Civic Intelligence

Sigma Alpha Mu Foundation

990 • Fiscal year 2022 • EIN 13-6093817

Jun 01, 2021 to May 31, 2022 • Filed on Apr 04, 2023

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

24th percentile

0.03x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.34x

Higher debt load relative to revenue than 60% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

31st percentile

-5.0%

Faster asset growth than 31% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$10,724,306

Down $570,160 (-5.0%) from 2021

Net Assets

Down

$10,399,855

Down $573,667 (-5.2%) from 2021

Liabilities

Up

$324,451

Up $3,507 (+1.1%) from 2021

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin84th percentile

Revenue

Up

$966,760

Up $201,952 (+26%) from 2021

Expenses

Down

$602,772

Down $1,675 (-0.3%) from 2021

Net Income

Up

$363,988

Up $203,627 (+127%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2022

Assets$10,724,306
Liabilities$324,451
Net Assets$10,399,855
Open 2022 Filing

Operations Trend

Revenue Growth76th 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

2022

Revenue$966,760
Expenses$602,772
Net Income$363,988
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Apr 4, 2023
Return Version
2021v4.2
Gross Receipts
$1,894,449
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$9,373,767$8,881,027▼ $492,740
Land, Buildings, and Equipment, Net$672,816$644,962▼ $27,854
Savings and Temporary Cash Investments$616,713$644,629▲ $27,916
Cash and Non-Interest-Bearing Accounts$312,775$287,246▼ $25,529
Pledges and Grants Receivable$301,540$244,427▼ $57,113
Prepaid Expenses and Deferred Charges$14,512$18,313▲ $3,801
Inventories for Sale or Use$2,343$2,327▼ $16
Accounts Receivable$0$1,375▲ $1,375
Total Assets$11,294,466$10,724,306▼ $570,160
Liabilities
Mortgage Notes Payable Secured by Investment Property$248,181$234,543▼ $13,638
Grants Payable$43,600$47,015▲ $3,415
Other Liabilities$27,348$32,446▲ $5,098
Accounts Payable and Accrued Expenses$1,815$10,447▲ $8,632
Total Liabilities$320,944$324,451▲ $3,507
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,698,825$9,161,663▼ $537,162
Net Assets Without Donor Restrictions$1,274,697$1,238,192▼ $36,505
Total Net Assets Fund Balance$10,973,522$10,399,855▼ $573,667
Total Liabilities and Net Assets / Fund Balance$11,294,466$10,724,306▼ $570,160

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$562,462$307,320$869,782
Land$82,500-$82,500
Equipment$0$17,566$17,566

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$8,154,506$114,637▼ $422,021$-82,864$7,656,051
2020$6,506,110$49,230▲ $1,729,495$-135,676$8,154,506
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
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Robert S WeissPresident/director
Dennis G PaeseVice President/director
Bradley UngerDirector
David H PhillipsDirector
David S RiceDirector
Evan LublineDirector
Hanno D MottDirector
Lawrence B WittelsDirector
Lawrence J Leib EsqDirector
Leland GarrettDirector
Nathaniel B LocklinDirector
Nelson FranceDirector
Richard Hall WilliamsonDirector
Robert B FagensonDirector
Ronald S KatchDirector
Roy M NeulichtDirector
John PaineSecretary/director
Aaron M GirsonTreasurer/director
Ryan RobertsonAssistant Treasurer/direct
Revenue and Support

Revenue Composition

Contributions and Grants
$476,703
Program Service Revenue
$0
Investment Income
$460,170
Other Revenue
$29,887
All Other Contributions
$476,703
Change in Net Assets
$363,988

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$33,149Fair Market Value (FMV)
Total Noncash Contributions4$33,149-

Audited Revenue Reconciliation

Revenue per Audited Statements
$908,518
Revenue Not Reported on Financial Statements
$58,242
Revenue Not Reported on Form 990
$-899,016
Total Revenue per Audited Statements
$9,502
Total Revenue per Form 990
$966,760
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$284,696
Other Expenses$225,320
Total Fundraising Expense$104,297
Salaries, Compensation, and Employee Benefits$92,756
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$241,400--$241,400
Other Salaries and Wages$48,866$6,952$25,661$81,479
Fees for Service Investment Mgmnt Fees-$58,242-$58,242
Grants to Domestic Orgs$43,296--$43,296
Fees for Services Accounting-$20,324-$20,324
Insurance-$19,234-$19,234
Information Technology$2,500$8,467$7,200$18,167
Fees for Services Legal--$10,656$10,656
Depreciation Depletion-$9,192-$9,192
Office Expenses-$4,619$3,503$8,122
Other Expenses-$6,769$7,000$6,769
Payroll Taxes$3,520$501$1,848$5,869
Other Employee Benefits$3,243$461$1,704$5,408
All Other Expenses-$4,680-$4,680
Occupancy-$4,045-$4,045
Interest-$3,394-$3,394
Fees for Services Other-$2,163-$2,163
Travel-$629-$629
Total Functional Expenses$342,825$155,650$104,297$602,772

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$602,772
Total Expenses per Audited Statements$583,169
Expenses per Audited Statements$544,530
Expenses Not Reported on Financial Statements$58,242
Expenses Not Reported on Form 990$38,639
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sigma Alpha Mu Fraternity IncIndianapolis, IN501(c)(7)Leadership Schools, Alcohol Awareness Education and Citizenship Training$43,296
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.$26,488
Security Deposit$5,958
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
2023-04-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert S Weiss
Formed
1944
Legal Domicile
Dc
Voting Board Members
19
Independent Board Members
19
Employees
2
Volunteers
26

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
9229 DELEGATES ROW SUITE 250, INDIANAPOLIS, IN 46240
Preparer
Christine Keith CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

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 2D - OTHER ADJUSTMENTS:

“Rental expenses included in income on 990 38,639.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses included in income on 990 38,639.”

