Balch Institute For Ethnic Studies in Philadelphia, Pennsylvania (PA)

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Balch Institute For Ethnic Studies
Employer Identification Number (EIN)231745325
Name of OrganizationBalch Institute For Ethnic Studies
AddressPhiladelphia, PA 19107
Tax Period2003
Asset Amount$2,911,145
Amount of Income$154,318
Form 990 Revenue Amount$154,318
National Taxonomy of Exempt Entities (NTEE)Arts, Culture and Humanities: Museum, Museum Activities


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Amount of income in 2003: $154,318
This organization: 

 $154,318
Other organizations performing similar types of work: 

 $424,171

Assets in 2003: $2,911,145
This organization: 

 $2,911,145
Other organizations performing similar types of work: 

 $1,174,432

Expenses in 2003: $229,099
This organization: 

 $229,099
Other organizations performing similar types of work: 

 $2,406,103

Income to expenses ratio in 2003: 0.7
Balch Institute For Ethnic Studies: 

 0.7
Other organizations performing similar types of work: 

 1.2

Expenses allocated to program services in 2003: 0.0%
Balch Institute For Ethnic Studies: 

 0.0%
Other organizations performing similar types of work: 

 70.3%

Grants share in income in 2003: 0.0%
This organization: 

 0.0%
Other organizations performing similar types of work: 

 61.5%

Financial snapshot ($)

Revenue for 2003

Assets at end of 2003

Functional Expenses for 2003 ($)

