Civic Intelligence

Lambda Chi Alpha Educational Foundation Inc.

990 • Fiscal year 2016 • EIN 13-6266432

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 28, 2017

11711 N Pennsylvania St No 250Carmel, IN 46032

(317) 872-8000

Siviq Scores

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

Liabilities / Assets

21st percentile

0.02x

Higher debt load relative to assets than 21% of similar nonprofits.

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

Liabilities / Revenue

31st percentile

0.08x

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

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

Net Margin

78th percentile

16%

Higher net margin than 78% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

23rd percentile

-3.7%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

10th percentile

-31%

Faster revenue growth than 10% of similar nonprofits.

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

Assets

Down

$8,861,682

Down $342,690 (-3.7%) from 2015

Net Assets

Down

$8,695,197

Down $410,651 (-4.5%) from 2015

Liabilities

Up

$166,485

Up $67,961 (+69%) from 2015

Revenue

Down

$2,031,016

Down $897,711 (-31%) from 2015

Expenses

Down

$1,699,337

Down $284,347 (-14%) from 2015

Net Income

Down

$331,679

Down $613,364 (-65%) from 2015

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $5,145,416Liabilities 2011: $103,297Net Assets 2011: $5,042,1192011Assets 2012: $5,927,833Liabilities 2012: $24,131Net Assets 2012: $5,903,7022012Assets 2013: $7,595,880Liabilities 2013: $48,466Net Assets 2013: $7,547,4142013Assets 2014: $8,362,089Liabilities 2014: $151,857Net Assets 2014: $8,210,2322014Assets 2015: $9,204,372Liabilities 2015: $98,524Net Assets 2015: $9,105,8482015Assets 2016: $8,861,682Liabilities 2016: $166,485Net Assets 2016: $8,695,1972016Assets 2017: $11,513,919Liabilities 2017: $8,579Net Assets 2017: $11,505,3402017Assets 2018: $12,954,387Liabilities 2018: $45,570Net Assets 2018: $12,908,8172018Assets 2019: $13,223,970Liabilities 2019: $72,510Net Assets 2019: $13,151,4602019Assets 2020: $12,933,686Liabilities 2020: $511,862Net Assets 2020: $12,421,8242020Assets 2021: $15,879,297Liabilities 2021: $132,236Net Assets 2021: $15,747,0612021Assets 2022: $13,613,254Liabilities 2022: $100,202Net Assets 2022: $13,513,0522022Assets 2023: $17,526,533Liabilities 2023: $86,198Net Assets 2023: $17,440,3352023Assets 2024: $20,813,654Liabilities 2024: $156,335Net Assets 2024: $20,657,3192024

Highlighted filing

2016

Assets$8,861,682
Liabilities$166,485
Net Assets$8,695,197

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,859,435Expenses 2011: $1,517,247Net Income 2011: $342,1882011Expenses 2012: $1,566,3362012Expenses 2013: $1,824,0902013Revenue 2014: $1,560,224Expenses 2014: $1,835,713Net Income 2014: -$275,4892014Revenue 2015: $2,928,727Expenses 2015: $1,983,684Net Income 2015: $945,0432015Revenue 2016: $2,031,016Expenses 2016: $1,699,337Net Income 2016: $331,6792016Revenue 2017: $4,951,360Expenses 2017: $2,448,563Net Income 2017: $2,502,7972017Revenue 2018: $3,521,685Expenses 2018: $2,290,622Net Income 2018: $1,231,0632018Revenue 2019: $2,804,668Expenses 2019: $2,924,011Net Income 2019: -$119,3432019Revenue 2020: $1,550,746Expenses 2020: $2,421,803Net Income 2020: -$871,0572020Revenue 2021: $4,593,058Expenses 2021: $1,797,560Net Income 2021: $2,795,4982021Revenue 2022: $2,000,274Expenses 2022: $1,888,422Net Income 2022: $111,8522022Revenue 2023: $2,206,094Expenses 2023: $1,669,894Net Income 2023: $536,2002023Revenue 2024: $8,042,950Expenses 2024: $4,593,250Net Income 2024: $3,449,7002024

Highlighted filing

2016

Revenue$2,031,016
Expenses$1,699,337
Net Income$331,679
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 28, 2017
Return Version
2015v3.0
Gross Receipts
$2,145,555
Mission and Program Overview

Mission

To fund, develop and support values-based educational programs and experiences which will inspire a lifetime of personal growth, leadership, services, and deep meaningful relationships.

