Civic Intelligence

Phi Theta Kappa Foundation

990 • Fiscal year 2022 • EIN 20-5469890

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 17, 2023

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

18th percentile

0.02x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

26th percentile

0.08x

Higher debt load relative to revenue than 26% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

47th percentile

5.5%

Higher net margin than 47% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

85th percentile

$357,752

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

5th percentile

-21%

Faster asset growth than 5% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-35%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$12,254,762

Down $3,235,233 (-21%) from 2021

Net Assets

Down

$12,048,614

Down $2,286,038 (-16%) from 2021

Liabilities

Down

$206,148

Down $949,195 (-82%) from 2021

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin47th percentile

Revenue

Down

$2,585,211

Down $1,404,983 (-35%) from 2021

Expenses

Down

$2,444,077

Down $1,768,130 (-42%) from 2021

Net Income

Up

$141,134

Up $363,147 (+164%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2022

Assets$12,254,762
Liabilities$206,148
Net Assets$12,048,614
Open 2022 Filing

Operations Trend

Revenue Growth11th 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

2022

Revenue$2,585,211
Expenses$2,444,077
Net Income$141,134
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 17, 2023
Return Version
2022v5.0
Gross Receipts
$3,966,957
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$13,714,268$11,290,266▼ $2,424,002
Cash and Non-Interest-Bearing Accounts$1,251,413$836,330▼ $415,083
Pledges and Grants Receivable$249,080$90,889▼ $158,191
Savings and Temporary Cash Investments$265,234$27,277▼ $237,957
Total Assets$15,489,995$12,254,762▼ $3,235,233
Other Assets Total$10,000$10,000→ $0
Liabilities
Other Liabilities$1,155,343$206,148▼ $949,195
Total Liabilities$1,155,343$206,148▼ $949,195
Net Assets / Fund Balance
Net Assets With Donor Restrictions$10,239,983$8,805,289▼ $1,434,694
Net Assets Without Donor Restrictions$4,094,669$3,243,325▼ $851,344
Total Net Assets Fund Balance$14,334,652$12,048,614▼ $2,286,038
Total Liabilities and Net Assets / Fund Balance$15,489,995$12,254,762▼ $3,235,233

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$227,053--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$10,846,269$79,499▼ $1,657,526-$8,989,772
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
Compensation and Service Providers
Top Officer Pay85th 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
$2,087,133
Program Service Revenue
$0
Investment Income
$467,814
Other Revenue
$30,264
All Other Contributions
$2,055,956
Change in Net Assets
$141,134

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$449,930Fair Market Value
Total Noncash Contributions1$449,930-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,537,465
Revenue Not Reported on Financial Statements
$47,746
Revenue Not Reported on Form 990
$-2,418,826
Total Revenue per Audited Statements
$118,639
Total Revenue per Form 990
$2,585,211
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,844,564
Salaries, Compensation, and Employee Benefits$414,520
Other Expenses$184,993
Total Fundraising Expense$168,990
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,844,564--$1,844,564
Other Salaries and Wages$78,488$132,409$135,700$346,597
Fees for Service Investment Mgmnt Fees-$47,746-$47,746
Other Employee Benefits$7,309$10,804$7,175$25,288
Payroll Taxes$6,452$10,079$8,643$25,174
Fees for Services Accounting-$18,960-$18,960
Pension Plan Contributions$4,226$6,568$6,667$17,461
All Other Expenses$6,959$6,927$872$14,758
Depreciation Depletion$6,966$5,596-$12,562
Occupancy$2,891$2,869$2,869$8,629
Advertising$6,021$378$1,872$8,271
Other Expenses$5,760$250$1,680$7,690
Travel$3,421$366$1,796$5,583
Office Expenses$93$494-$587
Total Functional Expenses$2,014,674$260,413$168,990$2,444,077

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,444,077
Total Expenses per Audited Statements$2,404,677
Expenses per Audited Statements$2,396,331
Expenses Not Reported on Financial Statements$47,746
Expenses Not Reported on Form 990$8,346
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Theta KappaJackson, MS501(c)(3)Scholarship Programs, Conventions Sponsorships, and Grant Programs$1,844,564
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,514
Fundraising Direct Expenses$6,266
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5k Run/walk$43,691$12,514$6,266$6,248
Total Events$43,691$12,514$6,266$6,248
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$185,148
Deferred Revenue$21,000
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
2023-08-17
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 Whittington Dean 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 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 2,080. Fundraising expense net with revenue 6,266.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expense net with revenue 6,266. Endowment distributions reinvested to corpus 2,080.”

