Nonprofit · EIN 16-0758844
CHAUTAUQUA INSTITUTION
Tax-exempt · CHAUTAUQUA, NY 14722
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $63,353,734 | $47,797,379 | $15,556,355 | $304,394,015 | $6,617,533 | $297,776,482 |
| December 31, 2023 | 990 | $49,343,507 | $43,568,379 | $5,775,128 | $272,076,823 | $5,080,439 | $266,996,384 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $33,974,937
- Program service revenue
- $27,269,136
- Investment income
- $909,542
- Royalties
- $442
- Net gain from sales of assets
- $34,350
- Net income from sales of inventory
- $396,677
- Other revenue
- $1,200,119
Expenses
- Grants and similar amounts paid
- $1,007,415
- Compensation of officers, directors and key employees
- $3,787,919
- Other salaries and wages
- $13,854,509
- Salaries, compensation and benefits (total)
- $21,304,741
- Professional fundraising fees
- $0
- Legal fees
- $180,333
- Accounting fees
- $106,837
- Occupancy
- $1,102,878
- Travel
- $2,374,642
- Depreciation
- $4,989,272
- Program services (functional)
- $35,310,504
- Management and general (functional)
- $9,740,655
- Fundraising (functional)
- $2,746,220
Balance sheet and other
- Total assets, start of year
- $272,076,823
- Total assets, end of year
- $304,394,015
- Total liabilities, end of year
- $6,617,533
- Net assets, end of year
- $297,776,482
- Land, buildings and equipment
- $97,802,506
- Net assets without donor restrictions
- $115,858,606
- Net assets with donor restrictions
- $181,917,876
- Gross unrelated business income
- $1,010,522
- Gross receipts
- $64,153,612
- Employees
- 1,167
- Volunteers
- 300
- Year formed
- 1902
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL E HILL | PRESIDENT Officer | 40 | $416,195 | $0 | $55,806 |
| DEBORAH S MOORE | SR VP & CHIEF PROGRAM OFFICER Officer | 40 | $233,632 | $0 | $41,367 |
| SEBASTIAN BAGGIANO | EXECUTIVE VP Officer | 40 | $233,889 | $0 | $39,716 |
| GEORGE L FOLLANSBEE JR | SR VP & CHIEF ADVANCEMENT OFFICER Officer | 40 | $233,834 | $0 | $38,338 |
| SHANNON ROZNER | SR VP, GENERAL COUNSEL & SECRETARY Officer | 40 | $230,645 | $0 | $34,778 |
| AMIT TANEJA | SR VP & CHIEF DIVERSITY OFFICER Officer | 40 | $221,408 | $0 | $38,711 |
| MARK WENZLER | DIR, Chautauqua Climate Change Initiative Key employee | 40 | $207,667 | $0 | $40,199 |
| AMY GARDNER | VP OF ADVANCEMENT & CAMPAIGN OFFICER Officer | 40 | $202,017 | $0 | $39,741 |
| EMILY MORRIS | SR VP & CHIEF BRAND OFFICER Officer | 40 | $188,577 | $0 | $35,277 |
| JOHN SHEDD | VP OF CAMPUS PLANNING & OPERATIONS Officer | 40 | $177,805 | $0 | $34,768 |
| JENNIFER STITELY | DIRECTOR OF GIFT PLANNING Key employee | 40 | $181,011 | $0 | $16,985 |
| VANESSA WEINERT | VP OF MARKETING & COMMUNICATIONS Officer | 40 | $157,000 | $0 | $33,422 |
| ANGELA SCHUETTLER | CHIEF FINANCIAL OFFICER Officer | 40 | $188,731 | $0 | $0 |
| MELISSA SPAS | VP OF RELIGION Officer | 40 | $156,968 | $0 | $24,278 |
| DEBORAH E MOORE | EXECUTIVE DIRECTOR - FOUNDATION Highest-paid employee | 1 | $0 | $152,421 | $15,362 |
35 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURA SAVIA | VP OF VISUAL & PERFORMING ARTS Officer | 40 | $145,120 | $13,269 |
| AMBER BLASHAK | SR DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $129,383 | $19,109 |
| RICHARD ERICKSON | DIR OF ACCOUNTING AND FINANCE Highest-paid employee | 40 | $112,080 | $27,978 |
