Civic Intelligence

Phi Theta Kappa Foundation

990 • Fiscal year 2014 • EIN 20-5469890

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

1625 Eastover DriveJackson, MS 39211

(601) 984-3504

Siviq Scores

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

Liabilities / Assets

30th percentile

0.06x

Higher debt load relative to assets than 30% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

45th percentile

0.15x

Higher debt load relative to revenue than 45% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

97th percentile

$802,325

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 32.9% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

61st percentile

6.2%

Faster asset growth than 61% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

73rd percentile

16%

Faster revenue growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Assets

Up

$6,754,180

Up $391,448 (+6.2%) from 2013

Net Assets

Up

$6,377,222

Up $507,470 (+8.6%) from 2013

Liabilities

Down

$376,958

Down $116,022 (-24%) from 2013

Revenue

Up

$2,436,191

Up $336,156 (+16%) from 2013

Expenses

Down

$1,826,162

Down $1,060,186 (-37%) from 2013

Net Income

Up

$610,029

Up $1,396,342 (+178%) from 2013

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $4,089,727Liabilities 2010: $627,414Net Assets 2010: $3,462,3132010Assets 2011: $5,676,450Liabilities 2011: $88,251Net Assets 2011: $5,588,1992011Assets 2012: $6,849,795Liabilities 2012: $511,657Net Assets 2012: $6,338,1382012Assets 2013: $6,362,732Liabilities 2013: $492,980Net Assets 2013: $5,869,7522013Assets 2014: $6,754,180Liabilities 2014: $376,958Net Assets 2014: $6,377,2222014Assets 2015: $6,811,787Liabilities 2015: $397,056Net Assets 2015: $6,414,7312015Assets 2016: $8,683,623Liabilities 2016: $382,768Net Assets 2016: $8,300,8552016Assets 2017: $10,243,756Liabilities 2017: $573,550Net Assets 2017: $9,670,2062017Assets 2018: $10,579,171Liabilities 2018: $363,025Net Assets 2018: $10,216,1462018Assets 2019: $12,772,198Liabilities 2019: $499,189Net Assets 2019: $12,273,0092019Assets 2020: $14,027,367Liabilities 2020: $475,914Net Assets 2020: $13,551,4532020Assets 2021: $15,489,995Liabilities 2021: $1,155,343Net Assets 2021: $14,334,6522021Assets 2022: $12,254,762Liabilities 2022: $206,148Net Assets 2022: $12,048,6142022Assets 2023: $16,381,188Liabilities 2023: $2,647,342Net Assets 2023: $13,733,8462023Assets 2024: $17,874,262Liabilities 2024: $3,085,526Net Assets 2024: $14,788,7362024

Highlighted filing

2014

Assets$6,754,180
Liabilities$376,958
Net Assets$6,377,222

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $265,7632010Revenue 2011: $3,757,239Expenses 2011: $1,450,217Net Income 2011: $2,307,0222011Expenses 2012: $2,847,5412012Revenue 2013: $2,100,035Expenses 2013: $2,886,348Net Income 2013: -$786,3132013Revenue 2014: $2,436,191Expenses 2014: $1,826,162Net Income 2014: $610,0292014Revenue 2015: $2,170,583Expenses 2015: $1,985,064Net Income 2015: $185,5192015Revenue 2016: $3,579,409Expenses 2016: $1,973,024Net Income 2016: $1,606,3852016Revenue 2017: $3,582,166Expenses 2017: $3,040,222Net Income 2017: $541,9442017Revenue 2018: $4,378,312Expenses 2018: $2,891,346Net Income 2018: $1,486,9662018Revenue 2019: $3,826,872Expenses 2019: $3,183,720Net Income 2019: $643,1522019Revenue 2020: $3,372,545Expenses 2020: $2,864,848Net Income 2020: $507,6972020Revenue 2021: $3,990,194Expenses 2021: $4,212,207Net Income 2021: -$222,0132021Revenue 2022: $2,585,211Expenses 2022: $2,444,077Net Income 2022: $141,1342022Revenue 2023: $2,550,993Expenses 2023: $2,077,310Net Income 2023: $473,6832023Revenue 2024: $3,322,097Expenses 2024: $3,000,169Net Income 2024: $321,9282024

Highlighted filing

2014

Revenue$2,436,191
Expenses$1,826,162
Net Income$610,029
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Gross Receipts
$8,969,976
Mission and Program Overview

Mission

The mission of the phi theta kappa foundation is to secure the financial resources to support the values, vision, and priorities of the phi theta kappa honor society.

