Totals
- Total revenue
- $8,024,613
- Total expenses
- $3,554,583
- Contributions and grants received
- $7,811,630
- Grants paid
- $95,063
- Program service revenue
- $3,225
- Investment income
- $262,938
- Other revenue
- -$53,180
- Total assets, end of year
- $13,695,078
- Total liabilities, end of year
- $148,453
- Net assets or fund balances, end of year
- $13,546,625
- Program services expenses (Part IX)
- $2,474,080
- Management and general expenses
- $954,689
- Fundraising expenses
- $125,814
- Program service expenses (Part III)
- $2,474,080
Program services were 69.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$7,669
-
1c · Fundraising events
$418,274
-
1e · Government grants (contributions)
$1,215,080
-
1f · All other contributions, gifts and grants
$6,170,607
-
1g · Noncash contributions included above
$58,544
-
2a · Program service revenue: ARCHIVE FEES
total $3,200 · related or exempt $3,200
-
2b · Program service revenue: SALES OF BOOKS AND PUBLICATIONS
total $25 · related or exempt $25
-
3 · Investment income
total $371,530 · excluded $371,530
-
5 · Royalties
total $2,315 · excluded $2,315
-
7a · Gross sales of assets other than inventory
securities $795,851
-
7b · Less cost or other basis and sales expenses
securities $904,443
-
7c · Gain or loss
securities -$108,592
-
7d · Net gain or loss
total -$108,592 · excluded -$108,592
-
8a · Fundraising events: gross income
$106,761
-
8a · Fundraising events: contributions included on line 1c
$418,274
-
8b · Fundraising events: direct expenses
$106,761
-
8c · Net income from fundraising events
total $0
-
11a · Other revenue: FOREIGN EXHANGE LOSS
total -$55,495 · excluded -$55,495
-
11e · Other revenue, total
-$55,495
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $95,063 · program services $95,063
-
5 · Compensation of officers, directors and key employees
total $187,639 · management and general $187,639
-
7 · Other salaries and wages
total $1,447,473 · program services $1,118,704 · management and general $241,447 · fundraising $87,322
-
10 · Payroll taxes
total $111,334 · program services $76,010 · management and general $29,503 · fundraising $5,821
-
11c · Fees: accounting
total $88,338 · management and general $88,338
-
11g · Fees: other
total $669,828 · program services $562,953 · management and general $106,875
-
13 · Office expenses
total $130,400 · program services $52,357 · management and general $58,072 · fundraising $19,971
-
16 · Occupancy
total $412,039 · program services $218,850 · management and general $189,916 · fundraising $3,273
-
17 · Travel
total $47,186 · program services $31,526 · management and general $15,622 · fundraising $38
-
22 · Depreciation, depletion and amortization
total $5,537 · program services $1,449 · management and general $4,013 · fundraising $75
-
23 · Insurance
total $37,083 · program services $9,855 · management and general $26,728 · fundraising $500
-
24a · Other expenses: BOOKS, MATERIAL, MICROF
total $224,445 · program services $217,589 · management and general $3,307 · fundraising $3,549
-
24b · Other expenses: EXHIBIT FABRICATION
total $44,980 · program services $44,980
-
24c · Other expenses: MISCELLANEOUS
total $44,837 · program services $36,343 · management and general $3,229 · fundraising $5,265
-
24d · Other expenses: HONORARIUM FEES
total $8,401 · program services $8,401
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $746,947 · end of year $1,316,253
-
2 · Savings and temporary cash investments
beginning of year $1,085,234 · end of year $311,701
-
3 · Pledges and grants receivable
beginning of year $1,037,028 · end of year $246,076
-
4 · Accounts receivable
beginning of year $7,255 · end of year $5,980
-
9 · Prepaid expenses and deferred charges
beginning of year $31,222 · end of year $36,450
-
10a · Land, buildings and equipment: cost or other basis
$347,102
-
10b · Land, buildings and equipment: accumulated depreciation
$315,683
-
10c · Land, buildings and equipment, net
beginning of year $33,056 · end of year $31,419
-
11 · Investments: publicly traded securities
beginning of year $7,381,906 · end of year $11,638,737
-
15 · Other assets
beginning of year $0 · end of year $108,462
-
17 · Accounts payable and accrued expenses
beginning of year $27,078 · end of year $37,069
-
24 · Unsecured notes and loans payable
beginning of year $280,793
-
25 · Other liabilities
beginning of year $0 · end of year $111,384
-
27 · Net assets without donor restrictions
beginning of year $3,410,838 · end of year $2,884,089
-
28 · Net assets with donor restrictions
beginning of year $6,603,939 · end of year $10,662,536
Mission and programs · 2022
Mission
THE MISSION OF THE LEO BAECK INSTITUTE IS TO STUDY AND PRESERVE THE HISTORY AND CULTURE OF GERMAN-SPEAKING JEWRY.
