Civic Intelligence

Southern Oregon University Foundation

990 • Fiscal year 2018 • EIN 23-7030910

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 06, 2019

1250 Siskiyou BoulevardAshland, OR 97520

(541) 552-6129

Siviq Scores

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

Liabilities / Assets

14th percentile

0.02x

Higher debt load relative to assets than 14% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

33rd percentile

0.16x

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

68th percentile

7.1%

Faster asset growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-5.2%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Assets

Up

$32,806,714

Up $2,169,047 (+7.1%) from 2017

Net Assets

Up

$32,158,568

Up $3,283,382 (+11%) from 2017

Liabilities

Down

$648,146

Down $1,114,335 (-63%) from 2017

Revenue

Down

$4,173,240

Down $230,850 (-5.2%) from 2017

Expenses

Down

$2,401,751

Down $2,166,616 (-47%) from 2017

Net Income

Up

$1,771,489

Up $1,935,766 (+1178%) from 2017

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $18,411,706Liabilities 2010: $2,495,057Net Assets 2010: $15,916,6492010Assets 2011: $22,670,683Liabilities 2011: $2,301,041Net Assets 2011: $20,369,6422011Assets 2012: $24,026,583Liabilities 2012: $1,926,284Net Assets 2012: $22,100,2992012Assets 2013: $25,193,922Liabilities 2013: $1,563,227Net Assets 2013: $23,630,6952013Assets 2014: $29,387,435Liabilities 2014: $1,796,866Net Assets 2014: $27,590,5692014Assets 2015: $28,877,279Liabilities 2015: $1,410,424Net Assets 2015: $27,466,8552015Assets 2016: $28,336,471Liabilities 2016: $1,833,722Net Assets 2016: $26,502,7492016Assets 2017: $30,637,667Liabilities 2017: $1,762,481Net Assets 2017: $28,875,1862017Assets 2018: $32,806,714Liabilities 2018: $648,146Net Assets 2018: $32,158,5682018Assets 2019: $33,990,469Liabilities 2019: $432,594Net Assets 2019: $33,557,8752019Assets 2020: $33,073,601Liabilities 2020: $348,445Net Assets 2020: $32,725,1562020Assets 2021: $42,053,103Liabilities 2021: $363,646Net Assets 2021: $41,689,4572021Assets 2022: $40,553,938Liabilities 2022: $437,854Net Assets 2022: $40,116,0842022Assets 2023: $51,636,312Liabilities 2023: $653,993Net Assets 2023: $50,982,3192023Assets 2024: $59,769,258Liabilities 2024: $2,157,215Net Assets 2024: $57,612,0432024

Highlighted filing

2018

Assets$32,806,714
Liabilities$648,146
Net Assets$32,158,568

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,877,3872010Expenses 2011: $2,027,4202011Expenses 2012: $2,148,8182012Expenses 2013: $2,527,3752013Revenue 2014: $6,443,639Expenses 2014: $2,967,764Net Income 2014: $3,475,8752014Revenue 2015: $3,851,306Expenses 2015: $2,864,643Net Income 2015: $986,6632015Revenue 2016: $4,028,286Expenses 2016: $3,631,855Net Income 2016: $396,4312016Revenue 2017: $4,404,090Expenses 2017: $4,568,367Net Income 2017: -$164,2772017Revenue 2018: $4,173,240Expenses 2018: $2,401,751Net Income 2018: $1,771,4892018Revenue 2019: $5,571,859Expenses 2019: $3,612,258Net Income 2019: $1,959,6012019Revenue 2020: $4,227,702Expenses 2020: $3,749,128Net Income 2020: $478,5742020Revenue 2021: $5,034,083Expenses 2021: $3,219,741Net Income 2021: $1,814,3422021Revenue 2022: $8,833,338Expenses 2022: $3,843,495Net Income 2022: $4,989,8432022Revenue 2023: $16,037,601Expenses 2023: $5,743,184Net Income 2023: $10,294,4172023Revenue 2024: $9,807,457Expenses 2024: $6,442,169Net Income 2024: $3,365,2882024

Highlighted filing

2018

Revenue$4,173,240
Expenses$2,401,751
Net Income$1,771,489
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 6, 2019
Return Version
2017v2.2
Gross Receipts
$11,313,332
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$28,104,570$29,657,549▲ $1,552,979
Cash and Non-Interest-Bearing Accounts$286,134$1,376,878▲ $1,090,744
Land, Buildings, and Equipment, Net$1,118,625$1,118,625→ $0
Pledges and Grants Receivable$556,093$477,845▼ $78,248
Savings and Temporary Cash Investments$442,176$70,391▼ $371,785
Other Notes and Loans Receivable, Net$23,795$0▼ $23,795
Inventories for Sale or Use$18,195$17,347▼ $848
Accounts Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$30,637,667$32,806,714▲ $2,169,047
Other Assets Total$88,079$88,079→ $0
Liabilities
Grants Payable$918,729--
Deferred Revenue$286,449$322,618▲ $36,169
Other Liabilities$468,435$221,252▼ $247,183
Accounts Payable and Accrued Expenses$88,868$104,276▲ $15,408
Total Liabilities$1,762,481$648,146▼ $1,114,335
Net Assets / Fund Balance
Permanently Rstr Net Assets$20,461,243$21,125,683▲ $664,440
Temporarily Rstr Net Assets$6,922,151$8,550,977▲ $1,628,826
Unrestricted Net Assets$1,491,792$2,481,908▲ $990,116
Total Net Assets Fund Balance$28,875,186$32,158,568▲ $3,283,382
Total Liabilities and Net Assets / Fund Balance$30,637,667$32,806,714▲ $2,169,047

