OMEGA INSTITUTE FOR HOLISTIC STUDIES INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: OMEGA INSTITUTE FOR HOLISTIC STUDIES INC (EIN 23-7233306)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-08-03
IRS object ID: 201142159349300414
Schema version: 2010v3.2
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 F
Schedule G
Schedule J
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-08-03T07:59:37-07:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT SCHWARTZ CPA	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	15 LUCAS AVE	AddressLine1
City	KINGSTON	City
State	NY	State
ZIP Code	124013707	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	237233306	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	OMEGA CENTER FOR HOLISTIC STUDIES	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	OMEG	NameControl
Phone	8452664444	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	150 LAKE DRIVE	AddressLine1
City	RHINEBECK	City
State	NY	State
ZIP Code	12572	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JOEL LEVITAN	Name
Title	CHIEF FINANCIAL OFFICER	Title
Phone	8452664444	Phone
Date Signed	2011-07-22	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ROBERT SCHWARTZ	Name
Phone	8453400233	Phone
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	JOEL LEVITAN	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	150 LAKE DRIVE	AddressLine1
City	RHINEBECK	City
State	NY	State
ZIP Code	12572	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	20958511	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	N/A	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1971	YearFormation
State Legal Domicile	NY	StateLegalDomicile
Activity Or Mission Description	THROUGH INNOVATIVE EDUCATIONAL EXPERIENCES THAT AWAKEN THE BEST IN THE HUMAN SPIRIT, OMEGA PROVIDES HOPE AND HEALING FOR INDIVIDUALS AND SOCIETY	ActivityOrMissionDescription
Nbr Voting Members Governing Body	6	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	6	NbrIndependentVotingMembers
Total Nbr Employees	392	TotalNbrEmployees
Total Nbr Volunteers	100	TotalNbrVolunteers
Total Gross UBI	3445	TotalGrossUBI
Contributions Grants Prior Year	744866	ContributionsGrantsPriorYear
Contributions Grants Current Year	2156543	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	16774334	ProgramServiceRevenuePriorYear
Program Service Revenue CY	17508734	ProgramServiceRevenueCY
Investment Income Prior Year	12825	InvestmentIncomePriorYear
Investment Income Current Year	41710	InvestmentIncomeCurrentYear
Other Revenue Prior Year	170042	OtherRevenuePriorYear
Other Revenue Current Year	38045	OtherRevenueCurrentYear
Total Revenue Prior Year	17702067	TotalRevenuePriorYear
Total Revenue Current Year	19745032	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	5190103	SalariesEtcPriorYear
Salaries Etc Current Year	5377711	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	412788	TotalFundrsngExpCurrentYear
Other Expense Prior Year	11817360	OtherExpensePriorYear
Other Expenses Current Year	12434370	OtherExpensesCurrentYear
Total Expenses Prior Year	17007463	TotalExpensesPriorYear
Total Expenses Current Year	17812081	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	694604	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	1932951	RevenuesLessExpensesCY
Total Assets BOY	19178079	TotalAssetsBOY
Total Assets EOY	20958406	TotalAssetsEOY
Total Liabilities BOY	4635963	TotalLiabilitiesBOY
Total Liabilities EOY	4483339	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	14542116	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	16475067	NetAssetsOrFundBalancesEOY
Mission Description	THROUGH INNOVATIVE EDUCATIONAL	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	15488994	Expense
Revenue	19745030	Revenue
Description	PROVIDING INNOVATIVE EDUCATIONAL EXPERTIENCES TO INDIVIDUALS IN ORDER TO FOSTER HOPE AND HEALING.	Description
Total Program Service Expense	15488994	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	true	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	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	true	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	true	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	true	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
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	298	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	392	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
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	6	NbrVotingGoverningBodyMembers
Number Independent Voting Members	6	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
States Where Copy Of Return Is Filed	NY	StatesWhereCopyOfReturnIsFiled
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	JOEL LEVITAN	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	8452664444	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	150 LAKE DRIVE	AddressLine1
City	RHINEBECK	City
State	NY	State
ZIP Code	12572	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (14 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	OfficerOfficer	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	FormerFormer	Individual Trustee Or DirectorIndividualTrusteeOrDirector
ROBERT C BACKUS
CHIEF EXECUTIVE OFFICER	40.00	X	X	X	211100	0	5836
CARLA GOLDSTEIN
DIRECTOR OF EXTERNAL AFFAIRS	40.00		X	X	159200	0	13668
JOEL LEVITAN
CHIEF FINANCIAL OFFICER	40.00	X		X	135000	0	10540
BLANK

