AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF TECHNOLOGY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF TECHNOLOGY INC (EIN 13-0434195)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-04
- IRS object ID
- 201412169349300946
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- 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) |
|---|---|---|
| Timestamp | 2014-08-04T16:22:00-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100174057 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 130434195 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Society for Technion - | BusinessNameLine1 |
| Business Name Line2 | Israel Institute for Technology Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % ANITA ENRIQUEZ | InCareOfName |
| Name Control | AMER | NameControl |
| Phone | 2124076300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 east 59th street | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | new york | City |
| State | NY | State |
| ZIP Code | 100221710 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | michael schementi | Name |
| Title | sr. vp-finance | Title |
| Date Signed | 2014-08-01 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Laura Kielczewski | Name |
| Phone | 2125990100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN TECHNION SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | michael schementi | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 east 59th street | AddressLine1 |
| City | new york | City |
| State | NY | State |
| ZIP Code | 100221710 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 213781988 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.ats.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1940 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | To promote, encourage and advance technological, scientific and industrial higher and secondary education, research and training in Israel and elsewhere. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 76 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 76 | NbrIndependentVotingMembers |
| Total Nbr Employees | 92 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 74610 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 46231 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 65391706 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 78732133 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 19495925 | InvestmentIncomePriorYear |
| Investment Income Current Year | 12941714 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -8755 | OtherRevenuePriorYear |
| Other Revenue Current Year | -13365 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 84878876 | TotalRevenuePriorYear |
| Total Revenue Current Year | 91660482 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 60360336 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 49881186 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11864769 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12041535 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 42000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 10207091 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6584074 | OtherExpensePriorYear |
| Other Expenses Current Year | 7691961 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 78851179 | TotalExpensesPriorYear |
| Total Expenses Current Year | 69614682 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6027697 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 22045800 | RevenuesLessExpensesCY |
| Total Assets BOY | 475223419 | TotalAssetsBOY |
| Total Assets EOY | 504399867 | TotalAssetsEOY |
| Total Liabilities BOY | 44647264 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 43282384 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 430576155 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 461117483 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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 $1.9 Billion for the Technion. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 4231301 | Expense |
| Grants | 4231301 | Grants |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3566105 | Expense |
| Grants | 3566105 | Grants |
| Description | The Karen Lehman Complex in the Technion Computer Engineering Center and the Karen Lehman Floor in the Emerson Family Life Sciences building: Launched in 2011, the Technion Computer Engineering (TCE) Center is combining technological support from the Faculty of Electrical Engineering with theoretical support from the Faculty of Computer Science. Its vision is to become a leading research center in applied areas of computer engineering, and to serve as an open meeting and collaboration center for academia and high-tech industry. By providing a novel collaboration venue that will drive research and innovation, the TCE will exploit the Technions strengths in computer science and electrical engineering to bridge the gap between academia and industry. Among the Centers many activities are an annual international conference, ongoing industry interactions, numerous workshops, talks, seminars and colloquia, and visits by faculty members from around the world. The Lehman Complex will encompass two floors in the Fischbach Building. The Systems Research Floor will provide space to expand this type of synergic research that combines software and hardware, and to accommodate more faculty members. Activities may include projects in operating systems, networking, distributed systems, programming languages and mobile sensor networks. The AcademiaIndustry Cooperation Floor will provide office space for faculty members and industry affiliates, as well as open meeting space. Progress in biomedical sciences depends on close cooperation between life scientists, exact scientists and engineers. The Emerson Family Life Sciences Building is bringing these diverse RESEARCHERS TOGETHER-PROVIDING THE LABORATORY SPACE and administrative structure in which resources can be shared and ideas exchanged. Occupying two floors in the Emerson Building, the Laboratory Complex for New Technion Faculty will provide temporary lab space, enabling new faculty recruits to begin their research as soon as they arrive on campus. It will also serve current faculty members whose labs are being upgraded. The Lehman Floor will house four large labs equipped with standard, state-of-the-art research infrastructure and essential tools. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1850090 | Expense |
