Civic Intelligence

Sigma Alpha Mu Foundation

990 • Fiscal year 2020 • EIN 13-6093817

Jun 01, 2019 to May 31, 2020 • Filed on Oct 09, 2020

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

0.04x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

70th percentile

0.49x

Higher debt load relative to revenue than 70% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

77th percentile

22%

Higher net margin than 77% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

34th percentile

1.3%

Faster asset growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-13%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$9,123,106

Up $121,024 (+1.3%) from 2019

Net Assets

Up

$8,745,871

Up $89,822 (+1.0%) from 2019

Liabilities

Up

$377,235

Up $31,202 (+9.0%) from 2019

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin77th percentile

Revenue

Down

$765,262

Down $112,317 (-13%) from 2019

Expenses

Up

$593,698

Up $77,253 (+15%) from 2019

Net Income

Down

$171,564

Down $189,570 (-52%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2020

Assets$9,123,106
Liabilities$377,235
Net Assets$8,745,871
Open 2020 Filing

Operations Trend

Revenue Growth26th 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

2020

Revenue$765,262
Expenses$593,698
Net Income$171,564
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Oct 9, 2020
Return Version
2019v5.1
Gross Receipts
$1,680,504
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$7,139,228$7,358,679▲ $219,451
Land, Buildings, and Equipment, Net$728,525$700,670▼ $27,855
Savings and Temporary Cash Investments$579,873$627,342▲ $47,469
Cash and Non-Interest-Bearing Accounts$170,570$269,859▲ $99,289
Pledges and Grants Receivable$174,364$136,841▼ $37,523
Prepaid Expenses and Deferred Charges$18,257$19,849▲ $1,592
Accounts Receivable$186,425$7,455▼ $178,970
Inventories for Sale or Use$4,840$2,411▼ $2,429
Total Assets$9,002,082$9,123,106▲ $121,024
Liabilities
Mortgage Notes Payable Secured by Investment Property$272,510$271,390▼ $1,120
Other Liabilities$25,548$53,413▲ $27,865
Grants Payable$36,850$50,050▲ $13,200
Accounts Payable and Accrued Expenses$9,325$2,382▼ $6,943
Deferred Revenue$1,800$0▼ $1,800
Total Liabilities$346,033$377,235▲ $31,202
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,738,142$7,710,992▼ $27,150
Net Assets Without Donor Restrictions$917,907$1,034,879▲ $116,972
Total Net Assets Fund Balance$8,656,049$8,745,871▲ $89,822
Total Liabilities and Net Assets / Fund Balance$9,002,082$9,123,106▲ $121,024

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$618,170$251,612$869,782
Land$82,500-$82,500
Equipment$0$17,566$17,566

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$5,179,454$1,423,322▲ $191,758$11,230$6,506,110
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
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$399,050
Program Service Revenue
$0
Investment Income
$356,987
Other Revenue
$9,225
All Other Contributions
$399,050
Change in Net Assets
$171,564

Audited Revenue Reconciliation

Revenue per Audited Statements
$774,856
Revenue Not Reported on Financial Statements
$-9,594
Revenue Not Reported on Form 990
$-87,018
Other Revenue Adjustments
$-54,717
Total Revenue per Audited Statements
$687,838
Total Revenue per Form 990
$765,262
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$306,944
Other Expenses$217,808
Total Fundraising Expense$91,567
Salaries, Compensation, and Employee Benefits$68,946
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$255,860--$255,860
Other Salaries and Wages$38,651$4,776$17,730$61,157
Grants to Domestic Orgs$51,084--$51,084
Fees for Service Investment Mgmnt Fees-$45,123-$45,123
Fees for Services Accounting-$20,263-$20,263
Insurance-$18,036-$18,036
Information Technology$2,500$7,296$7,200$16,996
Office Expenses-$7,914$4,085$11,999
Fees for Services Legal--$10,586$10,586
Depreciation Depletion-$9,192-$9,192
Occupancy-$7,290-$7,290
Other Expenses-$6,288$6,435$6,288
Interest-$6,254-$6,254
Payroll Taxes$2,800$346$1,284$4,430
Fees for Services Other-$3,658-$3,658
Other Employee Benefits$2,123$262$974$3,359
All Other Expenses-$3,213-$3,213
Conferences and Meetings-$2,723-$2,723
Travel$603$536$200$1,339
Total Functional Expenses$353,621$148,510$91,567$593,698

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$598,016
Total Expenses per Form 990$593,698
Expenses per Audited Statements$548,575
Expenses Not Reported on Form 990$49,441
Expenses Not Reported on Financial Statements$45,123
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sigma Alpha Mu Fraternity IncIndianapolis, IN501(c)(7)Leadership Schools, Alcohol Awareness Education and Citizenship Training$46,600
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.$48,830
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 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
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
Aaron Girson
Title
Treasurer
Phone
3177898339
Signed
2020-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hanno D Mott
Formed
1944
Legal Domicile
Dc
Voting Board Members
19
Independent Board Members
19
Employees
4
Volunteers
30

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
6840 EAGLE HIGHLANDS WAY, INDIANAPOLIS, IN 46254
Preparer
Rebekah Payne CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in allowance for uncollectib 5,276.”

