Civic Intelligence

Phi Kappa Sigma Educational Fund Inc

990 • Fiscal year 2014 • EIN 23-6235335

Aug 01, 2013 to Jul 31, 2014 • Filed on Dec 22, 2014

Organization ProfileN/A
444 Interstate Road60101

(630) 543-8100

Siviq Scores

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

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

68th percentile

0.30x

Higher debt load relative to revenue than 68% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

84th percentile

28%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

69th percentile

9.2%

Faster asset growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,003,583

Up $338,325 (+9.2%) from 2013

Net Assets

Up

$3,919,454

Up $351,371 (+9.8%) from 2013

Liabilities

Down

$84,129

Down $13,046 (-13%) from 2013

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin84th percentile

Revenue

$284,536

No earlier filing loaded for comparison.

Expenses

Down

$204,569

Down $15,815 (-7.2%) from 2013

Net Income

$79,967

No earlier filing loaded for comparison.

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 2012: $3,253,351Liabilities 2012: $73,306Net Assets 2012: $3,180,0452012Assets 2013: $3,665,258Liabilities 2013: $97,175Net Assets 2013: $3,568,0832013Assets 2014: $4,003,583Liabilities 2014: $84,129Net Assets 2014: $3,919,4542014Assets 2015: $4,213,210Liabilities 2015: $148,573Net Assets 2015: $4,064,6372015Assets 2016: $4,186,011Liabilities 2016: $113,010Net Assets 2016: $4,073,0012016Assets 2017: $4,524,232Liabilities 2017: $61,000Net Assets 2017: $4,463,2322017Assets 2018: $4,823,223Liabilities 2018: $120,250Net Assets 2018: $4,702,9732018Assets 2019: $4,627,132Liabilities 2019: $90,000Net Assets 2019: $4,537,1322019Assets 2020: $4,531,324Liabilities 2020: $145,001Net Assets 2020: $4,386,3232020Assets 2021: $5,305,558Liabilities 2021: $4,166Net Assets 2021: $5,301,3922021Assets 2022: $4,460,494Liabilities 2022: $41,119Net Assets 2022: $4,419,3752022Assets 2023: $4,563,530Liabilities 2023: $29,967Net Assets 2023: $4,533,5632023Assets 2024: $4,819,144Liabilities 2024: $511Net Assets 2024: $4,818,6332024

Highlighted filing

2014

Assets$4,003,583
Liabilities$84,129
Net Assets$3,919,454
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2012: $221,8692012Expenses 2013: $220,3842013Revenue 2014: $284,536Expenses 2014: $204,569Net Income 2014: $79,9672014Revenue 2015: $335,806Expenses 2015: $241,033Net Income 2015: $94,7732015Revenue 2016: $407,645Expenses 2016: $292,041Net Income 2016: $115,6042016Revenue 2017: $307,357Expenses 2017: $174,660Net Income 2017: $132,6972017Revenue 2018: $566,801Expenses 2018: $327,060Net Income 2018: $239,7412018Revenue 2019: $225,389Expenses 2019: $391,230Net Income 2019: -$165,8412019Revenue 2020: $311,180Expenses 2020: $461,989Net Income 2020: -$150,8092020Revenue 2021: $313,202Expenses 2021: $137,854Net Income 2021: $175,3482021Revenue 2022: $361,518Expenses 2022: $509,782Net Income 2022: -$148,2642022Revenue 2023: $316,275Expenses 2023: $515,833Net Income 2023: -$199,5582023Revenue 2024: $426,177Expenses 2024: $403,318Net Income 2024: $22,8592024

Highlighted filing

2014

Revenue$284,536
Expenses$204,569
Net Income$79,967
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Dec 22, 2014
Return Version
2013v4.0
Gross Receipts
$284,536
Mission and Program Overview

Mission

To provide financial assistance in the form of scholarships to eligible fraternity members and support development of scholastic improvement and leadership capability of fratenity members within the individual chapters of the fraternity

To provide financial assistance and training for education to eligible fraternity members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,485,436$3,827,921▲ $342,485
Investments in Publicly Traded Securities$98,546$122,215▲ $23,669
Savings and Temporary Cash Investments$79,913$34,084▼ $45,829
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$3,665,258$4,003,583▲ $338,325
Other Assets Total$1,363$19,363▲ $18,000
Liabilities
Grants Payable$60,500$65,000▲ $4,500
Accounts Payable and Accrued Expenses$36,675$19,129▼ $17,546
Total Liabilities$97,175$84,129▼ $13,046
Net Assets / Fund Balance
Unrestricted Net Assets$3,021,187$3,326,358▲ $305,171
Temporarily Rstr Net Assets$546,896$593,096▲ $46,200
Total Net Assets Fund Balance$3,568,083$3,919,454▲ $351,371
Total Liabilities and Net Assets / Fund Balance$3,665,258$4,003,583▲ $338,325