The organization was established to expend its income and, at the discretion of the board of directors, any or all of its principal for designated educational, scientific, and charitable purposes through fellowship grants to individuals, scholarships to college students, educational programs and grants to colleges and universities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,367,703$6,399,321▲ $31,618
Pledges and Grants Receivable$1,917,391$1,174,883▼ $742,508
Savings and Temporary Cash Investments$44,904$253,327▲ $208,423
Land, Buildings, and Equipment, Net$32,298$20,057▼ $12,241
Prepaid Expenses and Deferred Charges$371$5,021▲ $4,650
Accounts Receivable-$19-
Total Assets$9,204,372$8,861,682▼ $342,690
Other Assets Total$841,705$1,009,054▲ $167,349
Liabilities
Accounts Payable and Accrued Expenses$78,524$166,485▲ $87,961
Deferred Revenue$20,000$0▼ $20,000
Total Liabilities$98,524$166,485▲ $67,961
Net Assets / Fund Balance
Temporarily Rstr Net Assets$5,401,957$5,465,926▲ $63,969
Unrestricted Net Assets$3,284,709$2,789,249▼ $495,460
Permanently Rstr Net Assets$419,182$440,022▲ $20,840
Total Net Assets Fund Balance$9,105,848$8,695,197▼ $410,651
Total Liabilities and Net Assets / Fund Balance$9,204,372$8,861,682▼ $342,690

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$20,057$46,687$66,744
Other Assets Org$841,895--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$973,992$21,024▲ $22,066-$975,824
2014$903,593$56,684▲ $44,417-$973,992
2013$772,876$16,000▲ $154,896-$903,593
2012$688,467$11,550▲ $92,334-$772,876
2011$520,097$192,855▼ $9,647-$688,467
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark a BauerFormer President & CEOFT$157,183$6,082$163,265
Michele CamarcoChief Financial OfficerFT$95,815$14,905$110,720
Josh LodoloPresident & CEOFT$37,087$10,278$47,365

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Worksmart Systems INCEmployee Leasing9957 CROSSPOINT BLVD, Indianapolis, IN 46256$515,379
Revenue and Support

Revenue Composition

Contributions and Grants
$1,847,834
Program Service Revenue
$0
Investment Income
$182,038
Other Revenue
$1,144
All Other Contributions
$1,847,834
Change in Net Assets
$331,679

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 Traded7$111,422Fair Market Value
Total Noncash Contributions7$111,422-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,030,923
Revenue Not Reported on Financial Statements
$93
Revenue Not Reported on Form 990
$-742,330
Total Revenue per Audited Statements
$1,288,593
Total Revenue per Form 990
$2,031,016
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$628,802
Salaries, Compensation, and Employee Benefits$519,287
Total Fundraising Expense$495,599
Other Expenses$422,964
Professional Fundraising Fees$128,284

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$547,141--$547,141
Other Salaries and Wages$67,851$59,984$150,452$278,287
Current Officers, Directors, Trustees, and Key Employees$31,701$42,720$84,083$158,504
Travel$26,707$49,119$72,777$148,603
Fees for Services Professional Fundraising--$128,284$128,284
Grants to Domestic Individuals$81,661--$81,661
Information Technology-$60,709-$60,709
Fees for Services Accounting-$55,098-$55,098
Other Employee Benefits$5,830$28,596$12,569$46,995
All Other Expenses$2,780$35,400$1,283$39,463
Payroll Taxes$8,162$8,262$19,077$35,501
Other Expenses$1$19,657$14,940$19,657
Depreciation Depletion-$12,241-$12,241
Fees for Services Legal-$7,909-$7,909
Fees for Services Other-$7,178-$7,178
Office Expenses$192$2,007$68$2,267
Advertising$20$218-$238
Fees for Service Investment Mgmnt Fees-$93-$93
Total Functional Expenses$773,311$430,427$495,599$1,699,337

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,699,337
Expenses per Audited Statements$1,699,244
Total Expenses per Audited Statements$1,699,244
Expenses Not Reported on Financial Statements$93
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lambda Chi Alpha Fraternity IncIndianapolis, IN501(c)(7)Education Grants$455,000
Gamma Rho Zeta of Lambda Chi Alpha Fraternity IncNorman, OK501(c)(7)Educational Housing Grants$80,000
Murray State University FoundationMurray, KY501(c)(3)Educational Grants$5,387
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$128,284
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
Yes
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The finance, audit and executive committees are given a complete copy of form 990 for approval. Once it is approved, the return is signed and distributed to the board prior to filing.