| Grants | 1850090 | Grants |
| Description | The Nancy and Stephen Grand Technion Energy Program: The solution to the energy crisis is threefold: conservation, developing renewable energy sources, and improving the efficiency of buildings and combustion technologies. Energy research at the Technion falls into the following four major program areas: alternative fuels; energy storage and conversion; renewable energy sources; and energy conservation. The Grand Technion Energy Program brings together leading science and engineering researchers to discover and exploit alternative and renewable energy sources, locate and develop non-carbon-based fuels, seek solutions for more efficient energy use, and reduce the environmental damage caused by the production and burning of fossil fuels. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 40773941 | Expense |
| Grants | 40233690 | Grants |
| Description | other program services | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 40773941 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 40233690 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 50421437 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 315 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 92 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | IS | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 76 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 76 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TX | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ANITA ENRIQUEZ | NamePerson |
| Telephone Number | 2124076357 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 59TH STREET | AddressLine1 |
| City | new york | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (87 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Other CompensationOtherCompensation | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Zahava Bar-Nir | |||||||||
| secretary | 3.0 | X | X | 0 | 0 | ||||
| Norman Belmonte | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Evelyn Edith Berger | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Steve Berger | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Scott Myles Black | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Robert N Brand | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Marilyn Caplovitz | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Leona Chanin | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Rena Conner | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Jeffrey Cosiol | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Robert A Davidow | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Mark Dorner | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| George Elbaum | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Carol B Epstein | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Israel Feldman | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Rod Feldman | |||||||||
| assistant secretary | 2.0 | X | X | 0 | 0 | ||||
| Irwin S Field | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Edith Fischer | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Gill Fishman | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Ruth E Flinkman-Marandy | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Laura Flug | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Alan Forman | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Joseph Freed | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Mark Gaines | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Terry N Gardner | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Edward R Goldberg | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Jack E Goldman | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Irwin Gross | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Uzi Halevy | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Harry Handelsman | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Tamara Handelsman | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Robert Hanisee | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Sandy Hittman | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Lawrence S Jackier | |||||||||
| vice chairman | 3.0 | X | X | 0 | 0 | ||||
| Jerold A Jacover | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Barbara Kay | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Martin Kellner | |||||||||
| honorary chairman | 2.0 | X | X | 0 | 0 | ||||
| Michael F Klein | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Theodore H Krengel | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Stephen A Laser | |||||||||
| vice chairman | 3.0 | X | X | 0 | 0 | ||||
| Scott Leemaster | |||||||||
| president | 4.0 | X | X | 0 | 0 | ||||
| Sid Lejfer | |||||||||
| assistant treasurer | 2.0 | X | X | 0 | 0 | ||||
