BRAILLE INSTITUTE OF AMERICA INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BRAILLE INSTITUTE OF AMERICA INC (EIN 95-1641426)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-14
- IRS object ID
- 201203199349306355
- Schema version
- 2011v1.2
- 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 E
- Schedule F
- Schedule G
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T14:28:07-08:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | One California Street Suite 2300 | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951641426 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAILLE INSTITUTE OF AMERICA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRAI | NameControl |
| Phone | 3236631111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 741 N VERMONT AVENUE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90029 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Reza Rahman | Name |
| Title | VP of Finance | Title |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joseph S De Trane | Name |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Leslie EStocker | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 741 N Vermont Ave | AddressLine1 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90029 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 44570216 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.brailleinstitute.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | See Attached Statement | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 336 | TotalNbrEmployees |
| Total Nbr Volunteers | 3680 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 20848869 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13363136 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5039336 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2258638 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3118820 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4434082 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 29007025 | TotalRevenuePriorYear |
| Total Revenue Current Year | 20055856 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 17176894 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 17987646 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 125122 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 131197 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2874324 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9486572 | OtherExpensePriorYear |
| Other Expenses Current Year | 9409361 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 26788588 | TotalExpensesPriorYear |
| Total Expenses Current Year | 27528204 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2218437 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -7472348 | RevenuesLessExpensesCY |
| Total Assets BOY | 163405157 | TotalAssetsBOY |
| Total Assets EOY | 147682556 | TotalAssetsEOY |
| Total Liabilities BOY | 8862670 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14258736 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 154542487 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 133423820 | NetAssetsOrFundBalancesEOY |
| Mission Description | See Attached Statement | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 16783550 | Expense |
| Description | See Attached Statement Supplemental Information Page 1, Part III - Line 4a | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3814223 | Expense |
| Description | See Attached Statement Supplemental Information Page 1, Part III - Line 4b | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1294824 | Expense |
| Description | See Attached Statement Supplemental Information Page 2, Part III - Line 4c | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 21892597 | 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 | false | 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 | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | 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 | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| 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 | false | 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 | 98 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 336 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | true | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | 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 | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | 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 | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Jamie Aung Dirof FinServ | NamePerson |
| Telephone Number | 3236631111 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 741 NVermont Ave | AddressLine1 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90029 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Frank L Mallory Esq | |||||||
| Director/Pt Yr. | 1.00 | X | 0 | 0 | 0 | ||
| Diane Wilkinson | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| George E Thomas | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Harvey Strode | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Ronald E Smith | |||||||
| Director/Pt Yr. | 1.00 | X | 0 | 0 | 0 | ||
| John G Nuanes | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| David J Wiegand | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Percy Duran III | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Nancy Neal Davis | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Caryl O Crahan | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Michael C Corley | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Thomas K Callister | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| James B Boyle JrEsq | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Howard O Wilson | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Philip V Swan | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Richard A Nelson | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Richard C Lawton | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| John F Llewellyn | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Michael JD Lindsay | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Richard Larson | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Frank R Miller Jr | |||||||