Income-Producing Activities for 2003

Revenue, Expenses, and Changes in Net Assets or Fund Balances
2000200120022003
Total revenue$1,765,872$1,800,599$175,463$154,318
Contributions, gifts, grants, and similar amounts received$1,021,210$1,025,853$0$0
Contributions to donor advised funds
Direct public support$943,952$921,126$0$0
Indirect public support$0$0$0$0
Government contributions (grants)$77,258$104,727$0$0
Program service revenue including government fees and contracts$49,491$34,953$0$0
Membership dues and assessments$0$0$0$0
Interest on savings and temporary cash investments$0$0$0$472
Dividends and interest from securities$591,447$550,953$6,125$0
Net rental income or (loss)$0$0$0$0
Gross rents$0$0$0$0
Less: rental expenses$0$0$0$0
Other investment income$0$0$0$0
Gain or (loss) from sales of assets other than inventory$0$0$0$0
Gross amount from sales of assets other than inventory$0$0$0$0
Less: cost or other basis and sales expenses$0$0$0$0
Net income or (loss) from special events and activities$0$0$0$0
Gross revenue$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0
Less: cost of goods sold$0$0$0$0
Other revenue$103,724$188,840$169,338$153,846
Total expenses$1,691,706$1,973,485$431,434$229,099
Program services$855,407$1,052,631$0$0
Management and general$631,441$712,168$431,434$229,099
Fundraising$204,858$208,686$0$0
Payments to affiliates$0$0$0$0
Net assets or fund balances at end of year$14,995,819$13,687,694$11,911,188$2,911,145
Excess or (deficit) for the year$74,166$-172,886$-255,971$-74,781
Net assets or fund balances at beginning of year$15,236,592$14,995,819$13,687,694$11,911,188
Other changes in net assets or fund balances$-314,939$-1,135,239$-1,520,535$-8,925,262
Statement of Functional Expenses (for 2003)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$229,099$0$229,099$0
Grants paid from donor advised funds
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$0$0$0$0
Compensation of former officers, directors, key employees, etc.
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Salaries and wages of employees not included above$0$0$0$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$0$0$0$0
Payroll taxes$0$0$0$0
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$0$0$0$0
Supplies$0$0$0$0
Telephone$4,527$0$4,527$0
Postage and shipping$0$0$0$0
Occupancy$164,890$0$164,890$0
Equipment rental and maintenance$1,635$0$1,635$0
Printing and publications$0$0$0$0
Travel$131$0$131$0
Conferences, conventions, and meetings$0$0$0$0
Interest$0$0$0$0
Depreciation, depletion, etc.$0$0$0$0
Other expenses not covered above$57,916$0$57,916$0
Balance Sheets
2000200120022003
Total assets$15,189,756$13,993,407$11,911,188$3,049,892
Cash - non-interest-bearing$0$0$0$30,868
Savings and temporary cash investments$351,103$454,201$30,516$0
Accounts receivable less allowance for doubtful accounts$144,256$83,956$0$0
Pledges receivable less allowance for doubtful accounts$0$0$0$0
Grants receivable$390,000$390,180$162,672$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0
Inventories for sale or use$0$0$0$0
Prepaid expenses and deferred charges$6,158$2,702$0$0
Investments - publicly-traded securities
Investments - other securities$10,327,852$9,211,728$7,394,526$0
Investments - land, buildings, and equipment less accumulated depreciation$3,952,335$3,835,471$3,651,397$3,008,000
Investments - other$18,052$15,169$11,024$11,024
Land, buildings, and equipment less accumulated depreciation$0$0$0$0
Other assets, including program-related investments$0$0$661,053$0
Total liabilities$193,937$305,713$0$138,747
Accounts payable and accrued expenses$118,937$253,486$0$0
Grants payable$0$0$0$0
Deferred revenue$0$52,227$0$0
Loans from officers, directors, trustees, and key employees$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0
Mortgages and other notes payable$75,000$0$0$0
Other liabilities$0$0$0$138,747
Total liabilities and net assets/fund balances$15,189,756$13,993,407$11,911,188$3,049,892
Total net assets or fund balances$14,995,819$13,687,694$11,911,188$2,911,145
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
2000200120022003
Total revenue$1,765,872$1,800,599$0$0
Total revenue, gains, and other support per audited financial statements$1,450,933$665,360$0$0
Other expenses$-314,939$-1,135,239$0$0
Net unrealized gains on investments$0$-93,847$0$0
Donated services and use of facilities$0$0$0$0
Recoveries of prior year grants$0$0$0$0
Other$-314,939$-1,041,392$0$0
Other revenue$0$0$0$0
Investment expenses$0$0$0$0
Other$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
2000200120022003
Total expenses$1,691,706$1,973,485$0$0
Total expenses and losses per audited financial statements$1,691,706$1,973,485$0$0
Other revenue$0$0$0$0
Donated services and use of facilities$0$0$0$0
Prior year adjustments$0$0$0$0
Losses$0$0$0$0
Other$0$0$0$0
Other expenses$0$0$0$0
Investment expenses$0$0$0$0
Other$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings0
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?
Does the organization have a written conflict of interest policy?
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?Yes
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?
Did the organization acquire a direct or indirect interest in any applicable insurance contract?
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2003)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$154,318$0
Program service revenue
Program service revenue 1000000$000$0$0
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$472$0
Dividends and interest from securities000000$000$0$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$099$153,846$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2003)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2003)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2003)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
Enter the total number of donor advised funds owned at the end of the tax year
Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year
Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts
Enter the aggregate value of assets held in all funds or accounts included above at the end of the tax year
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that receives a substantial part of its support from a governmental unit or from the general public
Support Schedule
1999200020012002
Total$1,429,183$1,765,872$1,800,419$175,463
Gifts, grants, and contributions received$752,535$1,021,210$1,025,673$0
Membership fees received$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$57,505$49,491$34,953$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$528,941$591,447$550,953$6,125
Net income from unrelated business activities not included above$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0
Other income$90,202$103,724$188,840$169,338
Lobbying Expenditures by Electing Public Charities (for 2003)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Number of organizations performing similar types of work
Alaska2
Alabama2
Arkansas6
Arizona11
California73
Colorado12
Connecticut16
District of Columbia3
Delaware3
Florida25
Georgia11
Hawaii10
Iowa15
Idaho4
Illinois33
Indiana16
Kansas18
Kentucky10
Louisiana6
Massachusetts17
Maryland13
Maine13
Michigan18
Minnesota7
Missouri14
Mississippi3
Montana3
North Carolina12
North Dakota3
Nebraska2
New Hampshire8
New Jersey14
New Mexico10
Nevada2
New York49
Ohio32
Oklahoma14
Oregon7
Pennsylvania20
Rhode Island2
South Carolina5
South Dakota7
Tennessee13
Texas39
Utah2
Virginia13
Vermont5
Washington13
Wisconsin12
West Virginia2
Wyoming2
International1
Total653

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