-
LIBRARY - THE LIBRARY OF THE LEO BAECK INSTITUTE IS INTERNATIONALLY RECOGNIZED AS THE MOST COMPREHENSIVE REPOSITORY FOR BOOKS DOCUMENTING THE HISTORY AND CULTURE OF GERMAN-SPEAKING JEWRY. OVER 80,000 VOLUMES AND 900 PERIODICAL TITLES PROVIDE IMPORTANT PRIMARY AND SECONDARY MATERIAL. RICH IN RARITIES RANGING FROM EARLY 16TH CENTURY WRITINGS, TO MOSES MENDELSSOHN AND HEINRICH HEINE, AND FIRST EDITIONS AND DEDICATION COPIES OF WORKS BY MORE RECENT PROMINENT WRITERS, MANY OF ITS VOLUMES WERE SALVAGED FROM FAMOUS JEWISH LIBRARIES THAT WERE CONFISCATED AND DISPERSED BY THE NAZIS. MOST OF THE COLLECTION DEALS WITH CENTRAL EUROPEAN JEWRY DURING THE NINETEENTH AND EARLY TWENTIETH CENTURIES. (CONTINUED ON SCHED O)(CONTINUED FROM PART III 4A) IT ALSO INCLUDES MATERIAL DATING BACK AS FAR AS THE 16TH CENTURY AND IS AS CURRENT AS THE JEWISH POPULATION IN GERMANY TODAY. THE FOCUS OF THE COLLECTION IS ON THE DIVERSE CULTURE OF GERMAN-SPEAKING JEWRY, ESPECIALLY IN THE ARTS, SCIENCES, LITERATURE, PHILOSOPHY, AND RELIGION.
Expenses $444,819
-
ARCHIVES - THE LEO BAECK INSTITUTE ARCHIVES IS THE OUTSTANDING COLLECTION OF ORIGINAL DOCUMENTS OF ITS KIND. INDIVIDUALS, FAMILIES, AND ORGANIZATIONS HAVE DEPOSITED THEIR DOCUMENTS AT THE LBI. FAMILY PAPERS, COMMUNITY HISTORIES, AND BUSINESS AND PUBLIC RECORDS DATE BACK CENTURIES AND TOUCH UPON VIRTUALLY EVERY PHASE OF GERMAN-JEWISH LIFE. A UNIQUE COLLECTION OF OVER 2,000 MEMOIRS OFFERS RARE INSIGHTS INTO THE LIVES OF GERMAN JEWS FROM ALL WALKS OF LIFE FROM 1790 TO THE POST-WAR ERA.
Expenses $922,010 · Revenue $3,225
-
ARTS AND EXHIBITS - IN ADDITION TO THE ARCHIVAL DOCUMENTS AND BOOKS HELD BY THE INSTITUTE, THE COLLECTIONS INCLUDE OVER 6,000 THREE-DIMENSIONAL OBJECTS. OVER ONE-HALF OF THE ART AND OBJECT COLLECTIONS ARE WORKS CREATED BY GERMAN-JEWISH ARTISTS AND/OR BROUGHT OUT OF GERMANY BY REFUGEES. THE BALANCE OF THE MATERIALS ARE OBJECTS THAT THE FAMILIES FOUND IMPORTANT TO TAKE OUT OF GERMANY, INCLUDING RELIGIOUS ITEMS, MILITARY MEDALS, PHOTO ALBUMS, AND MUCH MORE. THE INSTITUTE USES THESE OBJECTS IN EXHIBITIONS WHEN TELLING THE STORY OF GERMAN-SPEAKING JEWRY.
Expenses $162,697
-
Expenses $944,554 · Grants $95,063
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
David SorkinDAVID SORKIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Marian Scheuer SofaerMARIAN SCHEUER SOFAER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Raymond Vj SchragRAYMOND VJ SCHRAG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Charles E ScheidtCHARLES E SCHEIDT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert S RifkindROBERT S RIFKIND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Paul NemitzPAUL NEMITZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael A MeyerMICHAEL A MEYER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Abraham F LowenthalABRAHAM F LOWENTHAL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joan C LessingJOAN C LESSING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Josef JoffeJOSEF JOFFE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Danielle SperaDANIELLE SPERA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael G JesselsonMICHAEL G JESSELSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Bernard BlumBERNARD BLUM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth A BambergerKENNETH A BAMBERGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Emary AronsonEMARY ARONSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dennis BaumDENNIS BAUM
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Amy HoustonAMY HOUSTON
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Werner GundersheimerWERNER GUNDERSHEIMER
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
David W DetjenDAVID W DETJEN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Michael A BambergerMICHAEL A BAMBERGER
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
David G MarwellDAVID G MARWELL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
James N DreyfusJAMES N DREYFUS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Huberta Von Voss-WittigHUBERTA VON VOSS-WITTIG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
William H WeitzerWILLIAM H WEITZER
EXECUTIVE DIRECTOR (THRU 10/2022)
- Total calculated
- $205,036
- From this org
- $204,457
- From related orgs
- $0
- Other
- $579
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $204,457
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $579
- Filer's total
- $205,036
-
Markus KrahMARKUS KRAH
EXECUTIVE DIRECTOR
- Total calculated
- $57,072
- From this org
- $55,604
- From related orgs
- $0
- Other
- $1,468
- Hours/week
- 35
-
Frank MecklenburgFRANK MECKLENBURG
DIRECTOR OF RESEARCH
- Total calculated
- $140,219
- From this org
- $132,035
- From related orgs
- $0
- Other
- $8,184
- Hours/week
- 35
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · REPOSITORY · NY
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343139349300214
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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