Civic Intelligence

Phi Theta Kappa Foundation

990 • Fiscal year 2018 • EIN 20-5469890

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization ProfileWWW.PTKFOUNDATION.ORG
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

23rd percentile

0.03x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

25th percentile

0.08x

Higher debt load relative to revenue than 25% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

85th percentile

34%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

68th percentile

$239,583

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

56th percentile

3.3%

Faster asset growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

22%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$10,579,171

Up $335,415 (+3.3%) from 2017

Net Assets

Up

$10,216,146

Up $545,940 (+5.6%) from 2017

Liabilities

Down

$363,025

Down $210,525 (-37%) from 2017

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin85th percentile

Revenue

Up

$4,378,312

Up $796,146 (+22%) from 2017

Expenses

Down

$2,891,346

Down $148,876 (-4.9%) from 2017

Net Income

Up

$1,486,966

Up $945,022 (+174%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

2018

Assets$10,579,171
Liabilities$363,025
Net Assets$10,216,146
Open 2018 Filing

Operations Trend

Revenue Growth79th percentile

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

2018

Revenue$4,378,312
Expenses$2,891,346
Net Income$1,486,966
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$5,554,821
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$8,448,370$9,128,894▲ $680,524
Cash and Non-Interest-Bearing Accounts$956,722$1,075,957▲ $119,235
Pledges and Grants Receivable$760,149$208,072▼ $552,077
Savings and Temporary Cash Investments$68,515$156,248▲ $87,733
Total Assets$10,243,756$10,579,171▲ $335,415
Other Assets Total$10,000$10,000→ $0
Liabilities
Other Liabilities$573,550$363,025▼ $210,525
Total Liabilities$573,550$363,025▼ $210,525
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,475,402$4,537,384▲ $61,982
Temporarily Rstr Net Assets$2,867,155$3,148,478▲ $281,323
Unrestricted Net Assets$2,327,649$2,530,284▲ $202,635
Total Net Assets Fund Balance$9,670,206$10,216,146▲ $545,940
Total Liabilities and Net Assets / Fund Balance$10,243,756$10,579,171▲ $335,415

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$120,942--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$6,838,840$1,323,276▼ $377,151-$7,655,782
2017$6,265,416$76,832▲ $831,003$181,478$6,838,840
2016$5,567,382$474,085▲ $378,401-$6,265,416
2015$5,602,664$103,831▼ $24,341-$5,567,382
2014$5,179,156$247,145▲ $336,171-$5,602,664
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Monica MarloweExecutive DirectorFT$143,228$143,228
Paige B ChandlerAvp Finance/comptroller-$121,798$121,798

Board Members and Trustees

NameTitle
Dr Jo MarshallChair
Dr George BoggsVice Chair
Cassius O JohnsonTrustee
Dr David ShinnTrustee
Dr Jason ScalesTrustee
Dr Willis LottTrustee
Emily FroimsonTrustee
Jackie HitesTrustee
Jane Hale HopkinsTrustee
Jodi HarrisTrustee
Lou OberndorfTrustee
Dr Lynn Tincher-ladnerSecretary
Mark DavisTreasurer - Part Year
Revenue and Support

Revenue Composition

Contributions and Grants
$3,857,283
Program Service Revenue
$0
Investment Income
$507,825
Other Revenue
$13,204
All Other Contributions
$3,295,155
Change in Net Assets
$1,486,966

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$536,825Fair Market Value
Total Noncash Contributions1$536,825-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,317,153
Revenue Not Reported on Financial Statements
$61,159
Revenue Not Reported on Form 990
$-941,026
Other Revenue Adjustments
$25,303
Total Revenue per Audited Statements
$3,376,127
Total Revenue per Form 990
$4,378,312
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,980,258
Salaries, Compensation, and Employee Benefits$659,245
Total Fundraising Expense$256,881
Other Expenses$251,843
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,980,258--$1,980,258
Other Salaries and Wages$179,291$191,225$178,996$549,512
Other Employee Benefits$23,285$9,385$10,955$43,625
All Other Expenses$10,038$25,267$5,762$41,067
Payroll Taxes$13,332$14,427$12,481$40,240
Fees for Service Investment Mgmnt Fees-$35,856-$35,856
Pension Plan Contributions$8,968$7,948$8,952$25,868
Fees for Services Accounting$1,124$15,859$1,673$18,656
Other Expenses$8,910$2,165$5,312$16,387
Depreciation Depletion$5,214$9,852-$15,066
Travel$10,230$1,203$3,383$14,816
Occupancy$3,080$3,057$3,057$9,194
Advertising$4,259$1,160$964$6,383
Office Expenses$208$3,807$222$4,237
Total Functional Expenses$2,288,510$345,955$256,881$2,891,346

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,891,346
Expenses per Audited Statements$2,830,187
Total Expenses per Audited Statements$2,830,187
Expenses Not Reported on Financial Statements$61,159
Other Expense Adjustments$25,303
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$1,980,258
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$309,175
Deferred Revenue$53,850
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 B, Line 11B

“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 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 avp finance/comptroller.”

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.”

