NEW YORK INSTITUTE FOR SPECIAL EDUCATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- NEW YORK INSTITUTE FOR SPECIAL EDUCATION (EIN 13-1740010)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-04
- IRS object ID
- 201141249349300629
- Schema version
- 2009v1.7
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-04T14:16:52-04:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | 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 | 666 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100174011 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131740010 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW YORK INSTITUTE FOR SPECIAL EDUCATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NEWY | NameControl |
| Phone | 7185197000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 PELHAM PARKWAY | AddressLine1 |
| City | BRONX | City |
| State | NY | State |
| ZIP Code | 10469 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Bernadette Kappen | Name |
| Title | executive director | Title |
| Date Signed | 2011-05-01 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125990100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DR BERNADETTE KAPPEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 PELHAM PARKWAY | AddressLine1 |
| City | BRONX | City |
| State | NY | State |
| ZIP Code | 10469 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 54787579 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.NYISE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1831 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE QUALITY EDUCATIONAL AND RESIDENTIAL PROGRAMS AND SERVICES TO CHILDREN BETWEEN THE AGES OF 3 AND 21 WHO HAVE DISABILITIES SUCH AS BLINDNESS, EMOTIONAL DISTURBANCE AND LEARNING & DEVELOPMENTAL DELAYS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 430 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | -12 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -2747 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 20169944 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 24017397 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4103873 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -7117177 | InvestmentIncomePriorYear |
| Investment Income Current Year | 722833 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 537329 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17156640 | TotalRevenuePriorYear |
| Total Revenue Current Year | 25277559 | 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 | 23611855 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 25608259 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4241 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6317841 | OtherExpensePriorYear |
| Other Expenses Current Year | 6533647 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 29929696 | TotalExpensesPriorYear |
| Total Expenses Current Year | 32141906 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -12773056 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -6864347 | RevenuesLessExpensesCY |
| Total Assets BOY | 116496239 | TotalAssetsBOY |
| Total Assets EOY | 118353987 | TotalAssetsEOY |
| Total Liabilities BOY | 20382849 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 18334811 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 96113390 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 100019176 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE QUALITY EDUCATIONAL AND RESIDENTIAL PROGRAMS INCLUDING RELATED SERVICES TO CHILDREN BETWEEN THE AGES OF 3 AND 21 WHOSE DISABILITIES INCLUDE BLINDNESS AND VISUAL IMPAIRMENT, EMOTIONAL DISTURBANCE/LEARNING DISABILITIES AND DEVELOPMENTAL DELAYS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 20060463 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | The Schermerhorn Program - Offers diverse educational services to meet the needs of children who are legally blind, from the ages of 5 to 21. Students participate in individually designed academic PROGRAMS that emphasize independence. Many of the students have mild secondary disabilities and need a specialized educational environment in order to be successful in school. The school offers either a day program or a five-day residential program. Following a thorough psychological and educational evaluation, a multi-disciplinary team in cooperation with the student's family, develops a comprehensive individual education plan (I.E.P.) to meet the student's educational needs. Classroom instruction forms the core of the student's program. All students receive instruction which follows the New York state learning standards leading to elementary and high school diplomas. Students may also take college courses for credit. A student's program may also include career education, training in activities of daily living, social skills, nutrition, computer science and technology. A vast array of special services support each student. When appropriate, speech therapy, occupational therapy, physical therapy, orientation and mobility, art and music are scheduled. All students receive a full program of adaptive physical education. Counseling and guidance services are available to all students and their families. Students have an opportunity to participate in a variety of extra-curricular activities (i.e. student council, track, wrestling, cheerleading and "goalball"). As an extension of our career curriculum, students are given an opportunity to develop job behaviors and job skills through prevocational activities and in the career experience program. Activities include work in the on-campus coffee shop, work with the Institute's building and grounds staff, and child care work and reception training. The career experience program includes training and job experiences in a variety of jobs on the campus and, for older students, in the community. Once their education is completed the students move on to a variety of settings. This includes college, vocational training, and competitive employment. The Van Cleve Program - Accepts children with emotional disabilities/learning disabilities from four years nine months to thirteen years of age. Children may remain in the program until the age of