| Charles E Levin | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Hannan Lis | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Bennett Nathanson | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Ruth Nathanson | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Beth S Perlman | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Michael J Pierce | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| David A Polak | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| William L Robbins | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| David Lee Ronn | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Howard Rosenbloom | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Joel S Rothman | |||||||||
| chairman | 4.0 | X | X | 0 | 0 | ||||
| Kenneth Rubenstein | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Nina Madden Sabban | |||||||||
| board member | 2.0 | X | 0 | 0 | |||||
| Arnold Seidel | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Joan Seidel | |||||||||
| board member | 2.0 | X | 0 | 0 | |||||
| Norman Seiden | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Les Seskin | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Irving A Shepard | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Leonard H Sherman | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Stanley Shirvan | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Robert Shwedel | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Irv Silver | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Cindy Sipkin | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Jonathan Sohnis | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Ben Z Sosewitz | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Paul B Steinberg | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Ivan Stern | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Janey Sweet | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Bernice R Tanenbaum | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Joseph Tanenbaum | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Ira Taub | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Debbie Vanderveer | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Mary Wartell | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Lewis M Weston | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Jack Kay thru 413 | |||||||||
| Board Member | 2.0 | X | 0 | 0 | |||||
| Melvyn Bloom | |||||||||
| Executive Vice President | 40.0 | X | 526127 | 263525 | 0 | ||||
| Michael Schementi | |||||||||
| Sr. VP-Finance | 40.0 | X | 264218 | 63379 | 0 | ||||
| Seth Moskowitz | |||||||||
| Sr. VP-Campaign | 40.0 | 310085 | 62597 | 0 | X | ||||
| Beth Wilner | |||||||||
| Sr. VP-Development | 40.0 | 250378 | 75809 | 0 | X | ||||
| Jerome Kleinman | |||||||||
| Regional Director-NY MetRO | 40.0 | 230411 | 43312 | 0 | X | ||||
| Mark Hefter | |||||||||
| Director Planned Giving | 40.0 | 218057 | 49499 | 0 | X | ||||
| Ivan Schonfeld | |||||||||
| Regional Dir.-Eastern SeabOARD | 40.0 | 203845 | 54910 | 0 | X | ||||
| Al Effrat Retired 3113 | |||||||||
| Regional Director- Southern | 40.0 | 211726 | 63053 | 0 | X | ||||
| Joel Berkowitz | |||||||||
| Regional Dir.-New EnglanD | 40.0 | 188377 | 49325 | 0 | X | ||||
| DIANE SIEGEL TERM 5712 | |||||||||
| REGIONAL DIRECTOR-WESTERN | 0.0 | 181123 | 21907 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2584347 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 747316 | TotalOtherCompensation |
| Number Individuals GT100 K | 28 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| prime buchholz associates | |||||
| 273 corporate drive | PORTSMOUTH | NH | 03801 | investment advisory | 222377 |
| law office of barry boxer | |||||
| 1065 avenue of the americas | NEW YORK | NY | 10018 | legal | 173953 |
| silchester international investors | |||||
| 780 Third Avenue 42nd floor | NEW YORK | NY | 10017 | investment advisory | 170734 |
| loeb and troper | |||||
| 655 third avenue 1206 | NEW YORK | NY | 10017 | audit | 139240 |
| alliance bernstein | |||||
| 1 north lexington ave 16th floor | WHITE PLAINS | NY | 10601 | investment advisory | 125460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Fundraising Events | 20875 | FundraisingEvents |
| All Other Contributions | 78711258 | AllOtherContributions |
| Noncash Contributions | 1910115 | NoncashContributions |
| Total Contributions | 78732133 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8006914 | TotalRevenueColumn |
| Unrelated Business Revenue | 74610 | UnrelatedBusinessRevenue |
| Exclusion | $7,932,304 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 126532985 | Securities |
| Other | 480356 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 121598185 | Securities |
| Other | 480356 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4934800 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4934800 | TotalRevenueColumn |
| Exclusion | $4,934,800 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 29600 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 20875 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 42965 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -13365 | TotalRevenueColumn |
| Exclusion | -$13,365 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 91660482 | TotalRevenueColumn |
| Unrelated Business Revenue | 74610 | UnrelatedBusinessRevenue |
| Exclusion | $12,853,739 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41654 | Total |
| Program Services | 41654 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49839532 | Total |
| Program Services | 49839532 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1881890 | Total |
| Program Services | 10920 | ProgramServices |
| Management And General | 1245918 | ManagementAndGeneral |
