Expenses | $2,201,694 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,481,956 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,647,078 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,695,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,753,595 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,706,746 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,915,150 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,988,349 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,838,445 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The principal purpose of the Mitchell Institute is to provide scholarships and other support to Maine students pursuing higher education. Because of our organization's desire to understand and remove barriers to college for Maine students, a related purpose is to engage in research on these issues. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,584,945 | ExpenseAmt |
| Grant | $923,549 | GrantAmt |
| Revenue | $35,125 | RevenueAmt |
| Desc | Providing scholarship support to Maine students attending college or university and conducting research on ways to advance the higher education aspirations of Maine students. | Desc |
| Total Program Service Expenses | $1,584,945 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lisa Sirois | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2077737700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 Washington Avenue Suite 2E | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Sara Burns | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Edward Demetriou | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Charles de Sieyes | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Roger Deitz | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Charles Dibner | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Mitchell Friedman | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Keith Jones | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Sterling Kozlowski | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Estelle Lavoie | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Catherine Lee | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Jason Long | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Mary McAleney | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Heather Mitchell | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Jeffrey Nathanson | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Linda Mitchell Price | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Melissa Roy | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Andrew Sawyer | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Virginia Swain | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Anne Swift-Kayatta | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Daniel Tishman | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Tom Walsh | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| David Johnson | ||||||
| Chair | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Joseph Foley | ||||||
| Vice Chair | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Christopher Pierce | ||||||
| Treasurer | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Meg Baxter | ||||||
| President/Secretary | 40.00 | $133,508 | $0 | $16,998 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $133,508 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,998 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Counselling Service Co LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 High Street Suite 503 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Campaign management services | ServicesDesc |
| Compensation | $330,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $123,010 | FundraisingAmt |
| Government Grants | $12,606 | GovernmentGrantsAmt |
| All Other Contributions | $2,738,056 | AllOtherContributionsAmt |
| Noncash Contributions | $589,651 | NoncashContributionsAmt |
| Total Contributions | $2,873,672 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Other income | 611710 | $20,265 | $20,265 |
| Contract income | 611710 | $14,860 | $14,860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $35,125 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $575,554 | TotalRevenueColumnAmt |
| Exclusion | $575,554 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $55,345,129 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $55,032,425 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $312,704 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $312,704 | TotalRevenueColumnAmt |
| Exclusion | $312,704 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $102,500 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $123,010 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $66,533 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,967 | TotalRevenueColumnAmt |
| Exclusion | $35,967 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $25,750 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $10,000 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,750 | TotalRevenueColumnAmt |
| Exclusion | $15,750 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,848,772 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,125 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $939,975 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Program Services | $1,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $922,549 | TotalAmt |
| Program Services | $922,549 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,506 | TotalAmt |
| Program Services | $112,879 | ProgramServicesAmt |
| Management And General | $15,051 | ManagementAndGeneralAmt |
| Fundraising | $22,576 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,617 | TotalAmt |
| Program Services | $250,967 | ProgramServicesAmt |
| Management And General | $31,661 | ManagementAndGeneralAmt |
| Fundraising | $33,989 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,045 | TotalAmt |
| Program Services | $45,786 | ProgramServicesAmt |
| Management And General | $5,804 | ManagementAndGeneralAmt |
| Fundraising | $6,455 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,300 | TotalAmt |
| Program Services | $26,754 | ProgramServicesAmt |
| Management And General | $3,430 | ManagementAndGeneralAmt |
| Fundraising | $4,116 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,383 | TotalAmt |
| Management And General | $1,800 | ManagementAndGeneralAmt |
| Fundraising | $6,583 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,600 | TotalAmt |
| Management And General | $22,600 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,000 | TotalAmt |
| Fundraising | $330,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,721 | TotalAmt |
| Management And General | $90,721 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,138 | TotalAmt |
| Program Services | $11,579 | ProgramServicesAmt |
| Management And General | $1,185 | ManagementAndGeneralAmt |
| Fundraising | $6,374 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,268 | TotalAmt |
| Program Services | $2,268 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,553 | TotalAmt |
| Program Services | $137,414 | ProgramServicesAmt |
| Management And General | $10,664 | ManagementAndGeneralAmt |
| Fundraising | $5,475 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,463 | TotalAmt |
| Program Services | $16,969 | ProgramServicesAmt |
| Management And General | $1,996 | ManagementAndGeneralAmt |
| Fundraising | $1,498 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,052 | TotalAmt |
| Program Services | $39,144 | ProgramServicesAmt |
| Management And General | $4,605 | ManagementAndGeneralAmt |
| Fundraising | $2,303 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,277 | TotalAmt |
| Program Services | $2,310 | ProgramServicesAmt |
| Management And General | $43 | ManagementAndGeneralAmt |
| Fundraising | $1,924 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,022 | TotalAmt |
