BALDWIN RESEARCH INSTITUTE INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: BALDWIN RESEARCH INSTITUTE INC (EIN 22-3250064)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-08-13
IRS object ID: 201302259349301430
Schema version: 2012v2.1
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-08-13T10:54:40-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	141555429	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UHY ADVISORS NY INC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	66 SOUTH PEARL STREET SUITE 400	AddressLine1
City	ALBANY	City
State	NY	State
ZIP Code	12207	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	223250064	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	BALDWIN RESEARCH INSTITUTE INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	BALD	NameControl
Phone	5188422204	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9 MARKET ST STE 4	AddressLine1
City	AMSTERDAM	City
State	NY	State
ZIP Code	12010	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	RYAN SCHWANTES	Name
Title	PRESIDENT	Title
Phone	5188422204	Phone
Date Signed	2013-08-12	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	XIAOQIANG ZHANG	Name
PTIN	P01577994	PTIN
Phone	5184493166	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	RYAN SCHWANTES	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	9 MARKET ST STE 4	AddressLine1
City	AMSTERDAM	City
State	NY	State
ZIP Code	12010	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	5228730	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.BALDWINRESEARCH.COM	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1993	YearFormation
State Legal Domicile	NY	StateLegalDomicile
Activity Or Mission Description	BALDWIN RESEARCH INSTITUTE'S MISSION IS TO RESEARCH AND DEVELOP PROGRAMS FOR RECOVERY FROM DRUG AND ALCOHOL PROBLEMS, TO GUIDE THE DRUG AND ALCOHOL TREATMENT INDUSTRY AND TO BE A FORCE FOR CHANGE, TO RESEARCH AND DEVELOP DRUG AND ALCOHOL ABUSE PREVENTION PROGRAMS, AND TO HONESTLY AND OBJECTIVELY EDUCATE THE PUBLIC AS TO THE EFFECTIVENESS OF TREATMENT AND PREVENTION PROGRAMS WITH RESPECT TO DRUG AND ALCOHOL ABUSE.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	13	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	11	NbrIndependentVotingMembers
Total Nbr Employees	93	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	-40630	TotalGrossUBI
Net Unrelated Business Txbl Income	-40630	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	18446	ContributionsGrantsPriorYear
Contributions Grants Current Year	10950	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	5155950	ProgramServiceRevenuePriorYear
Program Service Revenue CY	5130188	ProgramServiceRevenueCY
Investment Income Prior Year	36663	InvestmentIncomePriorYear
Investment Income Current Year	1137	InvestmentIncomeCurrentYear
Other Revenue Prior Year	-35286	OtherRevenuePriorYear
Other Revenue Current Year	-40630	OtherRevenueCurrentYear
Total Revenue Prior Year	5175773	TotalRevenuePriorYear
Total Revenue Current Year	5101645	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	2286785	SalariesEtcPriorYear
Salaries Etc Current Year	2510142	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	2560927	OtherExpensePriorYear
Other Expenses Current Year	2360688	OtherExpensesCurrentYear
Total Expenses Prior Year	4847712	TotalExpensesPriorYear
