Civic Intelligence

Lambda Chi Alpha Educational Foundation Inc.

990 • Fiscal year 2021 • EIN 13-6266432

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

Organization ProfileWWW.LAMBDACHI.ORG
10 West Carmel Drive Ste 220Carmel, IN 46032

(317) 872-8000

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

14th percentile

0.03x

Higher debt load relative to revenue than 14% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

90th percentile

61%

Higher net margin than 90% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

75th percentile

23%

Faster asset growth than 75% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

196%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$15,879,297

Up $2,945,611 (+23%) from 2020

Net Assets

Up

$15,747,061

Up $3,325,237 (+27%) from 2020

Liabilities

Down

$132,236

Down $379,626 (-74%) from 2020

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin90th percentile

Revenue

Up

$4,593,058

Up $3,042,312 (+196%) from 2020

Expenses

Down

$1,797,560

Down $624,243 (-26%) from 2020

Net Income

Up

$2,795,498

Up $3,666,555 (+421%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2021

Assets$15,879,297
Liabilities$132,236
Net Assets$15,747,061
Open 2021 Filing

Operations Trend

Revenue Growth94th 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

2021

Revenue$4,593,058
Expenses$1,797,560
Net Income$2,795,498
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.2
Gross Receipts
$7,382,656
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$9,730,248$13,237,362▲ $3,507,114
Pledges and Grants Receivable$1,302,799$1,114,902▼ $187,897
Savings and Temporary Cash Investments$688,497$434,155▼ $254,342
Prepaid Expenses and Deferred Charges$2,121$10,417▲ $8,296
Land, Buildings, and Equipment, Net$1,201$0▼ $1,201
Total Assets$12,933,686$15,879,297▲ $2,945,611
Other Assets Total$1,208,820$1,082,461▼ $126,359
Liabilities
Grants Payable$375,000--
Unsecured Notes Loans Payable$71,250$89,000▲ $17,750
Other Liabilities$18,994$25,736▲ $6,742
Accounts Payable and Accrued Expenses$46,618$17,500▼ $29,118
Total Liabilities$511,862$132,236▼ $379,626
Net Assets / Fund Balance
Net Assets With Donor Restrictions$10,069,646$12,440,187▲ $2,370,541
Net Assets Without Donor Restrictions$2,352,178$3,306,874▲ $954,696
Total Net Assets Fund Balance$12,421,824$15,747,061▲ $3,325,237
Total Liabilities and Net Assets / Fund Balance$12,933,686$15,879,297▲ $2,945,611

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$879,122--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$6,301,543$321,462▲ $2,209,764-$8,630,210
2019$5,931,319$392,123▲ $110,955-$6,301,543
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
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan HartmannPresident & CEOFT$122,189$36,011$158,200

Board Members and Trustees

NameTitle
Robert Clinton WheelockChairman
Drew C LynchVice-chairman
Alton R Brown IiiDirector
Bo L GebbieDirector
Bryce a MurrayDirector
Dale BakerDirector
Darren DupriestDirector
Donald E EustonDirector
Dr Alan M AndersonDirector
Harry Q H Lee IiDirector
Jeff a ArntsonDirector
Mary Joy SteadDirector
Michael R OdellDirector
Paul C TroyDirector
Tracy J ForstDirector
Tony RobinsonChief Financial Officer
Ernest VargoSecretary
Jeffrey B BurganTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,465,466
Program Service Revenue
$0
Investment Income
$2,127,592
Other Revenue
$0
All Other Contributions
$2,394,216
Change in Net Assets
$2,795,498

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$699,629Fair Market Value (FMV)
Total Noncash Contributions7$699,629-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,593,184
Revenue Not Reported on Financial Statements
$-126
Revenue Not Reported on Form 990
$529,739
Other Revenue Adjustments
$-126
Total Revenue per Audited Statements
$5,122,923
Total Revenue per Form 990
$4,593,058
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$995,114
Salaries, Compensation, and Employee Benefits$450,918
Total Fundraising Expense$441,506
Other Expenses$332,215
Professional Fundraising Fees$19,313