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
Paige Chandler
Title
Avp Finance/comptroller
Phone
6019843504
Signed
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Monica Marlowe
Formed
2006
Legal Domicile
Ms
Voting Board Members
13
Independent Board Members
11
Employees
0
Volunteers
13

Preparer

Firm
Horne Llp
Address
1020 HIGHLAND COLONY PKWY STE 400, RIDGELAND, MS 39157
Preparer
Amie T Whittington CPA
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 1,459.”

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 XI, LINE 2D - OTHER ADJUSTMENTS:

“Endowment distributions reinvested to corpus 1,459.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reclassification of related party store sales 25,303.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Reclassification of related party store sales 25,303.”

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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/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER - PART YEAR
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/TitleTxt14AVP FINANCE/COMPTROLLER
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt01980258
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01450207
IRS990/GrossReceiptsAmt05554821
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0234127
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0234127
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt08448370
IRS990/InvestmentsProgramRelatedGrp/EOYAmt09128894
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MS
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01176509
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
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IRS990/NetAssetsOrFundBalancesEOYAmt010216146
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0273698
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0273698
IRS990/NetUnrelatedBusTxblIncmAmt09716
IRS990/NetUnrlzdGainsLossesInvstAmt0-942485
IRS990/NoncashContributionsAmt0536825
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03057
IRS990/OccupancyGrp/ManagementAndGeneralAmt03057
IRS990/OccupancyGrp/ProgramServicesAmt03080
IRS990/OccupancyGrp/TotalAmt09194
IRS990/OfficeExpensesGrp/FundraisingAmt0222
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03807
IRS990/OfficeExpensesGrp/ProgramServicesAmt0208
IRS990/OfficeExpensesGrp/TotalAmt04237
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010000
IRS990/OtherAssetsTotalGrp/EOYAmt010000
IRS990/OtherChangesInNetAssetsAmt01459
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010955
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09385
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt023285
IRS990/OtherEmployeeBenefitsGrp/TotalAmt043625
IRS990/OtherExpensesGrp/Desc0PROGRAM
IRS990/OtherExpensesGrp/Desc1PRINTING
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3SUBSISTENCE
IRS990/OtherExpensesGrp/FundraisingAmt09932
IRS990/OtherExpensesGrp/FundraisingAmt114378
IRS990/OtherExpensesGrp/FundraisingAmt2814
IRS990/OtherExpensesGrp/FundraisingAmt35312
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06088
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11316
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt217340
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32165
IRS990/OtherExpensesGrp/ProgramServicesAmt024918
IRS990/OtherExpensesGrp/ProgramServicesAmt113388
IRS990/OtherExpensesGrp/ProgramServicesAmt22007
IRS990/OtherExpensesGrp/ProgramServicesAmt38910
IRS990/OtherExpensesGrp/TotalAmt040938
IRS990/OtherExpensesGrp/TotalAmt129082
IRS990/OtherExpensesGrp/TotalAmt220161
IRS990/OtherExpensesGrp/TotalAmt316387
IRS990/OtherLiabilitiesGrp/BOYAmt0573550
IRS990/OtherLiabilitiesGrp/EOYAmt0363025
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02488
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013204
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt010716
IRS990/OtherRevenueTotalAmt013204
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0178996
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0191225
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0179291
IRS990/OtherSalariesAndWagesGrp/TotalAmt0549512
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt012481
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014427
IRS990/PayrollTaxesGrp/ProgramServicesAmt013332
IRS990/PayrollTaxesGrp/TotalAmt040240
IRS990/PensionPlanContributionsGrp/FundraisingAmt08952
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07948
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08968
IRS990/PensionPlanContributionsGrp/TotalAmt025868
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04475402
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04537384
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0760149
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0208072
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MONICA MARLOWE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03340706
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01970244
IRS990/PYInvestmentIncomeAmt0214535
IRS990/PYOtherExpensesAmt0494010
IRS990/PYOtherRevenueAmt026925
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0541944
IRS990/PYSalariesCompEmpBnftPaidAmt0575968
IRS990/PYTotalExpensesAmt03040222
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03582166
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01486966
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0562128
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt02488
IRS990/SavingsAndTempCashInvstGrp/BOYAmt068515
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0156248
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03857283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02860628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03421484
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02021978
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01947090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014108463
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0234127
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0173738
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0145941
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0133719
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0111767
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0799292
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94640
IRS990ScheduleA/PublicSupportPY170Pct00.93620
IRS990ScheduleA/PublicSupportTotal170Amt014108463
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03857283
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02860628
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03421484
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02021978
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01947090
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014108463
IRS990ScheduleA/TotalSupportAmt014907755
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.09180
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06838840
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01323276
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07655782
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0129183
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-377151
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt038006
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06265416
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt076832
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06838840
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0114927
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0831003
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0181478
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt040869
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05567382
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0474085
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06265416
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0113583
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0378401
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02159
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05602664
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0103831
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05567382
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0112613
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-24341
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt035103
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05179156
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0247145
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05602664
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0124705
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0336171
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt061159
IRS990ScheduleD/ExpensesSubtotalAmt02830187
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt035856
IRS990ScheduleD/InvestmentExpensesNotIncldAmt035856
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt02157480

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$10,579,171
Liabilities
$363,025
Net assets
$10,216,146
Revenue
$4,378,312
Expenses
$2,891,346
Net income
$1,486,966
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
2018Detailed filing. Detailed filing data is available for this year.$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