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

The board of directors is required to disclose any and all conflicts of interest that may have arisen over the past year at their annual meeting.

Form 990, Part VI, Section B, Line 15A

The board of directors reviews the president/ceo salary and uses comparable industry data, such as other form 990's, to determine the appropriate amount of compensation.

Form 990, Part VI, Section C, Line 18

The organization makes its form 1023 and form 990 available to the public upon request.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon written or verbal request.

Filing and Contact Details

Filer

Filer Name
Lambda Chi Alpha Educational
EIN
13-6266432
Phone
3178728000
Address
11711 N PENNSYLVANIA ST NO 250, CARMEL, IN 46032

Signing Officer

Name
Tony Robinson
Title
President & CEO
Phone
3178728000
Signed
2017-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Josh Lodolo
Formed
1955
Legal Domicile
In
Voting Board Members
24
Independent Board Members
24
Employees
6
Volunteers
75

Preparer

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

Additional Explanations

Form 990, Part V, Line 2A

The organization does not specifically have employees, as they instead have a contract with a third party professional employment organization that is considered the employer for all of the employees that work at the foundation.

FORM 990, PART XI, LINE 9:

Change in csv of life insurance 35,850. Change in split interest 131,499. Change in allowance 25,875. Loss on uncollectible pledge - net of discount -776,535.

FORM 990, PART XII, LINE 2C:

The organization has an audit committee that assumes responsibility for the oversight of the audit process and the selection of an independent accountant. This process has not changed from prior years.

Financial Statement Notes

PART V, LINE 4:

The endowment consist of various funds used for scholarships and grants for educational programing including mentoring.

PART X, LINE 2:

The foundation has evaluated tax positions taxen in the tax returns filed and has determined that there are no uncertain tax positions as defined by generally accepted accounting standards. Under a three-year statute of limitations, the foundation remains subject to examination by the internal revenue service for the years ended june 30, 2013 through june 30, 2015.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in csv of life insurance 35,850. Change in split interest 131,499. Change in allowance 25,875. Loss on uncollectible pledge - net of discount -776,535.

