Civic Intelligence

Sigma Alpha Mu Foundation

990 • Fiscal year 2017 • EIN 13-6093817

Jun 01, 2016 to May 31, 2017 • Filed on Nov 07, 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

31st percentile

0.05x

Higher debt load relative to assets than 31% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.48x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

66th percentile

9.4%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

95%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$8,428,421

Up $722,918 (+9.4%) from 2016

Net Assets

Up

$8,026,609

Up $675,423 (+9.2%) from 2016

Liabilities

Up

$401,812

Up $47,495 (+13%) from 2016

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin83rd percentile

Revenue

Up

$830,433

Up $404,133 (+95%) from 2016

Expenses

Up

$609,021

Up $15,858 (+2.7%) from 2016

Net Income

Up

$221,412

Up $388,275 (+233%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2017

Assets$8,428,421
Liabilities$401,812
Net Assets$8,026,609
Open 2017 Filing

Operations Trend

Revenue Growth92nd 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

2017

Revenue$830,433
Expenses$609,021
Net Income$221,412
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$1,851,374
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 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,241,297$6,854,495▲ $613,198
Land, Buildings, and Equipment, Net$805,949$777,358▼ $28,591
Savings and Temporary Cash Investments$343,513$337,200▼ $6,313
Cash and Non-Interest-Bearing Accounts$71,120$281,823▲ $210,703
Pledges and Grants Receivable$216,275$151,595▼ $64,680
Prepaid Expenses and Deferred Charges$22,261$20,962▼ $1,299
Inventories for Sale or Use$5,088$4,988▼ $100
Total Assets$7,705,503$8,428,421▲ $722,918
Liabilities
Mortgage Notes Payable Secured by Investment Property$308,825$297,566▼ $11,259
Grants Payable$28,160$80,535▲ $52,375
Other Liabilities$4,589$18,852▲ $14,263
Accounts Payable and Accrued Expenses$12,743$4,859▼ $7,884
Total Liabilities$354,317$401,812▲ $47,495
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,139,308$4,171,338▲ $32,030
Temporarily Rstr Net Assets$2,811,529$3,254,547▲ $443,018
Unrestricted Net Assets$400,349$600,724▲ $200,375
Total Net Assets Fund Balance$7,351,186$8,026,609▲ $675,423
Total Liabilities and Net Assets / Fund Balance$7,705,503$8,428,421▲ $722,918

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$690,998$170,929$861,927
Land$82,500-$82,500
Equipment$3,860$13,706$17,566

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$4,725,881$21,843▲ $527,821$28,345$5,003,930
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
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$359,617
Program Service Revenue
$0
Investment Income
$450,980
Other Revenue
$19,836
All Other Contributions
$359,617
Change in Net Assets
$221,412

Audited Revenue Reconciliation

Revenue per Audited Statements
$894,189
Revenue Not Reported on Financial Statements
$-63,756
Revenue Not Reported on Form 990
$375,359
Other Revenue Adjustments
$-117,480
Total Revenue per Audited Statements
$1,269,548
Total Revenue per Form 990
$830,433
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$347,585
Other Expenses$206,616
Total Fundraising Expense$79,445
Salaries, Compensation, and Employee Benefits$54,820
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$253,650--$253,650
Grants to Domestic Orgs$93,935--$93,935
Fees for Service Investment Mgmnt Fees-$53,724-$53,724
Other Salaries and Wages$24,474$8,110$17,638$50,222
Fees for Services Accounting-$16,220-$16,220
Insurance-$15,098-$15,098
Information Technology$2,500$2,384$7,200$12,084
Depreciation Depletion-$10,983-$10,983
Office Expenses-$7,147$3,710$10,857
Fees for Services Legal--$10,352$10,352
Interest-$7,116-$7,116
Conferences and Meetings-$6,350-$6,350
Fees for Services Other-$3,863-$3,863
All Other Expenses-$3,843-$3,843
Payroll Taxes$1,872$620$1,350$3,842
Other Expenses-$968$2,259$3,227
Travel$1,088$967$363$2,418
Occupancy-$2,369-$2,369
Other Employee Benefits$368$122$266$756
Total Functional Expenses$377,887$151,689$79,445$609,021

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$609,021
Total Expenses per Audited Statements$594,125
Expenses per Audited Statements$555,297
Expenses Not Reported on Financial Statements$53,724
Expenses Not Reported on Form 990$38,828
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sigma Alpha Mu Fraternity IncIndianapolis, IN501(c)(7)Leadership Schools, Alcohol Awareness Education and Citizenship Training$68,735
Sigma Alpha Mu Foundation Inc Eta ChapterSyracuse, NY501(c)(3)Educational Scholarships$25,200
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
Due to Sigma Alpha Mu Fraternity, Inc.$14,269
Security Deposit$4,583
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 11B

“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
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hanno D Mott
Formed
1944
Legal Domicile
Dc
Voting Board Members
18
Independent Board Members
18
Employees
5
Volunteers
30

Preparer

Firm
Mountjoy Chilton Medley Llp
Address
6840 EAGLE HIGHLANDS WAY, INDIANAPOLIS, IN 46254
Preparer
Rebekah S Payne CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in allowance for uncollectible pledges 78,652.”