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$5,147$5,147
Other Securities$262,113--
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Peter J NicholsPresident
David Du PontVice President
Robert J BurnetVice President
Ct BenisDirector
Daniel Lund IiiDirector
Douglas CoxDirector
Duncan H CocroftDirector
Iggance PerrinDirector
Jay WurzDirector
Kevin PalmerDirector
Lonny BoekeDirector
Paul FinazzoDirector
Reynold HagelDirector
Ronald SiggsDirector
Roy FreemanSecretary
Allan M CameronTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$139,766
Program Service Revenue
$0
Investment Income
$144,770
Other Revenue
$0
All Other Contributions
$139,766
Change in Net Assets
$79,967

Audited Revenue Reconciliation

Revenue per Audited Statements
$284,536
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$271,404
Total Revenue per Audited Statements
$555,940
Total Revenue per Form 990
$284,536
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$143,569
Grants and Similar Amounts Paid$61,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$61,000--$61,000
Conferences and Meetings-$16,743-$16,743
Fees for Services Accounting-$5,200-$5,200
Other Expenses$58,925$4,300-$4,300
Total Functional Expenses$119,925$84,644$0$204,569

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$204,569
Total Expenses per Audited Statements$204,569
Total Expenses per Form 990$204,569
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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 A, Line 2

“There are business relationship between some of the trustees, however they are unrelated to the foundation”

Form 990, Part VI, Section B, Line 11

“Treasurer reviews completed form 990; sends copies to other officers for their comments before filing.”

Form 990, Part VI, Section B, Line 12C

“At each annual meeting each board member is requested to disclose any conflict of interest.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE ON REQUEST.”

Filing and Contact Details

Filer

EIN
23-6235335
Phone
6305438100

Signing Officer

Name
Allan M Cameron Jr
Title
Treasurer
Phone
6305438100
Signed
2014-12-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allan M Cameron Jr
Formed
1953
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
0

Preparer

Preparer
Vito G Loisi
Phone
6305454500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation recognizes the financial statement impact of a tax position when it is more likely than not that the position will be sustained upon examination. The foundation has no ongoing federal or state income tax examinations. The foundation is no longer subject to federal or state income tax examinations before the 2011 tax year.”

