Civic Intelligence

Lambda Chi Alpha Educational Foundation Inc.

990 • Fiscal year 2018 • EIN 13-6266432

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 12, 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

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

8th percentile

0.01x

Higher debt load relative to revenue than 8% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

78th percentile

13%

Faster asset growth than 78% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-29%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$12,954,387

Up $1,440,468 (+13%) from 2017

Net Assets

Up

$12,908,817

Up $1,403,477 (+12%) from 2017

Liabilities

Up

$45,570

Up $36,991 (+431%) from 2017

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin86th percentile

Revenue

Down

$3,521,685

Down $1,429,675 (-29%) from 2017

Expenses

Down

$2,290,622

Down $157,941 (-6.5%) from 2017

Net Income

Down

$1,231,063

Down $1,271,734 (-51%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2018

Assets$12,954,387
Liabilities$45,570
Net Assets$12,908,817
Open 2018 Filing

Operations Trend

Revenue Growth9th 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

2018

Revenue$3,521,685
Expenses$2,290,622
Net Income$1,231,063
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$4,490,149
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.

Funding educational experiences to prepare a new generation of values-based leadership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,614,543$9,076,392▲ $1,461,849
Pledges and Grants Receivable$2,686,784$2,685,457▼ $1,327
Savings and Temporary Cash Investments$214,501$223,793▲ $9,292
Prepaid Expenses and Deferred Charges$4,196$3,943▼ $253
Land, Buildings, and Equipment, Net$8,092$3,377▼ $4,715
Total Assets$11,513,919$12,954,387▲ $1,440,468
Other Assets Total$985,803$961,425▼ $24,378
Liabilities
Other Liabilities$0$32,524▲ $32,524
Accounts Payable and Accrued Expenses$8,579$13,046▲ $4,467
Total Liabilities$8,579$45,570▲ $36,991
Net Assets / Fund Balance
Temporarily Rstr Net Assets$6,862,151$7,151,776▲ $289,625
Permanently Rstr Net Assets$2,173,811$3,392,354▲ $1,218,543
Unrestricted Net Assets$2,469,378$2,364,687▼ $104,691
Total Net Assets Fund Balance$11,505,340$12,908,817▲ $1,403,477
Total Liabilities and Net Assets / Fund Balance$11,513,919$12,954,387▲ $1,440,468

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,377$63,367$66,744
Other Assets Org$194,828--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,150,219$1,196,820▲ $151,926-$3,371,868
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
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Josh R LodoloPresident & CEOFT$128,383$29,571$157,954

Board Members and Trustees

NameTitle
Christopher M MeyerChairman
Karl J KrapekPast - Chairman
Paul C TroyVice-chairman
Alan M AndersonDirector
Alton R Brown IiiDirector
Bo GebbieDirector
Clint WheelockDirector
Donald E EustonDirector
Drew C LynchDirector
Gary J MatusDirector
Gregory a CastaniasDirector
Jeff a ArntsonDirector
Jeffrey B BurganDirector
Jeffrey a StuermanDirector
John BrechinDirector
Lou TharpDirector
M Fletcher McelreathDirector
Mark G HulitDirector
Tony RobinsonChief Financial Officer
Michael R OdellSecretary
Steve PattisonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,183,409
Program Service Revenue
$0
Investment Income
$338,276
Other Revenue
$0
All Other Contributions
$3,183,409
Change in Net Assets
$1,231,063

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 Traded11$712,531Fair Market Value (FMV)
Total Noncash Contributions11$712,531-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,521,520
Revenue Not Reported on Financial Statements
$165
Revenue Not Reported on Form 990
$172,414
Total Revenue per Audited Statements
$3,693,934
Total Revenue per Form 990
$3,521,685
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,248,291
Salaries, Compensation, and Employee Benefits$546,357
Total Fundraising Expense$504,144
Other Expenses$409,182
Professional Fundraising Fees$86,792

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,188,394--$1,188,394
Other Salaries and Wages$31,589$47,963$181,565$261,117
Current Officers, Directors, Trustees, and Key Employees$39,232$58,849$93,955$192,036
Travel$13,654$56,527$66,834$137,015
Fees for Services Professional Fundraising--$86,792$86,792
Grants to Domestic Individuals$59,897--$59,897
Other Employee Benefits$6,189$11,599$25,904$43,692
Office Expenses$72$34,360$2,731$37,163
Payroll Taxes$5,665$8,784$22,349$36,798
Information Technology-$19,046$4,950$23,996
Fees for Services Other-$5,999$10,229$16,228
All Other Expenses$3,874$9,988$639$14,501
Fees for Services Accounting-$14,282-$14,282
Fees for Services Legal-$13,795-$13,795
Pension Plan Contributions$1,395$3,123$8,196$12,714
Depreciation Depletion-$4,715-$4,715
Other Expenses$5,332$4,155-$4,155
Fees for Service Investment Mgmnt Fees-$165-$165
Total Functional Expenses$1,355,293$431,185$504,144$2,290,622

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,290,622
Expenses per Audited Statements$2,290,457
Total Expenses per Audited Statements$2,290,457
Expenses Not Reported on Financial Statements$165
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Eta ZetaStillwater, OK501(c)(7)Housing Grant$500,000
Epsilon Chi Zeta House CorpMississippi State, MS501(c)(7)Housing Grant$191,000
Chi ZetaChampaign, IL501(c)(7)Housing Grant$166,000
Lambda Chi Alpha FraternityCarmel, IN501(c)(7)Educational Programs$138,000
Lambda Chi Alpha FraternityCarmel, IN501(c)(7)Summer Conference$95,000
Lambda Chi Alpha FraternityCarmel, IN501(c)(7)Scholarships$64,393
Beta Kappa ZetaAtlanta, GA501(c)(7)Housing Grant$34,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$86,792
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Related Party Payables$32,524
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
Mark Bauer
Title
Interm CEO
Phone
3178728000
Signed
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Bauer
Formed
1955
Legal Domicile
In
Voting Board Members
23
Independent Board Members
23
Employees
8
Volunteers
75

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 life insurance 4,342. Change in split interest -29,694. Change in beneficial interest 1,392.”