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 -38,828. Change in allowance for uncollectible pledges -78,652.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses included in income on 990 38,828.”

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/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3ASST TREASURER/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9FORMER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt068735
IRS990/GrantsPayableGrp/BOYAmt028160
IRS990/GrantsPayableGrp/EOYAmt080535
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0253650
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt093935
IRS990/GrantsToDomesticOrgsGrp/TotalAmt093935
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd01
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IRS990/GrossReceiptsAmt01851374
IRS990/GrossRentsGrp/RealAmt058664
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IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt07200
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02384
IRS990/InformationTechnologyGrp/ProgramServicesAmt02500
IRS990/InformationTechnologyGrp/TotalAmt012084
IRS990/InsuranceGrp/ManagementAndGeneralAmt015098
IRS990/InsuranceGrp/TotalAmt015098
IRS990/InterestGrp/ManagementAndGeneralAmt07116
IRS990/InterestGrp/TotalAmt07116
IRS990/InventoriesForSaleOrUseGrp/BOYAmt05088
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04988
IRS990/InvestmentIncomeGrp/ExclusionAmt0397314
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0397314
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06241297
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06854495
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0184635
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0805949
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0777358
IRS990/LandBldgEquipCostOrOtherBssAmt0961993
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0982113
IRS990/LessRentalExpensesGrp/RealAmt038828
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0308825
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0297566
IRS990/NetAssetsOrFundBalancesBOYAmt07351186
IRS990/NetAssetsOrFundBalancesEOYAmt08026609
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt053666
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt053666
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt09446
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt019836
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt010390
IRS990/NetUnrelatedBusTxblIncmAmt09390
IRS990/NetUnrlzdGainsLossesInvstAmt0375359
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt06000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02369
IRS990/OccupancyGrp/TotalAmt02369
IRS990/OfficeExpensesGrp/FundraisingAmt03710
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07147
IRS990/OfficeExpensesGrp/TotalAmt010857
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt078652
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0266
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0122
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0368
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0756
IRS990/OtherExpensesGrp/Desc0UBIT TAXES
IRS990/OtherExpensesGrp/Desc1SOLICITATION EXPENSE
IRS990/OtherExpensesGrp/Desc2OCTAGONIAN
IRS990/OtherExpensesGrp/Desc3ADMINISTRATIVE SERVICES
IRS990/OtherExpensesGrp/FundraisingAmt036307
IRS990/OtherExpensesGrp/FundraisingAmt12259
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01608
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110197
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2968
IRS990/OtherExpensesGrp/TotalAmt01608
IRS990/OtherExpensesGrp/TotalAmt136307
IRS990/OtherExpensesGrp/TotalAmt210197
IRS990/OtherExpensesGrp/TotalAmt33227
IRS990/OtherLiabilitiesGrp/BOYAmt04589
IRS990/OtherLiabilitiesGrp/EOYAmt018852
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt017638
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08110
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt024474
IRS990/OtherSalariesAndWagesGrp/TotalAmt050222
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01350
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0620
IRS990/PayrollTaxesGrp/ProgramServicesAmt01872
IRS990/PayrollTaxesGrp/TotalAmt03842
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04139308
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04171338
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0216275
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0151595
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022261
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020962
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 TO ENABLE THE PURSUIT OF HIGHER EDUCATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0275763
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0253650
IRS990/ProgSrvcAccomActy3Grp/Desc0CHARITABLE CONTRIBUTIONS MADE TO OTHER INSTITUTIONS FOR SCHOLARSHIPS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt027397
IRS990/ProgSrvcAccomActy3Grp/GrantAmt025200
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0322937
IRS990/PYInvestmentIncomeAmt0140834
IRS990/PYOtherExpensesAmt0205099
IRS990/PYOtherRevenueAmt014809
IRS990/PYProgramServiceRevenueAmt00
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IRS990/PYSalariesCompEmpBnftPaidAmt065127
IRS990/PYTotalExpensesAmt0593163
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0426300
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0221412
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt019836
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0343513
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0337200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0359617
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0270657
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0387609
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0442959
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0389608
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01850450
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0397314
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0480716
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0416419
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0299588
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0255664
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01849701
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41990
IRS990ScheduleA/PublicSupportPY170Pct00.44950
IRS990ScheduleA/PublicSupportTotal170Amt01567660
IRS990ScheduleA/SubstantialContributorsTotAmt0282790
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0359617
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0270657

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,428,421
Liabilities
$401,812
Net assets
$8,026,609
Revenue
$830,433
Expenses
$609,021
Net income
$221,412
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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $5M-$10M nonprofits