Civic Intelligence

Sigma Alpha Mu Foundation

990 • Fiscal year 2016 • EIN 13-6093817

Jun 01, 2015 to May 31, 2016 • Filed on Jan 09, 2017

Organization ProfileSAM-FDN.ORG/HOME
8701 Founders RoadIndianapolis, IN 46268

(317) 789-8339

Siviq Scores

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

Liabilities / Assets

29th percentile

0.05x

Higher debt load relative to assets than 29% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

78th percentile

0.83x

Higher debt load relative to revenue than 78% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

8th percentile

-39%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

11th percentile

-9.1%

Faster asset growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-62%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$7,705,503

Down $775,590 (-9.1%) from 2015

Net Assets

Down

$7,351,186

Down $745,214 (-9.2%) from 2015

Liabilities

Down

$354,317

Down $30,376 (-7.9%) from 2015

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin8th percentile

Revenue

Down

$426,300

Down $691,512 (-62%) from 2015

Expenses

Down

$593,163

Down $9,746 (-1.6%) from 2015

Net Income

Down

-$166,863

Down $681,766 (-132%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$15M$10M$5.0M$0Assets 2011: $9,650Liabilities 2011: $0Net Assets 2011: $9,6502011Assets 2013: $7,704,858Liabilities 2013: $421,736Net Assets 2013: $7,283,1222013Assets 2014: $8,277,501Liabilities 2014: $357,566Net Assets 2014: $7,919,9352014Assets 2015: $8,481,093Liabilities 2015: $384,693Net Assets 2015: $8,096,4002015Assets 2016: $7,705,503Liabilities 2016: $354,317Net Assets 2016: $7,351,1862016Assets 2017: $8,428,421Liabilities 2017: $401,812Net Assets 2017: $8,026,6092017Assets 2018: $8,842,055Liabilities 2018: $352,176Net Assets 2018: $8,489,8792018Assets 2019: $9,002,082Liabilities 2019: $346,033Net Assets 2019: $8,656,0492019Assets 2020: $9,123,106Liabilities 2020: $377,235Net Assets 2020: $8,745,8712020Assets 2021: $11,294,466Liabilities 2021: $320,944Net Assets 2021: $10,973,5222021Assets 2022: $10,724,306Liabilities 2022: $324,451Net Assets 2022: $10,399,8552022Assets 2023: $10,441,546Liabilities 2023: $352,747Net Assets 2023: $10,088,7992023Assets 2024: $11,987,603Liabilities 2024: $334,585Net Assets 2024: $11,653,0182024Assets 2025: $12,383,438Liabilities 2025: $450,278Net Assets 2025: $11,933,1602025

Highlighted filing

2016

Assets$7,705,503
Liabilities$354,317
Net Assets$7,351,186
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $36,050Expenses 2011: $43,808Net Income 2011: -$7,7582011Revenue 2013: $979,026Expenses 2013: $837,509Net Income 2013: $141,5172013Revenue 2014: $812,604Expenses 2014: $600,275Net Income 2014: $212,3292014Revenue 2015: $1,117,812Expenses 2015: $602,909Net Income 2015: $514,9032015Revenue 2016: $426,300Expenses 2016: $593,163Net Income 2016: -$166,8632016Revenue 2017: $830,433Expenses 2017: $609,021Net Income 2017: $221,4122017Revenue 2018: $989,374Expenses 2018: $604,920Net Income 2018: $384,4542018Revenue 2019: $877,579Expenses 2019: $516,445Net Income 2019: $361,1342019Revenue 2020: $765,262Expenses 2020: $593,698Net Income 2020: $171,5642020Revenue 2021: $764,808Expenses 2021: $604,447Net Income 2021: $160,3612021Revenue 2022: $966,760Expenses 2022: $602,772Net Income 2022: $363,9882022Revenue 2023: $848,468Expenses 2023: $785,442Net Income 2023: $63,0262023Revenue 2024: $1,494,419Expenses 2024: $1,091,955Net Income 2024: $402,4642024Revenue 2025: $2,141,994Expenses 2025: $1,230,273Net Income 2025: $911,7212025

Highlighted filing

2016

Revenue$426,300
Expenses$593,163
Net Income-$166,863
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Jan 9, 2017
Return Version
2015v3.0
Gross Receipts
$3,316,148
Mission and Program Overview

Mission

To furnish student aid, to encourage and develop conduct and traits of character consistent with high morals, constructive citizenship, scholarship, leadership and community service and to support the educational interests and activities of the sigma alpha mu fraternity.