MICHAEL CRAFT
NEW INITIATIVES	40.00			X	110027	0	5126
LOIS GUARINO
CHIEF OPERATIONS OFFICER	40.00	X		X	135000	0	13668
ELIZABETH LESSER
SENIOR ADVISOR	20.00				123793	0	0	X
STEPHAN RECHTSCHAFFEN
SENIOR ADVISOR	20.00				166996	0	0	X
GARY KRAUTHAMER
CHAIRMAN OF BOARD	5.00	X			0	0	0		X
PATTY GOODWIN
BOARD MEMBER	5.00				0	0	0		X
WALTER LINK
BOARD MEMBER	5.00				0	0	0		X
SHERYL LAMB
BOARD MEMBER	5.00				0	0	0		X
RENEE MARTIN-NAGLE
BOARD MEMBER	5.00	X			0	0	0		X
NIGOL KOULAJIAN
BOARD MEMBER	5.00				0	0	0		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	1041116	TotalReportableCompFromOrg
Total Other Compensation	48838	TotalOtherCompensation
Number Individuals GT100 K	7	NumberIndividualsGT100K
Formers Listed	true	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
BRIAN WEISS
SW 102	MIAMI	FL	33176	FACULTY	193140
MVP HEALTH PLAN
GPO BOX 26864	NEW YORK	NY	10087	HEALTH INSURANCE	459362
QUAD GRAPHICS
PO BOX 930505	ATLANTA	GA	31193	PRINTING	432327
JIVAMUKTI
JIVAMUKTI YOGA	NEW YORK	NY	10009	YOGA TEACHER TRAINING	495795
BLUE BEACH TRAVEL
101 SPENCER ROAD	GLENFORD	NY	12433	LODGING-WINTER	502050

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	14	NumberOfContractorsGT100K
Fundraising Events	51977	FundraisingEvents
Government Grants	250000	GovernmentGrants
All Other Contributions	1854566	AllOtherContributions
Total Contributions	2156543	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	EDUCATIONAL PROGRAM SERVICES	Description
Business Code	611600	BusinessCode
Total Revenue Column	17508734	TotalRevenueColumn

Field	Value	IRS element (for citing)
Total Program Service Revenue	17508734	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	16210	TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	1238979	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	1213479	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	25500	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	25500	TotalRevenueColumn
Related Or Exempt Function Income	25500	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Cntrbtns Rprtd Fundraising Events	51977	CntrbtnsRprtdFundraisingEvents

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
MAILING LIST INCOME	611710	13405	9960	3445
MISCELLANEOUS	611710	24640	24640

Field	Value	IRS element (for citing)
Total Other Revenue	38045	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	19745032	TotalRevenueColumn
Related Or Exempt Function Income	17585044	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	3445	UnrelatedBusinessRevenue

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	684012	Total
Program Services	0	ProgramServices
Management And General	684012	ManagementAndGeneral
Fundraising	0	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	3952394	Total
Program Services	3661694	ProgramServices
Management And General	48000	ManagementAndGeneral
Fundraising	242700	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	322555	Total
Program Services	254744	ProgramServices
Management And General	50926	ManagementAndGeneral
Fundraising	16885	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	418750	Total
Program Services	330716	ProgramServices
Management And General	66114	ManagementAndGeneral
Fundraising	21920	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	310306	Total
Program Services	0	ProgramServices
Management And General	310306	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	7269	Total
Program Services	0	ProgramServices
Management And General	7269	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	7200	Total
Program Services	0	ProgramServices
Management And General	7200	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	4197198	Total
Program Services	4197198	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	1299074	Total
Program Services	1299074	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	203318	Total
Program Services	0	ProgramServices
Management And General	203318	ManagementAndGeneral
Fundraising	0	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	99796	Total
Program Services	0	ProgramServices
Management And General	99796	ManagementAndGeneral
Fundraising	0	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	742905	Total
Program Services	742905	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	89602	Total
Program Services	0	ProgramServices
Management And General	89602	ManagementAndGeneral
Fundraising	0	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	672248	Total
Program Services	672248	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	225960	Total
Program Services	29339	ProgramServices
Management And General	196621	ManagementAndGeneral
Fundraising	0	Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices
BOOKSTORE MATERIALS	786731	786731
CAFE GOODS	193545	193545
WELLNESS CENTER COSTS	384581	384581
MEDIAWORKS COSTS	33232	33232
OTHER COSTS OF GOODS	25571	25571

