Civic Intelligence

Sigma Pi Educational Foundation Inc.

990 • Fiscal year 2018 • EIN 22-6034109

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 10, 2019

Organization ProfileSIGMAPIEDFUND.ORG
106 North Castle Heights AvenueLebanon, TN 37087

(615) 921-2300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

23rd percentile

0.01x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

39th percentile

$22,000

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

69th percentile

8.3%

Faster asset growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

16%

Faster revenue growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$3,941,998

Up $303,498 (+8.3%) from 2017

Net Assets

Up

$3,937,056

Up $301,315 (+8.3%) from 2017

Liabilities

Up

$4,942

Up $2,183 (+79%) from 2017

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin91st percentile

Revenue

Up

$408,743

Up $56,502 (+16%) from 2017

Expenses

Down

$201,971

Down $34,186 (-14%) from 2017

Net Income

Up

$206,772

Up $90,688 (+78%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $2,601,565Liabilities 2011: $156,364Net Assets 2011: $2,445,2012011Assets 2012: $2,540,863Liabilities 2012: $206,092Net Assets 2012: $2,334,7712012Assets 2013: $2,655,487Liabilities 2013: $174,781Net Assets 2013: $2,480,7062013Assets 2014: $2,988,586Liabilities 2014: $154,834Net Assets 2014: $2,833,7522014Assets 2015: $3,144,001Liabilities 2015: $25,903Net Assets 2015: $3,118,0982015Assets 2016: $3,307,953Liabilities 2016: $2,785Net Assets 2016: $3,305,1682016Assets 2017: $3,638,500Liabilities 2017: $2,759Net Assets 2017: $3,635,7412017Assets 2018: $3,941,998Liabilities 2018: $4,942Net Assets 2018: $3,937,0562018Assets 2019: $4,110,507Liabilities 2019: $3,041Net Assets 2019: $4,107,4662019Assets 2020: $4,284,370Liabilities 2020: $8,821Net Assets 2020: $4,275,5492020Assets 2021: $5,337,984Liabilities 2021: $5,677Net Assets 2021: $5,332,3072021Assets 2022: $5,123,334Liabilities 2022: $26,208Net Assets 2022: $5,097,1262022Assets 2023: $5,640,758Liabilities 2023: $14,986Net Assets 2023: $5,625,7722023Assets 2025: $5,835,833Liabilities 2025: $70,011Net Assets 2025: $5,765,8222025

Highlighted filing

2018

Assets$3,941,998
Liabilities$4,942
Net Assets$3,937,056
Open 2018 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $400,453Expenses 2011: $458,155Net Income 2011: -$57,7022011Expenses 2012: $431,5432012Expenses 2013: $494,1472013Revenue 2014: $551,861Expenses 2014: $353,546Net Income 2014: $198,3152014Revenue 2015: $760,574Expenses 2015: $317,892Net Income 2015: $442,6822015Revenue 2016: $479,327Expenses 2016: $314,835Net Income 2016: $164,4922016Revenue 2017: $352,241Expenses 2017: $236,157Net Income 2017: $116,0842017Revenue 2018: $408,743Expenses 2018: $201,971Net Income 2018: $206,7722018Revenue 2019: $370,118Expenses 2019: $207,887Net Income 2019: $162,2312019Revenue 2020: $354,889Expenses 2020: $181,610Net Income 2020: $173,2792020Revenue 2021: $449,328Expenses 2021: $257,787Net Income 2021: $191,5412021Revenue 2022: $849,064Expenses 2022: $333,396Net Income 2022: $515,6682022Revenue 2023: $1,140,002Expenses 2023: $309,240Net Income 2023: $830,7622023Revenue 2025: $332,167Expenses 2025: $258,586Net Income 2025: $73,5812025

Highlighted filing

2018

Revenue$408,743
Expenses$201,971
Net Income$206,772
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 10, 2019
Return Version
2017v2.3
Gross Receipts
$756,061
Mission and Program Overview

Mission

The sigma pi educational foundation, inc. Is dedicated to advancing the educational pursuits of the sigma pi fraternity, international inc. And its membership. To support these ideals, the sigma pi educational foundation provides scholarships, grants, and educational programming to members of the sigma pi fraternity, international inc.