See schedule o.to support the educational interests and activities of the sigma alpha mu fraternity, to furnish student aid, and to encourage and develop conduct and traits of character consistent with high morals, constructive citizenship, scholarship, leadership and community service.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,848,692$6,241,297▼ $607,395
Land, Buildings, and Equipment, Net$834,542$805,949▼ $28,593
Savings and Temporary Cash Investments$345,214$343,513▼ $1,701
Pledges and Grants Receivable$291,285$216,275▼ $75,010
Cash and Non-Interest-Bearing Accounts$133,253$71,120▼ $62,133
Prepaid Expenses and Deferred Charges$22,881$22,261▼ $620
Inventories for Sale or Use$5,226$5,088▼ $138
Total Assets$8,481,093$7,705,503▼ $775,590
Liabilities
Mortgage Notes Payable Secured by Investment Property$319,258$308,825▼ $10,433
Grants Payable$53,210$28,160▼ $25,050
Accounts Payable and Accrued Expenses$4,308$12,743▲ $8,435
Other Liabilities$7,917$4,589▼ $3,328
Total Liabilities$384,693$354,317▼ $30,376
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,057,647$4,139,308▲ $81,661
Temporarily Rstr Net Assets$3,540,084$2,811,529▼ $728,555
Unrestricted Net Assets$498,669$400,349▼ $98,320
Total Net Assets Fund Balance$8,096,400$7,351,186▼ $745,214
Total Liabilities and Net Assets / Fund Balance$8,481,093$7,705,503▼ $775,590

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$717,280$144,647$861,927
Land$82,500-$82,500
Equipment$6,169$11,397$17,566

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$5,133,697$19,848▼ $332,346$-128,323$4,725,881
2014$4,971,411$87,968▲ $238,649$-64,883$5,133,697
2013$4,568,640$118,211▲ $486,078$-46,621$4,971,411
2012$3,933,283$83,455▲ $584,806$-127,832$4,568,640
2011$3,637,279$17,138▼ $29,739$-448,173$3,933,283
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Hanno D MottPresident/trustee
David H PhillipsVice President/trustee
David S RiceAssistant Treasurer/trustee
Dennis G PaeseSecretary/trustee
Ronald S KatchTreasurer/trustee
Aaron M GirsonTrustee
Barry M EpsteinTrustee
Harvey a WeisblatTrustee
Jerry MillerTrustee
John PaineTrustee
Lawrence J LeibTrustee
Nathan C MargolisTrustee
Robert B FagensonTrustee
Robert S WeissTrustee
Roy M NeulichtTrustee
Sidney H GullerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$270,657
Program Service Revenue
$0
Investment Income
$140,834
Other Revenue
$14,809
All Other Contributions
$270,657
Change in Net Assets
$-166,863

Audited Revenue Reconciliation

Revenue per Audited Statements
$413,615
Revenue Not Reported on Financial Statements
$12,685
Revenue Not Reported on Form 990
$-572,368
Other Revenue Adjustments
$-37,872
Total Revenue per Audited Statements
$-158,753
Total Revenue per Form 990
$426,300
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$322,937
Other Expenses$205,099
Total Fundraising Expense$69,743
Salaries, Compensation, and Employee Benefits$65,127
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$247,337--$247,337
Grants to Domestic Orgs$75,600--$75,600
Other Salaries and Wages$19,929$29,463$9,825$59,217
Fees for Service Investment Mgmnt Fees-$50,557-$50,557
Fees for Services Accounting-$16,122-$16,122
Insurance-$14,808-$14,808
Office Expenses-$9,985$3,686$13,671
Information Technology-$3,307$7,750$11,057
Depreciation Depletion-$10,982-$10,982
Fees for Services Legal--$9,858$9,858
Interest-$7,388-$7,388
Fees for Services Other-$5,832-$5,832
Conferences and Meetings-$5,362-$5,362
Occupancy-$4,586-$4,586
Payroll Taxes$447$3,863$221$4,531
All Other Expenses-$1,644$35$1,679
Other Expenses-$2,272$1,611$1,611
Other Employee Benefits$41$1,317$21$1,379
Travel$255$227$85$567
Total Functional Expenses$343,609$179,811$69,743$593,163

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$593,163
Total Expenses per Audited Statements$586,461
Expenses per Audited Statements$542,606
Expenses Not Reported on Financial Statements$50,557
Expenses Not Reported on Form 990$43,855
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sigma Alpha Mu Fraternity IncIndianapolis, IN501(c)(7)Leadership Schools, Alcohol Awareness Education and Citizenship Training$74,000
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$4,583
Due to Sigma Alpha Mu Fraternity, Inc.$6
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The return is presented to the executive committee for approval and issued to the full board prior to filing.”

