Civic Intelligence

Beta Psi Foundation Inc % the Association Group

990 • Fiscal year 2018 • EIN 20-1217639

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization ProfileWWW.BETAPSI.ORG
596 Concord RoadSmyrna, GA 30082

(404) 962-6438

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M 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

35th percentile

-2.3%

Faster asset growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$1,482,483

Down $34,237 (-2.3%) from 2017

Net Assets

Down

$1,480,169

Down $34,951 (-2.3%) from 2017

Liabilities

Up

$2,314

Up $714 (+45%) from 2017

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin89th percentile

Revenue

Up

$190,500

Up $19,121 (+11%) from 2017

Expenses

Up

$107,816

Up $1,315 (+1.2%) from 2017

Net Income

Up

$82,684

Up $17,806 (+27%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2018

Assets$1,482,483
Liabilities$2,314
Net Assets$1,480,169
Open 2018 Filing

Operations Trend

Revenue Growth65th 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

2018

Revenue$190,500
Expenses$107,816
Net Income$82,684
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Gross Receipts
$258,866
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$1,388,198$1,311,117▼ $77,081
Savings and Temporary Cash Investments$121,752$162,921▲ $41,169
Total Assets$1,516,720$1,482,483▼ $34,237
Other Assets Total$6,770$8,445▲ $1,675
Liabilities
Other Liabilities$1,600$2,314▲ $714
Total Liabilities$1,600$2,314▲ $714
Net Assets / Fund Balance
Unrestricted Net Assets$1,515,120$1,480,169▼ $34,951
Total Net Assets Fund Balance$1,515,120$1,480,169▼ $34,951
Total Liabilities and Net Assets / Fund Balance$1,516,720$1,482,483▼ $34,237

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$52,182--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Lee RonPresident
Clements FrankTrustee
Diffenderfer BillTrustee
Farr LloydTrustee
Ferris BradTrustee
Gowen BillTrustee
Hamilton JimTrustee
Helig TimTrustee
Higgins RickTrustee
Leverett MikeTrustee
Neel StevenTrustee
Odaniel KeithTrustee
Sandusky TaylorTrustee
Shaw KevinTrustee
Thurman MarkTrustee
James DuncanDisbursement
Herrin OwenFinance - Ch
Asip JimmyFundraising
Shaw RobertRelations -
Martin DougTreasurer
Pascutti PaulVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$145,765
Program Service Revenue
$0
Investment Income
$44,735
Other Revenue
$0
All Other Contributions
$145,765
Change in Net Assets
$82,684
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$67,866
Grants and Similar Amounts Paid$39,950
Total Fundraising Expense$9,350
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$29,950--$29,950
Fees for Services Other$5,007$10,653$5,770$21,430
Grants to Domestic Orgs$10,000--$10,000
Fees for Service Investment Mgmnt Fees-$9,690-$9,690
Office Expenses-$3,435$3,580$7,015
Conferences and Meetings$2,063$202-$2,265
Fees for Services Accounting-$1,410-$1,410
Other Expenses$1,350--$1,350
All Other Expenses-$1,061-$1,061
Travel-$25-$25
Total Functional Expenses$71,990$26,476$9,350$107,816
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sigma Chi FoundationEvanston, IL501(c)Support Programs$10,000
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$9,690
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Printing$1,514
Deferred Revenue$600
Other Liabilities$200
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

“Form 990 is provided to each individual board member before filing for their review. 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
596 CONCORD ROAD, SMYRNA, GA 30082

Signing Officer

Name
Martin Doug
Title
Treasurer
Phone
4049626438
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pascutti Paul
Formed
2004
Legal Domicile
Ga
Voting Board Members
21
Independent Board Members
21
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, Part IX, Line 11G

“Tag - services 5,007 10,653 5,770”

Form 990, Part XI, Line 9

“Book/tax differences -813”