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IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL R ODELL
IRS990/Form990PartVIISectionAGrp/PersonNm3BRIAN HECKLER
IRS990/Form990PartVIISectionAGrp/PersonNm4CHARLES W COLE JR
IRS990/Form990PartVIISectionAGrp/PersonNm5MARK G HULIT
IRS990/Form990PartVIISectionAGrp/PersonNm6CLINT WHEELOCK
IRS990/Form990PartVIISectionAGrp/PersonNm7JEFFREY B BURGAN
IRS990/Form990PartVIISectionAGrp/PersonNm8ALTON R BROWN III
IRS990/Form990PartVIISectionAGrp/PersonNm9GREG A CASTANIAS
IRS990/Form990PartVIISectionAGrp/PersonNm10ALAN M ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm11DONALD E EUSTON
IRS990/Form990PartVIISectionAGrp/PersonNm12EDWARD CA FORSBERG JR
IRS990/Form990PartVIISectionAGrp/PersonNm13M FLETCHER MCELREATH
IRS990/Form990PartVIISectionAGrp/PersonNm14PETER AS PFEIFFER
IRS990/Form990PartVIISectionAGrp/PersonNm15PAUL C TROY
IRS990/Form990PartVIISectionAGrp/PersonNm16CHRISTOPHER M MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm17STEVE PATTISON
IRS990/Form990PartVIISectionAGrp/PersonNm18BARRY N WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm19JEFFREY A STUERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm20JERRE L STEAD
IRS990/Form990PartVIISectionAGrp/PersonNm21JOHN L BRECHIN III
IRS990/Form990PartVIISectionAGrp/PersonNm22GARY J MATUS
IRS990/Form990PartVIISectionAGrp/PersonNm23CHAD E CLINE
IRS990/Form990PartVIISectionAGrp/PersonNm24JOSH LODOLO
IRS990/Form990PartVIISectionAGrp/PersonNm25MICHELE CAMARCO
IRS990/Form990PartVIISectionAGrp/PersonNm26MARK A BAUER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2437087
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2595815
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26157183
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/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5AT-LARGE MEMBER
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/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16AT-LARGE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19AT-LARGE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt25CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt26FORMER PRESIDENT & CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03829
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GrantAmt081661
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt081661
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt081661
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0547141
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0547141
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0118368
IRS990/GrossReceiptsAmt02145555
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt060709
IRS990/InformationTechnologyGrp/TotalAmt060709
IRS990/InvestmentIncomeGrp/ExclusionAmt0178209
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0178209
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06367703
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06399321
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt046687
IRS990/LandBldgEquipBasisNetGrp/BOYAmt032298
IRS990/LandBldgEquipBasisNetGrp/EOYAmt020057
IRS990/LandBldgEquipCostOrOtherBssAmt066744
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0114539
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE GRANTS AND SCHOLARSHIPS FOR DESIGNATED EDUCATIONAL, SCIENTIFIC, AND CHARITABLE PURPOSES THROUGH FELLOWSHIP GRANTS TO INDIVIDUALS, SCHOLARSHIPS TO COLLEGE STUDENTS, EDUCATIONAL PROGRAMS AND GRANTS TO COLLEGES AND UNIVERSITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09105848
IRS990/NetAssetsOrFundBalancesEOYAmt08695197
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03829
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03829
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-159019
IRS990/NoncashContributionsAmt0111422
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt068
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02007
IRS990/OfficeExpensesGrp/ProgramServicesAmt0192
IRS990/OfficeExpensesGrp/TotalAmt02267
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0841705
IRS990/OtherAssetsTotalGrp/EOYAmt01009054
IRS990/OtherChangesInNetAssetsAmt0-583311
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012569
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt028596
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05830
IRS990/OtherEmployeeBenefitsGrp/TotalAmt046995
IRS990/OtherExpensesGrp/Desc0OVERHEAD ALLOCATION
IRS990/OtherExpensesGrp/Desc1PRINTING
IRS990/OtherExpensesGrp/Desc2POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/Desc3AMORTIZATION OF ANNUITI
IRS990/OtherExpensesGrp/FundraisingAmt012066
IRS990/OtherExpensesGrp/FundraisingAmt114940
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt029092
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17104
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25040
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt319657
IRS990/OtherExpensesGrp/ProgramServicesAmt01265
IRS990/OtherExpensesGrp/ProgramServicesAmt11
IRS990/OtherExpensesGrp/TotalAmt029092
IRS990/OtherExpensesGrp/TotalAmt120435
IRS990/OtherExpensesGrp/TotalAmt219981
IRS990/OtherExpensesGrp/TotalAmt319657
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0EVENT INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01144
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01144
IRS990/OtherRevenueTotalAmt01144
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0150452
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt059984
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt067851
IRS990/OtherSalariesAndWagesGrp/TotalAmt0278287
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt019077
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08262
IRS990/PayrollTaxesGrp/ProgramServicesAmt08162
IRS990/PayrollTaxesGrp/TotalAmt035501
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0419182
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0440022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$0.16$20.7$8.04$4.59$3.45
2023Summary only. Only limited summary data is available for this year.$17.5$0.09$17.4$2.21$1.67$0.54
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.10$13.5$2.00$1.89$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.9$0.13$15.7$4.59$1.80$2.80
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$0.51$12.4$1.55$2.42$0.87
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$0.07$13.2$2.80$2.92$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$0.05$12.9$3.52$2.29$1.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$0.01$11.5$4.95$2.45$2.50
2016Detailed filing. Detailed filing data is available for this year.$8.86$0.17$8.70$2.03$1.70$0.33
2015Detailed filing. Detailed filing data is available for this year.$9.20$0.10$9.11$2.93$1.98$0.95
2014Detailed filing. Detailed filing data is available for this year.$8.36$0.15$8.21$1.56$1.84$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.60$0.05$7.55$1.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.93$0.02$5.90$1.57
2011Summary only. Only limited summary data is available for this year.$5.15$0.10$5.04$1.86$1.52$0.34