| Fundraising | 625052 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7163919 | Total |
| Program Services | 237624 | ProgramServices |
| Management And General | 2157310 | ManagementAndGeneral |
| Fundraising | 4768985 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 764639 | Total |
| Program Services | 31801 | ProgramServices |
| Management And General | 166497 | ManagementAndGeneral |
| Fundraising | 566341 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1644253 | Total |
| Program Services | 46464 | ProgramServices |
| Management And General | 559629 | ManagementAndGeneral |
| Fundraising | 1038160 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 586834 | Total |
| Program Services | 16796 | ProgramServices |
| Management And General | 211057 | ManagementAndGeneral |
| Fundraising | 358981 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96000 | Total |
| Management And General | 96000 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147736 | Total |
| Management And General | 147736 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158018 | Total |
| Management And General | 158018 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1048189 | Total |
| Management And General | 1048189 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 513294 | Total |
| Program Services | 19992 | ProgramServices |
| Management And General | 451302 | ManagementAndGeneral |
| Fundraising | 42000 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 702888 | Total |
| Program Services | 12029 | ProgramServices |
| Management And General | 174388 | ManagementAndGeneral |
| Fundraising | 516471 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 596157 | Total |
| Program Services | 4664 | ProgramServices |
| Management And General | 234049 | ManagementAndGeneral |
| Fundraising | 357444 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 794205 | Total |
| Program Services | 1739 | ProgramServices |
| Management And General | 174534 | ManagementAndGeneral |
| Fundraising | 617932 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 863847 | Total |
| Program Services | 139061 | ProgramServices |
| Management And General | 156344 | ManagementAndGeneral |
| Fundraising | 568442 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 718650 | Total |
| Program Services | 19161 | ProgramServices |
| Management And General | 188716 | ManagementAndGeneral |
| Fundraising | 510773 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142534 | Total |
| Management And General | 142534 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 395052 | Total |
| Management And General | 171193 | ManagementAndGeneral |
| Fundraising | 223859 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208631 | Total |
| Management And General | 208631 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| BAD DEBT EXPENSE | 1280896 | 1280896 | |
| MISCELLANEOUS | 25864 | 13213 | 12651 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69614682 | Total |
| Program Services | 50421437 | ProgramServices |
| Management And General | 8986154 | ManagementAndGeneral |
| Fundraising | 10207091 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175378 | BOY |
| EOY | 2776223 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57923706 | BOY |
| EOY | 31916421 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92439123 | BOY |
| EOY | 110238774 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51564171 | BOY |
| EOY | 50083979 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2366481 | BOY |
| EOY | 2143154 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16299219 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7344412 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9239572 | BOY |
| EOY | 8954807 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172289672 | BOY |
| EOY | 160162513 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63565792 | BOY |
| EOY | 106959362 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25659524 | BOY |
| EOY | 31164634 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 475223419 | BOY |
| EOY | 504399867 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4318794 | BOY |
| EOY | 8119101 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1419569 | BOY |
| EOY | 1428587 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11300000 | BOY |
| EOY | 11300000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27608901 | BOY |
| EOY | 22434696 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44647264 | BOY |
| EOY | 43282384 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21732723 | BOY |
| EOY | 21739736 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151975739 | BOY |
| EOY | 160117900 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 256867693 | BOY |
| EOY | 279259847 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 430576155 | BOY |
| EOY | 461117483 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 475223419 | BOY |
| EOY | 504399867 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 22045800 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 6946811 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 1548717 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 69012794 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 60097954 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 67200800 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 65391706 | CurrentTaxYearMinus1Year |
| Current Tax Year | 78732133 | CurrentTaxYear |
| Total | 340435387 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 69012794 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 60097954 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 67200800 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 65391706 | CurrentTaxYearMinus1Year |
