Civic Intelligence

Sigma Alpha Mu Foundation

990 • Fiscal year 2019 • EIN 13-6093817

Jun 01, 2018 to May 31, 2019 • Filed on Oct 07, 2019

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

30th percentile

0.04x

Higher debt load relative to assets than 30% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

68th percentile

0.39x

Higher debt load relative to revenue than 68% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

88th percentile

41%

Higher net margin than 88% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

45th percentile

1.8%

Faster asset growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-11%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$9,002,082

Up $160,027 (+1.8%) from 2018

Net Assets

Up

$8,656,049

Up $166,170 (+2.0%) from 2018

Liabilities

Down

$346,033

Down $6,143 (-1.7%) from 2018

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin88th percentile

Revenue

Down

$877,579

Down $111,795 (-11%) from 2018

Expenses

Down

$516,445

Down $88,475 (-15%) from 2018

Net Income

Down

$361,134

Down $23,320 (-6.1%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2019

Assets$9,002,082
Liabilities$346,033
Net Assets$8,656,049
Open 2019 Filing

Operations Trend

Revenue Growth20th 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

2019

Revenue$877,579
Expenses$516,445
Net Income$361,134
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Oct 7, 2019
Return Version
2018v3.1
Gross Receipts
$3,289,455
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$7,166,137$7,139,228▼ $26,909
Land, Buildings, and Equipment, Net$748,766$728,525▼ $20,241
Savings and Temporary Cash Investments$664,572$579,873▼ $84,699
Accounts Receivable-$186,425-
Pledges and Grants Receivable$177,072$174,364▼ $2,708
Cash and Non-Interest-Bearing Accounts$60,018$170,570▲ $110,552
Prepaid Expenses and Deferred Charges$20,580$18,257▼ $2,323
Inventories for Sale or Use$4,910$4,840▼ $70
Total Assets$8,842,055$9,002,082▲ $160,027
Liabilities
Mortgage Notes Payable Secured by Investment Property$285,481$272,510▼ $12,971
Grants Payable$58,000$36,850▼ $21,150
Other Liabilities$5,676$25,548▲ $19,872
Accounts Payable and Accrued Expenses$3,019$9,325▲ $6,306
Deferred Revenue-$1,800-
Total Liabilities$352,176$346,033▼ $6,143
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,328,787$4,369,505▲ $40,718
Temporarily Rstr Net Assets$3,501,349$3,368,637▼ $132,712
Unrestricted Net Assets$659,743$917,907▲ $258,164
Total Net Assets Fund Balance$8,489,879$8,656,049▲ $166,170
Total Liabilities and Net Assets / Fund Balance$8,842,055$9,002,082▲ $160,027

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$646,025$223,757$869,782
Land$82,500-$82,500
Equipment$0$17,566$17,566

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$5,267,760$17,508▲ $62,942$-45,597$5,179,454
2017$5,003,930$133,012▲ $345,921$-14,740$5,267,760
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
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Hanno D MottPresident/director
Robert S WeissVice President/director
Aaron M GirsonAssistant Treasurer/director
Bradley UngerDirector
David H PhillipsDirector
David S RiceDirector
Harvey a WeisblatDirector
John PaineDirector
Lawrence J LeibDirector
Leland GarrettDirector
Nathan C MargolisDirector
Richie WilliamsonDirector
Robert B FagensonDirector
Roy M NeulichtDirector
Sidney H GullerDirector
Dennis G PaeseSecretary/director
Ronald S KatchTreasurer/director
Ryan RobertsonAssistant Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$518,377
Program Service Revenue
$0
Investment Income
$340,151
Other Revenue
$19,051
All Other Contributions
$518,377
Change in Net Assets
$361,134

Audited Revenue Reconciliation

Revenue per Audited Statements
$867,823
Revenue Not Reported on Financial Statements
$9,756
Revenue Not Reported on Form 990
$-194,487
Other Revenue Adjustments
$-39,138
Total Revenue per Audited Statements
$673,336
Total Revenue per Form 990
$877,579
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$258,608
Other Expenses$206,480
Total Fundraising Expense$95,352
Salaries, Compensation, and Employee Benefits$51,357
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$212,500--$212,500
Fees for Service Investment Mgmnt Fees-$48,894-$48,894
Other Salaries and Wages$18,911$9,120$19,633$47,664
Grants to Domestic Orgs$46,108--$46,108
Fees for Services Accounting-$16,450-$16,450
Insurance-$15,547-$15,547
Office Expenses-$8,059$3,520$11,579
Information Technology$2,500$1,055$7,200$10,755
Fees for Services Legal--$10,522$10,522
Depreciation Depletion-$10,311-$10,311
Interest-$6,551-$6,551
Other Expenses-$6,041$6,285$6,041
Payroll Taxes$1,447$698$1,501$3,646
Occupancy-$3,363-$3,363
Fees for Services Other-$3,219-$3,219
All Other Expenses-$2,301-$2,301
Travel$914$813$305$2,032
Conferences and Meetings-$1,350-$1,350
Other Employee Benefits$19$9$19$47
Total Functional Expenses$282,399$138,694$95,352$516,445

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$516,445
Total Expenses per Audited Statements$507,166
Expenses per Audited Statements$467,551
Expenses Not Reported on Financial Statements$48,894
Expenses Not Reported on Form 990$39,615
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sigma Alpha Mu Fraternity IncIndianapolis, IN501(c)(7)Leadership Schools, Alcohol Awareness Education and Citizenship Training$40,383
Sigma Alpha Mu Foundation Inc Eta ChapterSyracuse, NY501(c)(3)Educational Scholarships$5,725
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.$20,965
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.”