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, 2018 and 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 -28,302. Change in csv of life insurance policies 4,342.”

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IRS990/Form990PartVIISectionAGrp/PersonNm11ALAN M ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm12JEFF A ARNTSON
IRS990/Form990PartVIISectionAGrp/PersonNm13BO GEBBIE
IRS990/Form990PartVIISectionAGrp/PersonNm14DONALD E EUSTON
IRS990/Form990PartVIISectionAGrp/PersonNm15DREW C LYNCH
IRS990/Form990PartVIISectionAGrp/PersonNm16GARY J MATUS
IRS990/Form990PartVIISectionAGrp/PersonNm17M FLETCHER MCELREATH
IRS990/Form990PartVIISectionAGrp/PersonNm18JEFFREY A STUERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm19LOU THARP
IRS990/Form990PartVIISectionAGrp/PersonNm20JOSH R LODOLO
IRS990/Form990PartVIISectionAGrp/PersonNm21TONY ROBINSON
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/ReportableCompFromOrgAmt20140883
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
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/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/TitleTxt20PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0142632
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantAmt059897
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt059897
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt059897
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01188394
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01188394
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01111096
IRS990/GrossReceiptsAmt04490149
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04950
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt019046
IRS990/InformationTechnologyGrp/TotalAmt023996
IRS990/InvestmentIncomeGrp/ExclusionAmt0195644
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0195644
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07614543
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09076392
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt063367
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08092
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03377
IRS990/LandBldgEquipCostOrOtherBssAmt066744
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0968464
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO FUND, DEVELOP AND SUPPORT VALUES-BASED EDUCATIONAL PROGRAMS AND EXPERIENCES WHICH WILL INSPIRE A LIFETIME OF PERSONAL GROWTH, LEADERSHIP, SERVICES, AND DEEP MEANINGFUL RELATIONSHIPS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt011505340
IRS990/NetAssetsOrFundBalancesEOYAmt012908817
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0142632
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0142632
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0196374
IRS990/NoncashContributionsAmt0712531
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt02731
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt034360
IRS990/OfficeExpensesGrp/ProgramServicesAmt072
IRS990/OfficeExpensesGrp/TotalAmt037163
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0985803
IRS990/OtherAssetsTotalGrp/EOYAmt0961425
IRS990/OtherChangesInNetAssetsAmt0-23960
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt025904
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011599
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06189
IRS990/OtherEmployeeBenefitsGrp/TotalAmt043692
IRS990/OtherExpensesGrp/Desc0BAD DEBT
IRS990/OtherExpensesGrp/Desc1OVERHEAD ALLOCATION
IRS990/OtherExpensesGrp/Desc2PRINTING
IRS990/OtherExpensesGrp/Desc3POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt091969
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt145866
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24155
IRS990/OtherExpensesGrp/ProgramServicesAmt05332
IRS990/OtherExpensesGrp/TotalAmt091969
IRS990/OtherExpensesGrp/TotalAmt145866
IRS990/OtherExpensesGrp/TotalAmt25332
IRS990/OtherExpensesGrp/TotalAmt34155
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt032524
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0181565
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt047963
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt031589
IRS990/OtherSalariesAndWagesGrp/TotalAmt0261117
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt022349
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08784
IRS990/PayrollTaxesGrp/ProgramServicesAmt05665
IRS990/PayrollTaxesGrp/TotalAmt036798
IRS990/PensionPlanContributionsGrp/FundraisingAmt08196
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03123
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01395
IRS990/PensionPlanContributionsGrp/TotalAmt012714
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02173811
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03392354
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02686784
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02685457
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04196
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03943
IRS990/PrincipalOfficerNm0MARK BAUER
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL PROGRAMS AND GRANTS FOR VALUES-BASED LEADERSHIP EDUCATION, PERSONAL AND COMMUNICATION SKILLS, UNDERSTANDING OF CURRENT SOCIAL ISSUES, AND EDUCATIONAL PORTIONS OF STUDENT HOUSING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01295396
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01188394
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04510335
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01457694
IRS990/PYInvestmentIncomeAmt0441025
IRS990/PYOtherExpensesAmt0413586
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02502797
IRS990/PYSalariesCompEmpBnftPaidAmt0486396
IRS990/PYTotalExpensesAmt02448563
IRS990/PYTotalProfFndrsngExpnsAmt090887
IRS990/PYTotalRevenueAmt04951360
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01231063
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0214501
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0223793
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03183409
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04510335
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02074983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01838575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01559771
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013167073
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0195644
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0151275
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0178209
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0175652
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0155772
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0856552

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,954,387
Liabilities
$45,570
Net assets
$12,908,817
Revenue
$3,521,685
Expenses
$2,290,622
Net income
$1,231,063
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
2018Detailed filing. Detailed filing data is available for this year.$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