Zollikon Institute

Tax-deductible

Berlin, OH501(c)(3)Since 2020EducationEIN 85-2645113Revenue $618K in FY2024

On file with the IRSPo Box 283, 44610-0283 · Berlin, OHTax-exempt since Dec 2021Publicly supported charity — 170(b)(1)(A)(vi)

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Equipping individuals with steadfastness of faith, integrity of character, and excellence of skill for a brave, new world.

501(c)(3) charity; gifts are tax-deductible.
98¢ of each $1 spent went to programs.
Run by 10 volunteers and 10 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 4
filings with a surplus
Average surplus $155K a year · 37% of revenue · last 4 filings
Fine: a surplus in 3 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
98%
of spending
Looks good: 98% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$15K
to officers and key staff · 3% of spending
Top officer’s pay lower than 89% of similar orgs
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $317K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$438K
49% of total assets
Looks good: liabilities are 49% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 8 voting members
Looks good: 7 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$618K
+23% vs prior year
Spent
$574K
To programs
98%
Net assets
$465K
By yearFY2020–FY2024
Revenue
$618K
FY2024▲ +23%
Tap a bar for its year
Revenue by fiscal year
FY2020$72K
FY2021$252K
FY2023$835K
FY2024$501K
FY2024$618K
Expenses
$574K
FY2024▲ +4%
Tap a bar for its year
Expenses by fiscal year
FY2020$1K
FY2021$43K
FY2023$446K
FY2024$551K
FY2024$574K
Net assets
$465K
FY2024▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2020$71K
FY2021$27K
FY2023$470K
FY2024$421K
FY2024$465K

From the FY2024 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 2021.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $564K Management & general 2% · $10K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990; $15K paid to officers and key staff.

Part VII, Section A · reportable compensation
President
$15,000Pt VII · Sec A
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Dean Taylor’s $15K as President is at the 11th percentile of top reported officer pay among 1613 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2024FY2023FY2021
Norita Yoder—$71,000$71,000$33,058
Dean Taylor$15,000———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Develops faith, character, and skills for a brave new world.

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Provided by the organization

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1 program · $564K · in their own filed words · FY2024
01

Providing quality post-secondary, professional development, certificate, and accredited courses of study in culturally sensitive ways to the plain anabaptist student, beginning with holmes county, ohio, and surrounding areas.

$564Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$317K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$618K
Ln 12
Gifts and grantsLn 1h$508K
Fees for servicesLn 2g$110K
Money outPt IX
$574K
Ln 25
Programscol B$564K
Managementcol C$10K
Owns and owesPt X
$465K
net assets · Ln 32
Cash and savingsLn 1–2$97K
Total assetsLn 16$904K
LiabilitiesLn 26$438K
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$508K
Fees for servicesLn 2g$110K
Total revenueLn 12$618K
Assets in detailPt X, end of year
CashLn 1$97K
Cash and savings togetherLn 1–2$97K
Land, buildings, equipmentLn 10c$807K
Total assetsLn 16$904K
LiabilitiesLn 26$438K
Net assetsLn 32$465K
OperationsPt I, VI
EmployeesI 510
VolunteersI 610
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$59K$97K
Land, buildings, equipmentLn 10c$828K$807K
Total assetsLn 16$887K$904K
LiabilitiesLn 26$466K$438K
Net assetsLn 32$421K$465K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$60K$60K
Other salaries and wagesLn 7$221K$221K
Other employee benefitsLn 9$11K$11K
Accounting feesLn 11c$10K$10K
Other fees for servicesLn 11g$35K$35K
Advertising and promotionLn 12$8K$8K
Office expensesLn 13$6K$6K
Information technologyLn 14$12K$12K
OccupancyLn 16$143K$143K
Depreciation, depletion and amortizationLn 22$29K$29K
InsuranceLn 23$18K$18K
Other expenses (24a–d)Ln 24$22K$22K
Total functional expensesLn 25$574K$564K$10K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $501K$551K−$50K$421K 990 PDF
FY2023 $835K$446K$390K$470K 990 PDF
FY2022 Not on file
FY2021 $252K$43K$209K$27K 990 PDF
FY2020 $72K$1K$71K$71K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $618,352 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $400,321$508,244
I-9 Program service revenuePrior year $101,170$110,108
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $501,491$618,352
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $275,139$291,556
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $275,958$282,231
I-18 Total expensesPrior year $551,097$573,787
I-19 Revenue less expensesPrior year −$49,606$44,565
Part VI · Governance 7 of 8 board members independent, 4 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members7
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $618,352 across 4 lines filed
VIII-1f All other contributions, gifts and grants$508,244
VIII-1h Total contributions, gifts and grants$508,244
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $110,108$110,108
VIII-12 Total revenueRelated to mission $110,108 · Unrelated business $0 · Excluded from tax $0$618,352
Part IX · Statement of functional expenses $573,787 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $60,000$60,000
IX-7 Other salaries and wagesPrograms $220,629$220,629
IX-9 Other employee benefitsPrograms $10,927$10,927
IX-11c Accounting feesManagement $9,604$9,604
IX-11g Other fees for servicesPrograms $34,751$34,751
IX-12 Advertising and promotionPrograms $8,437$8,437
IX-13 Office expensesPrograms $6,067$6,067
IX-14 Information technologyPrograms $11,842$11,842
IX-16 OccupancyPrograms $143,167$143,167
IX-22 Depreciation, depletion and amortizationPrograms $28,531$28,531
IX-23 InsurancePrograms $18,023$18,023
IX-24 Other expenses (24a–d)Programs $21,809$21,809
IX-25 Total functional expensesPrograms $564,183 · Management $9,604 · Fundraising $0$573,787
Part X · Balance sheet $903,550 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $58,945$96,640
X-4 Accounts receivableStart of year $113$113
X-10c Land, buildings and equipment, netStart of year $827,791$806,797
X-16 Total assetsStart of year $886,849$903,550
X-17 Accounts payable and accrued expensesStart of year $1,773$2,020
X-26 Total liabilitiesStart of year $466,239$438,375
X-32 Total net assets or fund balancesStart of year $420,610$465,175
X-33 Total liabilities and net assetsStart of year $886,849$903,550
Part XI · Reconciliation of net assets $465,175 net assets at year end
XI-1 Total revenue$618,352
XI-2 Total expenses$573,787
XI-3 Revenue less expenses$44,565
XI-4 Net assets at start of year$420,610
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$465,175

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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