Civic Intelligence

Kappa Sigma Fraternity

990 • Fiscal year 2023 • EIN 13-1714532

Jun 01, 2022 to May 31, 2023 • Filed on Mar 22, 2024

1610 Scottsville RdCharlottesville, VA 22901

(434) 295-3193

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.21x

Higher debt load relative to assets than 27% of similar nonprofits.

2023 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

24th percentile

0.26x

Higher debt load relative to revenue than 24% of similar nonprofits.

2023 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2023

Net Margin

11th percentile

-10%

Higher net margin than 11% of similar nonprofits.

2023 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

50th percentile

$125,416

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2023 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2023

Asset Growth

12th percentile

-4.2%

Faster asset growth than 12% of similar nonprofits.

2023 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

3.0%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Down

$7,524,824

Down $332,426 (-4.2%) from 2022

Net Assets

Down

$5,977,745

Down $890,410 (-13%) from 2022

Liabilities

Up

$1,547,079

Up $557,984 (+56%) from 2022

Revenue

Up

$6,038,827

Up $175,220 (+3.0%) from 2022

Expenses

Up

$6,646,261

Up $1,162,987 (+21%) from 2022

Net Income

Down

-$607,434

Down $987,767 (-260%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2012: $0Liabilities 2012: $02012Assets 2013: $6,430,330Liabilities 2013: $1,030,957Net Assets 2013: $5,399,3732013Assets 2014: $6,428,655Liabilities 2014: $963,246Net Assets 2014: $5,465,4092014Assets 2015: $6,460,557Liabilities 2015: $970,476Net Assets 2015: $5,490,0812015Assets 2016: $6,249,737Liabilities 2016: $1,005,997Net Assets 2016: $5,243,7402016Assets 2017: $6,992,544Liabilities 2017: $1,249,063Net Assets 2017: $5,743,4812017Assets 2018: $6,885,751Liabilities 2018: $1,198,707Net Assets 2018: $5,687,0442018Assets 2019: $7,762,121Liabilities 2019: $1,570,461Net Assets 2019: $6,191,6602019Assets 2020: $7,538,884Liabilities 2020: $1,990,908Net Assets 2020: $5,547,9762020Assets 2021: $8,450,150Liabilities 2021: $1,594,229Net Assets 2021: $6,855,9212021Assets 2022: $7,857,250Liabilities 2022: $989,095Net Assets 2022: $6,868,1552022Assets 2023: $7,524,824Liabilities 2023: $1,547,079Net Assets 2023: $5,977,7452023Assets 2024: $7,549,276Liabilities 2024: $1,283,377Net Assets 2024: $6,265,8992024Assets 2025: $8,362,877Liabilities 2025: $1,458,512Net Assets 2025: $6,904,3652025

Highlighted filing

2023

Assets$7,524,824
Liabilities$1,547,079
Net Assets$5,977,745

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2012: $168,941Expenses 2012: $169,893Net Income 2012: -$9522012Expenses 2013: $4,520,4242013Revenue 2014: $4,997,982Expenses 2014: $4,858,040Net Income 2014: $139,9422014Revenue 2015: $5,139,008Expenses 2015: $5,066,370Net Income 2015: $72,6382015Revenue 2016: $5,124,227Expenses 2016: $5,258,598Net Income 2016: -$134,3712016Revenue 2017: $5,410,658Expenses 2017: $5,172,624Net Income 2017: $238,0342017Revenue 2018: $5,889,410Expenses 2018: $6,057,493Net Income 2018: -$168,0832018Revenue 2019: $5,862,499Expenses 2019: $5,256,284Net Income 2019: $606,2152019Revenue 2020: $5,855,650Expenses 2020: $6,605,136Net Income 2020: -$749,4862020Revenue 2021: $5,004,287Expenses 2021: $4,424,825Net Income 2021: $579,4622021Revenue 2022: $5,863,607Expenses 2022: $5,483,274Net Income 2022: $380,3332022Revenue 2023: $6,038,827Expenses 2023: $6,646,261Net Income 2023: -$607,4342023Revenue 2024: $5,983,323Expenses 2024: $6,240,268Net Income 2024: -$256,9452024Revenue 2025: $7,784,408Expenses 2025: $5,993,473Net Income 2025: $1,790,9352025

Highlighted filing

2023

Revenue$6,038,827
Expenses$6,646,261
Net Income-$607,434
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Mar 22, 2024
Return Version
2022v5.0
Gross Receipts
$7,165,306
Mission and Program Overview

