Nonprofit · EIN 13-3857105
ITHAKA HARBORS INC
Tax-exempt · NEW YORK, NY 10006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $125,968,256 | $112,220,320 | $13,747,936 | $375,527,423 | $180,556,904 | $194,970,519 |
| December 31, 2023 | 990 | $106,030,430 | $117,196,703 | -$11,166,273 | $342,158,088 | $177,487,287 | $164,670,801 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $6,990,565
- of which government grants
- $517,134
- Program service revenue
- $97,160,869
- Investment income
- $21,935,878
- Net gain from sales of assets
- $8,678,852
- Other revenue
- -$119,056
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $4,587,670
- Other salaries and wages
- $42,568,230
- Salaries, compensation and benefits (total)
- $63,126,080
- Professional fundraising fees
- $0
- Legal fees
- $196,531
- Accounting fees
- $163,118
- Occupancy
- $3,037,591
- Travel
- $1,875,920
- Depreciation
- $866,586
- Program services (functional)
- $102,522,805
- Management and general (functional)
- $9,212,960
- Fundraising (functional)
- $484,555
Balance sheet and other
- Total assets, start of year
- $342,158,088
- Total assets, end of year
- $375,527,423
- Total liabilities, end of year
- $180,556,904
- Net assets, end of year
- $194,970,519
- Land, buildings and equipment
- $7,302,043
- Publicly traded securities
- $184,692,643
- Net assets without donor restrictions
- $188,695,740
- Net assets with donor restrictions
- $6,274,779
- Gross unrelated business income
- $1,019
- Gross receipts
- $132,199,305
- Employees
- 467
- Volunteers
- 0
- Year formed
- 1995
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEVIN GUTHRIE | TRUSTEE & PRESIDENT Trustee or director, Officer | 40 | $582,553 | $64,715 |
| MICHELLE LEE | CHIEF TECHNOLOGY OFFICER Key employee | 40 | $394,824 | $64,945 |
| REBECCA SEGER | VICE PRESIDENT, IPSP Key employee | 40 | $381,807 | $64,945 |
| CATHARINE HILL | MANAGING DIRECTOR, ITHAKA S+R Officer | 36 | $373,886 | $54,862 |
| NANCY KOPANS | VP, GENERAL COUNSEL & SECR Officer | 40 | $374,408 | $53,130 |
| ARIELLE ALI | CHIEF FINANCIAL OFFICER & TREASURER Officer | 40 | $333,199 | $61,729 |
| ROBERT HETERICK | SVP, OPEN COLLECT & INFRA Key employee | 40 | $332,262 | $61,923 |
| MATT MACQUEEN | VP, PRODUCT & DESIGN Key employee | 40 | $338,223 | $50,281 |
| JOHN LENAHAN | VP, PUBLISHED CONTENT Key employee | 40 | $312,848 | $59,520 |
| KATE WITTENBERG | MANAGING DIRECTOR, PORTICO Officer | 40 | $311,852 | $49,605 |
| HARMONY FAUST | VP, MARKETING Highest-paid employee | 40 | $290,642 | $58,005 |
| ALEX HUMPHREYS | VP, INNOVATION Highest-paid employee | 40 | $279,709 | $56,971 |
| ROGER SCHONFELD | VP, ORG STRATEGY & LSCM Highest-paid employee | 40 | $254,112 | $55,764 |
| MARTIN KURZWEIL | VP, EDUC TRANSF S+R Highest-paid employee | 40 | $250,904 | $56,278 |
| HEIDI BARTOLACCI | VP, COMMUNICATIONS Key employee | 30 | $234,701 | $52,101 |
16 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN A SADOWSKI | VP, CONT. OPS PART & TECH Highest-paid employee | 40 | $244,393 | $34,966 |
| DEBORA BARRETT | VP, WORK LIFE & CULTURE Officer | 40 | $231,022 | $43,478 |