| Director/Pt Yr. | 1.00 | X | 0 | 0 | 0 | ||
| James H Jackson | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Jeanne Olenicoff | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| James J Rhodes | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Lester M Sussman | |||||||
| Chair. | 1.00 | X | 0 | 0 | 0 | X | |
| David Burkhardt | |||||||
| Vice President | 38.00 | 167782 | 0 | 22722 | X | ||
| Sally Jameson | |||||||
| Vice President | 38.00 | 173720 | 0 | 25358 | X | ||
| Anthony Taketa | |||||||
| Corp. Secretary | 38.00 | 156017 | 0 | 35066 | X | ||
| Rezaur Rahman | |||||||
| V.P of Finance | 38.00 | 164657 | 0 | 35893 | X | ||
| Peter AMindnich | |||||||
| Executive V.P | 38.00 | 36538 | 0 | 1462 | X | ||
| Leslie EStocker | |||||||
| President | 38.00 | 283367 | 0 | 40048 | X | ||
| Henry C Chang | |||||||
| Dir.of Library | 38.00 | 112754 | 0 | 13655 | X | ||
| Janice E Herzberg | |||||||
| Dir.of H.R | 38.00 | 109192 | 0 | 17335 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1204027 | TotalReportableCompFromOrg |
| Total Other Compensation | 191539 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | false | 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 |
|---|---|---|---|---|---|
| Stratmark Group | |||||
| 855 East Collins Blvd | Richardson | TX | 75081 | Direct Mail Services | 813117 |
| Olympic Maintenance | |||||
| 13217 South Figueroa St | Los Angeles | CA | 90061 | Cleaning Services | 208550 |
| MC Squared Inc | |||||
| 3064 Foothill Drive | Thousand Oaks | CA | 91361 | Publishing Services | 121718 |
| Cambridge Associates LLC | |||||
| PO Box 83232 | Chicago | IL | 606910232 | Consulting Services | 160802 |
| American Solutions | |||||
| 8479 Solution Center | Chicago | IL | 60677 | Publishing Services | 288469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Government Grants | 808277 | GovernmentGrants |
| All Other Contributions | 12554859 | AllOtherContributions |
| Noncash Contributions | 8000 | NoncashContributions |
| Total Contributions | 13363136 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1097527 | TotalRevenueColumn |
| Exclusion | $1,097,527 | 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 | 4314773 | TotalRevenueColumn |
| Exclusion | $4,314,773 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 116234 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 116234 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 116234 | TotalRevenueColumn |
| Exclusion | $116,234 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25606671 | Securities |
| Other | 68800 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 24514360 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1092311 | Securities |
| Other | 68800 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1161111 | TotalRevenueColumn |
| Exclusion | $1,161,111 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 3075 | GrossIncomeGaming |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3075 | TotalRevenueColumn |
| Exclusion | $3,075 | ExclusionAmount |
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 | 20055856 | TotalRevenueColumn |
| Exclusion | $6,692,720 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 1246294 | Total |
| Program Services | 201485 | ProgramServices |
| Management And General | 759277 | ManagementAndGeneral |
| Fundraising | 285532 | 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 | 12084273 | Total |
| Program Services | 10513155 | ProgramServices |
| Management And General | 677895 | ManagementAndGeneral |
| Fundraising | 893223 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1496831 | Total |
| Program Services | 1253663 | ProgramServices |
| Management And General | 124411 | ManagementAndGeneral |
| Fundraising | 118757 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2183300 | Total |
| Program Services | 1799857 | ProgramServices |
| Management And General | 198052 | ManagementAndGeneral |
| Fundraising | 185391 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 976948 | Total |
| Program Services | 784941 | ProgramServices |
| Management And General | 104122 | ManagementAndGeneral |
| Fundraising | 87885 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200533 | Total |
| Management And General | 200533 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64880 | Total |
| Management And General | 64880 | 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 | 131197 | Total |
| Fundraising | 131197 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48611 | Total |
| Management And General | 48611 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 488080 | Total |
| Program Services | 190122 | ProgramServices |
| Management And General | 267161 | ManagementAndGeneral |
| Fundraising | 30797 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 207829 | Total |
| Program Services | 144677 | ProgramServices |
| Management And General | 45310 | ManagementAndGeneral |
| Fundraising | 17842 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161653 | Total |
| Program Services | 129322 | ProgramServices |
| Management And General | 32331 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1735960 | Total |
| Program Services | 1649239 | ProgramServices |
| Management And General | 45354 | ManagementAndGeneral |
| Fundraising | 41367 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 217523 | Total |
| Program Services | 102521 | ProgramServices |
| Management And General | 92981 | ManagementAndGeneral |
| Fundraising | 22021 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1742430 | Total |
| Program Services | 1653913 | ProgramServices |
| Management And General | 52669 | ManagementAndGeneral |
| Fundraising | 35848 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243055 | Total |
| Program Services | 226041 | ProgramServices |
| Management And General | 9722 | ManagementAndGeneral |
| Fundraising | 7292 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Programs Transportation | 624801 | 619536 | 4951 | 314 |
| Printing and Publications | 483519 | 412085 | 71434 | |