The purpose of phi theta kappa foundation is to secure the financial resources to support the values, vision, and priorities of the phi theta kappa honor society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$5,348,499$5,903,146▲ $554,647
Cash and Non-Interest-Bearing Accounts$648,391$421,276▼ $227,115
Pledges and Grants Receivable$191,978$255,621▲ $63,643
Savings and Temporary Cash Investments$152,484$154,737▲ $2,253
Accounts Receivable$12,238$0▼ $12,238
Total Assets$6,362,732$6,754,180▲ $391,448
Other Assets Total$9,142$19,400▲ $10,258
Liabilities
Other Liabilities$492,980$376,958▼ $116,022
Total Liabilities$492,980$376,958▼ $116,022
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,814,070$3,983,847▲ $169,777
Unrestricted Net Assets$1,138,470$1,232,717▲ $94,247
Temporarily Rstr Net Assets$917,212$1,160,658▲ $243,446
Total Net Assets Fund Balance$5,869,752$6,377,222▲ $507,470
Total Liabilities and Net Assets / Fund Balance$6,362,732$6,754,180▲ $391,448

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$19,807--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$5,179,156$247,145▲ $336,171-$5,602,664
2013$4,468,243$313,479▲ $500,142-$5,179,156
2012$3,598,178$494,560▲ $453,704-$4,468,243
2011$3,457,532$251,828▼ $111,182-$3,598,178
2010$2,269,930$989,414▲ $198,188-$3,457,532
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Steven D MulhollenChief Financial Officer-$140,844$140,844
Dr Nancy L RievesExecutive DirectorPT$129,251$129,251
Dr Jo MarshallVice Chair-$6,072$6,072
Revenue and Support

Revenue Composition

Contributions and Grants
$1,947,090
Program Service Revenue
$0
Investment Income
$489,101
Other Revenue
$0
All Other Contributions
$1,653,369
Change in Net Assets
$610,029

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$293,721Fair Market Value
Works of Art1$10,000Appraisal
Total Noncash Contributions2$303,721-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,436,191
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-180,062
Total Revenue per Audited Statements
$2,256,129
Total Revenue per Form 990
$2,436,191
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,134,958
Salaries, Compensation, and Employee Benefits$409,506
Other Expenses$281,698
Total Fundraising Expense$142,770
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,134,958--$1,134,958
Other Salaries and Wages$127,645$133,290$77,732$338,667
Fees for Service Investment Mgmnt Fees-$59,467-$59,467
Insurance$54,613--$54,613
All Other Expenses$24,848$6,217$3,032$34,097
Other Employee Benefits$16,916$11,358$4,888$33,162
Travel$12,439$9,436$1,024$22,899
Payroll Taxes$8,000$9,393$4,713$22,106
Pension Plan Contributions$5,960$6,034$3,577$15,571
Fees for Services Accounting$1,543$8,223$1,314$11,080
Other Expenses$2,048$6,156$1,457$9,661
Occupancy$2,950$2,942$2,942$8,834
Depreciation Depletion$4,094$1,594$177$5,865
Office Expenses$102$1,967$337$2,406
Advertising$1,096$832$67$1,995
Total Functional Expenses$1,414,167$269,225$142,770$1,826,162

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,826,162
Expenses per Audited Statements$1,748,659
Total Expenses per Audited Statements$1,748,659
Expenses Not Reported on Financial Statements$77,503
Other Expense Adjustments$77,503
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Theta KappaJackson, MS501(c)(3)Scholarship Programs, Conventions Sponsorships, and Grant Programs$1,134,958
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Phi Theta Kappa$283,958
Deferred Rev.$93,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Janice r. Freeman and joyce f. Freeman, board members, are sisters.