Mission

To provide a forum for exchange of ideas relating to educational programs and leadership training to its undergraduate and alumni chapters.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,658,931$2,979,873▼ $679,058
Land, Buildings, and Equipment, Net$2,831,121$2,750,766▼ $80,355
Cash and Non-Interest-Bearing Accounts$683,495$843,967▲ $160,472
Prepaid Expenses and Deferred Charges$284,057$536,698▲ $252,641
Inventories for Sale or Use$106,236$226,592▲ $120,356
Accounts Receivable$256,116$132,195▼ $123,921
Total Assets$7,857,250$7,524,824▼ $332,426
Other Assets Total$37,294$54,733▲ $17,439
Liabilities
Other Liabilities$511,903$750,930▲ $239,027
Deferred Revenue$381,930$503,640▲ $121,710
Accounts Payable and Accrued Expenses$95,262$292,509▲ $197,247
Total Liabilities$989,095$1,547,079▲ $557,984
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,868,155$5,977,745▼ $890,410
Total Net Assets Fund Balance$6,868,155$5,977,745▼ $890,410
Total Liabilities and Net Assets / Fund Balance$7,857,250$7,524,824▼ $332,426

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,203,065$1,365,624$3,568,689
Land$403,333-$403,333
Equipment$104,969$274,528$379,497
Other Land Buildings$34,791-$34,791
Leasehold Improvements$4,608$20,064$24,672
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mitchell B WilsonExecutive DiFT$125,416$125,416
Chad GebhardtCAOFT$118,702$118,702

Board Members and Trustees

NameTitle
Adam T PoeMaster of Ce
Burton R TremblyProcurator
Daniel J TierneyScribe
Martin C PetersenTreasurer
Adam J MerillatWorthy Grand
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,398,712
Investment Income
$179,630
Other Revenue
$460,485
Change in Net Assets
$-607,434
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,725,300
Salaries, Compensation, and Employee Benefits$1,118,818
Grants and Similar Amounts Paid$802,143
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$802,143
Conferences and Meetings---$742,764
Other Salaries and Wages---$704,239
Insurance---$660,971
All Other Expenses---$654,200
Travel---$378,060
Information Technology---$358,331
Occupancy---$255,998
Fees for Services Other---$240,220
Current Officers, Directors, Trustees, and Key Employees---$223,268
Other Expenses---$186,703
Depreciation Depletion---$115,144
Payroll Taxes---$73,700
Other Employee Benefits---$67,506
Pension Plan Contributions---$50,105
Interest---$35,086
Fees for Service Investment Mgmnt Fees---$26,382
Office Expenses---$20,846
Total Functional Expenses$0$0$0$6,646,261
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kappa Sigma Endowment FundCharlottesville, VA-See Part Iv$802,143
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Claims Liability$700,498
Funds Held in Trust$36,501
Finance Lease Payable$13,931
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

A copy of the informational return is sent to the supreme executive committee (sec) for review and commentary at least one week prior to filing.

Form 990, Page 6, Part VI, Line 12C

The fraternity requires annual disclosures from all employees, directors, trustees, and key employees regarding compliance with the policy and knowledge of any potential conflicts of interest.

Form 990, Page 6, Part VI, Line 18

The fraternity's governing documents are available to the public upon request.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Kappa Sigma Fraternity
EIN
13-1714532
Phone
4342953193
Address
1610 SCOTTSVILLE RD, CHARLOTTESVILLE, VA 22901

Signing Officer

Name
Chad Gebhardt
Title
CAO
Phone
4342953193
Signed
2024-03-22

Organization Details

Principal Officer
Chad Gebhardt
Formed
1869
Legal Domicile
Va
Voting Board Members
5
Independent Board Members
5
Employees
28
Volunteers
1,100

Preparer

Firm
Robinson Farmer Cox Associates
Address
530 WESTFIELD RD, CHARLOTTESVILLE, VA 22901-1726
Preparer
Michael E Lupton
Phone
4349738314
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

All other accomplishments leadership conferences/conclave - represent alternating biennial conferences offering a concentrated opportunity for teaching and training, the exchange of ideas, and discussion of numerous topics amoung the fraternity's undergraduate and alumni membership. Caduceus magazine - production and mailing of the fraternity's quarterly magazine. A greater cause - this program includes alumni development expenses related to the fraternity's efforts to promote continuing education, leadership development, life skills training, community involvement and recognition for its approximately 210,000 alumni members. A greater cause advocates alumni of the fraternity becoming involved as advisors and mentors to both community groups and undergraduate members and chapters.