thirteen. The goal of the program is to remediate the behavioral and learning deficits of students by providing academic and social skills necessary to enter a less restrictive program. The program provides a highly structured educational day and 5 day residential setting, including counseling services for both students and families. The program's philosophy lies in the belief that students want to progress, learn and be successful. To assure their success a supportive, structured setting is provided in which the students discover themselves to be valued and capable individuals. The class sizes are small with a ratio of 1 teacher and 1 teacher assistant to six children maximum. A multi-disciplinary evaluation team provides a complete assessment of the child's functioning levels. A complete battery of educational tests are administered to assess skills and levels. A neuropsychiatric, psychological, social history, medical and physical movement evaluation is completed prior to the student's entry in the program. These evaluations help formulate the student's individual educational plan (I.E.P.), with goals developed in the areas of academics, behavior management, physical and social development. Social workers, school psychologists and pediatric psychiatrists are available to work with the staff and families regarding students' behavioral and emotional needs. All children are reevaluated at specified intervals to assess their progress and to ensure continued appropriate planning. In addition to the educational curriculum, the students also receive related services, art, music, physical education and computer instruction. Students participate in a variety of extra curricular activities (i.e. basketball, track). Upon completion of the Van Cleve program students are placed in their next educational setting after meetings held by their local committee on special education. Students have moved into the regular public school setting, less restrictive educational settings and other residential treatment facilities. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4754174 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | The Readiness Program - Is a special educational pre-school program for three to five year old children who are developmentally delayed. The goal of the program is to provide instruction and early intervention services so that these children can be placed in a mainstreamed or a less restrictive educational environment when they reach the age of five. The children in the program have significant delays in areas which may include speech and language development, physical development, a learning or emotional development. The children attend school five days a week for five hours a day. Children are referred to the program by their public school district committee on pre-school education. The school evaluates all referrals and recommends appropriate services. Speech, physical, occupational and play therapies are in groups or individually provided as mandated by a child's individual education plan. The high/scope curriculum is implemented with all classes, based on the theory that children learn best by being actively involved in activities of their choice. The curriculum provides for consistent, daily routines which include adult-supported play, gross motor activities, lunch and nap. Children in the program are reviewed at least once a month by a team of professionals. These reviews provide information on student growth and development, as well as strategies for working with the child. The breakthrough to Literacy program works on emergent literacy skills. Family support groups as well as individual meetings with social workers are offered to all parents. In addition to the educational staff, a full array of professionals, such as social workers, speech, occupational and physical therapists, are an intricate part of the program. A nurse is available daily to address minor medical needs of the children and concerns of the staff and parents. Social workers and school psychologists work with the staff and families regarding behavioral and emotional needs. The children participate in seasonal activities to help improve their communication skills and basic knowledge (i.e. winter olympics, Bike-a-thon, visits from traveling farm). | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3929684 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | The Cornerstone Initiative - Cornerstone is a national literacy outreach initiative of the New York Institute for Special Education. It works with typically developing children in high poverty and low literacy achievement schools in Massachussetts and Georgia. Its mission is to ensure that all children reach an acceptable standard of literacy by the third grade. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 71670 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Camp Wanaqua | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 71670 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 28815991 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | 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 |
| 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 |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 33 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 430 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | 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 | 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 | false | LocalChapters |
| 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOSEPH CHATRNUCH | NamePerson |
| Telephone Number | 7185197000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 PELHAM PARKWAY | AddressLine1 |
| City | BRONX | City |
| State | NY | State |
| ZIP Code | 10469 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 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 |
|---|---|---|---|---|---|---|---|
| Edward F Cox | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Frances F Dennison | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| John HD Dewey | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Thomas AD Ettinghausen | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Richard C Gay | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Paul B Yellin | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| John B Rhodes | |||||||