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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/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE-PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt17FINANCE - CH
IRS990/Form990PartVIISectionAGrp/TitleTxt18FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt19DISBURSEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20RELATIONS -
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt011133
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt039950
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt029950
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt029950
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010000
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt079499
IRS990/GrossReceiptsAmt0258866
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt021
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt033602
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt033602
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsProgramRelatedGrp/BOYAmt01388198
IRS990/InvestmentsProgramRelatedGrp/EOYAmt01311117
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt068366
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/NetAssetsOrFundBalancesBOYAmt01515120
IRS990/NetAssetsOrFundBalancesEOYAmt01480169
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt011133
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt011133
IRS990/NetUnrlzdGainsLossesInvstAmt0-116822
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt03580
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03435
IRS990/OfficeExpensesGrp/TotalAmt07015
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06770
IRS990/OtherAssetsTotalGrp/EOYAmt08445
IRS990/OtherChangesInNetAssetsAmt0-813
IRS990/OtherExpensesGrp/Desc0LEADERSHIP W.SHOP MEALS
IRS990/OtherExpensesGrp/Desc1LEADERSHIP W.SHOP LODGING
IRS990/OtherExpensesGrp/Desc2LEADERSHIP W.SHOP MATERIA
IRS990/OtherExpensesGrp/Desc3LEADERSHIP W.SHOP TRANSP
IRS990/OtherExpensesGrp/ProgramServicesAmt017435
IRS990/OtherExpensesGrp/ProgramServicesAmt13650
IRS990/OtherExpensesGrp/ProgramServicesAmt22535
IRS990/OtherExpensesGrp/ProgramServicesAmt31350
IRS990/OtherExpensesGrp/TotalAmt017435
IRS990/OtherExpensesGrp/TotalAmt13650
IRS990/OtherExpensesGrp/TotalAmt22535
IRS990/OtherExpensesGrp/TotalAmt31350
IRS990/OtherLiabilitiesGrp/BOYAmt01600
IRS990/OtherLiabilitiesGrp/EOYAmt02314
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0PASCUTTI PAUL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0131678
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt037000
IRS990/PYInvestmentIncomeAmt039701
IRS990/PYOtherExpensesAmt069501
IRS990/PYRevenuesLessExpensesAmt064878
IRS990/PYTotalExpensesAmt0106501
IRS990/PYTotalRevenueAmt0171379
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt082684
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0121752
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0162921
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0145765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0131678
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0102745
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0106981
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0208722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0695891
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt033602
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt028960
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt026384
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt027600
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt026872
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0143418
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75590
IRS990ScheduleA/PublicSupportPY170Pct00.81350
IRS990ScheduleA/PublicSupportTotal170Amt0634463
IRS990ScheduleA/SubstantialContributorsTotAmt061428
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0145765
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0131678
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0102745
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0106981
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0208722
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0695891
IRS990ScheduleA/TotalSupportAmt0839309
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0784240
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1474695
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt252182
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENTS - EQUITIES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1INVESTMENTS - FIXED INCOME
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2INVESTMENTS - OTHER
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01514
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PRINTING
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED REVENUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OTHER LIABILITIES
IRS990ScheduleD/TotalBookValueProgramRltdAmt01311117
IRS990ScheduleD/TotalLiabilityAmt02314
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt029950
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt040
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT PROGRAMS
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/ExplanationTxt12018 SCHOLARSHIP RECIPIENTS: JANUARY 1 THRU DECEMBER 31, 2018 . ALEXANDER CHRISTIANSON - 600 ANDREW DUNCAN - 600 BRANDT O'KELLY - 600 CAMERON WHITEMAN - 600 CLARK SANDERSON - 600 COLBY TURNER - 1,100 DANIEL SMITH - 1,100 DAVID STINSON - 1,000 DAVIS MASSEY - 600 GARRETT DEVANEY - 600 GEORGE SHEPHERG - 600 GUS BEISEL - 800 HUNTER LEGERTON - 600 HUNTER PODIN - 2,000 JACK BREISSIMGER - 1,000 JAMES WESTBROOK - 1,200 JOE WELCH - 1,800 JOHN STAUFFER - 2,700 JONATHAN MCKOWN - 1,700 JOSEPH SHAVER - 1,700 KYLE WILLIAMS - 750 MATT SEGLER - 600 NICHOLAS RANDALL - 800 NOAH HARPER - 1,200 PATRICK PRESTRIDGE - 1,200 ROSS CEFALU - 600 ROSS YOUNG - 750 STEVE SHAH - 600 WILL SHARON - 600 WILLIAM IMSAND - 1,350
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
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt09690
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0FINANCIAL SERVICES
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT AND OPERATING ACCOUNTS ARE WITH RAYMOND JAMES. GLEN MERRIT, A FORMER OFFICER AND TRUSTEE OF THE FOUNDATION, IS AN ACCOUNT EXECUTIVE WITH RAYMOND JAMES AND IS RESPONSIBLE FOR OUR ACCOUNT. THE ACCOUNT WAS AWARDED TO RAYMOND JAMES AFTER THE EXECUTIVE COMMITTEE REVIEWED PROPOSALS FROM SEVERAL INVESTMENT FIRMS AND THE BOARD APPROVED RAYMOND JAMES PROPOSAL, FOLLOWING FULL DISCLOSURE OF MR. MERRITT'S RELATIONSHIP. QUARTERLY RESULTS ARE MONITORED BY THE FINANCE COMMITTEE, CHAIRED BY OWEN HERRIN.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,482,483
Liabilities
$2,314
Net assets
$1,480,169
Revenue
$190,500
Expenses
$107,816
Net income
$82,684
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
2018Detailed filing. Detailed filing data is available for this year.$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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