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 -49,441. Change in allowance for uncollectible pledges -5,276.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses included in income on 990 49,441.”

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/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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/ReportableCompFromRltdOrgAmt180
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/DIRECT
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/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01944
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt053380
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt046600
IRS990/GrantsPayableGrp/BOYAmt036850
IRS990/GrantsPayableGrp/EOYAmt050050
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0255860
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0255860
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt051084
IRS990/GrantsToDomesticOrgsGrp/TotalAmt051084
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0919181
IRS990/GrossReceiptsAmt01680504
IRS990/GrossRentsGrp/RealAmt058666
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt07200
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07296
IRS990/InformationTechnologyGrp/ProgramServicesAmt02500
IRS990/InformationTechnologyGrp/TotalAmt016996
IRS990/InsuranceGrp/ManagementAndGeneralAmt018036
IRS990/InsuranceGrp/TotalAmt018036
IRS990/InterestGrp/ManagementAndGeneralAmt06254
IRS990/InterestGrp/TotalAmt06254
IRS990/InventoriesForSaleOrUseGrp/BOYAmt04840
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02411
IRS990/InvestmentIncomeGrp/ExclusionAmt0303607
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0303607
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07139228
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07358679
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0269178
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0728525
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0700670
IRS990/LandBldgEquipCostOrOtherBssAmt0969848
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0865801
IRS990/LessRentalExpensesGrp/RealAmt049441
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/BOYAmt0272510
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0271390
IRS990/NetAssetsOrFundBalancesBOYAmt08656049
IRS990/NetAssetsOrFundBalancesEOYAmt08745871
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt053380
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt053380
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt03550
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt09225
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt05675
IRS990/NetUnrelatedBusTxblIncmAmt04675
IRS990/NetUnrlzdGainsLossesInvstAmt0-87018
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0917907
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01034879
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt07290
IRS990/OccupancyGrp/TotalAmt07290
IRS990/OfficeExpensesGrp/FundraisingAmt04085
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07914
IRS990/OfficeExpensesGrp/TotalAmt011999
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt05276
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0974
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0262
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02123
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03359
IRS990/OtherExpensesGrp/Desc0UBIT TAXES
IRS990/OtherExpensesGrp/Desc1SOLICITATION EXPENSE
IRS990/OtherExpensesGrp/Desc2ADMINISTRATIVE SERVICES
IRS990/OtherExpensesGrp/Desc3OCTAGONIAN
IRS990/OtherExpensesGrp/FundraisingAmt043073
IRS990/OtherExpensesGrp/FundraisingAmt16435
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02582
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22758
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt36288
IRS990/OtherExpensesGrp/TotalAmt02582
IRS990/OtherExpensesGrp/TotalAmt143073
IRS990/OtherExpensesGrp/TotalAmt29193
IRS990/OtherExpensesGrp/TotalAmt36288
IRS990/OtherLiabilitiesGrp/BOYAmt025548
IRS990/OtherLiabilitiesGrp/EOYAmt053413
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt017730
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04776
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt038651
IRS990/OtherSalariesAndWagesGrp/TotalAmt061157
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01284
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0346
IRS990/PayrollTaxesGrp/ProgramServicesAmt02800
IRS990/PayrollTaxesGrp/TotalAmt04430
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0174364
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0136841
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018257
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019849
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/ExpenseAmt0294769
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0255860
IRS990/ProgSrvcAccomActy3Grp/Desc0CHARITABLE CONTRIBUTIONS MADE TO OTHER INSTITUTIONS FOR SCHOLARSHIPS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05166
IRS990/ProgSrvcAccomActy3Grp/GrantAmt04484
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0518377
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0258608
IRS990/PYInvestmentIncomeAmt0340151
IRS990/PYOtherExpensesAmt0206480
IRS990/PYOtherRevenueAmt019051
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0361134
IRS990/PYSalariesCompEmpBnftPaidAmt051357
IRS990/PYTotalExpensesAmt0516445
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0877579
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0171564
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt09225
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0579873
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0627342
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0399050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0334952
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0470070
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0359619
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0270657
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01834348
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0334836
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0373695
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0507797
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0428520
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0513757
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02158605
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.39970
IRS990ScheduleA/PublicSupportPY170Pct00.37970
IRS990ScheduleA/PublicSupportTotal170Amt01613081

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,123,106
Liabilities
$377,235
Net assets
$8,745,871
Revenue
$765,262
Expenses
$593,698
Net income
$171,564
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
2020Detailed filing. Detailed filing data is available for this year.$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