Civic Intelligence

Phi Theta Kappa Foundation

990 • Fiscal year 2019 • EIN 20-5469890

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 09, 2020

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

25th percentile

0.04x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

37th percentile

0.13x

Higher debt load relative to revenue than 37% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

69th percentile

$246,815

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

84th percentile

21%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

18th percentile

-13%

Faster revenue growth than 18% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$12,772,198

Up $2,193,027 (+21%) from 2018

Net Assets

Up

$12,273,009

Up $2,056,863 (+20%) from 2018

Liabilities

Up

$499,189

Up $136,164 (+38%) from 2018

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin76th percentile

Revenue

Down

$3,826,872

Down $551,440 (-13%) from 2018

Expenses

Up

$3,183,720

Up $292,374 (+10%) from 2018

Net Income

Down

$643,152

Down $843,814 (-57%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2019

Assets$12,772,198
Liabilities$499,189
Net Assets$12,273,009
Open 2019 Filing

Operations Trend

Revenue Growth18th 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

2019

Revenue$3,826,872
Expenses$3,183,720
Net Income$643,152
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 9, 2020
Return Version
2019v5.1
Gross Receipts
$4,635,453
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$9,128,894$10,959,885▲ $1,830,991
Cash and Non-Interest-Bearing Accounts$1,075,957$1,332,084▲ $256,127
Pledges and Grants Receivable$208,072$252,888▲ $44,816
Savings and Temporary Cash Investments$156,248$217,341▲ $61,093
Total Assets$10,579,171$12,772,198▲ $2,193,027
Other Assets Total$10,000$10,000→ $0
Liabilities
Other Liabilities$363,025$499,189▲ $136,164
Total Liabilities$363,025$499,189▲ $136,164
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,685,862$8,885,206▲ $1,199,344
Net Assets Without Donor Restrictions$2,530,284$3,387,803▲ $857,519
Total Net Assets Fund Balance$10,216,146$12,273,009▲ $2,056,863
Total Liabilities and Net Assets / Fund Balance$10,579,171$12,772,198▲ $2,193,027

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$97,446--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$7,655,782$327,440▲ $1,488,036-$9,228,092
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
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleOtherTotal
Paige B ChandlerVP of Finance & Admin$135,607$135,607

Board Members and Trustees

NameTitle
Dr Jo MarshallChair
Cassius O JohnsonVice Chair
Monica MarloweExecutive Director
Dr David ShinnTrustee
Dr Jason ScalesTrustee
Dr Willis LottTrustee
Jane Hale HopkinsTrustee
Jodi HarrisTrustee
Lou OberndorfTrustee
Emily FroimsonTrustee - Part Year
Jackie HitesTrustee - Part Year
Dr George BoggsInternational Honorary Member
Dr Lynn Tincher-ladnerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,418,178
Program Service Revenue
$0
Investment Income
$397,504
Other Revenue
$11,190
All Other Contributions
$2,561,018
Change in Net Assets
$643,152

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$857,160Fair Market Value
Total Noncash Contributions1$857,160-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,732,074
Revenue Not Reported on Financial Statements
$94,798
Revenue Not Reported on Form 990
$1,413,711
Total Revenue per Audited Statements
$5,145,785
Total Revenue per Form 990
$3,826,872
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,065,519
Salaries, Compensation, and Employee Benefits$792,648
Other Expenses$325,553
Total Fundraising Expense$255,701
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,065,519--$2,065,519
Other Salaries and Wages$243,366$218,281$193,992$655,639
Fees for Service Investment Mgmnt Fees-$94,798-$94,798
Other Employee Benefits$27,699$20,135$9,689$57,523
Fees for Services Accounting$33,174$17,250$1,118$51,542
Payroll Taxes$18,093$16,360$13,533$47,986
Pension Plan Contributions$12,003$9,963$9,534$31,500
All Other Expenses$4,650$17,665$506$22,821
Travel$15,275$2,433$4,914$22,622
Depreciation Depletion$5,687$10,027-$15,714
Advertising$4,304$6,885$291$11,480
Other Expenses$135$8,752$74$8,961
Occupancy$2,774$2,753$2,689$8,216
Office Expenses$570$3,051$105$3,726
Total Functional Expenses$2,486,092$441,927$255,701$3,183,720

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,183,720
Expenses per Audited Statements$3,088,922
Total Expenses per Audited Statements$3,088,922
Expenses Not Reported on Financial Statements$94,798
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$2,065,519
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$386,089
Deferred Revenue$113,100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
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 vp of finance & admin.”

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.”