| EDWARD C ALEXANDER II | DIRECTOR OF LITERARY ARTS Highest-paid employee | 40 | $139,846 | $0 |
| ROSSEN MILANOV | MUSIC DIRECTOR OF CSO Highest-paid employee | 40 | $131,300 | $0 |
| JORDAN STEVES | EMILY AND RICHARD SMUCKER CHAIR OF EDUCATION Officer | 40 | $108,359 | $18,406 |
| CANDACE LITTELL MAXWELL | CHAIR Trustee or director, Officer | 11 | $0 | $0 |
| MARNETTE PERRY | VICE-CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ANITA LIN | TRUSTEE (THRU 10/24) Trustee or director | 4 | $0 | $0 |
| BOB W OBEE | TRUSTEE Trustee or director | 4 | $0 | $0 |
| DAVID PECKINPAUGH | TRUSTEE Trustee or director | 6 | $0 | $0 |
| DAVID PELTON | TRUSTEE (AS OF 10/24) Trustee or director | 4 | $0 | $0 |
| GWEN ADAMS NORTON | TRUSTEE Trustee or director | 6 | $0 | $0 |
| HELENE D GAYLE | TRUSTEE (THRU 10/24) Trustee or director | 4 | $0 | $0 |
| IZUMI HARA | TRUSTEE Trustee or director | 6 | $0 | $0 |
| J VERONICA BIGGINS | TRUSTEE Trustee or director | 4 | $0 | $0 |
| JILL PENROSE | TRUSTEE Trustee or director | 6 | $0 | $0 |
| KAREN J GOODELL | TRUSTEE (AS OF 10/24) Trustee or director | 6 | $0 | $0 |
| LARRY D THOMPSON | TRUSTEE Trustee or director | 4 | $0 | $0 |
| LAURIE BRANCH | TRUSTEE Trustee or director | 6 | $0 | $0 |
| MATT BENSON | TRUSTEE (AS OF 10/24) Trustee or director | 4 | $0 | $0 |
| MICHAEL D METZGER | TRUSTEE Trustee or director | 4 | $0 | $0 |
| MICHELLE ADELMAN | TRUSTEE (AS OF 10/24) Trustee or director | 4 | $0 | $0 |
| NANCY GIBBS | TRUSTEE Trustee or director | 4 | $0 | $0 |
| NANCY S KYLER | TRUSTEE (THRU 10/24) Trustee or director | 9 | $0 | $0 |
| PAUL HAGMAN | TRUSTEE Trustee or director | 4 | $0 | $0 |
| RICHARD J OSBORNE | TRUSTEE Trustee or director | 8 | $0 | $0 |
| RICHARD WADE | TRUSTEE (THRU 10/24) Trustee or director | 4 | $0 | $0 |
| RICK EVANS | TRUSTEE Trustee or director | 4 | $0 | $0 |
| SARA PONKOW | TRUSTEE Trustee or director | 4 | $0 | $0 |
| SARAH HAGEN MCWILLIAMS | TRUSTEE Trustee or director | 4 | $0 | $0 |
| STEPHEN J ZENCZAK | TRUSTEE Trustee or director | 6 | $0 | $0 |
| STEPHEN MESSINGER | TRUSTEE Trustee or director | 7 | $0 | $0 |
| TERRANCE H HORNER JR | TRUSTEE Trustee or director | 7 | $0 | $0 |
| WILLIAM H NECHES | TRUSTEE (THRU 10/24) Trustee or director | 4 | $0 | $0 |
990 for the year ended December 31, 2023: 50 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Michael E Hill | President Officer | 40 | $406,324 | $0 | $52,636 |
| Deborah S Moore | Sr Vp & Chief Program Officer Officer | 40 | $225,111 | $0 | $38,076 |
| Sebastian Baggiano | Executive Vice President Officer | 40 | $224,670 | $0 | $36,636 |
| Mark Wenzler | Dir, Chaut Climate Change Init Key employee | 40 | $232,483 | $0 | $26,583 |
| Shannon Rozner | Sr VP, general counsel & secy. Officer | 40 | $225,224 | $0 | $31,029 |
| Amit Taneja | Sr VP & chief diversity off. Officer | 40 | $223,010 | $0 | $28,186 |
| George Follansbee Jr | Sr VP & Chief Advancement off. Officer | 40 | $228,208 | $0 | $21,780 |
| Emily Morris | Sr VP & Chief Brand Officer Officer | 40 | $217,211 | $0 | $22,000 |
| Amy Gardner | VP of Advance. & campaign dir. Officer | 40 | $179,490 | $0 | $34,976 |
| John Shedd | VP of Campus Planning & oper. Officer | 40 | $162,249 | $0 | $31,053 |
| Jennifer Stitely | Director of Gift Planning Key employee | 40 | $172,439 | $0 | $16,250 |
| Melissa Spas | VP of Religion Officer | 40 | $159,612 | $0 | $14,146 |