| President | 1.0 | 0 | 0 | 0 | X | ||
| Donna O'Hare Brayton | |||||||
| Vice President | 1.0 | 0 | 0 | 0 | X | ||
| Edward Riley Finch | |||||||
| Vice President | 1.0 | 0 | 0 | 0 | X | ||
| Phillip G Foote | |||||||
| Vice President | 1.0 | 0 | 0 | 0 | X | ||
| Rosanne K Silberman | |||||||
| trustee | 1.0 | 0 | 0 | 0 | X | ||
| William L Musser Jr | |||||||
| Treasurer | 1.0 | 0 | 0 | 0 | X | ||
| Steven Prigohzy | |||||||
| Executive director (thru 8/31) | 36.5 | 764506 | 0 | 202107 | X | ||
| Bernadette Kappen | |||||||
| Executive director | 36.5 | 232158 | 0 | 5467 | X | ||
| Thomas Burgett | |||||||
| Asst. Executive director | 36.5 | 158543 | 0 | 5200 | X | ||
| Rhona Wexler | |||||||
| Coordinator pupil services | 36.5 | 115376 | 0 | 11059 | X | ||
| Geraldine Dugandzic | |||||||
| coordinator IEP | 36.5 | 112690 | 0 | 0 | X | ||
| John Hernandez | |||||||
| Media teacher | 36.5 | 110987 | 0 | 5200 | X | ||
| Joe Catavero | |||||||
| Principal, Schemerhorn program | 36.5 | 110477 | 0 | 11059 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1604737 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 240092 | TotalOtherCompensation |
| Number Individuals GT100 K | 21 | 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 |
|---|---|---|---|---|---|
| WP Stewart | |||||
| 572 Madison Avenue | NEW YORK | NY | 10010 | Investment advisor | 349959 |
| Fisher Contracting | |||||
| 360 Lexington Avenue 7th Floor | NEW YORK | NY | 10017 | general contractor | 223458 |
| Policy Study Associates | |||||
| 1718 Connecticut Avenue | WASHINGTON | DC | 20009 | research admin | 233628 |
| JS Concrete and Masonary LLC | |||||
| 2916 Middletown Road | BRONX | NY | 10461 | general contractor | 126865 |
| Patterson Belknap Webb Tyler LLP | |||||
| 1133 Avenue of the Americas | NEW YORK | NY | 100366710 | legal counsel | 133351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Government Grants | 23915000 | GovernmentGrants |
| All Other Contributions | 102397 | AllOtherContributions |
| Total Contributions | 24017397 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 515213 | TotalRevenueColumn |
| Unrelated Business Revenue | -12 | UnrelatedBusinessRevenue |
| Exclusion | $515,225 | 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 |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29717640 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29510020 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 207620 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 207620 | TotalRevenueColumn |
| Exclusion | $207,620 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
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 |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEE FOR SERVICE CONTRACTS | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 537329 | TotalRevenueColumn |
| Related Or Exempt Function Income | 537329 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 537329 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25277559 | TotalRevenueColumn |
| Related Or Exempt Function Income | 537329 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -12 | UnrelatedBusinessRevenue |
| Exclusion | $722,845 | 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 | 820082 | Total |
| Program Services | 741436 | ProgramServices |
| Management And General | 78154 | ManagementAndGeneral |
| Fundraising | 492 | 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 | 16870987 | Total |
| Program Services | 15641258 | ProgramServices |
| Management And General | 1229729 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2992022 | Total |
| Program Services | 2743998 | ProgramServices |
| Management And General | 248024 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3455282 | Total |
| Program Services | 3168856 | ProgramServices |
| Management And General | 286426 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1469886 | Total |
| Program Services | 1348040 | ProgramServices |
| Management And General | 121846 | ManagementAndGeneral |
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 | 70726 | Total |
| Program Services | 7473 | ProgramServices |
| Management And General | 63253 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102428 | Total |
| Management And General | 102428 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191901 | Total |
| Management And General | 191901 | ManagementAndGeneral |
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 | 454369 | Total |
| Management And General | 454369 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179506 | Total |
| Program Services | 179506 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 767193 | Total |
| Program Services | 565776 | ProgramServices |
| Management And General | 199203 | ManagementAndGeneral |
| Fundraising | 2214 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78549 | Total |
| Program Services | 78549 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 883683 | Total |
| Program Services | 875021 | ProgramServices |
| Management And General | 8662 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179256 | Total |
| Program Services | 172951 | ProgramServices |
| Management And General | 6305 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 234943 | Total |
| Program Services | 226855 | ProgramServices |
| Management And General | 8088 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 451158 | Total |
| Program Services | 451158 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 962987 | Total |
| Program Services | 951816 | ProgramServices |
| Management And General | 11171 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213070 | Total |
| Program Services | 210681 | ProgramServices |
| Management And General | 2389 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONTRACTUAL MAINTENANCE | 338980 | 337893 | 1087 | |
| RECRUITMENT, STUDENT TRIPS | 252462 | 79863 | 171064 | 1535 |
| RESEARCH | 236160 | 236160 | ||
| DUES, TAXES, PERMITS, FOOD | 171944 | 129885 | 42059 | |
