Civic Intelligence

Lambda Chi Alpha Educational Foundation Inc.

990 • Fiscal year 2017 • EIN 13-6266432

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 23, 2018

Organization ProfileWWW.LAMBDACHI.ORG
11711 N Pennsylvania Street 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

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

89th percentile

30%

Faster asset growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

144%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$11,513,919

Up $2,652,237 (+30%) from 2016

Net Assets

Up

$11,505,340

Up $2,810,143 (+32%) from 2016

Liabilities

Down

$8,579

Down $157,906 (-95%) from 2016

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin91st percentile

Revenue

Up

$4,951,360

Up $2,920,344 (+144%) from 2016

Expenses

Up

$2,448,563

Up $749,226 (+44%) from 2016

Net Income

Up

$2,502,797

Up $2,171,118 (+655%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

2017

Assets$11,513,919
Liabilities$8,579
Net Assets$11,505,340
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

2017

Revenue$4,951,360
Expenses$2,448,563
Net Income$2,502,797
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 23, 2018
Return Version
2016v3.0
Gross Receipts
$6,745,756
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$6,399,321$7,614,543▲ $1,215,222
Pledges and Grants Receivable$1,174,883$2,686,784▲ $1,511,901
Savings and Temporary Cash Investments$253,327$214,501▼ $38,826
Land, Buildings, and Equipment, Net$20,057$8,092▼ $11,965
Prepaid Expenses and Deferred Charges$5,021$4,196▼ $825
Accounts Receivable$19--
Total Assets$8,861,682$11,513,919▲ $2,652,237
Other Assets Total$1,009,054$985,803▼ $23,251
Liabilities
Accounts Payable and Accrued Expenses$166,485$8,579▼ $157,906
Total Liabilities$166,485$8,579▼ $157,906
Net Assets / Fund Balance
Temporarily Rstr Net Assets$5,465,926$6,862,151▲ $1,396,225
Unrestricted Net Assets$2,789,249$2,469,378▼ $319,871
Permanently Rstr Net Assets$440,022$2,173,811▲ $1,733,789
Total Net Assets Fund Balance$8,695,197$11,505,340▲ $2,810,143
Total Liabilities and Net Assets / Fund Balance$8,861,682$11,513,919▲ $2,652,237

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,092$58,652$66,744
Other Assets Org$190,449--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$975,824$1,049,880▲ $168,166-$2,150,219
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
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Josh R LodoloPresident & CEOFT$133,563$13,209$146,772

Board Members and Trustees

NameTitle
Christopher M MeyerChairman
Karl J KrapekPast - Chairman
Paul C TroyVice-Chairman
Alan M AndersonDirector
Alton R Brown IIIDirector
Brain HecklerDirector
Chad E ClineDirector
Clint WheelockDirector
Donald E EustonDirector
Drew C LynchDirector
Edward CA Forsberg JrDirector
Gary J MatusDirector
Gregory A CastaniasDirector
Jeff A ArntsonDirector
JeffREy A StuermanDirector
JeffREy B BurganDirector
Jerre L SteadDirector
John BrechinDirector
Lou TharpDirector
M Fletcher McElreathDirector
Mark G HulitDirector
Tony Robinson 72516-PresentChief Financial Officer
Michael R OdellSecretary
Steve PattisonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,510,335
Program Service Revenue
$0
Investment Income
$441,025
Other Revenue
$0
All Other Contributions
$4,510,335
Change in Net Assets
$2,502,797

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$55,251Fair Market Value (FMV)
Other Non Cash Contri Table1$42Fair Market Value (FMV)
Total Noncash Contributions5$55,293-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,951,241
Revenue Not Reported on Financial Statements
$119
Revenue Not Reported on Form 990
$307,346
Total Revenue per Audited Statements
$5,258,587
Total Revenue per Form 990
$4,951,360
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,457,694
Salaries, Compensation, and Employee Benefits$486,396
Total Fundraising Expense$417,099
Other Expenses$413,586
Professional Fundraising Fees$90,887

