Civic Intelligence

Lambda Chi Alpha Educational Foundation Inc.

990 • Fiscal year 2019 • EIN 13-6266432

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

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

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

11th percentile

0.03x

Higher debt load relative to revenue than 11% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

24th percentile

-4.3%

Higher net margin than 24% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

44th percentile

2.1%

Faster asset growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-20%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$13,223,970

Up $269,583 (+2.1%) from 2018

Net Assets

Up

$13,151,460

Up $242,643 (+1.9%) from 2018

Liabilities

Up

$72,510

Up $26,940 (+59%) from 2018

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin24th percentile

Revenue

Down

$2,804,668

Down $717,017 (-20%) from 2018

Expenses

Up

$2,924,011

Up $633,389 (+28%) from 2018

Net Income

Down

-$119,343

Down $1,350,406 (-110%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2019

Assets$13,223,970
Liabilities$72,510
Net Assets$13,151,460
Open 2019 Filing

Operations Trend

Revenue Growth13th 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

2019

Revenue$2,804,668
Expenses$2,924,011
Net Income-$119,343
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$4,864,473
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$9,076,392$9,473,861▲ $397,469
Pledges and Grants Receivable$2,685,457$2,450,874▼ $234,583
Savings and Temporary Cash Investments$223,793$288,958▲ $65,165
Prepaid Expenses and Deferred Charges$3,943$3,168▼ $775
Land, Buildings, and Equipment, Net$3,377$2,287▼ $1,090
Total Assets$12,954,387$13,223,970▲ $269,583
Other Assets Total$961,425$1,004,822▲ $43,397
Liabilities
Other Liabilities$32,524$67,216▲ $34,692
Accounts Payable and Accrued Expenses$13,046$5,294▼ $7,752
Total Liabilities$45,570$72,510▲ $26,940
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,392,354$6,050,074▲ $2,657,720
Temporarily Rstr Net Assets$7,151,776$4,635,327▼ $2,516,449
Unrestricted Net Assets$2,364,687$2,466,059▲ $101,372
Total Net Assets Fund Balance$12,908,817$13,151,460▲ $242,643
Total Liabilities and Net Assets / Fund Balance$12,954,387$13,223,970▲ $269,583

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,287$64,457$66,744
Other Assets Org$806,625--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$3,371,868$2,580,172▲ $289,414-$5,931,319
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
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Mark BauerInterm CEOFT$89,999$89,999
Josh R LodoloPresident & CEOFT$76,045$76,045

Board Members and Trustees

NameTitle
Paul C TroyChairman
Christopher M MeyerPast-chairman
R Clinton WheelockVice-chairman
Alton R Brown IiiDirector
Bo L GebbieDirector
Donald E EustonDirector
Dr Alan M AndersonDirector
Drew C LynchDirector
Gregory a CastaniasDirector
Harry Q H Lee IiDirector
Jeff a ArntsonDirector
Jeffrey B BurganDirector
Jeffrey a StuermanDirector
John H Graham IvDirector
M Fletcher McelreathDirector
Mark G HulitDirector
Mark a BauerDirector
Tony RobinsonChief Financial Officer
Michael R OdellSecretary
Steve PattisonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,533,130
Program Service Revenue
$0
Investment Income
$271,538
Other Revenue
$0
All Other Contributions
$2,533,130
Change in Net Assets
$-119,343

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 Traded6$290,481Fair Market Value (FMV)
Total Noncash Contributions6$290,481-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,804,622
Revenue Not Reported on Financial Statements
$46
Revenue Not Reported on Form 990
$361,986
Total Revenue per Audited Statements
$3,166,608
Total Revenue per Form 990
$2,804,668
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,144,727
Salaries, Compensation, and Employee Benefits$396,704
Total Fundraising Expense$395,063
Other Expenses$282,183
Professional Fundraising Fees$100,397

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,061,210--$2,061,210
Current Officers, Directors, Trustees, and Key Employees$36,393$56,409$89,163$181,965
Other Salaries and Wages$19,844$21,419$110,895$152,158
Fees for Services Professional Fundraising--$100,397$100,397
Grants to Domestic Individuals$83,517--$83,517
Travel$443$32,110$42,128$74,681
Fees for Services Other-$44,509$15,005$59,514
Payroll Taxes$4,572$6,747$16,591$27,910
Other Employee Benefits$2,873$10,281$14,394$27,548
Office Expenses-$16,746$665$17,411
Fees for Services Accounting-$14,580-$14,580
Fees for Services Legal-$10,687-$10,687
Information Technology-$7,268$3,000$10,268
Pension Plan Contributions$5,365$1,058$700$7,123
Other Expenses-$4,861$2,125$6,986
Depreciation Depletion-$1,090-$1,090
Fees for Service Investment Mgmnt Fees-$46-$46
Total Functional Expenses$2,214,217$314,731$395,063$2,924,011