Form 990, Part VI, Section B, Line 12C

“A director must submit an annual disclosure of conflict of interest.”

Form 990, Part VI, Section C, Line 19

“The organization makes its form 990, application for exemption, governing documents and financial statements available, upon request, in a timely manner, and subject to the charges permitted by law to any individuals who request the information. The form 990 is also available on the guidestar website.”

Filing and Contact Details

Filer

Filer Name
The Sigma Alpha Mu Foundation
EIN
13-6093817
Phone
3177898339
Address
8701 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
David S Rice
Title
Assistant Treasurer
Phone
3177898339
Signed
2017-01-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hanno D Mott
Formed
1944
Legal Domicile
Dc
Voting Board Members
16
Independent Board Members
16
Employees
5
Volunteers
30

Preparer

Firm
K B Parrish & Co Llp
Address
6840 EAGLE HIGHLANDS WAY, INDIANAPOLIS, IN 46254
Preparer
Ryan Keith CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in allowance for uncollectible pledges -5,983.”

FORM 990, PART XII, LINE 2C:

“The audit/tax committee assumes responsibility for overseeing the audit process as well as selecting an independent accountant.”

Financial Statement Notes

PART V, LINE 4:

“Investment earnings from endowment funds are used to award scholarships to undergraduate and graduate students attending colleges and universities and to fund educational grants to organizations to promote scholarship, leadership, citizenship, and student health programs.”

PART X, LINE 2:

“The foundation files annual returns in the u.s. Federal and indiana jurisdictions. Currently the three prior tax years are open and subject to examination by the internal revenue service and the indiana department of revenue. However, the foundation is not currently under audit nor has it been contacted by these jurisdictions. Based on the evaluation of the foundation's tax positions, management believes all significant positions taken would be upheld under an examination.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Rental expenses included in income on 990 -43,855. Change in allowance for uncollectible pledges 5,983.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses included in income on 990 43,855.”

SCHEDULE D, PART V, LINE 4:

“The organization invests and grows its endowment funds in order to use the income to further support its charitable and educational mission.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3ASSISTANT TREASURER/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-339882
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt074000
IRS990/GrantsPayableGrp/BOYAmt053210
IRS990/GrantsPayableGrp/EOYAmt028160
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0247337
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0247337
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt075600
IRS990/GrantsToDomesticOrgsGrp/TotalAmt075600
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02506111
IRS990/GrossReceiptsAmt03316148
IRS990/GrossRentsGrp/RealAmt058664
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt07750
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03307
IRS990/InformationTechnologyGrp/TotalAmt011057
IRS990/InsuranceGrp/ManagementAndGeneralAmt014808
IRS990/InsuranceGrp/TotalAmt014808
IRS990/InterestGrp/ManagementAndGeneralAmt07388
IRS990/InterestGrp/TotalAmt07388
IRS990/InventoriesForSaleOrUseGrp/BOYAmt05226
IRS990/InventoriesForSaleOrUseGrp/EOYAmt05088
IRS990/InvestmentIncomeGrp/ExclusionAmt0480716
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0480716
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06848692
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06241297
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0156044
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0834542
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0805949
IRS990/LandBldgEquipCostOrOtherBssAmt0961993
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02845993
IRS990/LessRentalExpensesGrp/RealAmt043855
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE EDUCATIONAL INTERESTS AND ACTIVITIES OF THE SIGMA ALPHA MU FRATERNITY, FURNISH STUDENT AID, AND ENCOURAGE AND DEVELOP CONDUCT AND TRAITS OF CHARACTER CONSISTENT WITH HIGH MORALS, CONSTRUCTIVE CITIZENSHIP, SCHOLARSHIP, LEADERSHIP AND COMMUNITY SERVICE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0319258
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0308825
IRS990/NetAssetsOrFundBalancesBOYAmt08096400
IRS990/NetAssetsOrFundBalancesEOYAmt07351186
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-339882
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-339882
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt08561
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt014809
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt06248
IRS990/NetUnrelatedBusTxblIncmAmt05248
IRS990/NetUnrlzdGainsLossesInvstAmt0-572368
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt03000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04586
IRS990/OccupancyGrp/TotalAmt04586
IRS990/OfficeExpensesGrp/FundraisingAmt03686
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09985
IRS990/OfficeExpensesGrp/TotalAmt013671
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-5983
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt021
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01317
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt041
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01379
IRS990/OtherExpensesGrp/Desc0PRINTING & MAILING
IRS990/OtherExpensesGrp/Desc1OCTAGONIAN
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3ADMINISTRATIVE SERVICES
IRS990/OtherExpensesGrp/FundraisingAmt036651
IRS990/OtherExpensesGrp/FundraisingAmt11611
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012096
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12272
IRS990/OtherExpensesGrp/TotalAmt036651
IRS990/OtherExpensesGrp/TotalAmt112096
IRS990/OtherExpensesGrp/TotalAmt22272
IRS990/OtherExpensesGrp/TotalAmt31611
IRS990/OtherLiabilitiesGrp/BOYAmt07917
IRS990/OtherLiabilitiesGrp/EOYAmt04589
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt09825
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt029463
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt019929
IRS990/OtherSalariesAndWagesGrp/TotalAmt059217
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0221
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03863
IRS990/PayrollTaxesGrp/ProgramServicesAmt0447
IRS990/PayrollTaxesGrp/TotalAmt04531
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04057647
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04139308
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0291285
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0216275
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022881
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022261
IRS990/PrincipalOfficerNm0HANNO D MOTT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS ARE AWARDED TO UNDERGRADUATES AND GRADUATE STUDENTS ATTENDING COLLEGES AND UNIVERSITIES IN THE UNITED STATES AND CANADA. THE SCHOLARSHIPS ARE PROVIDED FOR THE PROMOTION OF HIGHER EDUCATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0263170
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0247337
IRS990/ProgSrvcAccomActy3Grp/Desc0CHARITABLE CONTRIBUTIONS MADE TO OTHER INSTITUTIONS FOR PROMOTION OF LEADERSHIP.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01600
IRS990/ProgSrvcAccomActy3Grp/GrantAmt01600
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0387609
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0317136
IRS990/PYInvestmentIncomeAmt0714105
IRS990/PYOtherExpensesAmt0217511
IRS990/PYOtherRevenueAmt016098
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0514903
IRS990/PYSalariesCompEmpBnftPaidAmt068262
IRS990/PYTotalExpensesAmt0602909
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01117812
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-166863
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt014809
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0345214
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0343513
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0270657
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0387609
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0442959
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0389608
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0382537
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01873370
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0480716
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0416419
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0299588
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0255664
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0243125
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01695512
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt010293
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt040852
IRS990ScheduleA/OtherIncome170Grp/TotalAmt040852
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.44950
IRS990ScheduleA/PublicSupportPY170Pct00.48580
IRS990ScheduleA/PublicSupportTotal170Amt01633049
IRS990ScheduleA/SubstantialContributorsTotAmt0240321
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0270657
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0387609
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0442959
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0389608
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0382537
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01873370
IRS990ScheduleA/TotalSupportAmt03632812
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt06248
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt06836
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt06323
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt03671
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt023078
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,705,503
Liabilities
$354,317
Net assets
$7,351,186
Revenue
$426,300
Expenses
$593,163
Net income
-$166,863
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$0.45$11.9$2.14$1.23$0.91
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.33$11.7$1.49$1.09$0.40
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.35$10.1$0.85$0.79$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.32$10.4$0.97$0.60$0.36
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$0.32$11.0$0.76$0.60$0.16
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.12$0.38$8.75$0.77$0.59$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.00$0.35$8.66$0.88$0.52$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.84$0.35$8.49$0.99$0.60$0.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.43$0.40$8.03$0.83$0.61$0.22
2016Detailed filing. Detailed filing data is available for this year.$7.71$0.35$7.35$0.43$0.59$0.17
2015Detailed filing. Detailed filing data is available for this year.$8.48$0.38$8.10$1.12$0.60$0.51
2014Detailed filing. Detailed filing data is available for this year.$8.28$0.36$7.92$0.81$0.60$0.21
2013Summary only. Only limited summary data is available for this year.$7.70$0.42$7.28$0.98$0.84$0.14
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.04$0.04$0.01