Civic Intelligence

Beta Psi Foundation Inc % the Association Group

990 • Fiscal year 2015 • EIN 20-1217639

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 09, 2016

Organization ProfileWWW.BETAPSI.ORG
1260 Winchester Parkway SE Ste 205Smyrna, GA 30080-6546

(404) 962-6438

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

67th percentile

9.4%

Higher net margin than 67% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

26th percentile

-4.0%

Faster asset growth than 26% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-35%

Faster revenue growth than 8% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$1,212,436

Down $50,416 (-4.0%) from 2014

Net Assets

Down

$1,212,436

Down $42,770 (-3.4%) from 2014

Liabilities

Down

$0

Down $7,646 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin67th percentile

Revenue

Down

$158,327

Down $87,022 (-35%) from 2014

Expenses

Up

$143,409

Up $52,583 (+58%) from 2014

Net Income

Down

$14,918

Down $139,605 (-90%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $882,144Liabilities 2010: $0Net Assets 2010: $882,1442010Assets 2011: $843,197Liabilities 2011: $0Net Assets 2011: $843,1972011Assets 2012: $925,967Liabilities 2012: $0Net Assets 2012: $925,9672012Assets 2013: $1,087,412Liabilities 2013: $1,300Net Assets 2013: $1,086,1122013Assets 2014: $1,262,852Liabilities 2014: $7,646Net Assets 2014: $1,255,2062014Assets 2015: $1,212,436Liabilities 2015: $0Net Assets 2015: $1,212,4362015Assets 2016: $1,312,475Liabilities 2016: $2,000Net Assets 2016: $1,310,4752016Assets 2017: $1,516,720Liabilities 2017: $1,600Net Assets 2017: $1,515,1202017Assets 2018: $1,482,483Liabilities 2018: $2,314Net Assets 2018: $1,480,1692018Assets 2019: $1,762,805Liabilities 2019: $3,275Net Assets 2019: $1,759,5302019Assets 2020: $1,975,074Liabilities 2020: $1,400Net Assets 2020: $1,973,6742020Assets 2021: $2,254,139Liabilities 2021: $13,590Net Assets 2021: $2,240,5492021Assets 2022: $1,959,357Liabilities 2022: $6,625Net Assets 2022: $1,952,7322022Assets 2023: $2,309,355Liabilities 2023: $22,675Net Assets 2023: $2,286,6802023Assets 2024: $2,476,675Liabilities 2024: $16,640Net Assets 2024: $2,460,0352024

Highlighted filing

2015

Assets$1,212,436
Liabilities$0
Net Assets$1,212,436
Open 2015 Filing

Operations Trend

Revenue Growth8th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $19,0882010Revenue 2011: $77,444Expenses 2011: $85,651Net Income 2011: -$8,2072011Revenue 2012: $102,525Expenses 2012: $85,417Net Income 2012: $17,1082012Revenue 2013: $127,525Expenses 2013: $83,969Net Income 2013: $43,5562013Revenue 2014: $245,349Expenses 2014: $90,826Net Income 2014: $154,5232014Revenue 2015: $158,327Expenses 2015: $143,409Net Income 2015: $14,9182015Revenue 2016: $146,968Expenses 2016: $97,385Net Income 2016: $49,5832016Revenue 2017: $171,379Expenses 2017: $106,501Net Income 2017: $64,8782017Revenue 2018: $190,500Expenses 2018: $107,816Net Income 2018: $82,6842018Revenue 2019: $235,554Expenses 2019: $118,308Net Income 2019: $117,2462019Revenue 2020: $180,908Expenses 2020: $130,399Net Income 2020: $50,5092020Revenue 2021: $328,422Expenses 2021: $107,077Net Income 2021: $221,3452021Revenue 2022: $175,170Expenses 2022: $114,977Net Income 2022: $60,1932022Revenue 2023: $225,536Expenses 2023: $115,069Net Income 2023: $110,4672023Revenue 2024: $225,470Expenses 2024: $258,269Net Income 2024: -$32,7992024

Highlighted filing

2015

Revenue$158,327
Expenses$143,409
Net Income$14,918
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 9, 2016
Return Version
2015v2.1
Gross Receipts
$310,040
Mission and Program Overview

Mission

Our mission is to provide scholarship awards to the brothers/pledges of the beta psi chapter of the sigma chi fraternity on the basis of scholastic achievement, leadership achievement, or financial need and to support their development by providing them with scholastic and leadership related training programs and facilities, thereby giving them the best possible foundation for their success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$1,097,546$1,090,995▼ $6,551
Savings and Temporary Cash Investments$155,305$111,772▼ $43,533
Cash and Non-Interest-Bearing Accounts$10,001--
Total Assets$1,262,852$1,212,436▼ $50,416
Other Assets Total-$9,669-
Liabilities
Other Liabilities$7,646--
Total Liabilities$7,646$0▼ $7,646
Net Assets / Fund Balance
Unrestricted Net Assets$1,255,206$1,212,436▼ $42,770
Total Net Assets Fund Balance$1,255,206$1,212,436▼ $42,770
Total Liabilities and Net Assets / Fund Balance$1,262,852$1,212,436▼ $50,416

