Civic Intelligence

Phi Theta Kappa Foundation

990 • Fiscal year 2021 • EIN 20-5469890

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 29, 2022

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

35th percentile

0.07x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.29x

Higher debt load relative to revenue than 57% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

14th percentile

-5.6%

Higher net margin than 14% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

77th percentile

$282,144

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

51st percentile

10%

Faster asset growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

59th percentile

18%

Faster revenue growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$15,489,995

Up $1,462,628 (+10%) from 2020

Net Assets

Up

$14,334,652

Up $783,199 (+5.8%) from 2020

Liabilities

Up

$1,155,343

Up $679,429 (+143%) from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin14th percentile

Revenue

Up

$3,990,194

Up $617,649 (+18%) from 2020

Expenses

Up

$4,212,207

Up $1,347,359 (+47%) from 2020

Net Income

Down

-$222,013

Down $729,710 (-144%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2021

Assets$15,489,995
Liabilities$1,155,343
Net Assets$14,334,652
Open 2021 Filing

Operations Trend

Revenue Growth59th 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

2021

Revenue$3,990,194
Expenses$4,212,207
Net Income-$222,013
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 29, 2022
Return Version
2021v4.2
Gross Receipts
$4,685,173
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$12,545,111$13,714,268▲ $1,169,157
Cash and Non-Interest-Bearing Accounts$1,292,715$1,251,413▼ $41,302
Savings and Temporary Cash Investments$27,884$265,234▲ $237,350
Pledges and Grants Receivable$151,657$249,080▲ $97,423
Total Assets$14,027,367$15,489,995▲ $1,462,628
Other Assets Total$10,000$10,000→ $0
Liabilities
Other Liabilities$475,914$1,155,343▲ $679,429
Total Liabilities$475,914$1,155,343▲ $679,429
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,865,826$10,239,983▲ $374,157
Net Assets Without Donor Restrictions$3,685,627$4,094,669▲ $409,042
Total Net Assets Fund Balance$13,551,453$14,334,652▲ $783,199
Total Liabilities and Net Assets / Fund Balance$14,027,367$15,489,995▲ $1,462,628

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$637,533--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$10,269,492$204,615▲ $1,263,389-$10,846,269
2020$9,228,092$118,805▲ $1,190,086-$10,269,492
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
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Dr Willis LottChair
Monica MarloweExecutive Director
Dr Jason ScalesTrustee
Dr Michael ChippsTrustee
Jane Hale HopkinsTrustee
Jodi HarrisTrustee
Lou OberndorfTrustee
Paige B ChandlerCFO
Dr George BoggsInternational Honorary Mem
Dr Lynn Tincher-ladnerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,406,728
Program Service Revenue
$0
Investment Income
$551,936
Other Revenue
$31,530
All Other Contributions
$3,376,666
Change in Net Assets
$-222,013

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$549,198Fair Market Value
Total Noncash Contributions1$549,198-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,864,010
Revenue Not Reported on Financial Statements
$126,184
Revenue Not Reported on Form 990
$1,023,294
Total Revenue per Audited Statements
$4,887,304
Total Revenue per Form 990
$3,990,194
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,398,049
Salaries, Compensation, and Employee Benefits$501,858
Other Expenses$311,516
Total Fundraising Expense$189,946
Professional Fundraising Fees$784

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,398,049--$3,398,049
Other Salaries and Wages$96,774$178,304$141,589$416,667
Fees for Service Investment Mgmnt Fees-$126,184-$126,184
Payroll Taxes$7,923$13,585$11,684$33,192
Other Employee Benefits$10,813$9,749$10,427$30,989
All Other Expenses$6,071$17,394$2,422$25,887
Pension Plan Contributions$5,639$8,256$7,115$21,010
Fees for Services Accounting-$17,353-$17,353
Depreciation Depletion$6,403$10,100-$16,503
Travel$8,502$2,118$3,693$14,313
Other Expenses$1,631$7,748$868$10,247
Occupancy$2,640$2,620$2,620$7,880
Advertising$2,823$454$2,299$5,576
Office Expenses$364$1,702$1,253$3,319
Fees for Services Professional Fundraising--$784$784
Total Functional Expenses$3,616,526$405,735$189,946$4,212,207

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,212,207
Total Expenses per Audited Statements$4,104,104
Expenses per Audited Statements$4,086,023
Expenses Not Reported on Financial Statements$126,184
Expenses Not Reported on Form 990$18,081
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Theta KappaJackson, MS501(c)(3)Scholarship Programs, Conventions Sponsorships, and Grant Programs$3,398,049
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$15,525
Fundraising Gross Income$13,695
Professional Fundraising Fees$784

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5k Run/walk$43,757$13,695$15,525$-1,830
Total Events$43,757$13,695$15,525$-1,830
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$1,085,343
Deferred Revenue$70,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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 cfo.”

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
CFO
Phone
6019843504
Signed
2022-06-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Monica Marlowe
Formed
2006
Legal Domicile
Ms
Voting Board Members
9
Independent Board Members
7
Employees
0
Volunteers
7

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:

“ROUNDING 1.”

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 2,557. Fundraising expense net with revenue 15,525. Rounding 1.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expense net with revenue 15,525. Endowment distributions reinvested to corpus 2,557. Rounding -1.”