| LITERACY FELLOWS AND ANN MTGS | 66041 | 66041 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 698291 | Total |
| Program Services | 602775 | ProgramServices |
| Management And General | 95516 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32141906 | Total |
| Program Services | 28815991 | ProgramServices |
| Management And General | 3321674 | ManagementAndGeneral |
| Fundraising | 4241 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 610642 | BOY |
| EOY | 1147698 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7954526 | BOY |
| EOY | 8454571 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 824569 | BOY |
| EOY | 849299 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2137595 | BOY |
| EOY | 1845993 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40783 | BOY |
| EOY | 60964 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 34143341 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 13462108 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21164059 | BOY |
| EOY | 20681233 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62868533 | BOY |
| EOY | 51904647 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20756524 | BOY |
| EOY | 33286340 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139008 | BOY |
| EOY | 123242 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116496239 | BOY |
| EOY | 118353987 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 986056 | BOY |
| EOY | 965802 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9050000 | BOY |
| EOY | 8340000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10346793 | BOY |
| EOY | 9029009 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20382849 | BOY |
| EOY | 18334811 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95552621 | BOY |
| EOY | 99481579 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143956 | BOY |
| EOY | 120784 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 416813 | BOY |
| EOY | 416813 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96113390 | BOY |
| EOY | 100019176 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116496239 | BOY |
| EOY | 118353987 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 192401 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Direct Lobbying | TotalDirectLobbying |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 192401 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 31949505 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 32141906 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Form4720 Filed | false | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 133222 | CurrentYearMinus3 |
| Current Year Minus2 | 138366 | CurrentYearMinus2 |
| Current Year Minus1 | 140907 | CurrentYearMinus1 |
| Current Year | 192401 | CurrentYear |
| Total | 604896 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 133222 | CurrentYearMinus3 |
| Current Year Minus2 | 138366 | CurrentYearMinus2 |
| Current Year Minus1 | 140907 | CurrentYearMinus1 |
| Current Year | 192401 | CurrentYear |
| Total | 604896 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 323298 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 38873 | InvestmentEarningsOrLosses |
| Other Expenditures | 2234 | OtherExpenditures |
| End Of Year Balance | 359937 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 371736 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -44576 | InvestmentEarningsOrLosses |
| Other Expenditures | 3862 | OtherExpenditures |
| End Of Year Balance | 323298 | 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 |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 582758 | OtherCostOrOtherBasis |
| Book Value | 582758 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31851498 | OtherCostOrOtherBasis |
| Depreciation | 12026131 | Depreciation |
| Book Value | 19825367 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1709089 | OtherCostOrOtherBasis |
| Depreciation | 1435981 | Depreciation |
| Book Value | 273108 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 20681233 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LTD PARTNERSHIP INVESTMENTS | 16838319 | F |
| HEDGE FUND | 16448021 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 33286340 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CONDITIONAL ASSET RETIREMENT | $1,371,259 |
| POSTRETIREMENT BENEFIT OBLIGAT | $7,657,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9029009 | TotalOfAmounts |
| Total Revenue | 25277559 | TotalRevenue |
| Total Expenses | 32141906 | TotalExpenses |
| Excess Or Deficit For Year | -6864347 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 8241012 | NetUnrealizedGLOnInvestments |
| Investment Expenses | 454389 | InvestmentExpenses |
| Other | $2,074,732 | OtherAmount |
| Total Adjustments | 10770133 | TotalAdjustments |
| Excess Or Deficit Per FS | 3905786 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 35593303 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 8241012 | NetUnrealizedGainsInvestments |
| Other Revenues | 2074732 | OtherRevenues |
| Revenue Not Rptd F990 | 10315744 | RevenueNotRptdF990 |
| Revenue Subtotal | 25277559 | RevenueSubtotal |
| Total Revenue Per Form990 | 25277559 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 31687517 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 31687517 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 454389 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 454389 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 32141906 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Endowment Funds | Form 990, Schedule D, Part V | Line 4 - The Institute's endowment includes only donor-restricted endowment funds. Investment gains are re-invested into the endowment and are ultimately used to provide funding for the educational programs and other Institute projects. |