Total Expenses Current Year	4870830	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	328061	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	230815	RevenuesLessExpensesCY
Total Assets BOY	3286665	TotalAssetsBOY
Total Assets EOY	3465361	TotalAssetsEOY
Total Liabilities BOY	3302378	TotalLiabilitiesBOY
Total Liabilities EOY	3484509	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	-15713	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	-19148	NetAssetsOrFundBalancesEOY
Mission Description	PLEASE SEE DESCRIPTION OF ORGANIZATION'S MISSION ON SCHEDULE O.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	3012070	Expense
Revenue	5131325	Revenue
Description	THE ST. JUDE RESEARCH AND EDUCATION PROGRAM OF THE INSTITUTE IS A CONSTANTLY EVOLVING CURRICULUM OFFERED THROUGH APPROXIMATELY 84 CLASSES OVER SIX WEEKS, AIMED AT HELPING GUEST PARTICIPANTS OVERCOME SUBSTANCE USE PROBLEMS, DEAL WITH EDUCATIONAL, EMPLOYMENT, AND LIFESTYLE CHALLENGES, AND ATTEND INDIVIDUAL CLASSES WITH TRAINED INSTRUCTORS 2 TO 3 TIMES PER WEEK. PARTICIPATION NUMBERS FOR 2012 WERE ST. JUDE TWIN RIVERS RETREAT HOUSE 179 GUESTS, ST. JUDE MOUNTAIN RETREAT HOUSE 124 GUESTS, ST. JUDE EXECUTIVE RETREAT HOUSE 46 GUESTS, AND INDIVIDUAL CLASSES WITH INSTRUCTORS IN NEW YORK CITY 32 GUESTS.	Description
Total Program Service Expense	3012070	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	0	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	0	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	1	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	1	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	1	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	2	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	93	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	13	NbrVotingGoverningBodyMembers
Number Independent Voting Members	11	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	NY	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RYAN SCHWANTES	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	5188422204	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	9 MARKET ST STE 4	AddressLine1
City	AMSTERDAM	City
State	NY	State
ZIP Code	12010	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (15 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Highest Compensated EmployeeHighestCompensatedEmployee
MR RYAN SCHWANTES
PRESIDENT/TREASURER	45.00	X	X	89954	0	15319
MR MARK SCHEEREN
BOARD CHAIRMAN	45.00	X	X	140798	0	15319
MR KIRKHAM CORNWELL
SECRETARY	2.00	X	X	0	0	0
MR DOUGLAS RADZ
BOARD MEMBER	2.00	X		0	0	0
DR DAVID HANSON
BOARD MEMBER	5.00	X		0	0	0
DR DAVID RUDY
BOARD MEMBER	2.00	X		0	0	0
MR LAWRENCE DUDA
BOARD MEMBER	2.00	X		0	0	0
MR GARRY KEARNS
BOARD MEMBER	2.00	X		0	0	0
MR DANIEL LAGINESS
BOARD MEMBER	2.00	X		0	0	0
DR PETER OLSEN
BOARD MEMBER	2.00	X		0	0	0
DR LAUREL SHARMER
BOARD MEMBER	2.00	X		0	0	0
DR PETER VENTURELLI
BOARD MEMBER	2.00	X		0	0	0
MR KENNETH ANDERSON
BOARD MEMBER	2.00	X		0	0	0
MRS MICHELLE DUNBAR
EXECUTIVE DIRECTOR	45.00		X	91136	0	15319
MR GERALD BROWN
SR RESEARCH FELLOW	40.00			140322	0	15319	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	462210	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	61276	TotalOtherCompensation
Number Individuals GT100 K	2	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
All Other Contributions	10950	AllOtherContributions
Total Contributions	10950	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PROGRAM SERVICE REVENU	611710	5422114	5422114
RETURNS AND ALLOWANCES	611710	-291926	-291926