| Instructional Program Supplies | 551704 | 551704 | ||
| Equipment/Facility Maintenance | 1393945 | 1289025 | 31586 | 73334 |
| Direct Mail | 827084 | 827084 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 417754 | Total |
| Program Services | 371311 | ProgramServices |
| Management And General | 1437 | ManagementAndGeneral |
| Fundraising | 45006 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27528204 | Total |
| Program Services | 21892597 | ProgramServices |
| Management And General | 2761283 | ManagementAndGeneral |
| Fundraising | 2874324 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 567510 | BOY |
| EOY | 1674337 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5512118 | BOY |
| EOY | 615584 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1906560 | BOY |
| EOY | 906560 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 303730 | BOY |
| EOY | 400662 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 369381 | BOY |
| EOY | 112387 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41100 | BOY |
| EOY | 30088 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 71453477 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 41878375 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30947307 | BOY |
| EOY | 29575102 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100157827 | BOY |
| EOY | 93290423 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21083273 | BOY |
| EOY | 18699101 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2516351 | BOY |
| EOY | 2378312 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163405157 | BOY |
| EOY | 147682556 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4051736 | BOY |
| EOY | 9482947 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4810934 | BOY |
| EOY | 4775789 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8862670 | BOY |
| EOY | 14258736 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125430044 | BOY |
| EOY | 105207446 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16625186 | BOY |
| EOY | 15642707 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12487257 | BOY |
| EOY | 12573667 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154542487 | BOY |
| EOY | 133423820 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163405157 | BOY |
| EOY | 147682556 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -7472348 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -13646319 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12487257 | BeginningOfYearBalance |
| Contributions | 126283 | Contributions |
| Investment Earnings Or Losses | -39873 | InvestmentEarningsOrLosses |
| End Of Year Balance | 12573667 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12247589 | BeginningOfYearBalance |
| Contributions | 50000 | Contributions |
| Investment Earnings Or Losses | 189668 | InvestmentEarningsOrLosses |
| End Of Year Balance | 12487257 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12175853 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 71736 | InvestmentEarningsOrLosses |
| End Of Year Balance | 12247589 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 92883 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 10272208 | OtherCostOrOtherBasis |
| Book Value | 10365091 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 45038496 | OtherCostOrOtherBasis |
| Depreciation | 29227752 | Depreciation |
| Book Value | 15810744 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5031322 | OtherCostOrOtherBasis |
| Depreciation | 2713571 | Depreciation |
| Book Value | 2317751 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10921766 | OtherCostOrOtherBasis |
| Depreciation | 9937052 | Depreciation |
| Book Value | 984714 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 96802 | OtherCostOrOtherBasis |
| Book Value | 96802 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 29575102 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 18699101 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Gift Annuity Liabilities | Description |
| Amount | $4,775,789 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4775789 | TotalOfAmounts |
| Total Revenue | 20055856 | TotalRevenue |
| Total Expenses | 27528204 | TotalExpenses |
| Excess Or Deficit For Year | -7472348 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -13646319 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -13646319 | TotalAdjustments |
| Excess Or Deficit Per FS | -21118667 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6409537 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -13646319 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -13646319 | RevenueNotRptdF990 |
| Revenue Subtotal | 20055856 | RevenueSubtotal |
| Total Revenue Per Form990 | 20055856 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 27528204 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 27528204 | ExpensesSubtotal |
| Total Expenses Per Form990 | 27528204 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | TaxesThe Institute was organized pursuant to the General Nonprofit Corporation Law of the State of California. The Institute has been recognized by the Internal Revenue Service as an organization that is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Institute has also been recognized by the California Franchise Tax Board as an organization that is exempt from Californa franchise and income taxes and certain general county real and personal property taxes under Section 23701d of the California Revenue and Taxation Code. However, the Institute is subject to income taxes on any net income that is derived from a trade or business, regularly carried on, and not in furtherance of the purposes for which it was granted exemption. Since the Institute had no obligation for unrelated business income tax for the year ended June 30, 2012, no provisions for federal or state income taxes are required.Tax positions taken related to the Institute's tax exempt status, unrelated business activities taxable income and deductibility of expenses and other miscellaneous tax positions have been reviewed, and management is of the opinion that material positions taken by the Institute