| Income Taxes | Form 990, Schedule D, Part X | The FASB Accounting Standards Codification ("ASC") established criterion that an individual tax position must meet for some or all of the benefits of that position to be recognized in an entity's financial statements. This standard requires the Institute to determine whether a tax position is more likely than not to be sustained upon examination by the applicable taxing authority, including resolution of any related appeals or litigation processes, based on the technical merits of the position. The Institute has processes presently in place to ensure the maintenance of its tax-exempt status; to indentify and report unrelated income; determine its filing and tax obligations in jurisdictions for which it has nexus; and to review other matters that may be considered tax positions. The tax years ending 2007, 2008 and 2009 are still open to audit for both federal and state purposes. This standard was effective for the Institute on July 1, 2007, and has no material impact on the Institute's financial statements. |
| Reconciliation of Change in Net Assets | FORM 990, SCHEDULE D, PART XI, LIne 8 | RECOVERY FROM COST BILLING CONTRACTS (43,678) PENSTION-RELATED CHANGES OTHER THAN PERIODIC PENSION COST 2,118,410 ____________ 2,074,732 |
| Reconciliation of Revenue | FORM 990, SCHEDULE D, PART XII, line 2b | RECOVERY FROM COST BILLING CONTRACTS (43,678) PENSTION-RELATED CHANGES OTHER THAN PERIODIC PENSION COST 2,118,410 ____________ 2,074,720 |
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 |
| Pub Via Broadcast Media Expln | ALL REGISTRATION FORMS CONTAIN A NONDISCRIMINATORY STATEMENT REGARDING SEX, COLOR, CITIZENSHIP, RELIGION, AND DECENT. RADIO AND TELEVISION ANNOUNCEMENT CONTAIN THE SAME INFORMATION. | PubViaBroadcastMediaExpln |
| 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 |
| Govt Financial Aid Explanation | NYISE RECEIVES FUNDING FOR ITS PROGRAMS FROM THE NEW YORK STATE EDUCATION DEPARTMENT AS WELL AS FROM THE CITY OF NEW YORK. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | 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 |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Steven Prigohzy | |||||||||||||
| 706506 | 0 | 0 | 0 | 58000 | 0 | 190677 | 0 | 11430 | 0 | 966613 | 0 | 0 | 0 |
| Bernadette Kappen | |||||||||||||
| 209588 | 0 | 0 | 0 | 22570 | 0 | 0 | 0 | 5467 | 0 | 237625 | 0 | 0 | 0 |
| Thomas Burgett | |||||||||||||
| 136543 | 0 | 0 | 0 | 22000 | 0 | 0 | 0 | 5200 | 0 | 163743 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Compensation Information | Form 990, schedule J, Part I | Line 1 - Executive Director Steve Prigohzy receives a Housing allowance of $5,000 per month. Mr. Prigohzy separated from service with the Institute on August 31, 2009; therefore, the housing benefit he received totaled $40,000. |
| SCHEDULE J, PART I, Line 4 | The Institute paid severance to its Executive director, Steven Prigohzy, in fiscal year 2010. Mr. Prigohzy received $190,677 in deferred compensation during the year; these amounts were included in his 2010 Form W-2 and will be reported as current compensation on that Form 990. | |
| Schedule J, Part II, Executive Compensation | Certain Institute employees are permitted to be included in the New York State Employees' Retirement System ("NYSERS"). In January of 2009, the Institute determined that certain employees working in the Institute's Cornerstone program, who had been participatins in the NYSERS plan, were ineligible to participate in the plan since the Cornerstone program is not funded by New York State and those employees do not provide educational services to students in New York State. Former Executive Director, Steven Prigozhy, was one such employee and as a consequence of this discovery in 2009 that he was not permitted to participate in the plan, the Institute purchased Mr. Prigozhy an annuity that was not subject to the risk of forfeiture. This annuity was intended to compensate Mr. Prigozhy for the ten years of service with the Institute where he was not permitted to participate in the NYSERS System. Accordingly, the Institute included the value of the annuity in Mr. Prigozhy's taxable wages and grossed up the benefit on his Form W-2. $434,033 of the compensation reported to Mr. Prigozhy in Schedule J, Part II, column (b)(i) represents the value of the annuity purchased on his behalf (inclusive of the tax gross-up). |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | New York Institute for Special Education's Form 990 was prepared by a nationally renowned accounting firm in conjunction with the organization's financial department. A copy of the Draft Form 990 was circulated to the Executive Committee of the Board of Directors for discussion and comment at the organization's March 2011 Board meeting. The Board of Directors were provided a copy of the Form 990 after it was filed with the Internal Revenue Service. |
| FORM 990, PART VI, SECTION B, LINE 12 | Each officer, director, trustee and key employee of the New York Institute for Special Education is required to annually disclose any conflicts of interest that arise by virtue of their employment, board service, or position with the Institute. The Institute monitors compliance with its conflict of interest policy through an annual questionnaire/disclosure statement that is distributed to these individuals. Potential conflicts are investigated immediately. |
| FORM 990, PART VI, SECTION B, LINE 15 | The Institute undertakes a thorough process to ensure that the executive compensation it pays to its top management official and key employees of the organization is reasonable given the market in which the Institute operates. The Executive Committee of the Board of Directors annually reviews the salaries it pays to its top management. |
| FORM 990, PART VI, SECTION C, LINE 19 | The taxpayer makes its Form 990 available to the public by retaining a copy at its place of business. The Form 990 is likewise published on the internet at www.guidestar.org. The organization's financial statements are available at the New York State Education Department website. The organization's governing documents and conflict of interest policy are not ordinarily made available to the public, but, if requested, will be provided at management's discretion. |
| Form 990, Part IX, Line 11b | The legal expenses reported on Part IX are reported on a fiscal year basis; the legal expenses paid to the Institute's top five highest paid independent contractors are paid on a calendar year basis. |