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
VP of Finance & Admin
Phone
6019843504
Signed
2020-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Monica Marlowe
Formed
2006
Legal Domicile
Ms
Voting Board Members
11
Independent Board Members
9
Employees
0
Volunteers
11

Preparer

Firm
Horne Llp
Address
661 SUNNYBROOK ROAD STE 100, 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 2,286.”

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 2,286.”

Raw XML AppendixShowing 400 of 723 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP OF FINANCE & ADMIN
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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/NetUnrlzdGainsLossesInvstAmt01411425
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IRS990/NoncashContributionsAmt0857160
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02689
IRS990/OccupancyGrp/ManagementAndGeneralAmt02753
IRS990/OccupancyGrp/ProgramServicesAmt02774
IRS990/OccupancyGrp/TotalAmt08216
IRS990/OfficeExpensesGrp/FundraisingAmt0105
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03051
IRS990/OfficeExpensesGrp/ProgramServicesAmt0570
IRS990/OfficeExpensesGrp/TotalAmt03726
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010000
IRS990/OtherAssetsTotalGrp/EOYAmt010000
IRS990/OtherChangesInNetAssetsAmt02286
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09689
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt020135
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt027699
IRS990/OtherEmployeeBenefitsGrp/TotalAmt057523
IRS990/OtherExpensesGrp/Desc0PROGRAM
IRS990/OtherExpensesGrp/Desc1SUBSISTENCE
IRS990/OtherExpensesGrp/Desc2TELECOMMUNICATIONS
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt011094
IRS990/OtherExpensesGrp/FundraisingAmt16194
IRS990/OtherExpensesGrp/FundraisingAmt21968
IRS990/OtherExpensesGrp/FundraisingAmt374
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06943
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11126
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25505
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt38752
IRS990/OtherExpensesGrp/ProgramServicesAmt033705
IRS990/OtherExpensesGrp/ProgramServicesAmt116318
IRS990/OtherExpensesGrp/ProgramServicesAmt22820
IRS990/OtherExpensesGrp/ProgramServicesAmt3135
IRS990/OtherExpensesGrp/TotalAmt051742
IRS990/OtherExpensesGrp/TotalAmt123638
IRS990/OtherExpensesGrp/TotalAmt210293
IRS990/OtherExpensesGrp/TotalAmt38961
IRS990/OtherLiabilitiesGrp/BOYAmt0363025
IRS990/OtherLiabilitiesGrp/EOYAmt0499189
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt011190
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt011190
IRS990/OtherRevenueTotalAmt011190
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0193992
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0218281
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0243366
IRS990/OtherSalariesAndWagesGrp/TotalAmt0655639
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt013533
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016360
IRS990/PayrollTaxesGrp/ProgramServicesAmt018093
IRS990/PayrollTaxesGrp/TotalAmt047986
IRS990/PensionPlanContributionsGrp/FundraisingAmt09534
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09963
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt012003
IRS990/PensionPlanContributionsGrp/TotalAmt031500
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0208072
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0252888
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MONICA MARLOWE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03857283
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01980258
IRS990/PYInvestmentIncomeAmt0507825
IRS990/PYOtherExpensesAmt0251843
IRS990/PYOtherRevenueAmt013204
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01486966
IRS990/PYSalariesCompEmpBnftPaidAmt0659245
IRS990/PYTotalExpensesAmt02891346
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04378312
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0643152
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0857160
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt0136071
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0156248
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0217341
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03418178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03857283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02860628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03421484
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02021978
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015579551
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0261433
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0234127
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0173738
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0145941
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0133719
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0948958
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75340
IRS990ScheduleA/PublicSupportPY170Pct00.94640
IRS990ScheduleA/PublicSupportTotal170Amt012452592
IRS990ScheduleA/SubstantialContributorsTotAmt03126959
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03418178
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03857283
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02860628
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03421484
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02021978
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015579551
IRS990ScheduleA/TotalSupportAmt016528509
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/BoardDesignatedBalanceEOYPct00.08840
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt059662
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07655782
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0327440
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09228092
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0183504
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01488036
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06838840
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01323276
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07655782
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0129183
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-377151
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt038006
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06265416
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt076832
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06838840
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0114927
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0831003
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0181478
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt040869
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05567382
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0474085
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06265416
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0113583
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0378401
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt02159
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05602664
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0103831
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05567382
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-24341
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt094798
IRS990ScheduleD/ExpensesSubtotalAmt03088922

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,772,198
Liabilities
$499,189
Net assets
$12,273,009
Revenue
$3,826,872
Expenses
$3,183,720
Net income
$643,152
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
2019Detailed filing. Detailed filing data is available for this year.$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