Educational and leadership development

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,666,268$3,027,274▲ $361,006
Cash and Non-Interest-Bearing Accounts$94,679$97,934▲ $3,255
Pledges and Grants Receivable$28,972$6,029▼ $22,943
Inventories for Sale or Use$4,089$4,029▼ $60
Prepaid Expenses and Deferred Charges$1,244$1,029▼ $215
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$3,638,500$3,941,998▲ $303,498
Other Assets Total$843,248$805,703▼ $37,545
Liabilities
Unsecured Notes Loans Payable$147$2,527▲ $2,380
Accounts Payable and Accrued Expenses$2,612$2,415▼ $197
Total Liabilities$2,759$4,942▲ $2,183
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,229,744$2,397,859▲ $168,115
Permanently Rstr Net Assets$1,863,679$1,907,175▲ $43,496
Unrestricted Net Assets$-457,682$-367,978▲ $89,704
Total Net Assets Fund Balance$3,635,741$3,937,056▲ $301,315
Total Liabilities and Net Assets / Fund Balance$3,638,500$3,941,998▲ $303,498

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$9,951$9,951
Other Assets Org$15,256--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,863,679$50,811▲ $122,773$130,088$1,907,175
2016$1,819,759$46,568▲ $160,862$163,510$1,863,679
2015$1,777,364$16,708▲ $25,687-$1,819,759
2014$1,635,182$133,304▲ $62,058$53,180$1,777,364
2013$2,326,046$86,169▲ $104,392$881,425$1,635,182
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleBaseTotal
Edmund MorrisTrustee$22,000$22,000

Board Members and Trustees

NameTitle
Lester JoernChairman
Ricky MarshallVice Chairman - Administration
Paul WydraVice Chairman - Development
David PressonVice Chairman - Investment
Scott EvansVice Chairman - Legal
George CozartAdvisory Trustee
Lloyd FarrisAdvisory Trustee
Paul HansenAdvisory Trustee
Jonathan FrostExecutive Director/CEO
Frank FryburgHonorary Trustee
Allen YeeTrustee
Donald CoxTrustee
Edward LevesqueTrustee
Eugene HibbsTrustee
Jon BryantTrustee
Stephen LawlerTrustee
Rob PankauSecretary
Tim QuickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$196,080
Program Service Revenue
$16,753
Investment Income
$195,910
Other Revenue
$0
All Other Contributions
$196,080
Change in Net Assets
$206,772

Audited Revenue Reconciliation

Revenue per Audited Statements
$391,916
Revenue Not Reported on Financial Statements
$16,827
Revenue Not Reported on Form 990
$95,974
Total Revenue per Audited Statements
$487,890
Total Revenue per Form 990
$408,743
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$84,920
Total Fundraising Expense$78,437
Professional Fundraising Fees$75,452
Grants and Similar Amounts Paid$41,599
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Professional Fundraising--$75,452$75,452
Grants to Domestic Individuals$41,599--$41,599
Fees for Services Accounting-$19,346-$19,346
Other Expenses-$8,006-$8,006
All Other Expenses-$2,290$2,985$5,275
Total Functional Expenses$41,599$81,935$78,437$201,971

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$201,971
Total Expenses per Audited Statements$186,575
Expenses per Audited Statements$185,144
Expenses Not Reported on Financial Statements$16,827
Expenses Not Reported on Form 990$1,431
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$75,452
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 and its supporting schedules are prepared by sigma pi educational foundation, inc.'s cpa firm. Management then reviews the return before filing.”

Form 990, Part VI, Section C, Line 19

“Sigma pi educational foundation, inc. Has chosen not to make its governing documents, conflict of interest policy and financial statements available to the public at this time.”

Filing and Contact Details

Filer

Filer Name
Sigma Pi Educational Foundation Inc
EIN
22-6034109
Phone
6159212300
Address
106 NORTH CASTLE HEIGHTS AVENUE, LEBANON, TN 37087

Signing Officer

Name
Jonathan Frost
Title
Executive Director/CEO
Phone
6159212300
Signed
2019-01-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Frost
Formed
1952
Legal Domicile
In
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
0

Preparer

Firm
Doyle & Horlacher Plc
Address
2424 21ST AVENUE SOUTH 202, NASHVILLE, TN 37212
Preparer
Ken Lowery
Phone
6152562127
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Staff travel included as an expense on the financial statements”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Staff travel included as an expense on the financial statements”

PART V; LINE 4:

“Educational and leadership purposes”