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
Ronald Katch
Title
Treasurer
Phone
3177898339
Signed
2019-10-07
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
Mcm Cpas & Advisors Llp
Address
6840 EAGLE HIGHLANDS WAY, INDIANAPOLIS, IN 46254
Preparer
Christine Keith CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in allowance for uncollectib -477.”

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. 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 -39,615. Change in allowance for uncollectible pledges 477.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses included in income on 990 39,615.”

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/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
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/TitleTxt0PRESIDENT/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6ASSISTANT TREASURER/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01944
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-2384
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt040383
IRS990/GrantsPayableGrp/BOYAmt058000
IRS990/GrantsPayableGrp/EOYAmt036850
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0212500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0212500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt046108
IRS990/GrantsToDomesticOrgsGrp/TotalAmt046108
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02369877
IRS990/GrossReceiptsAmt03289455
IRS990/GrossRentsGrp/RealAmt058666
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt07200
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01055
IRS990/InformationTechnologyGrp/ProgramServicesAmt02500
IRS990/InformationTechnologyGrp/TotalAmt010755
IRS990/InsuranceGrp/ManagementAndGeneralAmt015547
IRS990/InsuranceGrp/TotalAmt015547
IRS990/InterestGrp/ManagementAndGeneralAmt06551
IRS990/InterestGrp/TotalAmt06551
IRS990/InventoriesForSaleOrUseGrp/BOYAmt04910
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04840
IRS990/InvestmentIncomeGrp/ExclusionAmt0342535
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0342535
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07166137
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07139228
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0241323
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0748766
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0728525
IRS990/LandBldgEquipCostOrOtherBssAmt0969848
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02372261
IRS990/LessRentalExpensesGrp/RealAmt039615
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/BOYAmt0285481
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0272510
IRS990/NetAssetsOrFundBalancesBOYAmt08489879
IRS990/NetAssetsOrFundBalancesEOYAmt08656049
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2384
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2384
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt08546
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt019051
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt010505
IRS990/NetUnrelatedBusTxblIncmAmt09505
IRS990/NetUnrlzdGainsLossesInvstAmt0-194487
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03363
IRS990/OccupancyGrp/TotalAmt03363
IRS990/OfficeExpensesGrp/FundraisingAmt03520
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08059
IRS990/OfficeExpensesGrp/TotalAmt011579
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-477
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt019
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019
IRS990/OtherEmployeeBenefitsGrp/TotalAmt047
IRS990/OtherExpensesGrp/Desc0UBIT TAXES
IRS990/OtherExpensesGrp/Desc1SOLICITATION EXPENSE
IRS990/OtherExpensesGrp/Desc2ADMINISTRATIVE SERVICES
IRS990/OtherExpensesGrp/Desc3OCTAGONIAN
IRS990/OtherExpensesGrp/FundraisingAmt046367
IRS990/OtherExpensesGrp/FundraisingAmt16285
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02219
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12694
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26041
IRS990/OtherExpensesGrp/TotalAmt02219
IRS990/OtherExpensesGrp/TotalAmt146367
IRS990/OtherExpensesGrp/TotalAmt28979
IRS990/OtherExpensesGrp/TotalAmt36041
IRS990/OtherLiabilitiesGrp/BOYAmt05676
IRS990/OtherLiabilitiesGrp/EOYAmt025548
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019633
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09120
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt018911
IRS990/OtherSalariesAndWagesGrp/TotalAmt047664
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01501
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0698
IRS990/PayrollTaxesGrp/ProgramServicesAmt01447
IRS990/PayrollTaxesGrp/TotalAmt03646
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04328787
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04369505
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0177072
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0174364
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020580
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018257
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/ExpenseAmt0232049
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0212500
IRS990/ProgSrvcAccomActy3Grp/Desc0CHARITABLE CONTRIBUTIONS MADE TO OTHER INSTITUTIONS FOR SCHOLARSHIPS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06252
IRS990/ProgSrvcAccomActy3Grp/GrantAmt05725
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0470070
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0321025
IRS990/PYInvestmentIncomeAmt0500101
IRS990/PYOtherExpensesAmt0230218
IRS990/PYOtherRevenueAmt019203
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0384454
IRS990/PYSalariesCompEmpBnftPaidAmt053677
IRS990/PYTotalExpensesAmt0604920
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0989374
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0361134
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt019051
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0664572
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0579873
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0334952
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0470070
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0359617
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0270657
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0387609
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01822905
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0373695
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0507797
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0428520
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0513757
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0449628
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02273397
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.37970
IRS990ScheduleA/PublicSupportPY170Pct00.37620
IRS990ScheduleA/PublicSupportTotal170Amt01572124
IRS990ScheduleA/SubstantialContributorsTotAmt0250781
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0334952
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0470070
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0359617
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0270657
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0387609
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01822905
IRS990ScheduleA/TotalSupportAmt04140666
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt010504
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt010387

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,002,082
Liabilities
$346,033
Net assets
$8,656,049
Revenue
$877,579
Expenses
$516,445
Net income
$361,134
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
2019Detailed filing. Detailed filing data is available for this year.$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