Civic Intelligence

Phi Theta Kappa Foundation

990 • Fiscal year 2023 • EIN 20-5469890

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 18, 2024

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

47th percentile

0.16x

Higher debt load relative to assets than 47% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

1.04x

Higher debt load relative to revenue than 80% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

88th percentile

$410,142

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

86th percentile

34%

Faster asset growth than 86% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

36th percentile

-1.3%

Faster revenue growth than 36% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets47th percentile

Assets

Flat

$16,381,188

Flat from 2023

Net Assets

Flat

$13,733,846

Flat from 2023

Liabilities

Flat

$2,647,342

Flat from 2023

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin74th percentile

Revenue

Flat

$2,550,993

Flat from 2023

Expenses

Flat

$2,077,310

Flat from 2023

Net Income

Flat

$473,683

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth86th 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 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

2023

Assets$16,381,188
Liabilities$2,647,342
Net Assets$13,733,846
Open 2023 Filing

Operations Trend

Revenue Growth36th 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 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

2023

Revenue$2,550,993
Expenses$2,077,310
Net Income$473,683
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 18, 2024
Return Version
2023v5.1
Gross Receipts
$3,251,397
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$11,290,266$12,605,679▲ $1,315,413
Cash and Non-Interest-Bearing Accounts$836,330$3,393,831▲ $2,557,501
Pledges and Grants Receivable$90,889$206,916▲ $116,027
Savings and Temporary Cash Investments$27,277$164,762▲ $137,485
Total Assets$12,254,762$16,381,188▲ $4,126,426
Other Assets Total$10,000$10,000→ $0
Liabilities
Other Liabilities$206,148$2,647,342▲ $2,441,194
Total Liabilities$206,148$2,647,342▲ $2,441,194
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,805,289$9,868,751▲ $1,063,462
Net Assets Without Donor Restrictions$3,243,325$3,865,095▲ $621,770
Total Net Assets Fund Balance$12,048,614$13,733,846▲ $1,685,232
Total Liabilities and Net Assets / Fund Balance$12,254,762$16,381,188▲ $4,126,426

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$249,490--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$8,989,772$69,908▲ $1,361,150-$9,986,775
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
Compensation and Service Providers
Top Officer Pay88th 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
$2,050,577
Program Service Revenue
$0
Investment Income
$492,108
Other Revenue
$8,308
All Other Contributions
$1,409,368
Change in Net Assets
$473,683

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$615,968Fair Market Value
Total Noncash Contributions1$615,968-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,420,589
Revenue Not Reported on Financial Statements
$130,404
Revenue Not Reported on Form 990
$1,220,947
Other Revenue Adjustments
$5,500
Total Revenue per Audited Statements
$3,641,536
Total Revenue per Form 990
$2,550,993
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,221,014
Salaries, Compensation, and Employee Benefits$584,477
Other Expenses$271,819
Total Fundraising Expense$246,027
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,221,014--$1,221,014
Other Salaries and Wages$125,827$171,860$187,816$485,503
Fees for Service Investment Mgmnt Fees-$124,903-$124,903
Other Employee Benefits$17,564$15,846$12,852$46,262
Payroll Taxes$9,170$12,863$11,905$33,938
Fees for Services Accounting-$20,304-$20,304
Travel$8,818$1,732$8,284$18,834
Pension Plan Contributions$4,595$7,081$7,098$18,774
Occupancy$3,098$3,075$3,075$9,248
Depreciation Depletion$4,695$4,457-$9,152
All Other Expenses$3,265$2,003$2,614$7,882
Other Expenses$2,589$2,968$840$6,397
Advertising$1,571$547$521$2,639
Office Expenses$528$1,158-$1,686
Total Functional Expenses$1,441,626$389,657$246,027$2,077,310

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,077,310
Total Expenses per Audited Statements$1,956,304
Expenses per Audited Statements$1,946,907
Expenses Not Reported on Financial Statements$130,403
Expenses Not Reported on Form 990$9,397
Other Expense Adjustments$5,499
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Theta KappaJackson, MS501(c)(3)Scholarship Programs, Conventions Sponsorships, and Grant Programs$1,221,014
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,080
Fundraising Direct Expenses$6,772
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5k Run/walk$35,321$10,080$6,772$3,308
Total Events$35,321$10,080$6,772$3,308
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advances$2,200,000
Due to Phi Theta Kappa$389,342
Deferred Revenue$58,000
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 complete and sign a conflict of interest form each year.”

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
2024-07-18
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 2,625. Fundraising expense net with revenue 6,772. Rounding 1.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Grant expense net with revenue 5,500.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expense net with revenue 6,772. Endowment distributions reinvested to corpus 2,625.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Rounding -1. Grant expense net with revenue 5,500.”