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	3155834	Total
Program Services	2877416	ProgramServices
Management And General	147135	ManagementAndGeneral
Fundraising	131283	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	17812081	Total
Program Services	15488994	ProgramServices
Management And General	1910299	ManagementAndGeneral
Fundraising	412788	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	299576	BOY
EOY	1773443	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	23025	BOY
EOY	56025	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	6454	BOY
EOY	1663	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	2873	BOY
EOY	1099	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	255156	BOY
EOY	235836	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	59075	BOY
EOY	916283	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	25130099	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	7163338	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	17896746	BOY
EOY	17966761	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	635174	BOY
EOY	7296	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	19178079	BOY
EOY	20958406	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	168718	BOY
EOY	101762	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	2166394	BOY
EOY	2909838	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	1497664	BOY
EOY	1468779	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	799836	BOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	3351	BOY
EOY	2960	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	4635963	BOY
EOY	4483339	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	14460942	BOY
EOY	15588832	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	81174	BOY
EOY	886235	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	14542116	BOY
EOY	16475067	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	19178079	BOY
EOY	20958406	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	1932951	ReconcilationRevenueExpenses
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	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2
Public Support Total170	0	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Public Support Pertcentage170	0	PublicSupportPertcentage170

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	425108	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	868949	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1249408	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	744866	CurrentTaxYearMinus1Year
Current Tax Year	2156543	CurrentTaxYear
Total	5444874	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	11483912	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	15377166	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	16254681	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	16805730	CurrentTaxYearMinus1Year
Current Tax Year	17508732	CurrentTaxYear
Total	77430221	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	11909020	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	16246115	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	17504089	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	17550596	CurrentTaxYearMinus1Year
Current Tax Year	19665275	CurrentTaxYear
Total	82875095	Total

Field	Value	IRS element (for citing)
Public Support Total509	82875095	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	54762	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	97426	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	36373	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	10713	CurrentTaxYearMinus1Year
Current Tax Year	16210	CurrentTaxYear
Total	215484	Total

Post1975 UBTI Post1975UBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	11836	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	5803	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	11305	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	7836	CurrentTaxYearMinus1Year
Current Tax Year	3445	CurrentTaxYear
Total	40225	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	66598	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	103229	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	47678	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	18549	CurrentTaxYearMinus1Year
Current Tax Year	19655	CurrentTaxYear
Total	255709	Total

Other Income509 OtherIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	361929	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	47048	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	30403	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	130809	CurrentTaxYearMinus1Year
Current Tax Year	34600	CurrentTaxYear
Total	604789	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Total	83735593	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.98970	PublicSupportPercentage509
Prior Year Support Percentage	0.98850	PriorYearSupportPercentage
Investment Income Percentage	0.00310	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.00360	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509
Facts And Circumstances Test	OTHER INCOME PART III, LINE 12; DESCRIPTION: OTHER; 2006: 361929.; 2007: 47048.; 2008: 30403.; 2009: 130809.; 2010: 34600.;	FactsAndCircumstancesTest

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

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	1145328	InvestmentCostOrOtherBasis
Book Value	1145328	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	20055620	InvestmentCostOrOtherBasis
Book Value	20055620	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	3929151	InvestmentCostOrOtherBasis
Book Value	3929151	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	25130099	TotalOfBookValueLandBuildings
Federal Income Tax Liability	2960	FederalIncomeTaxLiability
Total Of Amounts	2960	TotalOfAmounts
Total Revenue	19745032	TotalRevenue
Total Expenses	17812081	TotalExpenses
Excess Or Deficit For Year	1932951	ExcessOrDeficitForYear
Excess Or Deficit Per FS	1932951	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	19745030	TotRevenueEtcAuditedFinclStmt
Revenue Subtotal	19745030	RevenueSubtotal
Total Revenue Per Form990	19745030	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	17812080	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	17812080	ExpensesSubtotal
Total Expenses Per Form990	17812080	TotalExpensesPerForm990