Field	Value	IRS element (for citing)
Total Program Service Revenue	5130188	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	1137	TotalRevenueColumn
Exclusion	$1,137	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	86455	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	127085	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	-40630	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	-40630	TotalRevenueColumn
Unrelated Business Revenue	-40630	UnrelatedBusinessRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	5101645	TotalRevenueColumn
Related Or Exempt Function Income	5130188	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	-40630	UnrelatedBusinessRevenue
Exclusion	$1,137	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	367845	Total
Program Services	270106	ProgramServices
Management And General	97739	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	1879820	Total
Program Services	1415206	ProgramServices
Management And General	464614	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	58929	Total
Program Services	35617	ProgramServices
Management And General	23312	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	203548	Total
Program Services	151623	ProgramServices
Management And General	51925	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	14373	Total
Management And General	14373	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	52883	Total
Management And General	52883	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	15019	Total
Management And General	15019	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	744790	Total
Program Services	2681	ProgramServices
Management And General	742109	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	105611	Total
Program Services	67006	ProgramServices
Management And General	38605	ManagementAndGeneral

Royalties Royalties

Field	Value	IRS element (for citing)
Total	3326	Total
Program Services	3326	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	175795	Total
Program Services	150466	ProgramServices
Management And General	25329	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	26514	Total
Program Services	2884	ProgramServices
Management And General	23630	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	26453	Total
Program Services	4217	ProgramServices
Management And General	22236	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	172355	Total
Program Services	86333	ProgramServices
Management And General	86022	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	200630	Total
Program Services	128053	ProgramServices
Management And General	72577	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	104410	Total
Program Services	59274	ProgramServices
Management And General	45136	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
GUEST HOUSE OPERATIONS	420921	414229	6692
BANK SERVICE CHARGES	113244	95766	17478
AUTOMOBILE EXPENSE	81510	56177	25333
OUTSIDE SERVICES	36593	27979	8614

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	66261	Total
Program Services	41127	ProgramServices
Management And General	25134	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	4870830	Total
Program Services	3012070	ProgramServices
Management And General	1858760	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	204897	BOY
EOY	239657	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	100081	BOY
EOY	100584	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	132268	BOY
EOY	199656	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	1216	BOY
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	34218	BOY
EOY	31644	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	13461	BOY
EOY	4945	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	4325870	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	1658367	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	2563633	BOY
EOY	2667503	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	189849	BOY
EOY	189849	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	47042	BOY
EOY	31523	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	3286665	BOY
EOY	3465361	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	444843	BOY
EOY	362977	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	17580	BOY
EOY	316509	EOY

Loans From Officers Directors LoansFromOfficersDirectors

Field	Value	IRS element (for citing)
BOY	40869	BOY
EOY	32569	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	2799086	BOY
EOY	2772454	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	3302378	BOY
EOY	3484509	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	-15713	BOY
EOY	-19148	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	-15713	BOY
EOY	-19148	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	3286665	BOY
EOY	3465361	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	230815	ReconcilationRevenueExpenses
Reconcilation Prior Adjustment	-234250	ReconcilationPriorAdjustment
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	19423	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	79046	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	18046	CurrentTaxYearMinus1Year
Current Tax Year	10950	CurrentTaxYear
Total	127465	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	4661355	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	4734242	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	4763311	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	5155950	CurrentTaxYearMinus1Year
Current Tax Year	5130188	CurrentTaxYear
Total	24445046	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	4661355	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	4753665	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	4842357	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	5173996	CurrentTaxYearMinus1Year
Current Tax Year	5141138	CurrentTaxYear
Total	24572511	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Total	0	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Public Support Total509	24572511	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	6069	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1253	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	87	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1073	CurrentTaxYearMinus1Year
Current Tax Year	1137	CurrentTaxYear
Total	9619	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	6069	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1253	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	87	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1073	CurrentTaxYearMinus1Year
Current Tax Year	1137	CurrentTaxYear
Total	9619	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	4667424	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	4754918	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	4842444	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	5175069	CurrentTaxYearMinus1Year
Current Tax Year	5142275	CurrentTaxYear
Total	24582130	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.99960	PublicSupportPercentage509
Prior Year Support Percentage	0.99850	PriorYearSupportPercentage
Investment Income Percentage	0.00040	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.00040	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