Form 990, Part V, Line 4B

CANADA

Form 990, Part XI, Line 9

Loss on currency exchange -46,779

Raw XML AppendixShowing 400 of 454 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3100000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt476586
IRS990/ProgSrvcAccomActy2Grp/Desc0BROTHERS IN ACTION - INCLUDES EXPENSES INCURRED TO MAINTAIN AND PROMOTE THE FRATERNITY'S 290 INDIVIDUAL CHAPTERS AND COLONIES. THESE EXPENSES INCLUDE THE FRATERNITY'S PROGRAMS DIRECTED AT DEVELOPMENT AND EDUCATION OF ITS UNDERGRADUATE MEMBERSHIP, INCLUDING LEADERSHIP SKILLS TRAINING, PERSONAL RESPONSIBILITY AND ACCOUNTABILITY, TIME MANAGEMENT TECHNIQUES, GOAL SETTING STRATEGIES, VALUES AND ETHICS EDUCATION, WORLD AND U.S. HISTORY PROGRAMS, ALCOHOL AND SUBSTANCE ABUSE PREVENTION AND EDUCATION, AND PEER INTERVENTION TECHNIQUES.
IRS990/ProgSrvcAccomActy3Grp/Desc0CHAMPION QUEST - THE CHAMPION QUEST RECRUITMENT TRAINING AND PROGRAMMING PROCESS DEVELOPED BY THE FRATERNITY EDUCATES THE MEMBERSHIP ON THE SKILLS OF NETWORKING, MARKETING, EVENT PLANNING AND PROGRAMMING, AND ADVANCEMENT OF THE GENERAL EDUCATIONAL MISSION OF THE HOST INSTITUTION AND THE FRATERNITY.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ALL OTHER ACCOMPLISHMENTS LEADERSHIP CONFERENCES/CONCLAVE - REPRESENT ALTERNATING BIENNIAL CONFERENCES OFFERING A CONCENTRATED OPPORTUNITY FOR TEACHING AND TRAINING, THE EXCHANGE OF IDEAS, AND DISCUSSION OF NUMEROUS TOPICS AMOUNG THE FRATERNITY'S UNDERGRADUATE AND ALUMNI MEMBERSHIP. CADUCEUS MAGAZINE - PRODUCTION AND MAILING OF THE FRATERNITY'S QUARTERLY MAGAZINE. A GREATER CAUSE - THIS PROGRAM INCLUDES ALUMNI DEVELOPMENT EXPENSES RELATED TO THE FRATERNITY'S EFFORTS TO PROMOTE CONTINUING EDUCATION, LEADERSHIP DEVELOPMENT, LIFE SKILLS TRAINING, COMMUNITY INVOLVEMENT AND RECOGNITION FOR ITS APPROXIMATELY 210,000 ALUMNI MEMBERS. A GREATER CAUSE ADVOCATES ALUMNI OF THE FRATERNITY BECOMING INVOLVED AS ADVISORS AND MENTORS TO BOTH COMMUNITY GROUPS AND UNDERGRADUATE MEMBERS AND CHAPTERS.
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IRS990/PYOtherRevenueAmt0363694
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IRS990/PYRevenuesLessExpensesAmt0380333
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IRS990/PYTotalExpensesAmt05483274
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IRS990ScheduleD/EquipmentGrp/BookValueAmt0104969
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0274528
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0379497
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt034791
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt034791
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0700498
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt136501
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt213931
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ESTIMATED CLAIMS LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FUNDS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2FINANCE LEASE PAYABLE
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IRS990ScheduleI/RecipientTable/CashGrantAmt0802143
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0ADMINISTRATIVE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE PART IV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0KAPPA SIGMA ENDOWMENT FUND
IRS990ScheduleI/RecipientTable/RecipientEIN0366018518
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd022902
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PART II, LINE 1, COLUMN (H): NAME OF ORGANIZATION OR GOVERNMENT: KAPPA SIGMA ENDOWMENT FUND (H) PURPOSE OF GRANT OR ASSISTANCE: TO ASSIST THE ENDOWMENT FUND WITH ITS ACCOUNTING AND ADMINISTRATIVE FUNCTIONS AND INFRASTRUCTURE SUPPORT OF THE ENDOWMENT FUND'S EXEMPT OPERATIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
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IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL OTHER ACCOMPLISHMENTS LEADERSHIP CONFERENCES/CONCLAVE - REPRESENT ALTERNATING BIENNIAL CONFERENCES OFFERING A CONCENTRATED OPPORTUNITY FOR TEACHING AND TRAINING, THE EXCHANGE OF IDEAS, AND DISCUSSION OF NUMEROUS TOPICS AMOUNG THE FRATERNITY'S UNDERGRADUATE AND ALUMNI MEMBERSHIP. CADUCEUS MAGAZINE - PRODUCTION AND MAILING OF THE FRATERNITY'S QUARTERLY MAGAZINE. A GREATER CAUSE - THIS PROGRAM INCLUDES ALUMNI DEVELOPMENT EXPENSES RELATED TO THE FRATERNITY'S EFFORTS TO PROMOTE CONTINUING EDUCATION, LEADERSHIP DEVELOPMENT, LIFE SKILLS TRAINING, COMMUNITY INVOLVEMENT AND RECOGNITION FOR ITS APPROXIMATELY 210,000 ALUMNI MEMBERS. A GREATER CAUSE ADVOCATES ALUMNI OF THE FRATERNITY BECOMING INVOLVED AS ADVISORS AND MENTORS TO BOTH COMMUNITY GROUPS AND UNDERGRADUATE MEMBERS AND CHAPTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CANADA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE INFORMATIONAL RETURN IS SENT TO THE SUPREME EXECUTIVE COMMITTEE (SEC) FOR REVIEW AND COMMENTARY AT LEAST ONE WEEK PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FRATERNITY REQUIRES ANNUAL DISCLOSURES FROM ALL EMPLOYEES, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES REGARDING COMPLIANCE WITH THE POLICY AND KNOWLEDGE OF ANY POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FRATERNITY'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LOSS ON CURRENCY EXCHANGE -46,779
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART V, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0ALBEMARLE CARTER MOUNTAINS TRUST
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt1ALBEMARLE CARTER MOUNTAINS MGMT CO
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IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd1DE
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0SEE PT VII
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt1SEE PT VII
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0KAPPA SIGM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0A GREATER CAUSE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0371647978
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SEE PT VII
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0PART I, LINE 1, COLUMN (B) NAME OF ENTITY: ALBEMARLE CARTER MOUNTAINS TRUST (B) HOLD ASSETS IN TRUST FOR THE BENEFIT OF THE FRATERNITY. PART I, LINE 2, COLUMN (B) NAME OF ENTITY: ALBEMARLE CARTER MOUNTAINS MANAGEMENT CO. (B) TRUSTEE OF THE ALBEMARLE CARTER MOUNTAINS TRUST. PART II, LINE 1, COLUMN (B) NAME OF ORGANIZATION: A GREATER CAUSE FOUNDATION (B) PROVIDE SCHOLARSHIP, LEADERSHIP, & FELLOWSHIP GRANTS TO 501(C)(3) ORGANIZATIONS.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt07524824
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IRS990/TotalEmployeeCnt028
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06646261
IRS990/TotalGrossUBIAmt0529633
IRS990/TotalLiabilitiesBOYAmt0989095
IRS990/TotalLiabilitiesEOYAmt01547079
IRS990/TotalLiabilitiesGrp/BOYAmt0989095
IRS990/TotalLiabilitiesGrp/EOYAmt01547079
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06868155
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05977745