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,924,011
Expenses per Audited Statements$2,923,965
Total Expenses per Audited Statements$2,923,965
Expenses Not Reported on Financial Statements$46
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Eta ZetaStillwater, OK501(c)(7)Housing Grant$850,000
Gamma Kappa ZetaColumbia, MO501(c)(7)Housing Grant$733,214
Lambda Chi Alpha FraternityCarmel, IN501(c)(7)Summer Conference$116,000
Chi ZetaChampaign, IL501(c)(7)Housing Grant$115,000
Zeta Delta ZetaLos Angeles, CA501(c)(7)Housing Grant$99,000
Lambda Chi Alpha FraternityCarmel, IN501(c)(7)Educational Programs$80,000
Lambda Chi Alpha FraternityCarmel, IN501(c)(7)Scholarships$53,702
Gamma Rho ZetaNorman, OK501(c)(7)Housing Grant$11,779
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$100,397
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$67,216
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
Chief Financial Officer
Phone
3178728000
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tony Robinson
Formed
1955
Legal Domicile
In
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
1,284

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 3,246. Change in beneficial interest 40,028.”

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, 2019 and 2018 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 40,028. Change in csv of life insurance policies 3,246.”

Raw XML AppendixShowing 400 of 746 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/PersonNm16HARRY Q H LEE II
IRS990/Form990PartVIISectionAGrp/PersonNm17M FLETCHER MCELREATH
IRS990/Form990PartVIISectionAGrp/PersonNm18JEFFREY A STUERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm19JOSH R LODOLO
IRS990/Form990PartVIISectionAGrp/PersonNm20TONY ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm21MARK 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/ReportableCompFromOrgAmt1976045
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
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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/TitleTxt19PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt21INTERM CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt042398
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt083517
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt083517
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt083517
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02061210
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02061210
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02102203
IRS990/GrossReceiptsAmt04864473
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt03000
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07268
IRS990/InformationTechnologyGrp/TotalAmt010268
IRS990/InvestmentIncomeGrp/ExclusionAmt0229140
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0229140
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09076392
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09473861
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt064457
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03377
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02287
IRS990/LandBldgEquipCostOrOtherBssAmt066744
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02059805
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/NetAssetsOrFundBalancesBOYAmt012908817
IRS990/NetAssetsOrFundBalancesEOYAmt013151460
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt042398
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt042398
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0318712
IRS990/NoncashContributionsAmt0290481
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0665
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016746
IRS990/OfficeExpensesGrp/TotalAmt017411
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0961425
IRS990/OtherAssetsTotalGrp/EOYAmt01004822
IRS990/OtherChangesInNetAssetsAmt043274
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt014394
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010281
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02873
IRS990/OtherEmployeeBenefitsGrp/TotalAmt027548
IRS990/OtherExpensesGrp/Desc0OVERHEAD CHARGE
IRS990/OtherExpensesGrp/Desc1FINANCING, BANKING, AND
IRS990/OtherExpensesGrp/Desc2SOLICITATION EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt02125
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt075000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111920
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24861
IRS990/OtherExpensesGrp/TotalAmt075000
IRS990/OtherExpensesGrp/TotalAmt111920
IRS990/OtherExpensesGrp/TotalAmt26986
IRS990/OtherLiabilitiesGrp/BOYAmt032524
IRS990/OtherLiabilitiesGrp/EOYAmt067216
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0110895
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt021419
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt019844
IRS990/OtherSalariesAndWagesGrp/TotalAmt0152158
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt016591
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06747
IRS990/PayrollTaxesGrp/ProgramServicesAmt04572
IRS990/PayrollTaxesGrp/TotalAmt027910
IRS990/PensionPlanContributionsGrp/FundraisingAmt0700
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01058
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05365
IRS990/PensionPlanContributionsGrp/TotalAmt07123
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03392354
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt06050074
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02685457
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02450874
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03943
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03168
IRS990/PrincipalOfficerNm0TONY ROBINSON
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.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt02061210
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IRS990/PYContributionsGrantsAmt03183409
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01248291
IRS990/PYInvestmentIncomeAmt0338276
IRS990/PYOtherExpensesAmt0409182
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01231063
IRS990/PYSalariesCompEmpBnftPaidAmt0546357
IRS990/PYTotalExpensesAmt02290622
IRS990/PYTotalProfFndrsngExpnsAmt086792
IRS990/PYTotalRevenueAmt03521685
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0288958
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03183409
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04510335
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02074983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01838575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014140432
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0229140
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0195644
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0151275
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0178209
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0175652
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0929920
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01144
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01144
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.74080
IRS990ScheduleA/PublicSupportPY170Pct00.68280
IRS990ScheduleA/PublicSupportTotal170Amt011164431
IRS990ScheduleA/SubstantialContributorsTotAmt02976001
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,223,970
Liabilities
$72,510
Net assets
$13,151,460
Revenue
$2,804,668
Expenses
$2,924,011
Net income
-$119,343
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
2019Detailed filing. Detailed filing data is available for this year.$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