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

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1738183	OtherCostOrOtherBasis
Depreciation	363959	Depreciation
Book Value	1374224	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1386308	OtherCostOrOtherBasis
Depreciation	296007	Depreciation
Book Value	1090301	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	573669	OtherCostOrOtherBasis
Depreciation	565126	Depreciation
Book Value	8543	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	627710	OtherCostOrOtherBasis
Depreciation	433275	Depreciation
Book Value	194435	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	2667503	TotalOfBookValueLandBuildings
Footnote In Part XIII	X	FootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt	5228730	TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F990	0	RevenueNotRptdF990
Revenue Subtotal	5228730	RevenueSubtotal
Other Revenues Not Included	-127085	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	-127085	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	5101645	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	4997915	TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F990	0	ExpensesNotRptdF990
Expenses Subtotal	4997915	ExpensesSubtotal
Other Expenses Not Included	-127085	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	-127085	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	4870830	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	PART X, LINE 2:	THE PRIMARY INCOME TAX POSITION TAKEN BY THE ORGANIZATION FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS IS THAT THE ORGANIZATION CONTINUES TO BE EXEMPT FROM INCOME TAXES EXCEPT FOR UNRELATED BUSINESS INCOME. THE ORGANIZATION BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:		UNRELATED BUSINESS RENTAL EXPENSES -111,591. DEPRECIATION EXPENSE ALLOCATED TO UNRELATED BUSINESS RENTAL EXPENSE -15,494.
PART XII, LINE 4B - OTHER ADJUSTMENTS:		UNRELATED BUSINESS RENTAL EXPENSES -127,085.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	X	ClubDuesOrFees
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	0	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (2 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
MR MARK SCHEEREN
BOARD CHAIRMAN	140798	0	0	0	0	0	0	0	15319	0	156117	0	0	0
MR GERALD BROWN
SR RESEARCH FELLOW	140322	0	0	0	0	0	0	0	15319	0	155641	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII

Field	Value	IRS element (for citing)
Return Reference	PART I, LINE 1A	ReturnReference
Explanation	THE ORGANIZATION PAYS FOR HEALTH CLUB DUES FOR ALL EMPLOYEES, INCLUDING THOSE IN MANAGEMENT POSITIONS, TO PROMOTE GOOD HEALTH.	Explanation

Schedule L IRS990ScheduleL

Loan Table LoanTable

Field	Value	IRS element (for citing)
Name Person	GERALD BROWN	NamePerson
Relationship With Organization	SR RESEARCH FELLOW	RelationshipWithOrganization
Purpose Of Loan	CASH FLOW	PurposeOfLoan
Loan To Organization	X	LoanToOrganization
Original Principal	$48,000	OriginalPrincipalAmount
Balance Due	32569	BalanceDue
Default	0	Default
Approved By Board	0	ApprovedByBoard
Written Agreement	0	WrittenAgreement

Field	Value	IRS element (for citing)
Total Balance Due	32569	TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
GERALD BROWN
SR RESEARCH FELLOW	1663	ROYALTY PAYMENTS	0
MARK SCHEEREN
CHAIRMAN	1663	ROYALTY PAYMENTS	0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

Return ReferenceReturnReference	ExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11	A COPY OF THE FORM 990 IS PROVIDED TO BOARD MEMBERS FOR REVIEW PRIOR TO FILING. ORGANIZATION MANAGEMENT ALSO REVIEWS AND SIGNS THE FORM 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION'S GOVERNING BODY AND MANAGEMENT EMPHASIZE COMMUNICATION WITHIN THE ORGANIZATION. DUE TO THE CLOSE-KNIT STRUCTURE OF THE GOVERNING BODY, ANY CONFLICTS OF INTEREST ARE DEALT WITH QUICKLY.
FORM 990, PART VI, SECTION B, LINE 15	OFFICER, EXECUTIVE DIRECTOR, AND TOP MANAGEMENT COMPENSATION IS REVIEWED ANNUALLY BY INDEPENDENT BOARD MEMBERS. INDEPENDENT BOARD MEMBERS' APPROVAL IS OBTAINED FOR ANY CHANGES IN COMPENSATION. IN 2012 COMPARABLE INDUSTRY COMPENSATION DATA (FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS)WAS UTILIZED FOR THIS REVIEW.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.