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$928,721--$928,721
Other Salaries and Wages$27,418$115,487$84,867$227,772
Current Officers, Directors, Trustees, and Key Employees--$166,207$166,207
Travel$11$4,428$70,761$75,200
Grants to Domestic Individuals$66,393--$66,393
Payroll Taxes$2,357$6,123$19,358$27,838
Other Employee Benefits$3,451$11,403$9,750$24,604
Fees for Services Other-$8,774$11,585$20,359
Fees for Services Professional Fundraising--$19,313$19,313
Fees for Services Legal-$15,750$533$16,283
Fees for Services Accounting-$13,950-$13,950
Office Expenses-$4,210$6,260$10,470
Other Expenses$5$1,967$4,791$6,763
All Other Expenses-$4,628$30$4,658
Pension Plan Contributions$1,083$2,824$590$4,497
Information Technology-$1,825$2,121$3,946
Advertising--$2,925$2,925
Depreciation Depletion-$1,075-$1,075
Total Functional Expenses$1,031,069$324,985$441,506$1,797,560

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,797,686
Total Expenses per Audited Statements$1,797,686
Total Expenses per Form 990$1,797,560
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-126
Other Expense Adjustments$-126
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lambda Chi Alpha FraternityCarmel, IN501(c)(7)Educational Programs$700,000
Alpha Eta ZetaStillwater, OK501(c)(7)Housing Grant$165,000
Psz House CorporationCarlsbad, CA501(c)(7)Endowment Grant$33,318
Lambda Chi Alpha FraternityCarmel, IN501(c)(7)Conference Scholarships$11,050
Lambda-zeta Zeta House CorpJackson, TN501(c)(7)Housing Grant$9,900
Gamma Kappa ZetaColumbia, MO501(c)(7)Housing Grant$9,453
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$19,313
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$25,736
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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 review. Once it is reviewed, 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 forms 990, 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
10 WEST CARMEL DRIVE STE 220, CARMEL, IN 46032

Signing Officer

Name
Tony Robinson
Title
Chief Financial Officer
Phone
3178728000
Signed
2022-05-11
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
110

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN ST STE 400, CARMEL, IN 46032
Preparer
Angela N Crawford CPA
Phone
3178488920
Supplemental Narrative

Additional Explanations

FORM 990, PART V, LINE 2A:

“The organization utilizes a professional employer organization (peo), as a co-employer relationship. The organization switched peo vendors from worksmart systems to adp totalsource on june 1, 2021. All employee and employer tax filings before and after june 1, 2021 are issued by worksmart systems and adp totalsource, respectively”

FORM 990, PART XI, LINE 9:

“Change in csv of life insurance pol 4,893. Change in value of beneficial inter -131,252.”

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 similar 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 not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by the foundation, and has concluded that as of june 30, 2021 and 2020 there are no uncertain positions taken or expected to be taken that would require 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 corresponding state return, which are informational 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 -132,559. Change in csv of life insurance policies 6,200.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on disposal of fixed asset -126.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Loss on disposal of fixed asset -126.”