would more likely than not be sustained by examination. Accordingly, the Institute has not recorded an income tax liability for uncertain tax benefits as of June 30, 2012 and no material change is anticipated for the 12 months following June 30, 2012. As of June 30 2012, the Institute's tax years ending June 30, 2008 through June 30, 2012 remain subject to examination. |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | These are net assets resulting from contributions and other inflows of assets whose use by the Institute is limited by donor-imposed stipulations. All permanently restricted net assets are available for endowment.Part XI, Line 4 - Net unrealized gains (losses) on investmentsChanges in Pension Liability $ (6,409,433)Changes in Split - Interest (435,941)Unrealized Loss on Investments (6,662,905)Unrealized Loss on Beneficiary Interest (138,040) -----------Total Net Unrealized Losses on Investments $(13,646,319) |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | The organization has no set periods of solicitation or registration. Nevertheless, its policy was published in newspapers serving, Santa Barbara, San Diego, Los Angeles, Orange and Riverside Counties in 12/2011. |
| Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency | Our financial assistance comprises an appropriation from the State of California which reimburses Braille Institute for a portion of the operating expenses of the Library Services. This appropriation has been awarded annually. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Cent.Amer.and Caribbean | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Specific Services Provided | - | SpecificServicesProvided |
| Total Expenditures | 18699000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 18699000 | SubtotalAmountSpent |
| Total Amount Spent | 18699000 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|
| Campbell & Comp | ||||
| Cap. Campaign | false | 1038450 | 29197 | 1009253 |
| Stratmark LTD | ||||
| D. Mail Consult | false | 997756 | 102000 | 895756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 2036206 | TotalGrossReceipts |
| Total Retained By Contractors | 131197 | TotalRetainedByContractors |
| Total Net To Organization | 1905009 | TotalNetToOrganization |
| Licensed States | WI | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AL | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 2b - Fundraiser Additional Information | Identifier |
| Explanation | The Institute entered into separate agreements with Stratmark, LTD and Campbell & Company, to cover professional fundraising services and professional fundraising expenses, such as printing, paper, envelopes and postage. Amounts calculated on Schedule G can be supported by the agreements and the expenses paid to Stratmark, LTD and Campbell & Company. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | 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 | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|
| Sally Jameson | ||||
| 173225 | 495 | 16621 | 8737 | 199078 |
| Rezaur Rahman | ||||
| 164188 | 469 | 11808 | 24085 | 200550 |
| Leslie EStocker | ||||
| 282120 | 1247 | 22877 | 17171 | 323415 |
| David Burkhardt | ||||
| 166436 | 1346 | 11648 | 11074 | 190504 |
| Anthony Taketa | ||||
| 155548 | 469 | 11112 | 23954 | 191083 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The Institute makes the annual Audited Financial Statements available to the public by posting the published document on its website, www.brailleinstitute.org. The completed final Form 990 is available for public inspection through the Braille Institute, Guidestar and Foundation Directory websites. Additionally, the Institute's governing documents, including but not limited to, the annual Audited Financial Statements and the Conflict of Interest Policy are available by written request and free of charge. If ever an inspection at an office of the Institute ensues, all such documents will be promptly provided upon request within a reasonable time.Form 990, Part VI, Line 1a.- Composition of the Executive Committee The organization does maintain an Executive Committee consisting of the Board Chair, the past Board chair, Committee chairs and additional directors selected by the Board. All members of the Executive Committee are members of the Board of Directors. The Committee has all the powers of the Board except the power to fill Board vacancies and amend the bylaws.Form 990, Schedule J, Part III - Supplemental InformationCertain employees are covered by a defined benefit plan but no additions to future accruals have been made since the plan was frozen to future benefit accruals effective January 1,2008.Form 990, Part VII, Section A, Line 1-Part Year Directors and OfficersOfficer and director titles reflected with "Part Year (Pt Yr)" indicate that the individual held the position part of the tax year, and some are no longer holding the position at the end of the tax year. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | According to the Institute's bylaws, "The Executive Compensation Committee shall review the performance and compensation of all officers and make recommendations to the Board regarding the compensation of said officers." In compliance with these bylaws, the Executive Compensation Committee meets annually to review the performance and compensation of not only the President but other top management officials. The Committee met in December of 2011 to determine the compensation for the top management officials of the Institute. