Civic Intelligence

Phi Kappa Sigma Educational Fund Inc

990 • Fiscal year 2016 • EIN 23-6235335

Aug 01, 2015 to Jul 31, 2016 • Filed on Jun 15, 2017

Organization Profilen/a
8080 Wolf RoadBurr Ridge, IL 60527

(630) 417-3118

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.03x

Higher debt load relative to assets than 33% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

68th percentile

0.28x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

85th percentile

28%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

41st percentile

-0.6%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

78th percentile

21%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$4,186,011

Down $27,199 (-0.6%) from 2015

Net Assets

Up

$4,073,001

Up $8,364 (+0.2%) from 2015

Liabilities

Down

$113,010

Down $35,563 (-24%) from 2015

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin85th percentile

Revenue

Up

$407,645

Up $71,839 (+21%) from 2015

Expenses

Up

$292,041

Up $51,008 (+21%) from 2015

Net Income

Up

$115,604

Up $20,831 (+22%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2016

Assets$4,186,011
Liabilities$113,010
Net Assets$4,073,001
Open 2016 Filing

Operations Trend

Revenue Growth78th percentile

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

2016

Revenue$407,645
Expenses$292,041
Net Income$115,604
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Jun 15, 2017
Return Version
2015v3.0
Gross Receipts
$416,692
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 in Publicly Traded Securities$4,151,294$4,104,011▼ $47,283
Savings and Temporary Cash Investments$60,553$80,637▲ $20,084
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$4,213,210$4,186,011▼ $27,199
Other Assets Total$1,363$1,363→ $0
Liabilities
Grants Payable$61,370$61,000▼ $370
Accounts Payable and Accrued Expenses$87,203$52,010▼ $35,193
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$148,573$113,010▼ $35,563
Net Assets / Fund Balance
Unrestricted Net Assets$3,456,411$3,507,634▲ $51,223
Temporarily Rstr Net Assets$608,226$565,367▼ $42,859
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$4,064,637$4,073,001▲ $8,364
Total Liabilities and Net Assets / Fund Balance$4,213,210$4,186,011▼ $27,199

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$5,147$5,147
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Robert J Burnettpresident
david du pontVice president
CT Benisdirector
David Lund IiiDirector
Ignace a Perrin IiiDirector
Jay Wurzdirector
Joseph Moidldirector
Lonny Boekedirector
Paul Finazzodirector
Walt Jaegerdirector
douglas coxDirector
kevin palmerdirector
peter j nicholsdirector
ronald siggsdirector
roy FreemanSecretary
Allan M Camerontreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$212,688
Program Service Revenue
$0
Investment Income
$194,957
Other Revenue
$0
All Other Contributions
$212,688
Change in Net Assets
$115,604

Audited Revenue Reconciliation

Revenue per Audited Statements
$407,645
Revenue Not Reported on Form 990
$-107,240
Total Revenue per Audited Statements
$300,405
Total Revenue per Form 990
$407,645
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$228,916
Grants and Similar Amounts Paid$63,125
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$63,125--$63,125
Fees for Services Accounting-$16,629-$16,629
Conferences and Meetings-$14,949-$14,949
Other Expenses$112,750$8,343-$8,343
Total Functional Expenses$175,875$116,166$0$292,041

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$292,041
Total Expenses per Audited Statements$292,041
Total Expenses per Form 990$292,041
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
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 relationships 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 Secton C Line 19

“AVAILABLE ON REQUEST”

Filing and Contact Details

Filer

Filer Name
Phi Kappa Sigma Foundation Inc
EIN
23-6235335
In Care Of
% ALLAN M CAMERON JR
Phone
6304173118
Address
8080 WOLF ROAD, BURR RIDGE, IL 60527

Signing Officer

Name
Allan M Cameron Jr
Title
treasurer
Phone
6305438100
Signed
2017-06-15
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
16

Preparer

Firm
Bkd Llp
Address
1901 S Meyers Road Suite 500, Oakbrook Terrace, IL 60181-5209
Preparer
David R Siehoff
Phone
6302829500
Supplemental Narrative

Additional Explanations

Form 990 , Part XII, Line 2C

“No change in selection or oversight process from the previous year”

Financial Statement Notes

Schedule D Part X, line 2

“The foundation is exempt from federal income taxes under section 501(c)(3)of the internal revenue code. Under this section, the foundation is subject to tax on income which is unrelated to their exempt purpose. 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.”

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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/InvestmentIncomeGrp/ExclusionAmt0193000
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0193000
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04151294
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04104011
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05147
IRS990/LandBldgEquipCostOrOtherBssAmt05147
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09047
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt04064637
IRS990/NetAssetsOrFundBalancesEOYAmt04073001
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01957
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01957
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-107240
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01363
IRS990/OtherAssetsTotalGrp/EOYAmt01363
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FRATERNITY SUPPORT ALLOCATION
IRS990/OtherExpensesGrp/Desc1FUNDRAISING ADMINISTRATION
IRS990/OtherExpensesGrp/Desc2OFFICE RELATED CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt076245
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18343
IRS990/OtherExpensesGrp/ProgramServicesAmt0112750
IRS990/OtherExpensesGrp/TotalAmt0112750
IRS990/OtherExpensesGrp/TotalAmt176245
IRS990/OtherExpensesGrp/TotalAmt28343
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ALLAN M CAMERON JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0120058
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt063620
IRS990/PYInvestmentIncomeAmt0215748
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0177413
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt094773
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0241033
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0335806
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0115604
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt060553
IRS990/SavingsAndTempCashInvstGrp/EOYAmt080637
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0212688
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0120058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0149766
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt085024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0147374
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0714910
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0193000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0204073
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0144770
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0108560
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt098687
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0749090
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48833
IRS990ScheduleA/PublicSupportPY170Pct00.48152
IRS990ScheduleA/PublicSupportTotal170Amt0714910
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0212688
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0120058
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0149766
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt085024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0147374
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0714910
IRS990ScheduleA/TotalSupportAmt01464000
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05147
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05147
IRS990ScheduleD/ExpensesSubtotalAmt0292041
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-107240
IRS990ScheduleD/RevenueNotReportedAmt0-107240
IRS990ScheduleD/RevenueSubtotalAmt0407645
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE. UNDER THIS SECTION, THE FOUNDATION IS SUBJECT TO TAX ON INCOME WHICH IS UNRELATED TO THEIR EXEMPT PURPOSE. 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D Part X, line 2
IRS990ScheduleD/TotalExpensesPerForm990Amt0292041
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0407645

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,186,011
Liabilities
$113,010
Net assets
$4,073,001
Revenue
$407,645
Expenses
$292,041
Net income
$115,604
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