| Deborah E Moore | Executive Dir. - Foundation Highest-paid employee | 1 | $0 | $145,040 | $14,725 |
| Rindy Barmore | Secretary Officer | 40 | $112,913 | $0 | $26,750 |
| Amber Blashak | Sr Dir. of Human Resources Highest-paid employee | 40 | $117,510 | $0 | $17,909 |
| Richard Erickson | Dir. of Accounting & Finance Highest-paid employee | 40 | $108,518 | $0 | $25,581 |
| Laura Savia | VP of visual & performing arts Officer | 40 | $130,086 | $0 | $0 |
| Rossen Milanov | Music Director of CSO Highest-paid employee | 40 | $124,800 | $0 | $0 |
| Deborah Williamson | Major & Planned Giving Officer Highest-paid employee | 40 | $110,741 | $0 | $11,999 |
| Jordan Steves | VP OF EDUCATION Officer | 40 | $95,273 | $0 | $15,977 |
| Matthew Ewalt | VP of Education (thru 4/23) Officer | 40 | $78,957 | $0 | $12,368 |
| Angela Schuettler | Chief Financial Officer Officer | 40 | $35,077 | $0 | $0 |
| Candace L Maxwell | chair Trustee or director, Officer | 11 | $0 | $0 | $0 |
| Marnette Perry | vice chair Trustee or director, Officer | 6 | $0 | $0 | $0 |
| J Veronica Biggins | trustee Trustee or director | 4 | $0 | $0 | $0 |
| Laurie Branch | Trustee Trustee or director | 6 | $0 | $0 | $0 |
| Judith S Claire | trustee (thru 10/23) Trustee or director | 4 | $0 | $0 | $0 |
| Rick Evans | trustee Trustee or director | 4 | $0 | $0 | $0 |
| Sara Ponkow Falvo | trustee Trustee or director | 4 | $0 | $0 | $0 |
| Helene G Gayle | trustee Trustee or director | 4 | $0 | $0 | $0 |
| Nancy Gibbs | trustee Trustee or director | 4 | $0 | $0 | $0 |
| Paul Hagman | trustee Trustee or director | 4 | $0 | $0 | $0 |
| Izumi Hara | trustee Trustee or director | 4 | $0 | $0 | $0 |
| Terrance H Horner Jr | trustee Trustee or director | 4 | $0 | $0 | $0 |
| Kyle Keogh | trustee (thru 10/23) Trustee or director | 6 | $0 | $0 | $0 |
| James M Klingensmith | trustee (thru 10/23) Trustee or director | 4 | $0 | $0 | $0 |
| Nancy S Kyler | trustee Trustee or director | 9 | $0 | $0 | $0 |
| Anita Lin | trustee Trustee or director | 7 | $0 | $0 | $0 |
| Sarah Hagen Mcwilliams | trustee Trustee or director | 4 | $0 | $0 | $0 |
| Stephen Messinger | trustee Trustee or director | 4 | $0 | $0 | $0 |
| Michael D Metzger | trustee Trustee or director | 4 | $0 | $0 | $0 |
| William H Neches | trustee Trustee or director | 4 | $0 | $0 | $0 |
| Gwen Adams Norton | trustee Trustee or director | 6 | $0 | $0 | $0 |
| Bob W Obee | trustee Trustee or director | 4 | $0 | $0 | $0 |
| Richard J Osborne | trustee Trustee or director | 8 | $0 | $0 | $0 |
| David Peckinpaugh | trustee Trustee or director | 6 | $0 | $0 | $0 |
| Jill Penrose | trustee Trustee or director | 4 | $0 | $0 | $0 |
| Larry D Thompson | TRUSTEE Trustee or director | 4 | $0 | $0 | $0 |
| Richard Wade | trustee (thru 10/23) Trustee or director | 6 | $0 | $0 | $0 |
| Stephen J Zenczak | trustee Trustee or director | 4 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 28, CHAUTAUQUA, NY 14722-0028
- In care of
- % ANGELA SCHUETTLER
- Principal officer (990 for 2024)
- Kyle Keogh, PO BOX 28, CHAUTAUQUA, NY 14722
- Signed the 990
- MICHAEL E HILL, CFO
- Phone
- (716) 357-6218
- Website
- WWW.CHQ.ORG
- Return prepared by
- BDO USA
Mission
CHAUTAUQUA INSTITUTION IS DEDICATED TO THE EXPLORATION IN HUMAN VALUES AND THE ENRICHMENT OF LIFE THROUGH A PROGRAM THAT EXPLORES THE IMPORTANT RELIGIOUS, SOCIAL, AND POLITICAL ISSUES OF OUR TIMES.