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$55,095--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Michael ShuttPresident
Bill DiffenderferTrustee
Brad FerrisTrustee
Derrick PorterTrustee
Doug MartinTrustee
Frank ClementsTrustee
Jim HamiltonTrustee
Matt NixTrustee
Michael LeverettTrustee
Murray GriffinTrustee
Reed R SmithTrustee
Ron LeeTrustee
Sanny LangleyTrustee
Steven NeelTrustee
Kevin ShawDisbursement
Wayne StewartFinance
Lloyd FarrFoundation R
Paul PascuttiFundraising
Owen HerrinSecretary
Doug BangertTreasurer
David BowenVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$106,981
Program Service Revenue
$0
Investment Income
$51,346
Other Revenue
$0
All Other Contributions
$106,981
Change in Net Assets
$14,918
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$80,250
Other Expenses$63,159
Total Fundraising Expense$553
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$55,000--$55,000
Grants to Domestic Individuals$25,250--$25,250
Fees for Services Other$4,095$20,415$315$24,825
Fees for Service Investment Mgmnt Fees-$7,796-$7,796
Office Expenses-$5,539$238$5,777
Conferences and Meetings$3,160$613-$3,773
Other Expenses$2,615--$2,615
Fees for Services Accounting-$1,118-$1,118
All Other Expenses$1,050--$1,050
Advertising$220--$220
Total Functional Expenses$107,375$35,481$553$143,409
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sigma Chi FoundationEvanston, IL501(c)Educational Facility$55,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Glenn a Merritt Raymond JamesFinancial AdvisFinancial ServicesNo$7,796
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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, Page 6, Part VI, Line 11B

“Board reviews the form 990 at the first board meeting after its preparation.”

Form 990, Page 6, Part VI, Line 12C

“Each trustee is reminded of the conflict of interest policy and asked to report any possible conflict of interest on an annual basis. The board approves all significant contracts. The president, chairman of the finance committee and the treasurer review all disbursements.”

Form 990, Page 6, Part VI, Line 19

“Available at principal office.”

Filing and Contact Details

Filer

Filer Name
Beta Psi Foundation Inc
EIN
20-1217639
Phone
4049626438
Address
1260 WINCHESTER PARKWAY SE STE 205, SMYRNA, GA 30080-6546

Signing Officer

Name
Doug Martin
Title
Trustee
Phone
4049626438
Signed
2016-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Bowen
Formed
2004
Legal Domicile
Ga
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
35

Preparer

Firm
Sterk & Associates Cpas LLC
Address
5064 ROSWELL RD STE B 201, ATLANTA, GA 30342-2266
Preparer
Jeff T Letner CPA
Phone
4042559363
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Our mission is to provide scholarship awards to the brothers/pledges of the beta psi chapter of the sigma chi fraternity on the basis of scholastic achievement, leadership achievement, or financial need and to support their development by providing them with scholastic and leadership related training programs and facilities, thereby giving them the best possible foundation for their success.”

Form 990, Page 2, Part III, Line 2

“The foundation provided a grant of 55,000 to fund the construction of an educational facility.”

Form 990, Part IX, Line 11G

“Bank service fees 0 20 0 paypal fees 0 1,177 0 tag - postage/copies 0 2,838 315 tag - services 4,095 16,380 0”

Form 990, Part XI, Line 9

“Unrealized gains/(loss) -57,688 total -57,688”