| Program Services | $1,843 | ProgramServicesAmt |
| Management And General | $144 | ManagementAndGeneralAmt |
| Fundraising | $3,035 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337 | TotalAmt |
| Management And General | $337 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,746 | TotalAmt |
| Program Services | $4,884 | ProgramServicesAmt |
| Management And General | $575 | ManagementAndGeneralAmt |
| Fundraising | $287 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,117 | TotalAmt |
| Program Services | $8,599 | ProgramServicesAmt |
| Management And General | $1,012 | ManagementAndGeneralAmt |
| Fundraising | $506 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,201,694 | TotalAmt |
| Program Services | $1,584,945 | ProgramServicesAmt |
| Management And General | $191,628 | ManagementAndGeneralAmt |
| Fundraising | $425,121 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100 | BOYAmt |
| EOY | $100 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,077,327 | BOYAmt |
| EOY | $2,404,107 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,546,303 | BOYAmt |
| EOY | $1,440,193 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,878 | BOYAmt |
| EOY | $12,392 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,207 | BOYAmt |
| EOY | $4,187 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $447,920 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,734 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,857 | BOYAmt |
| EOY | $423,186 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,934,048 | BOYAmt |
| EOY | $27,469,393 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,886,495 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,375 | BOYAmt |
| EOY | $113,542 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,695,095 | BOYAmt |
| EOY | $33,753,595 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,816 | BOYAmt |
| EOY | $80,865 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,098,240 | BOYAmt |
| EOY | $2,348,309 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,000 | BOYAmt |
| EOY | $364,915 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,375 | BOYAmt |
| EOY | $113,542 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,315 | BOYAmt |
| EOY | $7,519 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,706,746 | BOYAmt |
| EOY | $2,915,150 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$880,365 | BOYAmt |
| EOY | -$739,715 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,346,783 | BOYAmt |
| EOY | $7,599,260 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,521,931 | BOYAmt |
| EOY | $23,978,900 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,988,349 | BOYAmt |
| EOY | $30,838,445 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,695,095 | BOYAmt |
| EOY | $33,753,595 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,647,078 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $203,018 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $1,717,054 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,813,141 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $897,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,084,918 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,873,672 | CurrentTaxYearAmt |
| Total | $11,386,655 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,717,054 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,813,141 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $897,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,084,918 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,873,672 | CurrentTaxYearAmt |
| Total | $11,386,655 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,701,785 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,684,870 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $619,763 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $598,719 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $683,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,047,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $575,554 | CurrentTaxYearAmt |
| Total | $3,524,366 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,911,021 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $970,624 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.50710 | 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) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,648,679 | BeginningYearBalanceAmt |
| Contributions | $1,456,969 | ContributionsAmt |
| Investment Earnings Or Losses | $1,090,609 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $595,750 | GrantsOrScholarshipsAmt |
| Other Expenditures | $279,000 | OtherExpendituresAmt |
| Administrative Expenses | $90,721 | AdministrativeExpensesAmt |
| End Year Balance | $31,230,786 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,735,028 | BeginningYearBalanceAmt |
| Contributions | $2,988,498 | ContributionsAmt |
| Investment Earnings Or Losses | $2,853,047 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $577,750 | GrantsOrScholarshipsAmt |
| Other Expenditures | $262,387 | OtherExpendituresAmt |
| Administrative Expenses | $87,757 | AdministrativeExpensesAmt |
| End Year Balance | $29,648,679 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,306,770 | BeginningYearBalanceAmt |
| Contributions | $322,369 | ContributionsAmt |
| Investment Earnings Or Losses | $2,762,682 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $576,045 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $80,748 | AdministrativeExpensesAmt |
| End Year Balance | $24,735,028 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,931,774 | BeginningYearBalanceAmt |
| Contributions | $1,149,634 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,161,325 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $535,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $78,313 | AdministrativeExpensesAmt |
| End Year Balance | $22,306,770 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,858,930 | BeginningYearBalanceAmt |
| Contributions | $1,198,816 | ContributionsAmt |
| Investment Earnings Or Losses | $2,447,385 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $482,500 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $90,857 | AdministrativeExpensesAmt |
| End Year Balance | $22,931,774 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.76780 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23220 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $380,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $380,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,430 | OtherCostOrOtherBasisAmt |
| Depreciation | $29 | DepreciationAmt |
| Book Value | $3,401 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,490 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,705 | DepreciationAmt |
| Book Value | $39,785 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $423,186 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Pooled Investment Fund | Desc |
| Book Value | $1,886,495 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,886,495 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,150,142 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $203,018 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $21,819 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $76,533 | OtherRevenueAmt |
| Revenue Not Reported | $301,370 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,848,772 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,848,772 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,300,046 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $21,819 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $76,533 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $98,352 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,201,694 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,201,694 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | Senator George J. Mitchell Scholarship Research Institute holds funds on behalf of another entity. Under the agreement with this entity, Mitchell Institute acts as an administrator for this scholarship fund. |