Program accomplishments
- WITH A FOUCUS ON LIFELONG LEARNING, CHAUTAUQUA INSTITUTION BRINGS TO ITS CONSTITUENTS AND TO THE SURROUNDING COMMUNITIES THE PERSPECTIVES AND INNOVATIONS OF THOUGHT AND INTERFAITH LEADERS, CONTEXT EXPERTS, AND RENOWNED PERFORMERS AND PRODIGIES IN THE CONTEXT OF FOUR PILLARS OF FOUCUS: EDUCATION, RELIGION, RECREATION AND THE ARTS. OUR LEARNING ENVIRONMENT IS CHARACTERIZED BY INTERGENERATIONAL, CIVIL DIALOGUE AND PARTICIPATION. A BROAD RANGE OF PROGRAMS ARE CURATED TO APPEAL TO AN INCREASINGLY DIVERSE AUDIENCE. IN EXCESS OF 4,000 STUDENTS ACROSS GENERATIONS PARTICIPATE IN SPECIAL STUDIES CLASSES EACH YEAR AND MORE THAN 100,000 VISITORS ATTEND OUR PROGRAMS AND SERVICES ANNUALLY. COMMUNITY OUTREACH TO THE SCHOOLS IN SURROUNDING COUNTIES BRINGS THE GIFTS AND INTELLECTS OF OUR LEADERS AND PERFORMING ARTS ORGANIZATIONS TO AREA SCHOOLS. HUNDREDS OF AREA SCHOOL CHILDREN ARE SERVED ANNUALLY THROUGH SCHOOL BASED PROGRAMS AS WELL AS FIELD TRIPS TO CHAUTAUQUA INSTITUTION. OUR ONLINE STREAMING CHANNEL, CHQ ASSEMBLY, BRINGS MUCH OF CHAUTAUQUA'S PROGRAMMING TO A NATION-WIDE AUDIENCE, ENHANCING THE ACCESSIBILITY OF CHAUTAUQUA'S MISSION.Expenses $19,041,807 · grants $1,007,415 · revenue $8,251,236
- SUPPORT SERVICES, BOX OFFICE AND PARKING MUNICIPAL SERVICES WHICH INCLUDE FACILITY MAINTENANCE AND FOOD SERVICE FOR STUDENTS. THESE SERVICES ARE NECESSARY FOR ALL PROGRAM FUNCTION. (100,000+ ARE SERVED)Expenses $16,268,697 · revenue $19,898,618
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
- 16-0758844
- 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
- 1960
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A610)
- Assets (IRS master file)
- $304,394,015
- Income (IRS master file)
- $64,153,612
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $63,353,734 | $47,797,379 | $304,394,015 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $49,343,507 | $43,568,379 | $272,076,823 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $44,067,760 | $43,716,149 | $249,568,739 | 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-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 16-0758844).
Questions about CHAUTAUQUA INSTITUTION
- What is the EIN of CHAUTAUQUA INSTITUTION?
- The employer identification number (EIN) of CHAUTAUQUA INSTITUTION is 16-0758844.
- Is CHAUTAUQUA INSTITUTION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to CHAUTAUQUA INSTITUTION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHAUTAUQUA INSTITUTION 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 CHAUTAUQUA INSTITUTION 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 CHAUTAUQUA INSTITUTION 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 CHAUTAUQUA INSTITUTION?
- The 990 for the year ended December 31, 2024 names Kyle Keogh.
- Who are the officers and directors of CHAUTAUQUA INSTITUTION?
- The 990 for the year ended December 31, 2024 lists 50 people; 20 received compensation from the organization, the highest $416,195 (MICHAEL E HILL, PRESIDENT).
- How much revenue does CHAUTAUQUA INSTITUTION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $63,353,734, expenses of $47,797,379 and total assets of $304,394,015 at year end.
Other nonprofits in CHAUTAUQUA
- SOCIETY FOR PRESERVATION & ENCOURMT OF BARBERSHOP QUARTET SINGING AMER EIN 16-1287361 · last filed 990-N for 2025
- CHAUTAUQUA FOUNDATION INC EIN 16-6028421 · last filed 990 for 2024
- INTERNATIONAL ORDER OF THE KINGS DAUGHTERS AND SONS EIN 13-1655243 · last filed 990 for 2025
- THE PRESBYTERIAN ASSOCIATION OF CHA UTAUQUA NEW YORK EIN 16-0757760 · last filed 990 for 2025
- ECUMENICAL COMMUNITY OF CHAUTAUQUA INC EIN 01-0794788 · last filed 990 for 2025
- CHAUTAUQUA WOMENS CLUB INC EIN 16-6037537 · last filed 990 for 2025
- DIVERSE CHAUTAUQUA INC EIN 46-3690409 · last filed 990 for 2024
- CHAUTAUQUA CATHOLIC COMMUNITY INC EIN 22-3221614 · last filed 990 for 2025
All nonprofits in CHAUTAUQUA · New York · Arts, culture and humanities