Raw XML AppendixShowing 400 of 568 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/GrossReceiptsAmt0756061
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt04089
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04029
IRS990/InvestmentIncomeGrp/ExclusionAmt0147461
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0147461
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02666268
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03027274
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09951
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt09951
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0347318
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE SIGMA PI EDUCATIONAL FOUNDATION, INC. IS DEDICATED TO ADVANCING THE EDUCATIONAL PURSUITS OF THE SIGMA PI FRATERNITY, INTERNATIONAL INC. AND ITS MEMBERSHIP. TO SUPPORT THESE IDEALS, THE SIGMA PI EDUCATIONAL FOUNDATION PROVIDES SCHOLARSHIPS, GRANTS, AND EDUCATIONAL PROGRAMMING TO MEMBERS OF THE SIGMA PI FRATERNITY, INTERNATIONAL INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03635741
IRS990/NetAssetsOrFundBalancesEOYAmt03937056
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt048449
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt048449
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt094543
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0843248
IRS990/OtherAssetsTotalGrp/EOYAmt0805703
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2INVESTMENT EXPENSES
IRS990/OtherExpensesGrp/Desc3POSTAGE AND DELIVERY
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018397
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt117069
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt216827
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt38006
IRS990/OtherExpensesGrp/TotalAmt018397
IRS990/OtherExpensesGrp/TotalAmt117069
IRS990/OtherExpensesGrp/TotalAmt216827
IRS990/OtherExpensesGrp/TotalAmt38006
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01863679
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01907175
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt028972
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt06029
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01244
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01029
IRS990/PrincipalOfficerNm0JONATHAN FROST
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCES & EVENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt016753
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016753
IRS990/ProgSrvcAccomActy2Grp/Desc0REVENUE DERIVED FROM CONFERENCES AND EVENTS.
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt016753
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0205248
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt040838
IRS990/PYInvestmentIncomeAmt0139188
IRS990/PYOtherExpensesAmt0167405
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt07805
IRS990/PYRevenuesLessExpensesAmt0116084
IRS990/PYSalariesCompEmpBnftPaidAmt027914
IRS990/PYTotalExpensesAmt0236157
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0352241
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0206772
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0196080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0205248
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0412838
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0514580
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0415422
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01744168
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0147461
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0122493
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0105373
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0119550
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt095515
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0590392
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05984
IRS990ScheduleA/OtherIncome170Grp/TotalAmt05984
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.59580
IRS990ScheduleA/PublicSupportPY170Pct00.77080
IRS990ScheduleA/PublicSupportTotal170Amt01394421
IRS990ScheduleA/SubstantialContributorsTotAmt0349747
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0196080
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0205248
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0412838
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0514580
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0415422
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01744168
IRS990ScheduleA/TotalSupportAmt02340544
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01863679
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt050811
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01907175
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0122773
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0130088
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01819759
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt046568
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01863679
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0160862
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0163510
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01777364
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt016708
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01819759
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt025687
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01635182
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0133304
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01777364
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt062058
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt053180
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02326046
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt086169
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01635182
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0104392
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0881425
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09951
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09951
IRS990ScheduleD/ExpensesNotReportedAmt01431
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt016827
IRS990ScheduleD/ExpensesSubtotalAmt0185144
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt016827
IRS990ScheduleD/InvestmentExpensesNotIncldAmt016827
IRS990ScheduleD/NetUnrealizedGainsInvstAmt094543
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0561014
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1229433
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt215256
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0MORTGAGES RECEIVABLE - ALPHA-PI
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1NOTE RECEIVABLE - ALPHA-DELTA-AUBURN
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2NOTE RECEIVABLE - UPSILON CEF
IRS990ScheduleD/OtherExpensesIncludedAmt01431
IRS990ScheduleD/OtherRevenueAmt01431
IRS990ScheduleD/RevenueNotReportedAmt095974
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt016827
IRS990ScheduleD/RevenueSubtotalAmt0391916
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0STAFF TRAVEL INCLUDED AS AN EXPENSE ON THE FINANCIAL STATEMENTS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1STAFF TRAVEL INCLUDED AS AN EXPENSE ON THE FINANCIAL STATEMENTS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2EDUCATIONAL AND LEADERSHIP PURPOSES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART V; LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,941,998
Liabilities
$4,942
Net assets
$3,937,056
Revenue
$408,743
Expenses
$201,971
Net income
$206,772
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.84$0.07$5.77$0.33$0.26$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.64$0.01$5.63$1.14$0.31$0.83
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.12$0.03$5.10$0.85$0.33$0.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.01$5.33$0.45$0.26$0.19
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.28$0.01$4.28$0.35$0.18$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$0.00$4.11$0.37$0.21$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.41$0.20$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.00$3.64$0.35$0.24$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.48$0.31$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.14$0.03$3.12$0.76$0.32$0.44
2014Detailed filing. Detailed filing data is available for this year.$2.99$0.15$2.83$0.55$0.35$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.17$2.48$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.21$2.33$0.43
2011Summary only. Only limited summary data is available for this year.$2.60$0.16$2.45$0.40$0.46$0.06