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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/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0248937
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0248937
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt013714268
IRS990/InvestmentsProgramRelatedGrp/EOYAmt011290266
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MS
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01375480
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/NetAssetsOrFundBalancesBOYAmt014334652
IRS990/NetAssetsOrFundBalancesEOYAmt012048614
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0218877
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0218877
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt06248
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt06248
IRS990/NetUnrelatedBusTxblIncmAmt018016
IRS990/NetUnrlzdGainsLossesInvstAmt0-2427172
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04094669
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03243325
IRS990/NoncashContributionsAmt0449930
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02869
IRS990/OccupancyGrp/ManagementAndGeneralAmt02869
IRS990/OccupancyGrp/ProgramServicesAmt02891
IRS990/OccupancyGrp/TotalAmt08629
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0494
IRS990/OfficeExpensesGrp/ProgramServicesAmt093
IRS990/OfficeExpensesGrp/TotalAmt0587
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010000
IRS990/OtherAssetsTotalGrp/EOYAmt010000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07175
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010804
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07309
IRS990/OtherEmployeeBenefitsGrp/TotalAmt025288
IRS990/OtherExpensesGrp/Desc0TAXES PAID ON UBTI
IRS990/OtherExpensesGrp/Desc1PROGRAM
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3SUBSISTENCE
IRS990/OtherExpensesGrp/FundraisingAmt01716
IRS990/OtherExpensesGrp/FundraisingAmt11680
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07380
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11512
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt28075
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3250
IRS990/OtherExpensesGrp/ProgramServicesAmt041524
IRS990/OtherExpensesGrp/ProgramServicesAmt15760
IRS990/OtherExpensesGrp/TotalAmt07380
IRS990/OtherExpensesGrp/TotalAmt144752
IRS990/OtherExpensesGrp/TotalAmt28075
IRS990/OtherExpensesGrp/TotalAmt37690
IRS990/OtherLiabilitiesGrp/BOYAmt01155343
IRS990/OtherLiabilitiesGrp/EOYAmt0206148
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt024016
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt019016
IRS990/OtherRevenueTotalAmt024016
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0135700
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0132409
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt078488
IRS990/OtherSalariesAndWagesGrp/TotalAmt0346597
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08643
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010079
IRS990/PayrollTaxesGrp/ProgramServicesAmt06452
IRS990/PayrollTaxesGrp/TotalAmt025174
IRS990/PensionPlanContributionsGrp/FundraisingAmt06667
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06568
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04226
IRS990/PensionPlanContributionsGrp/TotalAmt017461
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0249080
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt090889
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DR MONICA MARLOWE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03406728
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03398049
IRS990/PYInvestmentIncomeAmt0551936
IRS990/PYOtherExpensesAmt0311516
IRS990/PYOtherRevenueAmt031530
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-222013
IRS990/PYSalariesCompEmpBnftPaidAmt0501858
IRS990/PYTotalExpensesAmt04212207
IRS990/PYTotalProfFndrsngExpnsAmt0784
IRS990/PYTotalRevenueAmt03990194
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0141134
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt0223877
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0265234
IRS990/SavingsAndTempCashInvstGrp/EOYAmt027277
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02087133
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03406728
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02647646
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03418178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03857283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015416968
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0248937
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0319498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0279265
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0261433
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0234127
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01343260
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.73100
IRS990ScheduleA/PublicSupportPY170Pct00.73870
IRS990ScheduleA/PublicSupportTotal170Amt012251219
IRS990ScheduleA/SubstantialContributorsTotAmt03165749
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02087133
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03406728
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02647646
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03418178
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03857283
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015416968
IRS990ScheduleA/TotalSupportAmt016760228
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/BeginningYearBalanceAmt010846269
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt079499
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08989772
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0278470
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1657526
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt080902
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010269492
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0204615
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010846269
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0810325
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01263389
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt071899
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt09228092
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0118805
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010269492
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0195592
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01190086
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt059662
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07655782
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0327440
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt09228092
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0183504
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01488036
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06838840
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01323276
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07655782
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0129183
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-377151
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt08346
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt047746
IRS990ScheduleD/ExpensesSubtotalAmt02396331
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt047746
IRS990ScheduleD/InvestmentExpensesNotIncldAmt047746
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0541975
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt11059813
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2226680
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt3671036
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt4672862
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt52660544
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt62149339
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt7995678
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt8151846
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt9586431
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt10246629
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt11858688
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt12241692
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt13227053
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
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc6SCHWAB US AGG BOND INDEX FD
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc7SCHWAB US BROAD MARKET ETF
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc8SCHWAB US LARGE CAP VALUE ETF
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc9VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL SHARES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc10VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL SHARES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc11VANGUARD TOTAL BOND
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc12VANGUARD TOTAL INTERNATIONAL STOCK

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,254,762
Liabilities
$206,148
Net assets
$12,048,614
Revenue
$2,585,211
Expenses
$2,444,077
Net income
$141,134
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
2022Detailed filing. Detailed filing data is available for this year.$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