Form 990, Part VI, Section B, Line 11

Management of phi theta kappa coordinates and reviews the form 990 preparation with an independent accounting firm in conjunction with the completion of an annual financial statement audit. The executive director of phi theta kappa foundation reviews the return and then sends to the chairman and treasurer of the board of trustees for approval. The return is made available to the full board of trustees prior to the return being signed and filed by the chief financial officer.

Form 990, Part VI, Section B, Line 12C

The phi theta kappa foundation board reviews the current conflict of interest policy at the annual board meeting each year. Time is set aside for a discussion pertaining to conflict of interest issues at each trustee meeting, and each trustee is required to sign the form at the beginning of each trustee meeting. At any time, legal counsel is available if there are issues in question.

Form 990, Part VI, Section B, Line 15

Phi theta kappa board of directors authorized committee utilizes due diligence and procedures including the examination of comparable data during the deliberation and decision of compensation for top management, officers and key employees. This deliberation and decision includes contemporaneous substantiation.

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 request.

Form 990, Part VI, Line 1A

In addition to the hours listed, employees also work additional hours for phi theta kappa society, a related organization.

Filing and Contact Details

Filer

Filer Name
Phi Theta Kappa Foundation
EIN
20-5469890
Phone
6019843504
Address
1625 EASTOVER DRIVE, JACKSON, MS 39211

Signing Officer

Name
Steven D Mulhollen
Title
Chief Financial Officer
Phone
6019843504
Signed
2015-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy L Rieves
Formed
2006
Legal Domicile
Ms
Voting Board Members
16
Independent Board Members
13
Employees
0
Volunteers
14

Preparer

Firm
Horne Llp
Address
1020 HIGHLAND COLONY PKWY STE 400, RIDGELAND, MS 39157
Preparer
Amy Wilson Smithcpa
Phone
6013261000
Supplemental Narrative

Additional Explanations

Part 1, Line 6

Phi theta kappa foundation services are derived from full-time and part-time volunteer activities. Volunteer estimates are based on current year board members' activities performed to support the mission of the foundation.

FORM 990, PART XI, LINE 9:

Endowment distributions reinvested to corpus 1,194.

Form 990, Part XII, Line 2C

There have been no changes from the prior year in the way the organization selects and monitors the auditor.

Financial Statement Notes

PART V, LINE 4:

The current position of the foundation includes investments in cash and cash equivalents. The intent of the foundation is to maintain an investment portfolio with a moderate rate of return. The intended use of endowment funds are defined by a written agreement between the donor and the organization. The general purpose of an endowment is to provide funding to support scholarships and programs in perpetuity, by only disbursing earned income and preserving the corpus of the fund.

PART X, LINE 2:

The foundation is a non-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code. The foundation qualifies for the charitable contribution deduction under section 170(b)(1)(a) and has been classified as an organization that is not a private foundation under section 509(a)(2). The organization has determined that there are no significant uncertain tax positions as of december 31, 2014 and 2013. All tax periods after 2010 remain open to examination by the federal and state taxing jurisdictions to which the organization is subject.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Endowment distributions reinvested to corpus 1,194. Expenses classified as income on audit -18,036. Expenses netted with income on audit -59,467.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Expenses classified as income on audit 18,036. Expenses netted with income on audit 59,467.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0116443
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt26072
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4454572
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/ReportableCompFromRltdOrgAmt16121928
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0377334
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt01134958
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01134958
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01134958
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06911119
IRS990/GrossReceiptsAmt08969976
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt054613
IRS990/InsuranceGrp/TotalAmt054613
IRS990/InvestmentIncomeGrp/ExclusionAmt0111767
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0111767
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt05348499
IRS990/InvestmentsProgramRelatedGrp/EOYAmt05903146
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MS
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06533785
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE PHI THETA KAPPA FOUNDATION IS TO SECURE THE FINANCIAL RESOURCES TO SUPPORT THE VALUES, VISION, AND PRIORITIES OF THE PHI THETA KAPPA HONOR SOCIETY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05869752
IRS990/NetAssetsOrFundBalancesEOYAmt06377222
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0377334
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0377334
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-103753
IRS990/NoncashContributionsAmt0303721
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02942
IRS990/OccupancyGrp/ManagementAndGeneralAmt02942
IRS990/OccupancyGrp/ProgramServicesAmt02950
IRS990/OccupancyGrp/TotalAmt08834
IRS990/OfficeExpensesGrp/FundraisingAmt0337
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01967
IRS990/OfficeExpensesGrp/ProgramServicesAmt0102
IRS990/OfficeExpensesGrp/TotalAmt02406
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09142
IRS990/OtherAssetsTotalGrp/EOYAmt019400
IRS990/OtherChangesInNetAssetsAmt01194
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04888
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011358
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt016916
IRS990/OtherEmployeeBenefitsGrp/TotalAmt033162
IRS990/OtherExpensesGrp/Desc0PRINTING
IRS990/OtherExpensesGrp/Desc1SUBSISTENCE
IRS990/OtherExpensesGrp/Desc2POSTAGE
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt028422
IRS990/OtherExpensesGrp/FundraisingAmt1983
IRS990/OtherExpensesGrp/FundraisingAmt212105
IRS990/OtherExpensesGrp/FundraisingAmt31457
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01024
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110699
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2593
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt36156
IRS990/OtherExpensesGrp/ProgramServicesAmt01290
IRS990/OtherExpensesGrp/ProgramServicesAmt115432
IRS990/OtherExpensesGrp/ProgramServicesAmt2233
IRS990/OtherExpensesGrp/ProgramServicesAmt32048
IRS990/OtherExpensesGrp/TotalAmt030736
IRS990/OtherExpensesGrp/TotalAmt127114
IRS990/OtherExpensesGrp/TotalAmt212931
IRS990/OtherExpensesGrp/TotalAmt39661
IRS990/OtherLiabilitiesGrp/BOYAmt0492980
IRS990/OtherLiabilitiesGrp/EOYAmt0376958
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt077732
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0133290
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0127645
IRS990/OtherSalariesAndWagesGrp/TotalAmt0338667
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04713
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09393
IRS990/PayrollTaxesGrp/ProgramServicesAmt08000
IRS990/PayrollTaxesGrp/TotalAmt022106
IRS990/PensionPlanContributionsGrp/FundraisingAmt03577
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06034
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05960
IRS990/PensionPlanContributionsGrp/TotalAmt015571
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03814070
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03983847
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0191978
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0255621
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0NANCY L RIEVES
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01841163
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02318153
IRS990/PYInvestmentIncomeAmt0258872
IRS990/PYOtherExpensesAmt0223119
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-786313
IRS990/PYSalariesCompEmpBnftPaidAmt0345076
IRS990/PYTotalExpensesAmt02886348
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02100035
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0610029
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0293721
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0152484
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0154737
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01947090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01841163
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03106977
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03653463
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01239181
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011787874
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0111767
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0258872
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0512423
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt099342
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0135369
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01117773
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt014014
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91340
IRS990ScheduleA/PublicSupportPY170Pct00.91450
IRS990ScheduleA/PublicSupportTotal170Amt011787874
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01947090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01841163
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03106977
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03653463
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01239181
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011787874
IRS990ScheduleA/TotalSupportAmt012905647
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/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.09000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt035103
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05179156
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0247145
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05602664
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0124705
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0336171
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04468243
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0313479
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05179156
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0102708
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0500142
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03598178
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0494560
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04468243
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt078199
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0453704

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$3.09$14.8$3.32$3.00$0.32
2023Summary only. Only limited summary data is available for this year.$16.4$2.65$13.7$2.55$2.08$0.47
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$0.21$12.0$2.59$2.44$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$1.16$14.3$3.99$4.21$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.48$13.6$3.37$2.86$0.51
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.50$12.3$3.83$3.18$0.64
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.36$10.2$4.38$2.89$1.49
2017Summary only. Only limited summary data is available for this year.$10.2$0.57$9.67$3.58$3.04$0.54
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.68$0.38$8.30$3.58$1.97$1.61
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.81$0.40$6.41$2.17$1.99$0.19
2014Detailed filing. Detailed filing data is available for this year.$6.75$0.38$6.38$2.44$1.83$0.61
2013Detailed filing. Detailed filing data is available for this year.$6.36$0.49$5.87$2.10$2.89$0.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.85$0.51$6.34$2.85
2011Summary only. Only limited summary data is available for this year.$5.68$0.09$5.59$3.76$1.45$2.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$0.63$3.46$0.27