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,394,220--$1,394,220
Other Salaries and Wages$51,305$80,080$142,740$274,125
Travel$18,077$41,577$67,288$126,942
Current Officers, Directors, Trustees, and Key Employees$25,678$38,518$61,496$125,692
Fees for Services Professional Fundraising--$90,887$90,887
Grants to Domestic Individuals$63,474--$63,474
Other Employee Benefits$7,081$11,713$18,847$37,641
Payroll Taxes$6,387$9,084$17,381$32,852
Information Technology-$27,497-$27,497
Office Expenses$215$26,310$687$27,212
All Other Expenses$2,208$11,632$11,270$25,110
Fees for Services Accounting-$16,450-$16,450
Pension Plan Contributions-$14,586$1,500$16,086
Depreciation Depletion-$11,965-$11,965
Fees for Services Legal-$9,901-$9,901
Other Expenses$7,736$18,984-$7,736
Fees for Services Other-$2,149$5,003$7,152
Advertising-$6,279-$6,279
Fees for Service Investment Mgmnt Fees-$119-$119
Total Functional Expenses$1,576,381$455,083$417,099$2,448,563

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,448,563
Expenses per Audited Statements$2,448,444
Total Expenses per Audited Statements$2,448,444
Expenses Not Reported on Financial Statements$119
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lambda Chi Alpha Fraternity Chi ZetaChampaign, IL501(c)(7)Housing Grant$1,104,000
Gamma Rho Zeta Chapter Lambda Chi AlphaNorman, OK501(c)(7)Housing Grant$138,800
Lambda Chi Alpha FraternityCarmel, IN501(c)(7)Grants to Fraternity$122,000
Lambda Chi Alpha FraternityCarmel, IN501(c)(7)Scholarship Grants$29,420
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$90,887
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 11B

“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 Foundation
EIN
13-6266432
Phone
3178728000
Address
11711 N Pennsylvania Street No 250, Carmel, IN 46032

Signing Officer

Name
Josh R Lodolo
Title
President & CEO
Phone
3178728000
Signed
2018-03-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Josh R Lodolo
Formed
1955
Legal Domicile
In
Voting Board Members
23
Independent Board Members
23
Employees
0
Volunteers
81

Preparer

Firm
Blue & Co LLC
Address
12800 N Meridian Street Suite 400, Carmel, IN 46032
Preparer
Angela N Crawford CPA
Phone
3178488920
Supplemental Narrative

Additional Explanations

FORM 990, PART V, LINE 2A:

“The organization utilizes worksmart systems, a professional employer organization (peo), as a co-employer relationship. All employee and employer tax filings are issued by worksmart systems.”

Form 990, Part XI, line 9:

“CHANGE IN CSV OF LIFE INSURANCE POLICIES 23,290. Change in VALUE OF CHARITABLE REMAINDER TRUST -46,995.”

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 consists of various funds used for scholarships and grants for educational programming.”

Part X, Line 2:

“The foundation is organized as a not-for-profit corporation other than a private foundation, and is exempt from income tax under section 501(c)(3) of the united states internal revenue code and related state law. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the foundation and recognize a tax liability if the foundation has taken an uncertain position that more likely than not would be sustained upon examination by various federal and state taxing authoritites. Management has analyzed the tax positions taken by the foundation , and has concluded that as of june 30, 2017 there are no uncertain positions taken or expected to be taken that would require a recognition of a liability or disclosure in the accompanying financial statements. As such, the foundation is generally exempt from income taxes. However, the foundation is required to file federal form 990 - return of organization exempt from income tax, and a similar state return, which are infomational returns only. The foundation is subject to routine audits by taxing jurisdictions. However, as of the date the financial statements were available to be issued, there were no audits for any tax periods in progress.”

Part XI, Line 2D - Other Adjustments:

“Change in value of charitable remainder trust -46,995. Change in csv of life insurance policies 23,290.”