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	false	GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable

Field	Value	IRS element (for citing)
Region	Central America	Region
Number Of Offices	0	NumberOfOffices
Number Of Employees	0	NumberOfEmployees
Type Of Activities Conducted	PROGRAM SERVICE	TypeOfActivitiesConducted
Specific Services Provided	EDUCATION	SpecificServicesProvided
Total Expenditures	502050	TotalExpenditures

Field	Value	IRS element (for citing)
Subtotal Number Of Offices	0	SubtotalNumberOfOffices
Subtotal Number Of Employees	0	SubtotalNumberOfEmployees
Total Number Of Offices	0	TotalNumberOfOffices
Total Number Of Employees	0	TotalNumberOfEmployees
Subtotal Amount Spent	502050	SubtotalAmountSpent
Total Amount Spent	502050	TotalAmountSpent
Transfer To Foreign Corp	false	TransferToForeignCorp
Interest In Foreign Trust	false	InterestInForeignTrust
Own Foreign Corp	false	OwnForeignCorp
Passive Foreign Invest Co	false	PassiveForeignInvestCo
Foreign Partnership	false	ForeignPartnership
Boycott Countries	false	BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

Field	Value	IRS element (for citing)
Identifier	Pt I Line 2	Identifier
Explanation	PROGRAM SERVICES	Explanation

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	BENEFIT	NameOfEvent1
Gross Receipts Event1	51977	GrossReceiptsEvent1
Gross Revenue Event1	51977	GrossRevenueEvent1
Rent Facility Costs Event1	20493	RentFacilityCostsEvent1
Food And Beverage Event1	8022	FoodAndBeverageEvent1
Gross Receipts Total	51977	GrossReceiptsTotal
Gross Revenue Total Events	51977	GrossRevenueTotalEvents
Rent Facility Costs Total Events	20493	RentFacilityCostsTotalEvents
Food And Beverage Total Events	8022	FoodAndBeverageTotalEvents
Direct Expense Summary Events	28515	DirectExpenseSummaryEvents
Net Income Summary	23462	NetIncomeSummary

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	X	CompensationCommittee
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
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

Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Deferred Comp Filing OrgDeferredCompFilingOrg	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Total Compensation Filing OrgTotalCompensationFilingOrg	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Bonus Filing OrgBonusFilingOrg
ROBERT C BACKUS
211100	20000	5836	236936	175419
CARLA GOLDSTEIN
149200		13668	172868	152645	10000
ELIZABETH LESSER
123793			123793	104927
STEPHAN RECHTSCHAFFEN
166996			166996	146655

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
S RECHTSCHAFFEN
CONSULTANT	166996	CONSULTING SERVICES	false
BLUE BEACH TRAVEL LLC
CO-FOUNDER IS OFFICER OG THIS LLC	502050	FACILITY RENTAL	false
BRENDAN BACKUS
FAMILY MEMBER OF OFFICER	19530	MAINTENANCE CREW	false
ELIZABETH LESSER
SENIOR ADVISOR	123793	CONSULTING/FACULTY	false

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifier	ExplanationExplanation
Pt VI-B, Line 11a	990 IS SENT TO THE AUDIT COMMITTEE AND THE BOARD OF DIRECTORS BEFORE IT IS FILED
Pt VI-B, Line 12c	THE ORGANIZATION ASKS EACH BOARD MEMBER TO SIGN THE CONFLICT OF INTEREST POLICY
Pt VI-B, Line 15	OTHER REPORTS ARE RESEARCHED
Form 990, Part IX, Line 24f	SEASONAL STAFF DEVELOPMENT 85856. 85856. CORE STAFF DEVELOPMENT 13371. 13371. INSTITUTIONAL ADVANCEMENT 131283. 131283. EXTERNAL AFFAIRS 48121. 48121. GUEST FOOD AND HOUSING 1167906. 1167906. OTHER GUEST EXPENSES 1037621. 1037621. PRODUCTION EXPENSES 623768. 623768. EXECUTIVE ADMINISTRATION EXPENSES 47908. 47908.