Raw XML AppendixShowing 400 of 727 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/PersonNm18TONY 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/ReportableCompFromOrgAmt17132289
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-126
IRS990/GainOrLossGrp/SecuritiesAmt01924240
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GovernmentGrantsAmt071250
IRS990/GrantAmt0928721
IRS990/GrantsPayableGrp/BOYAmt0375000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt066393
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt066393
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0928721
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0928721
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04713712
IRS990/GrossReceiptsAmt07382656
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02121
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01825
IRS990/InformationTechnologyGrp/TotalAmt03946
IRS990/InvestmentIncomeGrp/ExclusionAmt0203478
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0203478
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09730248
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013237362
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01201
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0126
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02789472
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/NetAssetsOrFundBalancesBOYAmt012421824
IRS990/NetAssetsOrFundBalancesEOYAmt015747061
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01924240
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-126
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01924114
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0656098
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02352178
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03306874
IRS990/NoncashContributionsAmt0699629
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt06260
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04210
IRS990/OfficeExpensesGrp/TotalAmt010470
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01208820
IRS990/OtherAssetsTotalGrp/EOYAmt01082461
IRS990/OtherChangesInNetAssetsAmt0-126359
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09750
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011403
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03451
IRS990/OtherEmployeeBenefitsGrp/TotalAmt024604
IRS990/OtherExpensesGrp/Desc0DONOR STEWARDSHIP
IRS990/OtherExpensesGrp/Desc1OVERHEAD CHARGE
IRS990/OtherExpensesGrp/Desc2FINANCING, BANKING, AND
IRS990/OtherExpensesGrp/Desc3POSTAGE AND DELIVERY
IRS990/OtherExpensesGrp/FundraisingAmt042415
IRS990/OtherExpensesGrp/FundraisingAmt14791
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt045864
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt175000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt211677
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31967
IRS990/OtherExpensesGrp/ProgramServicesAmt01630
IRS990/OtherExpensesGrp/ProgramServicesAmt15
IRS990/OtherExpensesGrp/TotalAmt089909
IRS990/OtherExpensesGrp/TotalAmt175000
IRS990/OtherExpensesGrp/TotalAmt211677
IRS990/OtherExpensesGrp/TotalAmt36763
IRS990/OtherLiabilitiesGrp/BOYAmt018994
IRS990/OtherLiabilitiesGrp/EOYAmt025736
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt084867
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0115487
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt027418
IRS990/OtherSalariesAndWagesGrp/TotalAmt0227772
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt019358
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06123
IRS990/PayrollTaxesGrp/ProgramServicesAmt02357
IRS990/PayrollTaxesGrp/TotalAmt027838
IRS990/PensionPlanContributionsGrp/FundraisingAmt0590
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02824
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01083
IRS990/PensionPlanContributionsGrp/TotalAmt04497
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01302799
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01114902
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02121
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010417
IRS990/PrincipalOfficerNm0TONY ROBINSON
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0UNDERGRADUATE AND GRADUATE SCHOOL SCHOLARSHIPS BASED ON NEED, ACADEMIC MERIT, AND COMMUNITY LEADERSHIP, AND FURTHERING THE EDUCATIONAL ENDEAVORS OF THE RECIPIENT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt061838
IRS990/ProgSrvcAccomActy2Grp/GrantAmt061838
IRS990/ProgSrvcAccomActy3Grp/Desc0COVID 19 RELIEF GRANTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04555
IRS990/ProgSrvcAccomActy3Grp/GrantAmt04555
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01280682
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01549334
IRS990/PYInvestmentIncomeAmt0270064
IRS990/PYOtherExpensesAmt0334330
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-871057
IRS990/PYSalariesCompEmpBnftPaidAmt0461228
IRS990/PYTotalExpensesAmt02421803
IRS990/PYTotalProfFndrsngExpnsAmt076911
IRS990/PYTotalRevenueAmt01550746
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02795498
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0688497
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0434155
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02465466
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01280682
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02533130
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03183409
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04510335
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013973022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0203478
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0224820
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0229140
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0195644
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0151275
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01004357
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.74920
IRS990ScheduleA/PublicSupportPY170Pct00.78690
IRS990ScheduleA/PublicSupportTotal170Amt011220735
IRS990ScheduleA/SubstantialContributorsTotAmt02752287
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02465466
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01280682
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02533130
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03183409

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,879,297
Liabilities
$132,236
Net assets
$15,747,061
Revenue
$4,593,058
Expenses
$1,797,560
Net income
$2,795,498
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
2021Detailed filing. Detailed filing data is available for this year.$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