| CHRIS VANACORE | CONTROLLER (THRU 6/2024) Key employee | 40 | $195,845 | $20,204 |
| DALE MYERS THRU 72024 | CHIEF TECHNOLOGY OFFICER Key employee | 40 | $170,242 | $21,155 |
| GERARD AURIGEMMA THRU 52023 | FORMER CFO & TREASURER Former | 0 | $175,000 | $0 |
| STEVEN G POSKANZER | ITHAKA CHAIR Trustee or director, Officer | 2 | $5,000 | $0 |
| PETER J DOUGHERTY | TRUSTEE Trustee or director | 2 | $5,000 | $0 |
| SYLVESTER A JOHNSON | TRUSTEE Trustee or director | 2 | $5,000 | $0 |
| CURTIS L KENDRICK | TRUSTEE Trustee or director | 2 | $5,000 | $0 |
| JONATHAN GLICK | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LAUREN MESERVE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARTHA E POLLACK | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BARBARA ROCKENBACH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DR CLAUDIA V SCHRADER | TRUSTEE (THRU 2/2024) Trustee or director | 2 | $0 | $0 |
| JEFFREY A SINE | TRUSTEE (THRU 2/2024) Trustee or director | 2 | $0 | $0 |
| PAMELA YEE | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEVIN GUTHRIE | TRUSTEE & PRESIDENT Trustee or director, Officer | 40 | $622,956 | $62,308 |
| REBECCA SEGER | VICE PRESIDENT, IPSP Key employee | 40 | $358,537 | $62,674 |
| MICHELLE LEE | CHIEF TECHNOLOGY OFFICER Key employee | 40 | $351,831 | $61,437 |
| NANCY KOPANS | VP, GENERAL COUNSEL & SECRETARY Officer | 40 | $357,496 | $51,066 |
| CATHARINE HILL | MANAGING DIRECTOR, ITHAKA S+R Officer | 36 | $347,775 | $52,779 |
| GERARD AURIGEMMA THRU 52023 | CHIEF FINANCIAL OFFICER & TREASURER Officer | 40 | $347,301 | $29,837 |
| ROBERT HETERICK | SVP, OPEN COLLECT & INFRA Key employee | 40 | $312,856 | $61,300 |
| JOHN LENAHAN | VP, PUBLISHED CONTENT Key employee | 40 | $314,430 | $58,749 |
| MATT MACQUEEN | VP, PRODUCT & DESIGN Key employee | 40 | $312,585 | $56,451 |
| DALE MYERS | CHIEF TECHNOLOGY OFFICER Key employee | 40 | $314,582 | $41,906 |
| KATE WITTENBERG | MANAGING DIRECTOR, PORTICO Officer | 40 | $288,857 | $48,641 |
| JABIN WHITE THRU 92023 | VP, CONTENT MANAGEMENT Key employee | 40 | $296,458 | $38,663 |
| HARMONY FAUST | VP, MARKETING Highest-paid employee | 40 | $277,821 | $57,234 |
| SEYMOUR DOUGLAS | VP, DATA & ANALYTICS Key employee | 40 | $277,729 | $46,430 |
| ALEX HUMPHREYS | VP, INNOVATION Highest-paid employee | 40 | $263,302 | $56,348 |
| MARTIN KURZWEIL | VP, EDUC TRANSF S+R Highest-paid employee | 40 | $253,510 | $54,586 |
| ROGER SCHONFELD | VP, ORG STRATEGY & LSCM Highest-paid employee | 40 | $242,014 | $54,220 |
| HEIDI BARTOLACCI | VP, COMMUNICATIONS Key employee | 30 | $227,021 | $51,330 |
| DEBORA BARRETT | VP, WORK LIFE & CULTURE Officer | 40 | $234,069 | $42,723 |
| RONALD SNYDER JR | DIR, RESEARCH & DEV Highest-paid employee | 40 | $223,800 | $51,707 |
| ARIELLE ALI START 52023 | CHIEF FINANCIAL OFFICER & TREASURER Officer | 40 | $205,905 | $35,609 |
| CURTIS L KENDRICK | TRUSTEE Trustee or director | 2 | $5,000 | $0 |
| DR CLAUDIA V SCHRADER | TRUSTEE Trustee or director | 2 | $5,000 | $0 |
| PETER J DOUGHERTY | TRUSTEE Trustee or director | 2 | $5,000 | $0 |
| STEVEN G POSKANZER | ITHAKA CHAIR Trustee or director | 2 | $5,000 | $0 |