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/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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRESIDENT/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECRETARY/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18ASSISTANT TREASURER/DIRECT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01944
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-41094
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt043296
IRS990/GrantsPayableGrp/BOYAmt043600
IRS990/GrantsPayableGrp/EOYAmt047015
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0241400
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0241400
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt043296
IRS990/GrantsToDomesticOrgsGrp/TotalAmt043296
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0847956
IRS990/GrossReceiptsAmt01894449
IRS990/GrossRentsGrp/RealAmt068064
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt07200
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt08467
IRS990/InformationTechnologyGrp/ProgramServicesAmt02500
IRS990/InformationTechnologyGrp/TotalAmt018167
IRS990/InsuranceGrp/ManagementAndGeneralAmt019234
IRS990/InsuranceGrp/TotalAmt019234
IRS990/InterestGrp/ManagementAndGeneralAmt03394
IRS990/InterestGrp/TotalAmt03394
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02343
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02327
IRS990/InvestmentIncomeGrp/ExclusionAmt0501264
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0501264
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09373767
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08881027
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0324886
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0672816
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0644962
IRS990/LandBldgEquipCostOrOtherBssAmt0969848
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0889050
IRS990/LessRentalExpensesGrp/RealAmt038639
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/BOYAmt0248181
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0234543
IRS990/NetAssetsOrFundBalancesBOYAmt010973522
IRS990/NetAssetsOrFundBalancesEOYAmt010399855
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-41094
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-41094
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt014243
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt029425
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt015182
IRS990/NetUnrelatedBusTxblIncmAmt014182
IRS990/NetUnrlzdGainsLossesInvstAmt0-937655
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01274697
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01238192
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt033149
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04045
IRS990/OccupancyGrp/TotalAmt04045
IRS990/OfficeExpensesGrp/FundraisingAmt03503
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04619
IRS990/OfficeExpensesGrp/TotalAmt08122
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01704
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0461
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03243
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05408
IRS990/OtherExpensesGrp/Desc0UNRELATED BUSINESS INCO
IRS990/OtherExpensesGrp/Desc1SOLICITATION EXPENSE
IRS990/OtherExpensesGrp/Desc2ADMINISTRATIVE SERVICES
IRS990/OtherExpensesGrp/Desc3OCTAGONIAN
IRS990/OtherExpensesGrp/FundraisingAmt046725
IRS990/OtherExpensesGrp/FundraisingAmt17000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02978
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26769
IRS990/OtherExpensesGrp/TotalAmt02978
IRS990/OtherExpensesGrp/TotalAmt146725
IRS990/OtherExpensesGrp/TotalAmt210000
IRS990/OtherExpensesGrp/TotalAmt36769
IRS990/OtherLiabilitiesGrp/BOYAmt027348
IRS990/OtherLiabilitiesGrp/EOYAmt032446
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0462
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0462
IRS990/OtherRevenueTotalAmt0462
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt025661
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06952
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt048866
IRS990/OtherSalariesAndWagesGrp/TotalAmt081479
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01848
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0501
IRS990/PayrollTaxesGrp/ProgramServicesAmt03520
IRS990/PayrollTaxesGrp/TotalAmt05869
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0301540
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0244427
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014512
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018313
IRS990/PrincipalOfficerNm0ROBERT S WEISS
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/ExpenseAmt0287739
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0238950
IRS990/ProgSrvcAccomActy3Grp/Desc0CHARITABLE CONTRIBUTIONS MADE TO OTHER INSTITUTIONS FOR SCHOLARSHIPS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02950
IRS990/ProgSrvcAccomActy3Grp/GrantAmt02450
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0591012
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0297454
IRS990/PYInvestmentIncomeAmt0152386
IRS990/PYOtherExpensesAmt0216252
IRS990/PYOtherRevenueAmt021410
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0160361
IRS990/PYSalariesCompEmpBnftPaidAmt090741
IRS990/PYTotalExpensesAmt0604447
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0764808
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0363988
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt029425
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0616713
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0644629
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0476703
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0591012
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0399050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0334952
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0470070
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02271787
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0537735
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0338848
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0334836
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0373695
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0507797
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02092911
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0462
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0462
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43230
IRS990ScheduleA/PublicSupportPY170Pct00.46140

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,724,306
Liabilities
$324,451
Net assets
$10,399,855
Revenue
$966,760
Expenses
$602,772
Net income
$363,988
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
2022Detailed filing. Detailed filing data is available for this year.$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