Raw XML AppendixShowing 400 of 437 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt036675
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt019129
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL ASSISTANCE AND TRAINING FOR EDUCATION TO ELIGIBLE FRATERNITY MEMBERS
IRS990/AllOtherContributionsAmt0139766
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0ALLAN CAMERON JR
IRS990/BooksInCareOfDetail/PhoneNum06305438100
IRS990/BooksInCareOfDetail/USAddress/AddressLine10444 INTERSTATE ROAD
IRS990/BooksInCareOfDetail/USAddress/City0ADDISON
IRS990/BooksInCareOfDetail/USAddress/State0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCode060101
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt016743
IRS990/ConferencesMeetingsGrp/TotalAmt016743
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0139766
IRS990/CYGrantsAndSimilarPaidAmt061000
IRS990/CYInvestmentIncomeAmt0144770
IRS990/CYOtherExpensesAmt0143569
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt079967
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0204569
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0284536
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE FINANCIAL ASSISTANCE IN THE FORM OF SCHOLARSHIPS TO ELIGIBLE FRATERNITY MEMBERS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0119925
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05200
IRS990/FeesForServicesAccountingGrp/TotalAmt05200
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0DANIEL LUND III
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT J BURNET
IRS990/Form990PartVIISectionAGrp/PersonNm2ALLAN M CAMERON
IRS990/Form990PartVIISectionAGrp/PersonNm3PAUL FINAZZO
IRS990/Form990PartVIISectionAGrp/PersonNm4DOUGLAS COX
IRS990/Form990PartVIISectionAGrp/PersonNm5DUNCAN H COCROFT
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVID DU PONT
IRS990/Form990PartVIISectionAGrp/PersonNm7ROY FREEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8LONNY BOEKE
IRS990/Form990PartVIISectionAGrp/PersonNm9PETER J NICHOLS
IRS990/Form990PartVIISectionAGrp/PersonNm10KEVIN PALMER
IRS990/Form990PartVIISectionAGrp/PersonNm11IGGANCE PERRIN
IRS990/Form990PartVIISectionAGrp/PersonNm12JAY WURZ
IRS990/Form990PartVIISectionAGrp/PersonNm13REYNOLD HAGEL
IRS990/Form990PartVIISectionAGrp/PersonNm14CT BENIS
IRS990/Form990PartVIISectionAGrp/PersonNm15RONALD SIGGS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01953
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt061000
IRS990/GrantsPayableGrp/BOYAmt060500
IRS990/GrantsPayableGrp/EOYAmt065000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt061000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt061000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0284536
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0144770
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0144770
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03485436
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03827921
IRS990/InvestmentsPubTradedSecGrp/BOYAmt098546
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0122215
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05147
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt05147
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FINANCIAL ASSISTANCE IN THE FORM OF SCHOLARSHIPS TO ELIGIBLE FRATERNITY MEMBERS AND SUPPORT DEVELOPMENT OF SCHOLASTIC IMPROVEMENT AND LEADERSHIP CAPABILITY OF FRATERNITY MEMBERS WITHIN THE INDIVIDUAL CHAPTERS OF THE FRATERNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03568083
IRS990/NetAssetsOrFundBalancesEOYAmt03919454
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0271404
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01363
IRS990/OtherAssetsTotalGrp/EOYAmt019363
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FRATERNITY SUPPORT ALLO
IRS990/OtherExpensesGrp/Desc1FUNDRAISING ADMINISTRAT
IRS990/OtherExpensesGrp/Desc2OFFICE RELATED CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt058401
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14300
IRS990/OtherExpensesGrp/ProgramServicesAmt058925
IRS990/OtherExpensesGrp/TotalAmt058925
IRS990/OtherExpensesGrp/TotalAmt158401
IRS990/OtherExpensesGrp/TotalAmt24300
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ALLAN M CAMERON JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt085024
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt060500
IRS990/PYInvestmentIncomeAmt0108560
IRS990/PYOtherExpensesAmt0159884
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-26800
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0220384
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0193584
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt079967
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt079913
IRS990/SavingsAndTempCashInvstGrp/EOYAmt034084
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0149766
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt085024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0147374
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0124440
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0120625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0627229
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0144770
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0108560
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt098687
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt093809
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt071394
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0517220
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54620
IRS990ScheduleA/PublicSupportPY170Pct00.48360
IRS990ScheduleA/PublicSupportTotal170Amt0625118
IRS990ScheduleA/SubstantialContributorsTotAmt02111
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0149766
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt085024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0147374
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0124440
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0120625
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0627229
IRS990ScheduleA/TotalSupportAmt01144449
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/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05147
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05147
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0204569
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0271404
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03565808
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1262113
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MONEY MARKET FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt0271404
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0284536
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE FOUNDATION HAS NO ONGOING FEDERAL OR STATE INCOME TAX EXAMINATIONS. THE FOUNDATION IS NO LONGER SUBJECT TO FEDERAL OR STATE INCOME TAX EXAMINATIONS BEFORE THE 2011 TAX YEAR.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03827921
IRS990ScheduleD/TotalExpensesPerForm990Amt0204569
IRS990ScheduleD/TotalRevenuePerForm990Amt0284536
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0555940
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0204569
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt061000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt057
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE GIVEN IN THE FORM OF SCHOLARSHIPS THAT ARE AWARDED BASED ON CERTAIN CRITERIA AND ON THE CONDITION THAT THE AWARDEE IS ATTENDING THE COLLEGE PER HIS APPLICATION. MONITORING IS DONE THROUGH THE NATIONAL FRATERNITY, DETERMINING THAT THE AWARDEE IS A ACTIVE MEMBER IN THE FRATERNITY CHAPTERS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE BUSINESS RELATIONSHIP BETWEEN SOME OF THE TRUSTEES, HOWEVER THEY ARE UNRELATED TO THE FOUNDATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TREASURER REVIEWS COMPLETED FORM 990; SENDS COPIES TO OTHER OFFICERS FOR THEIR COMMENTS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT EACH ANNUAL MEETING EACH BOARD MEMBER IS REQUESTED TO DISCLOSE ANY CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/StatesWhereCopyOfReturnIsFldCd1PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0546896
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0593096
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03665258
IRS990/TotalAssetsEOYAmt04003583
IRS990/TotalAssetsGrp/BOYAmt03665258
IRS990/TotalAssetsGrp/EOYAmt04003583
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0139766
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt084644
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0119925
IRS990/TotalFunctionalExpensesGrp/TotalAmt0204569
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt097175
IRS990/TotalLiabilitiesEOYAmt084129
IRS990/TotalLiabilitiesGrp/BOYAmt097175
IRS990/TotalLiabilitiesGrp/EOYAmt084129
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03568083
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03919454
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0119925
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0144770
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0284536
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03665258
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04003583
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03021187
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03326358

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,003,583
Liabilities
$84,129
Net assets
$3,919,454
Revenue
$284,536
Expenses
$204,569
Net income
$79,967
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.43$0.40$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.56$0.03$4.53$0.32$0.52$0.20
2022Detailed filing. Detailed filing data is available for this year.$4.46$0.04$4.42$0.36$0.51$0.15
2021Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.30$0.31$0.14$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.53$0.15$4.39$0.31$0.46$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.63$0.09$4.54$0.23$0.39$0.17
2018Detailed filing. Detailed filing data is available for this year.$4.82$0.12$4.70$0.57$0.33$0.24
2017Detailed filing. Detailed filing data is available for this year.$4.52$0.06$4.46$0.31$0.17$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.19$0.11$4.07$0.41$0.29$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.21$0.15$4.06$0.34$0.24$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.00$0.08$3.92$0.28$0.20$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$0.10$3.57$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.07$3.18$0.22