Raw XML AppendixShowing 400 of 736 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm0Christopher M Meyer
IRS990/Form990PartVIISectionAGrp/PersonNm1Paul C Troy
IRS990/Form990PartVIISectionAGrp/PersonNm2Steve Pattison
IRS990/Form990PartVIISectionAGrp/PersonNm3Michael R Odell
IRS990/Form990PartVIISectionAGrp/PersonNm4Chad E Cline
IRS990/Form990PartVIISectionAGrp/PersonNm5Mark G Hulit
IRS990/Form990PartVIISectionAGrp/PersonNm6Karl J Krapek
IRS990/Form990PartVIISectionAGrp/PersonNm7John Brechin
IRS990/Form990PartVIISectionAGrp/PersonNm8JeffREy B Burgan
IRS990/Form990PartVIISectionAGrp/PersonNm9Gregory A Castanias
IRS990/Form990PartVIISectionAGrp/PersonNm10Clint Wheelock
IRS990/Form990PartVIISectionAGrp/PersonNm11Alan M Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm12Jeff A Arntson
IRS990/Form990PartVIISectionAGrp/PersonNm13Alton R Brown III
IRS990/Form990PartVIISectionAGrp/PersonNm14Donald E Euston
IRS990/Form990PartVIISectionAGrp/PersonNm15Edward CA Forsberg Jr
IRS990/Form990PartVIISectionAGrp/PersonNm16Brain Heckler
IRS990/Form990PartVIISectionAGrp/PersonNm17Drew C Lynch
IRS990/Form990PartVIISectionAGrp/PersonNm18Gary J Matus
IRS990/Form990PartVIISectionAGrp/PersonNm19M Fletcher McElreath
IRS990/Form990PartVIISectionAGrp/PersonNm20Jerre L Stead
IRS990/Form990PartVIISectionAGrp/PersonNm21JeffREy A Stuerman
IRS990/Form990PartVIISectionAGrp/PersonNm22Lou Tharp
IRS990/Form990PartVIISectionAGrp/PersonNm23Josh R Lodolo
IRS990/Form990PartVIISectionAGrp/PersonNm24Tony Robinson 72516-Present
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/ReportableCompFromOrgAmt23133563
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
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/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice-Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Past - Chairman
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/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt24Chief Financial Officer
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0289750
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantAmt063474
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt063474
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt063474
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01394220
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01394220
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02084146
IRS990/GrossReceiptsAmt06745756
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt027497
IRS990/InformationTechnologyGrp/TotalAmt027497
IRS990/InvestmentIncomeGrp/ExclusionAmt0151275
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0151275
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06399321
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07614543
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt058652
IRS990/LandBldgEquipBasisNetGrp/BOYAmt020057
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08092
IRS990/LandBldgEquipCostOrOtherBssAmt066744
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01794396
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/NetAssetsOrFundBalancesBOYAmt08695197
IRS990/NetAssetsOrFundBalancesEOYAmt011505340
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0289750
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0289750
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0331051
IRS990/NoncashContributionsAmt055293
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0687
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt026310
IRS990/OfficeExpensesGrp/ProgramServicesAmt0215
IRS990/OfficeExpensesGrp/TotalAmt027212
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01009054
IRS990/OtherAssetsTotalGrp/EOYAmt0985803
IRS990/OtherChangesInNetAssetsAmt0-23705
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt018847
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011713
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07081
IRS990/OtherEmployeeBenefitsGrp/TotalAmt037641
IRS990/OtherExpensesGrp/Desc0Overhead Allocation
IRS990/OtherExpensesGrp/Desc1Miscellaneous Expense
IRS990/OtherExpensesGrp/Desc2Employee Education, Rec
IRS990/OtherExpensesGrp/Desc3Facilities
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0105609
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt122630
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt218984
IRS990/OtherExpensesGrp/ProgramServicesAmt07736
IRS990/OtherExpensesGrp/TotalAmt0105609
IRS990/OtherExpensesGrp/TotalAmt122630
IRS990/OtherExpensesGrp/TotalAmt218984
IRS990/OtherExpensesGrp/TotalAmt37736
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0142740
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt080080
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt051305
IRS990/OtherSalariesAndWagesGrp/TotalAmt0274125
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt017381
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09084
IRS990/PayrollTaxesGrp/ProgramServicesAmt06387
IRS990/PayrollTaxesGrp/TotalAmt032852
IRS990/PensionPlanContributionsGrp/FundraisingAmt01500
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt014586
IRS990/PensionPlanContributionsGrp/TotalAmt016086
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0440022
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02173811
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01174883
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02686784
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05021
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04196
IRS990/PrincipalOfficerNm0JOSH R LODOLO
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL PROGRAMS AND GRANTS PROVIDED FOR UNDERGRADUATES AND ALUMNI IN LEADERSHIP, PERSONAL AND COMMUNICATIONAL SKILLS, SOCIAL CONCERNS AND EDUCATIONAL PORTION OF STUDENT HOUSING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01512907
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01394220
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01847834
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0628802
IRS990/PYInvestmentIncomeAmt0182038
IRS990/PYOtherExpensesAmt0422964
IRS990/PYOtherRevenueAmt01144
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0331679
IRS990/PYSalariesCompEmpBnftPaidAmt0519287
IRS990/PYTotalExpensesAmt01699337
IRS990/PYTotalProfFndrsngExpnsAmt0128284
IRS990/PYTotalRevenueAmt02031016
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02502797
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,513,919
Liabilities
$8,579
Net assets
$11,505,340
Revenue
$4,951,360
Expenses
$2,448,563
Net income
$2,502,797
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
2017Detailed filing. Detailed filing data is available for this year.$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