| Current Tax Year | 78732133 | CurrentTaxYear |
| Total | 340435387 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 54061376 | AmountsSubstContributorsTotal |
| Public Support Total170 | 286374011 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3013064 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4864908 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6833591 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8965947 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8006914 | CurrentTaxYear |
| Total | 31684424 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1844242 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1072534 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18424 | CurrentTaxYearMinus1Year |
| Current Tax Year | 68244 | CurrentTaxYear |
| Total | 3003444 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18549 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22650 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23625 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29600 | CurrentTaxYear |
| Total | 109524 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 375232779 | TotalSupport |
| Public Support Pertcentage170 | 0.76319 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.79080 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 10 | NumberDAFsHeld |
| Donor Advised Contributions | 103578 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 61646 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 1544698 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 293148146 | BeginningOfYearBalance |
| Contributions | 9931869 | Contributions |
| Investment Earnings Or Losses | 14257109 | InvestmentEarningsOrLosses |
| Other Expenditures | 15647315 | OtherExpenditures |
| Administrative Expenses | 1698030 | AdministrativeExpenses |
| End Of Year Balance | 299991779 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 269977004 | BeginningOfYearBalance |
| Contributions | 17048449 | Contributions |
| Investment Earnings Or Losses | 22416448 | InvestmentEarningsOrLosses |
| Other Expenditures | 16293755 | OtherExpenditures |
| End Of Year Balance | 293148146 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 258215029 | BeginningOfYearBalance |
| Contributions | 21079376 | Contributions |
| Investment Earnings Or Losses | 4186395 | InvestmentEarningsOrLosses |
| Other Expenditures | 13503796 | OtherExpenditures |
| End Of Year Balance | 269977004 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 246746379 | BeginningOfYearBalance |
| Contributions | 4089503 | Contributions |
| Investment Earnings Or Losses | 14386340 | InvestmentEarningsOrLosses |
| Other Expenditures | 7007193 | OtherExpenditures |
| End Of Year Balance | 258215029 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 283263049 | BeginningOfYearBalance |
| Contributions | -1333906 | Contributions |
| Investment Earnings Or Losses | -3105634 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 32077130 | GrantsOrScholarships |
| End Of Year Balance | 246746379 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.93100 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.06900 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12809811 | OtherCostOrOtherBasis |
| Depreciation | 4069154 | Depreciation |
| Book Value | 8740657 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3489408 | OtherCostOrOtherBasis |
| Depreciation | 3275258 | Depreciation |
| Book Value | 214150 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 8954807 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ALTERNATIVE INV - HEDGE FUNDS | 102631557 |
| STATE OF ISRAEL BONDS | 3894036 |
| MUNICIPAL BONDS | 433769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 106959362 | TotalOfBookValueSecurities |
Other Assets OtherAssets (7 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| FUNDS HELD BY THIRD PARTY | 1727384 |
| BENEFICIAL INTERESTS IN TRUSTS | 26268947 |
| OTHER RECEIVABLES | 567753 |
| ACCRUED INVESTMENT INCOME | 326907 |
| LOAN FUNDS HELD BY TECHNION | 239150 |
| MORTGAGE LOANS | 55090 |
| LIFE INSURANCE POLICIES | 1979403 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 31164634 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITY OBLIGATIONS | Description |
| Amount | $22,434,696 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 22434696 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 99107821 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 6946811 | NetUnrealizedGainsInvestments |
| Other Revenues | 1548717 | OtherRevenues |
| Revenue Not Rptd F990 | 8495528 | RevenueNotRptdF990 |
| Revenue Subtotal | 90612293 | RevenueSubtotal |
| Investment Expenses Not Included | 1048189 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1048189 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 91660482 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 68566493 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 68566493 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 1048189 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 1048189 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 69614682 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS | Schedule D, Part V, LIne IV | Endowment funds are intended to support the following program service projects at the Technion University: Scholarships; Fellowships; Research; Student loans and aids; Professorial Chairs; Lectureships; Prizes; Books and Building Maintenance. THERE WAS A RESTATEMENT OF $9,559,653 TO THE BEGINNING BALANCE OF ENDOWMENTS TO REFLECT A REALLOCATION OF SPLIT INTEREST AGREEMENTS AND PHILANTHROPIC FUNDS ACCOUNT. the amount of prior year reallocation is reflected on part V, column b, line 1b, contributions. |
