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Nonprofit · EIN 33-0324461

INSTITUTE FOR THE STUDY OF LEARNING AND EXPERTISE

Tax-exempt · PALO ALTO, CA 94306

Financials

$586K$310K2022
Revenue Expenses · by fiscal year end
Financials of INSTITUTE FOR THE STUDY OF LEARNING AND EXPERTISE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2023990$586,383$309,929$276,454$3,547,046$12,013$3,535,033
Financial details: 990 for the year ended September 30, 2023

Revenue

Contributions, gifts and grants
$422,817
of which government grants
$302,817
Program service revenue
$14,555
Investment income
$66,255
Other revenue
$82,756

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$68,679
Other salaries and wages
$10,223
Salaries, compensation and benefits (total)
$78,902
Professional fundraising fees
$0
Accounting fees
$10,000
Travel
$1,991
Program services (functional)
$280,200
Management and general (functional)
$29,729

Balance sheet and other

Total assets, start of year
$3,008,279
Total assets, end of year
$3,547,046
Total liabilities, end of year
$12,013
Net assets, end of year
$3,535,033
Publicly traded securities
$849,781
Net assets without donor restrictions
$3,535,033
Gross receipts
$586,383
Employees
4
Year formed
1988
State of legal domicile
CA

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 September 30, 2023, highest compensation first.

NameTitleHours / weekCompensation
Patrick W LangleyPresident/Dir.
Trustee or director, Officer
10$61,194
Daniel ShapiroTreasurer
Officer
1$7,485
Wayne F IbaDirector
Trustee or director
1$0
David NicholasSecretary/Dir.
Trustee or director, Officer
1$0

Address and contacts

Address (IRS master file)
2164 STAUNTON CT, PALO ALTO, CA 94306-1438
In care of
% DANIEL SHAPIRO
Principal officer (990 for 2022)
Patrick W Langley, 2164 Staunton Court, Palo Alto, CA 94306
Signed the 990
Patrick Langley, President
Phone
(650) 494-3884
Return prepared by
The Kim L Hix Accountancy Corp

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0324461 or by the name INSTITUTE FOR THE STUDY OF LEARNING AND EXPERTISE.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

Educational-Scientific/Research

990 for the year ended September 30, 2023

Program accomplishments

  • ONR-RAPID, - Scientific research grant
    Expenses $280,200

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026Not on file
2023September 30, 2024February 18, 2025Not on file

IRS record

EIN
33-0324461
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1995
Accounting year ends
September
Files
Form 990 or 990-EZ
Category (NTEE)
Unknown (Z99Z)
Assets (IRS master file)
$3,547,046
Income (IRS master file)
$586,383

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2023$586,383$309,929$3,547,046XML
990September 2022$699,477$364,910$3,008,279IRS
990September 2021–––IRS
990September 2020–––IRS
990September 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 33-0324461).

Questions about INSTITUTE FOR THE STUDY OF LEARNING AND EXPERTISE

What is the EIN of INSTITUTE FOR THE STUDY OF LEARNING AND EXPERTISE?
The employer identification number (EIN) of INSTITUTE FOR THE STUDY OF LEARNING AND EXPERTISE is 33-0324461.
Is INSTITUTE FOR THE STUDY OF LEARNING AND EXPERTISE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to INSTITUTE FOR THE STUDY OF LEARNING AND EXPERTISE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does INSTITUTE FOR THE STUDY OF LEARNING AND EXPERTISE 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 INSTITUTE FOR THE STUDY OF LEARNING AND EXPERTISE due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did INSTITUTE FOR THE STUDY OF LEARNING AND EXPERTISE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2023.
Who is the principal officer of INSTITUTE FOR THE STUDY OF LEARNING AND EXPERTISE?
The 990 for the year ended September 30, 2023 names Patrick W Langley.
Who are the officers and directors of INSTITUTE FOR THE STUDY OF LEARNING AND EXPERTISE?
The 990 for the year ended September 30, 2023 lists 4 people; 2 received compensation from the organization, the highest $61,194 (Patrick W Langley, President/Dir.).
How much revenue does INSTITUTE FOR THE STUDY OF LEARNING AND EXPERTISE have?
On its 990 for the year ended September 30, 2023 it reported revenue of $586,383, expenses of $309,929 and total assets of $3,547,046 at year end.

Other nonprofits in PALO ALTO

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