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.36$1.46$6.90$7.78$5.99$1.79
2024Detailed filing. Detailed filing data is available for this year.$7.55$1.28$6.27$5.98$6.24$0.26
2023Detailed filing. Detailed filing data is available for this year.$7.52$1.55$5.98$6.04$6.65$0.61
2022Detailed filing. Detailed filing data is available for this year.$7.86$0.99$6.87$5.86$5.48$0.38
2021Detailed filing. Detailed filing data is available for this year.$8.45$1.59$6.86$5.00$4.42$0.58
2020Detailed filing. Detailed filing data is available for this year.$7.54$1.99$5.55$5.86$6.61$0.75
2019Detailed filing. Detailed filing data is available for this year.$7.76$1.57$6.19$5.86$5.26$0.61
2018Detailed filing. Detailed filing data is available for this year.$6.89$1.20$5.69$5.89$6.06$0.17
2017Detailed filing. Detailed filing data is available for this year.$6.99$1.25$5.74$5.41$5.17$0.24
2016Detailed filing. Detailed filing data is available for this year.$6.25$1.01$5.24$5.12$5.26$0.13
2015Detailed filing. Detailed filing data is available for this year.$6.46$0.97$5.49$5.14$5.07$0.07
2014Detailed filing. Detailed filing data is available for this year.$6.43$0.96$5.47$5.00$4.86$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.43$1.03$5.40$4.52
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.17$0.17$0.00