| SYLVESTER A JOHNSON | TRUSTEE Trustee or director | 2 | $5,000 | $0 |
| HERBERT S WINOKUR JR | TRUSTEE (THRU 6/2023) Trustee or director | 2 | $2,500 | $0 |
| BARBARA ROCKENBACH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JEFFREY A SINE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LAUREN MESERVE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARTHA E POLLACK | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PAMELA YEE | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 165 BROADWAY FL 5, NEW YORK, NY 10006-1101
- In care of
- % MALGORZATA CHRZANOWSKA
- Principal officer (990 for 2024)
- KEVIN GUTHRIE, ONE LIBERTY PLAZA 165 BROADWAY, NEW YORK, NY 10006
- Signed the 990
- KEVIN GUTHRIE, PRESIDENT
- Phone
- (212) 358-6400
- Website
- WWW.ITHAKA.ORG
- Return prepared by
- EISNER ADVISORY GROUP LLC
Mission
SEE SCHEDULE OITHAKA HARBORS INC.'S MISSION IS TO IMPROVE ACCESS TO KNOWLEDGE AND EDUCATION FOR PEOPLE AROUND THE WORLD. WE BELIEVE EDUCATION IS KEY TO THE WELL-BEING OF INDIVIDUALS AND SOCIETY. THROUGH OUR WORK, WE MAKE HIGHER EDUCATION AND ACCESS TO KNOWLEDGE MORE AFFORDABLE, IMPROVE OUTCOMES FOR STUDENTS AND RESEARCHERS, AND PRESERVE KNOWLEDGE FOR FUTURE GENERATIONS. WE PURSUE THIS MISSION THROUGH FOUR INNOVATIVE PROGRAM SERVICES: CONSTELLATE, ITHAKA S+R, JSTOR, AND PORTICO.
Program accomplishments
- JSTOR - SEE SCHEDULE OJSTOR IS A MISSION-DRIVEN DIGITAL LIBRARY THAT WORKS WITH THE ACADEMIC COMMUNITY TO PRESERVE, PROVIDE ACCESS TO, AND SUPPORT THE USE OF SCHOLARLY CONTENT. OUR COLLECTIONS CONTAIN NEARLY 14 MILLION ACADEMIC JOURNAL ARTICLES, 100,000 BOOKS, AND 2 MILLION IMAGES AND PRIMARY SOURCE ITEMS. THESE MATERIALS ARE ACCESSIBLE TO SCHOLARS AND STUDENTS AT 14,000+ HIGHER EDUCATION AND OTHER EDUCATIONAL AND RESEARCH INSTITUTIONS IN 190 COUNTRIES. A GROWING BODY OF OPEN ACCESS MATERIAL IS ALSO ACCESSIBLE TO THE PUBLIC. OVER TWENTY-NINE YEARS, WE HAVE BUILT CRITICAL DIGITAL INFRASTRUCTURE TO SUPPORT MANAGING, MAKING ACCESSIBLE, AND PRESERVING COLLECTIONS IN WAYS THAT SUPPORT RESEARCH, TEACHING, AND LEARNING. WE ARE CONTINUING TO INVEST IN NEW AREAS FOR THE FUTURE, INCLUDING A NEW SET OF DIGITAL STEWARDSHIP SERVICES THAT EMPOWER LIBRARIES TO MANAGE, PRESERVE, AND MAKE THEIR ARCHIVES AND SPECIAL COLLECTIONS ACCESSIBLE THROUGH OUR PLATFORM AND TOOLS THAT LEVERAGE THE LATEST TECHNOLOGIES, INCLUDING GENERATIVE AI. IN ADDITION TO PROGRAM SERVICE REVENUE OF $89,509,527 REPORTED IN PART III, LINE 4A, ITHAKA RECEIVED GRANT REVENUE OF $1,342,882 ALLOCABLE TO JSTOR REPORTED ON PART VIII, LINE 1F.Expenses $87,407,643 · revenue $89,509,527
- PORTICO - SEE SCHEDULE OPORTICO IS A COMMUNITY-SUPPORTED PRESERVATION ARCHIVE THAT SAFEGUARDS ACCESS TO E-JOURNALS, E-BOOKS, AND DIGITAL COLLECTIONS. OUR UNIQUE, TRUSTED PROCESS ENSURES THAT THE CONTENT WE PRESERVE WILL REMAIN ACCESSIBLE AND USABLE FOR RESEARCHERS, SCHOLARS, AND STUDENTS IN THE FUTURE. PORTICO PRESERVES AN EXTENSIVE SET OF CONTENT IN ITS ARCHIVE: MORE THAN 2.5 BILLION FILES, COMPOSED OF 96 MILLION JOURNAL ARTICLES, 1.6 MILLION EBOOKS, AND 8.2 MILLION ITEMS FROM DIGITAL COLLECTIONS TOTALING 560 TB. THIS INCLUDES SCHOLARLY