| Part V, Line 4: | Used for grants for tuition assistance/scholarships or other such purposes. |
| Part X, Line 2: | Mitchell Institute is exempt from federal and state income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, there is no provision for income taxes within the financial statements. Tax-exempt organizations could be required to record an obligation for income taxes as the result of a tax position they have historically taken on various tax exposure items including unrelated business income or tax status. Under guidance issued by the Financial Accounting Standards Board, assets and liabilities are established for uncertain tax positions taken or positions expected to be taken in income tax returns when such positions are judged to not meet the "more-likely-than-not" threshold, based upon the technical merits of the position. Estimated interest and penalties, if applicable, related to uncertain tax positions are included as a component of income tax expense. Mitchell Institute has evaluated the position taken on its filed tax returns. Mitchell Institute has not taken, nor does it expect to take any uncertain tax positions in any income tax return. The tax years from 2011 through 2014 are open to Internal Revenue Service or state examination. |
| Part XI, Line 2d - Other Adjustments: | Special Events Expenses 76,533. |
| Part XII, Line 2d - Other Adjustments: | Special Events Expenses 76,533. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (Including Iceland & Greenland) | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $1,886,495 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,886,495 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,886,495 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Counselling Service Co LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 High Street Suite 503 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Capital Campaign Services | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $2,325,949 | GrossReceiptsAmt |
| Retained By Contractor | $330,000 | RetainedByContractorAmt |
| Net To Organization | $1,995,949 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,325,949 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $330,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,995,949 | TotalNetToOrganizationAmt |
| Licensed States | ME | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $225,510 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $123,010 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $102,500 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $50,010 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $16,194 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $225,510 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $123,010 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $102,500 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $50,010 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,194 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $66,204 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $36,296 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $25,750 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $10,000 | NonCashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $25,750 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $10,000 | NonCashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $10,000 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $15,750 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | ME | StatesWhereGamingConductedCd |
| Licensed | 0 | LicensedInd |
| Explanation If No | As a bona fide nonprofit, charitable organization in the State of Maine, the Institute is allowed to sponsor, operate, and conduct such a raffle without a license if the raffle revenue is used only for the exclusive benefit of the organization. The Institute has complied with this State provision and a license is therefore not required. | ExplanationIfNoTxt |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | Lisa Sirois | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 Washington Avenue Suite 2E | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
Gaming Manager Business Name GamingManagerBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | The raffle is a closed raffle done at, and only at, the Institute's Gala event. For an additional donation or pledge of $250, one can complete an entry card and enter to win the raffle prize. A manager of this raffle activity is therefore not required. | GamingManagerServicesProvTxt |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I, Line 2b, Column (v) | FormAndLineReferenceDesc |
| Explanation | The Institute extended its contract with a professional fundraising firm, Community Counselling Service Co., LLC, to carry out a capital campaign. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships to one graduating senior from every public high school in Maine who will be attending a post-secondary degree program | GrantTypeTxt |
| Recipient | 140 | RecipientCnt |
| Cash Grant | $922,549 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Each year, the Institute awards a scholarship to a graduating senior from every public high school in Maine who will be attending a two-year or four-year post-secondary degree program. Scholarship funds are sent directly to the respective schools and credited to the student's tuition account after endorsement by both the school and the student. An agreement is signed by the student in the year awarded and verification is obtained from the school annually. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Meg Baxter | PersonNm |
| Title | President/Secretary | TitleTxt |
| Base Compensation Filing Org | $116,008 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $17,500 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $16,998 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $150,506 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | The Organization provides performance-based variable compensation for certain officers which is subject to review annually. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $149,058 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Stock exchange price | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Land | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $380,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Qualified Appraisal | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | The Institute sells donated publicly traded securities through its investment broker. Donations of these securities are sold as soon as administratively possible. The Institute has appointed a real estate broker/agent to assist in the sale of the donated land received in FYE 2014. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | Form 990 is reviewed by the staff accountant and President/CEO in conjunction with the audited financials. A copy of the final draft reviewed by the finance committee is distributed to the board of directors for review prior to filing. |
| Form 990, Part VI, Section B, line 12c | All officers, directors and key employees of Mitchell Institute are required to sign a disclosure statement annually. |
| Form 990, Part VI, Section B, line 15 | A report on employee compensation in 501(c) organizations in northern New England is obtained as available for comparability purposes. The executive committee reviews the President/CEO compensation. The President/CEO reviews the compensation of other employees. All compensation recommendations are approved by the board of directors. |
| Form 990, Part VI, Section C, line 19 | Mitchell Institute provides copies of its governing documents, conflict of interest statement, and financial statements upon request. |
| Form 990, Part XII, Line 2c: | The audit process has not changed from the prior year. |