| 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 standard also privdes guidance on measurement, classification, interest and penalties, and disclosure and had no material impact on the accompanying financial statements. The society has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. the tax years ended 2010, 2011, 2012 and 2013 are still open to audit for both federal and state purposes. 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. |
| Other Changes in Revenue | SCHEDULE D, PART xi, LINE 2D | Present value appreciation of contributions receivable $426,871 Present value appreciation of annuity agreements $1,121,846 ------------ total $1,548,717 ============ |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|
| Middle East and North Africa | Grantmaking | 49839532 |
| Central America and the Caribbean | Investments | 39106093 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 88945625 | SubtotalAmountSpent |
| Total Amount Spent | 88945625 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Middle East and North Africa | Region |
| Purpose Of Grant | see part V | PurposeOfGrant |
| Amount Of Cash Grant | 49839532 | AmountOfCashGrant |
| Manner Of Cash Disbursement | wire | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 1 | TotalNumberOf501c3Orgs |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Schedule F, Part I, Line I | 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 insure that grant requirements and donor recognition are propery 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 technion-israel institute of technology; however, the purpose of each grant varies. A comprehensive list of grants and each respective purpose is attached to this Form 990. |
| Schedule F, part IV | The American Technion Society (ATS) invests in domestic and foreign limited partnerships that may own an interest in a foreign corporation or foreign partnership. Nevertheless, the organization's investment activities may not reach the thresholds required for filing the forms 926, 5471 or 8865. |
Schedule G IRS990ScheduleG
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | HAROLD MORGAN | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7740 E Gainey Ranch rd 15 | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 85258 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | fundraiser | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ne dinner | NameOfEvent1 |
| Gross Receipts Event1 | 50475 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 20875 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 29600 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 11656 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 15960 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 300 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 15049 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 50475 | GrossReceiptsTotal |
| Charitable Contributions Total | 20875 | CharitableContributionsTotal |
| Gross Revenue Total Events | 29600 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 11656 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 15960 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 300 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 15049 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 42965 | DirectExpenseSummaryEvents |
| Net Income Summary | -13365 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| American Comm for the Weizmann Institute of Scienc | |||||||
| 633 Third Ave | New York | NY | 10017 | 131623886 | 501(c)(3) | 6000 | Gen Operations |
| Bozeman Public Library Foundation | |||||||
| 626 E Main St | Boseman | MT | 59715 | 201645473 | 501(c)(3) | 5200 | Gen Operations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | schedule I, Part I, Line 2 | Identifier |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Melvyn Bloom | ||||||||||||||
| Executive Vice President | 470608 | 0 | 7500 | 0 | 48019 | 0 | 207865 | 0 | 55660 | 0 | 789652 | 0 | 0 | 0 |
| Seth Moskowitz | ||||||||||||||
| Sr. VP-Campaign | 299729 | 0 | 6000 | 0 | 4356 | 0 | 39215 | 0 | 23382 | 372682 | 0 | 0 | ||
| Beth Wilner | ||||||||||||||
| Sr. VP-Development | 237237 | 0 | 8000 | 0 | 5141 | 0 | 41874 | 0 | 33935 | 0 | 326187 | 0 | 0 | 0 |
| Michael Schementi | ||||||||||||||
| Sr. VP-Finance | 256915 | 0 | 4000 | 0 | 3303 | 0 | 43059 | 0 | 20320 | 0 | 327597 | 0 | 0 | |
| Jerome Kleinman | ||||||||||||||
| Regional Director-NY MetRO | 227160 | 0 | 0 | 3251 | 0 | 16014 | 0 | 27298 | 0 | 273723 | 0 | 0 | 0 | |
| Mark Hefter | ||||||||||||||
| Director Planned Giving | 213751 | 0 | 2500 | 0 | 1806 | 0 | 26424 | 0 | 23075 | 0 | 267556 | 0 | 0 | 0 |
| Ivan Schonfeld | ||||||||||||||
| Regional Dir.-Eastern SeabOARD | 198613 | 0 | 0 | 0 | 5232 | 0 | 33650 | 0 | 21260 | 0 | 258755 | 0 | 0 | |
| Al Effrat Retired 3113 | ||||||||||||||
| Regional Director- Southern | 204034 | 0 | 2500 | 0 | 5192 | 0 | 35408 | 0 | 27645 | 0 | 274779 | 0 | 0 | 0 |
| Joel Berkowitz | ||||||||||||||
| Regional Dir.-New EnglanD | 183537 | 0 | 0 | 0 | 4840 | 0 | 30585 | 0 | 18740 | 0 | 237702 | 0 | 0 | 0 |
| DIANE SIEGEL TERM 5712 | ||||||||||||||
| REGIONAL DIRECTOR-WESTERN | 77526 | 0 | 0 | 103597 | 0 | 13954 | 0 | 7953 | 0 | 203030 | 0 | |||
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| part I, LIne 1a - first class or charter travel | officers and key employees (exec vp, sr. vp and vp finance) can travel business class if the flight exceeds 5 hours. Part I, LIne 1a - Tax indemnification and gross-up payments the executive vp receives a minimal tax indemnification payment based on his employment contract. amount is reported as part of the executive's gross compensation. |