CONTENT FROM 86 COUNTRIES AND A GROWING SET OF ARCHIVES OF UNDERREPRESENTED VOICES, ENSURING THAT RESEARCH FROM A BROAD RANGE OF CULTURES AND PERSPECTIVES WILL REMAIN ACCESSIBLE TO USERS FOR THE LONG TERM. PORTICO NOW HAS MORE THAN 1,290 PARTICIPATING LIBRARIES WHO, ALONG WITH MORE THAN 1,180 PARTICIPATING PUBLISHERS, ALLOW US TO MEET OUR MISSION OF ENSURING THAT SCHOLARLY CONTENT REMAINS USABLE, AUTHENTIC, DISCOVERABLE, AND ACCESSIBLE. SUCH BROAD COMMUNITY SUPPORT AND COLLABORATION ALLOW US TO PROVIDE LONG-TERM DIGITAL PRESERVATION IN A COST-EFFECTIVE AND SUSTAINABLE WAY.Expenses $5,804,461 · revenue $6,066,200
- ITHAKA S+R - SEE SCHEDULE OITHAKA S+R PROVIDES COLLABORATIVE STRATEGIES AND RESEARCH FOR HIGHER EDUCATION AND THE ARTS. WE PARTNER WITH FOUNDATIONS, CONSORTIA, AND INDIVIDUAL INSTITUTIONS TO SEEK SOLUTIONS AND INFORM POLICIES IN A RAPIDLY CHANGING ENVIRONMENT. OUR ACTION-ORIENTED RESEARCH SUPPORTS INSTITUTIONAL DECISION-MAKING, AND OUR ORGANIZATION ACTS AS A HUB TO PROMOTE AND GUIDE COLLABORATION ACROSS THE COMMUNITIES WE SERVE. WITH OUR PARTNERS, WE DESIGN AND EVALUATE PROJECTS THAT MAKE HIGHER EDUCATION, SCHOLARLY COMMUNICATION, AND CULTURAL COLLECTIONS MORE ACCESSIBLE. OUR EXTENSIVE, FREELY ACCESSIBLE LIBRARY INCLUDES 200+ RESEARCH REPORTS AND ISSUE BRIEFS, AND 500+ BLOG POSTS. IN ADDITION TO PROGRAM SERVICE REVENUE OF $1,585,142 REPORTED IN PART III, LINE 4C, ITHAKA RECEIVED GRANT REVENUE OF $5,647,683 ALLOCABLE TO ITHAKA S+R REPORTED IN PART VIII, LINE 1E AND 1F.Expenses $9,310,701 · revenue $1,585,142
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-3857105
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Social science (V30)
- Assets (IRS master file)
- $375,527,423
- Income (IRS master file)
- $132,199,305
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $125,968,256 | $112,220,320 | $375,527,423 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $106,030,430 | $117,196,703 | $342,158,088 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $115,151,783 | $107,198,611 | $306,195,341 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about ITHAKA HARBORS INC
- What is the EIN of ITHAKA HARBORS INC?
- The employer identification number (EIN) of ITHAKA HARBORS INC is 13-3857105.
- Is ITHAKA HARBORS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to ITHAKA HARBORS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ITHAKA HARBORS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ITHAKA HARBORS INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ITHAKA HARBORS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ITHAKA HARBORS INC?
- The 990 for the year ended December 31, 2024 names KEVIN GUTHRIE.
- Who are the officers and directors of ITHAKA HARBORS INC?
- The 990 for the year ended December 31, 2024 lists 31 people; 24 received compensation from the organization, the highest $582,553 (KEVIN GUTHRIE, TRUSTEE & PRESIDENT).
- How much revenue does ITHAKA HARBORS INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $125,968,256, expenses of $112,220,320 and total assets of $375,527,423 at year end.
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