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IRS990/GrantsToDomesticOrgsGrp/TotalAmt01221014
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0888148
IRS990/GrossReceiptsAmt03251397
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0297592
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0297592
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt011290266
IRS990/InvestmentsProgramRelatedGrp/EOYAmt012605679
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MS
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0693632
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/NetAssetsOrFundBalancesBOYAmt012048614
IRS990/NetAssetsOrFundBalancesEOYAmt013733846
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0194516
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0194516
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt03308
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt03308
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01211549
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03243325
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03865095
IRS990/NoncashContributionsAmt0615968
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03075
IRS990/OccupancyGrp/ManagementAndGeneralAmt03075
IRS990/OccupancyGrp/ProgramServicesAmt03098
IRS990/OccupancyGrp/TotalAmt09248
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01158
IRS990/OfficeExpensesGrp/ProgramServicesAmt0528
IRS990/OfficeExpensesGrp/TotalAmt01686
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010000
IRS990/OtherAssetsTotalGrp/EOYAmt010000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012852
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt015846
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt017564
IRS990/OtherEmployeeBenefitsGrp/TotalAmt046262
IRS990/OtherExpensesGrp/Desc0PROGRAM
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2OTHER TAXES AND REGISTR
IRS990/OtherExpensesGrp/Desc3TELECOMMUNICATIONS
IRS990/OtherExpensesGrp/FundraisingAmt07077
IRS990/OtherExpensesGrp/FundraisingAmt13945
IRS990/OtherExpensesGrp/FundraisingAmt2840
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03041
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17149
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210670
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32968
IRS990/OtherExpensesGrp/ProgramServicesAmt026832
IRS990/OtherExpensesGrp/ProgramServicesAmt112060
IRS990/OtherExpensesGrp/ProgramServicesAmt22589
IRS990/OtherExpensesGrp/TotalAmt036950
IRS990/OtherExpensesGrp/TotalAmt123154
IRS990/OtherExpensesGrp/TotalAmt210670
IRS990/OtherExpensesGrp/TotalAmt36397
IRS990/OtherLiabilitiesGrp/BOYAmt0206148
IRS990/OtherLiabilitiesGrp/EOYAmt02647342
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05000
IRS990/OtherRevenueTotalAmt05000
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0187816
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0171860
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0125827
IRS990/OtherSalariesAndWagesGrp/TotalAmt0485503
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt011905
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012863
IRS990/PayrollTaxesGrp/ProgramServicesAmt09170
IRS990/PayrollTaxesGrp/TotalAmt033938
IRS990/PensionPlanContributionsGrp/FundraisingAmt07098
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07081
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04595
IRS990/PensionPlanContributionsGrp/TotalAmt018774
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt090889
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0206916
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DR MONICA MARLOWE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02087133
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01844564
IRS990/PYInvestmentIncomeAmt0467814
IRS990/PYOtherExpensesAmt0184993
IRS990/PYOtherRevenueAmt030264
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0141134
IRS990/PYSalariesCompEmpBnftPaidAmt0414520
IRS990/PYTotalExpensesAmt02444077
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02585211
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0473683
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0615968
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt0199516
IRS990/SavingsAndTempCashInvstGrp/BOYAmt027277
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0164762
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02050577
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02087133
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03406728
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02647646
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03418178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013610262
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0492108
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0248937
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0319498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0279265
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0261433
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01601241
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71850
IRS990ScheduleA/PublicSupportPY170Pct00.73100
IRS990ScheduleA/PublicSupportTotal170Amt010929706
IRS990ScheduleA/SubstantialContributorsTotAmt02680556
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02050577
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02087133
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03406728
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02647646
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03418178
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013610262
IRS990ScheduleA/TotalSupportAmt015211503
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/BoardDesignatedBalanceEOYPct00.08607
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt080836
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08989772
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt069908
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09986775
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0353219
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01361150
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010846269
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt079499
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08989772
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0278470
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1657526
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt080902
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010269492
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0204615
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010846269
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0810325
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01263389
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt071899
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt09228092
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0118805
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010269492
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0195592
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01190086
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt059662
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07655782
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0327440
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt09228092
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0183504
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01488036
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt09397
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0130403
IRS990ScheduleD/ExpensesSubtotalAmt01946907
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0124904
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0124904
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0605793
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt11228350
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2247647
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt3770907
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt4855482
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt53153026
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt62382289
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt71002060
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt81480180
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt9501347
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt10129108
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt11249490
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/Desc8VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL SHARES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc9VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL SHARES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc10S&P 400 MID CAP ETF
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc11US TREASU NT
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,381,188
Liabilities
$2,647,342
Net assets
$13,733,846
Revenue
$2,550,993
Expenses
$2,077,310
Net income
$473,683
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
2023Detailed filing. Detailed filing data is available for this year.$16.4$2.65$13.7$2.55$2.08$0.47
2023Summary only. Only limited summary data is available for this year.$16.4$2.65$13.7$2.55$2.08$0.47
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$0.21$12.0$2.59$2.44$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$1.16$14.3$3.99$4.21$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.48$13.6$3.37$2.86$0.51
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.50$12.3$3.83$3.18$0.64
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.36$10.2$4.38$2.89$1.49
2017Summary only. Only limited summary data is available for this year.$10.2$0.57$9.67$3.58$3.04$0.54
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.68$0.38$8.30$3.58$1.97$1.61
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.81$0.40$6.41$2.17$1.99$0.19
2014Detailed filing. Detailed filing data is available for this year.$6.75$0.38$6.38$2.44$1.83$0.61
2013Detailed filing. Detailed filing data is available for this year.$6.36$0.49$5.87$2.10$2.89$0.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.85$0.51$6.34$2.85
2011Summary only. Only limited summary data is available for this year.$5.68$0.09$5.59$3.76$1.45$2.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$0.63$3.46$0.27