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | All of the Institute's board members and officers, i.e. the governing body, are required annually to sign the Braille Institute of America, Inc.'s Conflict of Interest Policy. The policy states that these individuals "should avoid placing themselves in positions in which their personal interests are, or may be, in conflict with the interests of Braille Institute," and continues on to provide certain guidelines on which to consider actual or potential conflict situations. The policy requires members and officers to disclose, to the best of their knowledge, any of these interests. "In the event of an actual conflict of interest, the Board shall investigate the material facts and the affected director's or officer's interest in the transaction or activity. * * * * After the Board's investigation is concluded, the Board shall vote on whether to authorize or approve of the conflict of interest, excluding the vote of the interested director. If a Board vote is not reasonably practicable, a committee of three (3) directors appointed by the Board or Executive Committee may conduct the investigation and report to the Board at the Board's next meeting whereupon the Board will vote on the conflict of interest, excluding the vote of the interested director." The individual signing the policy is taking responsibility to adhere to the Conflict of Interest Policy, which includes notifying the Chairman of the Board if he/she becomes aware of any actual or potential conflict situation. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | The Audit Committee reviews and approves the Corporation's Form 990 prior to its filing each year with the Internal Revenue Service. More specifically, staff prepares a final copy of the Form 990 for review by the Audit Committee. The Audit Committee then meets to review and discuss the Form 990. The Audit Committee then approves the Form 990 before it is filed with the IRS. The Audit Committee consists of voting members of the governing body. Additionally, Management and all Board Members of the Institute are provided the Form 990 prior to its filing with the IRS. |
| Form 990, Part VI, Line 6 | Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | The Institute is a non-stock,nonprofit corporation with members,no shareholders. |
| Client Note 2 - Part VIII Line 7(C) OtherDescription: AutoDate Acquired: VariousHow Acquired: PurchaseDate Sold: VariousGross Sales Price: $68,800Cost of Other Basis: 0Gain: $68,800 | ||
| Client Note 1 - Braille Institute of America, Inc.Employer I.D.# 95-1641426Attachment to (Form Number 990 Part III - Line 1) for Tax year 2011What is the Organization's primary exempt purpose?Braille Institute of America, Inc. was founded in 1919 in Los Angeles, California and is now one of the largest and most comprehensive blind services organizations in the country. The Institute's mission is to eliminate barriers to a fulfilling life caused by blindness and severe sight loss. In addition to operating a nationally recognized library serving the blind and physically disabled, we offer braille publishing and recording services, child development services, youth independence-building programs, low vision rehabilitation services, adult educational classes, and we are a leader in the promotion of braille literacy throughout the United States. From July 1, 2011 - June 30, 2012, Braille Institute assisted 81,250 people of all ages. Services are available through the Sight Center in Los Angeles; regional centers in Anaheim, Rancho Mirage, San Diego and Santa Barbara; and through 255 community outreach locations throughout Southern California. A nonprofit organization, Braille Institute is operated and funded almost entirely through private donations. To achieve our mission, we provide free programs and services that help children and adults who are blind or visually impaired to gain adaptive living skills and build self-confidence so that they may live independent and satisfying lives. Part III - Line 4a:A. Through Braille Institute's Educational Services: 2,545 blind and visually impaired adults were enrolled in center-based classes, receiving instruction in independent living skills, orientation and mobility, home management and cooking, creative arts and access technology; 2,920 blind and visually impaired adults were enrolled in Community Outreach classes that took place in 255 locations throughout Southern California and received instruction in basic skills for people with sight loss; 515 Youth (ages 6-18) and 313 Young Adults (ages 19-30) built daily living and career readiness skills through guided instruction to meet individual performance goals.B. Braille Institute's Child Development Services for blind and visually impaired infants and young children ages 0-5 provided in-home early interventions and preschool assistance to 349 families. C. The Braille Challenge, a national braille literacy program of Braille Institute that tests children's braille-reading skills through a rigorous competition, served 912 children and youth between the ages of 6-18.D. Braille Institute provided 4,436 free low vision consultations at our five Regional Centers, through our Mobile Solutions program which utilizes specially outfitted vehicles, and through appointments in the field.E. We educated the public at large about sight loss and Braille Institute's capabilities to help through 257 speaking engagements and 456 group tours. We also provided 19 film and television consultations. Part III - Line 4b:Braille Institute's national award-winning Library Services provide brailled and audio books by mail, offering patrons access to more than 101,000 titles. It is the largest single service Braille Institute offers. In 2011/2012 our Library Services served 31,756 registered readers who are blind, visually impaired or physically disabled. As one of the largest National Library Service (NLS) chartered libraries in the country, we have 1,406,072 braille and audio books available and circulated 1,217,472 library materials last year. Braille Institute's comprehensive Library Services are available through the main library in the Los Angeles Sight Center, branch libraries in each of our Regional Centers (Anaheim, Rancho Mirage, San Diego and Santa Barbara), and 1,510 deposit libraries located in community centers, convalescent hospitals and public libraries throughout Southern California.Part III - Line 4c:Braille Institute's Braille Publishing Department produced 1,473,068 brailled pages. There were 2,765 subscriptions to our braille publications for blind and visually impaired individuals. The children's publication programs include "Special Collection" and "Partners in Literacy." The adult publication programs include the annual "Rose Parade Program." |