Raw XML AppendixShowing 400 of 726 raw XML fields

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IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0911892
IRS990/GrossReceiptsAmt04685173
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0319498
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0319498
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt012545111
IRS990/InvestmentsProgramRelatedGrp/EOYAmt013714268
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MS
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0679454
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/NetAssetsOrFundBalancesBOYAmt013551453
IRS990/NetAssetsOrFundBalancesEOYAmt014334652
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0232438
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0232438
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-1830
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1830
IRS990/NetUnrelatedBusTxblIncmAmt020360
IRS990/NetUnrlzdGainsLossesInvstAmt01005211
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03685627
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04094669
IRS990/NoncashContributionsAmt0549198
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02620
IRS990/OccupancyGrp/ManagementAndGeneralAmt02620
IRS990/OccupancyGrp/ProgramServicesAmt02640
IRS990/OccupancyGrp/TotalAmt07880
IRS990/OfficeExpensesGrp/FundraisingAmt01253
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01702
IRS990/OfficeExpensesGrp/ProgramServicesAmt0364
IRS990/OfficeExpensesGrp/TotalAmt03319
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010000
IRS990/OtherAssetsTotalGrp/EOYAmt010000
IRS990/OtherChangesInNetAssetsAmt01
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010427
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09749
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt010813
IRS990/OtherEmployeeBenefitsGrp/TotalAmt030989
IRS990/OtherExpensesGrp/Desc0TAXES PAID ON UBTI
IRS990/OtherExpensesGrp/Desc1PROGRAM
IRS990/OtherExpensesGrp/Desc2SUBSISTENCE
IRS990/OtherExpensesGrp/Desc3TELECOMMUNICATIONS
IRS990/OtherExpensesGrp/FundraisingAmt03619
IRS990/OtherExpensesGrp/FundraisingAmt11573
IRS990/OtherExpensesGrp/FundraisingAmt2868
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03432
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14838
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21898
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt37748
IRS990/OtherExpensesGrp/ProgramServicesAmt060953
IRS990/OtherExpensesGrp/ProgramServicesAmt17941
IRS990/OtherExpensesGrp/ProgramServicesAmt21631
IRS990/OtherExpensesGrp/TotalAmt03432
IRS990/OtherExpensesGrp/TotalAmt169410
IRS990/OtherExpensesGrp/TotalAmt211412
IRS990/OtherExpensesGrp/TotalAmt310247
IRS990/OtherLiabilitiesGrp/BOYAmt0475914
IRS990/OtherLiabilitiesGrp/EOYAmt01155343
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt012000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt033360
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt021360
IRS990/OtherRevenueTotalAmt033360
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0141589
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0178304
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt096774
IRS990/OtherSalariesAndWagesGrp/TotalAmt0416667
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt011684
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013585
IRS990/PayrollTaxesGrp/ProgramServicesAmt07923
IRS990/PayrollTaxesGrp/TotalAmt033192
IRS990/PensionPlanContributionsGrp/FundraisingAmt07115
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08256
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05639
IRS990/PensionPlanContributionsGrp/TotalAmt021010
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0151657
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0249080
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DR MONICA MARLOWE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02647646
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01940977
IRS990/PYInvestmentIncomeAmt0697489
IRS990/PYOtherExpensesAmt0267999
IRS990/PYOtherRevenueAmt027410
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0507697
IRS990/PYSalariesCompEmpBnftPaidAmt0581072
IRS990/PYTotalExpensesAmt02864848
IRS990/PYTotalProfFndrsngExpnsAmt074800
IRS990/PYTotalRevenueAmt03372545
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-222013
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt0244438
IRS990/SavingsAndTempCashInvstGrp/BOYAmt027884
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0265234
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03406728
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02647646
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03418178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03857283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02860628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt016190463
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0319498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0279265
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0261433
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0234127
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0173738
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01268061
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.73870
IRS990ScheduleA/PublicSupportPY170Pct00.72190
IRS990ScheduleA/PublicSupportTotal170Amt012896768
IRS990ScheduleA/SubstantialContributorsTotAmt03293695
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03406728
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02647646
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03418178
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03857283
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02860628
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt016190463
IRS990ScheduleA/TotalSupportAmt017458524
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/BoardDesignatedBalanceEOYPct00.08680
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt080902
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt010269492
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0204615
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010846269
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0810325
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01263389
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt071899
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09228092
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0118805
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010269492
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0195592
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01190086
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt059662
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07655782
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0327440
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09228092
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0183504
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01488036
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06838840
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01323276
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07655782
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0129183
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-377151
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt038006
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06265416
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt076832
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06838840
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0114927
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0831003
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0181478
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt018081
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0126184
IRS990ScheduleD/ExpensesSubtotalAmt04086023
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0126184
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0126184
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0443890
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1982210
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2262756
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt3849038
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt41088954
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt53212744
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt697020
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt71983713
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt81847714
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt9168406
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt102140290
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt11637533
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0SCHWAB FUNDAMENTAL INTL LARGE CO INDEX
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1SCHWAB FUNDAMENTAL US LARGE CO INDEX
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2SCHWAB FUNDAMENTAL US SMALL CO INDEX
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3SCHWAB INTERNATIONAL INDEX FUND
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4SCHWAB SHORT-TERM BOND INDEX FUND
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc5SCHWAB TOTAL STOCK MARKET INDEX

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,489,995
Liabilities
$1,155,343
Net assets
$14,334,652
Revenue
$3,990,194
Expenses
$4,212,207
Net income
-$222,013
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
2021Detailed filing. Detailed filing data is available for this year.$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