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IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE-PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt18DISBURSEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt20FOUNDATION R
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IRS990/FormationYr02004
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IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt023746
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt025250
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt025250
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt025250
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt055000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt055000
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IRS990/GrantsToOrganizationsInd0true
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IRS990/GrossReceiptsAmt0310040
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt01090995
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0151713
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0OUR MISSION IS TO PROVIDE SCHOLARSHIP AWARDS TO THE BROTHERS/PLEDGES OF THE BETA PSI CHAPTER OF THE SIGMA CHI FRATERNITY ON THE BASIS OF SCHOLASTIC ACHIEVEMENT, LEADERSHIP ACHIEVEMENT, OR FINANCIAL NEED AND TO SUPPORT THEIR DEVELOPMENT BY PROVIDING THEM WITH SCHOLASTIC AND LEADERSHIP RELATED TRAINING PROGRAMS AND FACILITIES, THEREBY GIVING THEM THE BEST POSSIBLE FOUNDATION FOR THEIR SUCCESS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01255206
IRS990/NetAssetsOrFundBalancesEOYAmt01212436
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt023746
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt0238
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05539
IRS990/OfficeExpensesGrp/TotalAmt05777
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt09669
IRS990/OtherChangesInNetAssetsAmt0-57688
IRS990/OtherExpensesGrp/Desc0LEADERSHIP W.SHOP ADMIN
IRS990/OtherExpensesGrp/Desc1LEADERSHIP W.SHOP LODGING
IRS990/OtherExpensesGrp/Desc2LEADERSHIP W.SHOP MATERIA
IRS990/OtherExpensesGrp/Desc3LEADERSHIP W.SHOP MEALS
IRS990/OtherExpensesGrp/ProgramServicesAmt08766
IRS990/OtherExpensesGrp/ProgramServicesAmt14191
IRS990/OtherExpensesGrp/ProgramServicesAmt23028
IRS990/OtherExpensesGrp/ProgramServicesAmt32615
IRS990/OtherExpensesGrp/TotalAmt08766
IRS990/OtherExpensesGrp/TotalAmt14191
IRS990/OtherExpensesGrp/TotalAmt23028
IRS990/OtherExpensesGrp/TotalAmt32615
IRS990/OtherLiabilitiesGrp/BOYAmt07646
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DAVID BOWEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION PROVIDED A GRANT OF 55,000 TO FUND THE CONSTRUCTION OF AN EDUCATIONAL FACILITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt055000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt055000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0208722
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt023500
IRS990/PYInvestmentIncomeAmt036627
IRS990/PYOtherExpensesAmt067326
IRS990/PYRevenuesLessExpensesAmt0154523
IRS990/PYTotalExpensesAmt090826
IRS990/PYTotalRevenueAmt0245349
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt014918
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RevenueAmt0106981
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0155305
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0111772
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0106981
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0208722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0100663
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt079695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt045274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0541335
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027600
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt026872
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt021784
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021236
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019677
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0117169
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82210
IRS990ScheduleA/PublicSupportPY170Pct00.82230
IRS990ScheduleA/PublicSupportTotal170Amt0541335
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0106981
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0208722
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0100663
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt079695
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt045274
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0541335
IRS990ScheduleA/TotalSupportAmt0658504
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0709995
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1325905
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt255095
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENTS - EQUITIES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1INVESTMENTS - FIXED INCOME
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2INVESTMENTS - OTHER
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/TotalBookValueProgramRltdAmt01090995
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt025250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt032
IRS990ScheduleI/RecipientTable/CashGrantAmt055000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL FACILITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SIGMA CHI FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0362208386
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01714 HINMAN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EVANSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060201
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS SHALL GATHER AND ANALYZE FACTS AND CONDUCT SUCH INVESTIGATION AND RESEARCH FROM TIME TO TIME THAT MAY BE NECESSARY IN ORDER TO DETERMINE THE MOST EFFECTIVE USE OF GRANT FUNDS
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt12015 SCHOLARSHIP RECIPIENTS: JANUARY 1 THRU DECEMBER 31, 2015 . 2/17/2015 MATT WILLIAMS 1,000 BLAIR BUFFINGTON 1,000 ADAM ERWOOD 500 BEN IBACH 500 STEFAN BJELCEVIC 500 JAMES HYNES 500 BRADLEY SMITH 1,000 GARRETT MCCLURG 1,000 BEN IBACH 1,000 BRANDT O'KELLEY 500 GARRETT DEVANEY 500 GUS BEISEL 500 JONATHAN MCKOWN 500 HUNTER LEGERTON 500 JOE WELCH 1,000 ALEX MORAN 500 CONNOR DONOVAN 500 CLAYTON MAIKE 500 SEAN MONAHAN 500 DRAKE STEPHENS 1,000 JOSEPH BOYD 1,000 . 11/6/2015 CHRISTOPHER BUSH 1,000 BLAIR BUFFINGTON 1,000 JONATHAN MCKOWN 750 BEN IBACH 750 ALEX MORAN 750 HUNTER LEGERTON 750 STEFAN RIZZO 750 CONNER DONOVAN 1,000 SAM CURTSINGER 1,000 BLAIR BUFFINGTON 1,000 JOSH HENRICKSEN 2,000
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE I, PAGE 4, PART IV
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0GLENN A MERRITT RAYMOND JAMES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FINANCIAL ADVIS

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,212,436
Liabilities
$0
Net assets
$1,212,436
Revenue
$158,327
Expenses
$143,409
Net income
$14,918
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.02$2.46$0.23$0.26$0.03
2023Summary only. Only limited summary data is available for this year.$2.31$0.02$2.29$0.23$0.12$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.01$1.95$0.18$0.11$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.01$2.24$0.33$0.11$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.97$0.18$0.13$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.00$1.76$0.24$0.12$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.19$0.11$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.00$1.52$0.17$0.11$0.06
2016Summary only. Only limited summary data is available for this year.$1.31$0.00$1.31$0.15$0.10$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.16$0.14$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.01$1.26$0.25$0.09$0.15
2013Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.13$0.08$0.04
2012Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$0.10$0.09$0.02
2011Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.08$0.09$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.02
Peer Organizations

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