| PART i, LINE 4A | regional director Diane Seigel, terminated in May 2012, received severance payment of $96,081. |
| pART i, LINE 4B | The american technion society (ATS) made contributions to a 457(b) plan for the following reported individuals on Schedule J and in the following amounts (reported on Part II, Column C): Seth Moskowitz - $15,206 Beth Wilner - $12,423 Michael Shementi - $12,768 Ivan Schonfeld - $9,989 Al Effrat - $10,513 Joel Berkowitz - $9,097 Diane Siegel - $5,154 In addition, Melvyn Bloom accrued $151,494 under a Section 457(f) non-qualified deferred compensation arrangement, which is administered through a Rabbi Trust Agreement. |
| 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 | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 32 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1910115 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fmv | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE M, LINE 32B | Identifier |
| Explanation | the american techion society (ats) authorizes its broker to sell donated securities on its behalf. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, PART III, LINE 4D (see attachment 4) | OTHER PROGRAM SERVICES | The Technion is known for its world-class research in a range of areas including energy, biotechnology, cancer, defense, life sciences, nanotechnology, neurodegenerative diseases, stem cells and regenerative medicine, and water resources/reclamation. In 2013, the American Technion Society funded research centers including the Ecological Engineering Systems Center and the Bernard M. Gordon Center for Systems Leadership Engineering; and laboratories including the Microjet and Small Turboshaft Engine Research and Teaching Laboratories Complex in the Faculty of Aerospace Engineering, the Molecular Immunology Research Laboratory Complex in the Rappaport Faculty of Medicine and the NitrogenHydrogen Alternative Fuels (NHAF) Reaction Research Laboratory. ATS donors support scholarships for undergraduate students who lack the resources to meet tuition and other basic costs, and fellowships for masters and doctoral students with strong academic records, as well as on-campus housing for graduate students. To attract, and retain, top faculty members, the Technion has created several vehicles that provide new recruits with state-of-the-art, well-equipped research facilities: The Henry and Marilyn Taub Foundation Leaders in Science and Technology Program, the First Steps Program and the Career Advancement Chair. Part VI, Section A, Line 2 family and business relationships Alan Forman & Jonathan Sohnis - Business relationship Harry & Tamara Handelsman - Family relationship Bennett & Ruth Nathanson - Family relationship Arnold & joan Seidel- Family relationship Bernice & Joseph Tanenbaum - Family relationship Irving Shepard & Mary Wartell - family relationship |
| FORM 990, PART VI, SECTION B, LINE 11 | REVIEW OF FORM 990 | The form 990 is prepared by an independent accounting firm and reviewed by controller prior to distribution to the senior vice president-Finance, Executive VP, and Audit Committee for review and approval. the final 990 is then distributed to the board of directors in either paper or electronic form prior to filing. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY | Conflict of interest policy and disclosure forms are distributed to all board members, officers and managerial staff. Each one is required to sign and return the disclosure form. counsel reviews disclosures to determine if any conflicts exist 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, LINE 15 | Process for determining compensation for the top management official and other key employees The Executive Vice President (EVP) at ATS is the top management official at the organization and the compensation for this position is established by a committee of the board, which is comprised of the following independent individuals: Chair of the Board, Vice Chair(s) of the Board and the President of the Board, while other members of the board may also be invited by the Chair to also participate in the review and deliberation process, as well (e.g., Honorary Chair of the Board and/or Chair of the Personnel Committee). The EVP's total compensation package is documented through a written employment contract and any increase or adjustments on an annual basis are provided to the EVP consistent with the terms of the employment agreement. When deemed appropriate and necessary the committee may engage an independent compensation consultant to provide external third party market data from a variety of sources and then the committee contemporaneously documents the final compensation decision through a memorandum signed by the President of the Board. In regard to the other officers and key employees, ATS will gather information on a periodic basis about the comparable market from a variety of sources to provide insights into comparable market practices for both salary and benefits purposes. The last review of this nature was conducted in October 2011. | |
| FORM 990, PART VI, SECTION C, LINE 19 | The Society's Financial statements are posted on its website. copies of Governing documents and conflict of interest policy are provided upon request. | |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS: | Present value appreciation of contributions receivable $426,871 Present value appreciation of annuity agreements $1,121,846 ------------ total $1,548,717 ============ |