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,105,125-$90,000
Buildings$13,500-$13,500

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$25,457,209$526,833▲ $2,499,629$1,068,603$27,415,068
2016$22,396,265$691,892▲ $3,626,480$1,257,428$25,457,209
2015$23,087,687$940,269▲ $40,107$1,671,798$22,396,265
2014$23,502,843$402,225▲ $242,405$1,059,787$23,087,686
2013$19,553,069$476,456▲ $4,479,947$1,006,629$23,502,843
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,613,739
Program Service Revenue
$0
Investment Income
$1,148,793
Other Revenue
$410,708
All Other Contributions
$2,613,739
Change in Net Assets
$1,771,489

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
Securities Publicly Traded14$88,736Fair Market Value (FMV)
Total Noncash Contributions14$88,736-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,173,240
Revenue Not Reported on Form 990
$2,137,904
Total Revenue per Audited Statements
$6,311,144
Total Revenue per Form 990
$4,173,240
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,178,246
Grants and Similar Amounts Paid$223,505
Total Fundraising Expense$138,991
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$195,441$260,517$138,991$594,949
Other Expenses$228,624--$228,624
Grants to Domestic Individuals$223,505--$223,505
Fees for Services Accounting-$66,801-$66,801
Fees for Service Investment Mgmnt Fees-$16,910-$16,910
Travel-$11,597-$11,597
Information Technology-$10,438-$10,438
Advertising-$7,354-$7,354
Insurance-$5,148-$5,148
Occupancy-$2,078-$2,078
Fees for Services Legal-$964-$964
Office Expenses-$895-$895
Total Functional Expenses$1,880,058$382,702$138,991$2,401,751

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,027,762
Expenses per Audited Statements$2,401,751
Total Expenses per Form 990$2,401,751
Expenses Not Reported on Form 990$626,011
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$361,398
Fundraising Direct Expenses$138,991
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$361,398$361,398$138,991$222,407
Total Events$361,398$361,398$138,991$222,407
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Obligations Under Split-int Agreements$218,340
Accounts Payable$2,912
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 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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

There are two members of the board that have relationships with each other: a father-son team.

Form 990, Part VI, Line 11B: Form 990 Review Process

Souf director of finance presents the finance committee with a paper copy of the form 990, they review the form and then authorize it before signing the form 990.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

A majority of the board of trustees would not be in a position where they would be involved with the sou foundation. Since these relationships are not routine they are easily identifiable and the director of finance closely monitors and reviews all transactions.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Copies of all documents are maintained on file and are available upon request.

Filing and Contact Details

Filer

Filer Name
Southern Oregon University Foundation
EIN
23-7030910
Phone
5415526129
Address
1250 SISKIYOU BOULEVARD, ASHLAND, OR 97520

Signing Officer

Name
Marc W Bayliss
Title
President
Signed
2019-04-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Fratella
Formed
1959
Legal Domicile
Or
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
30

Preparer

Firm
KDP Certified Public Accountants LLP
Address
640 SUPERIOR CT, MEDFORD, OR 97504-6181
Preparer
Robert W Hague CPA
Phone
5417736633
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - FORM 990, PART 1, LINE 1THE SOUTHERN OREGON UNIVERSITY FOUNDATION WAS ESTABLISHED TO SUPPORT AND PROMOTE THE EDUCATIONAL, SCIENTIFIC AND CHARITABLE ACTIVITIES OF THE SOUTHERN OREGON UNIVERSITY AND PROGRAMS AND ACTIVITIES OCCURRING ON ITS CAMPUSES OR IN ITS FACILITIES OR UNDERTAKEN BY IT IN COORDINATION WITH OTHER EDUCATIONAL, SCIENTIFIC OR CHARITABLE INSTITUTIONS. SUPPORTING AND PROMOTING INCLUDES ACTIVITIES TO SOLICIT, ACQUIRE, RECEIVE, OWN, MANAGE, INVEST, AND DISPOSE OF ANY REAL AND PERSONAL PROPERTY FOR THE BENEFIT OF THE SOUTHERN OREGON UNIVERSITY.

Form 990, Part IX, Line 24E: Other Expenses

ALUMNI ACTIVITIES: Column (A) - Total = $40701; Column (B) - Program Services = $40701; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

ATHLETIC PROGRAMS: Column (A) - Total = $53133; Column (B) - Program Services = $53133; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

BAD DEBT: Column (A) - Total = $4442; Column (B) - Program Services = $0; Column (C) - Management & General = $4442; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

BOARD SUPPORT/MEETINGS: Column (A) - Total = $2271; Column (B) - Program Services = $0; Column (C) - Management & General = $2271; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

CAMPUS COMMUNITY EVENT: Column (A) - Total = $19742; Column (B) - Program Services = $0; Column (C) - Management & General = $19742; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

COLLEGE ART MUSEUM: Column (A) - Total = $81157; Column (B) - Program Services = $81157; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

DIRECTOR'S CULTIVATION EXPENSE: Column (A) - Total = $3362; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $3362

Form 990, Part IX, Line 24E: Other Expenses

DONOR CULTIVATION: Column (A) - Total = $15792; Column (B) - Program Services = $0; Column (C) - Management & General = $15792; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

DUES, FEES, SUBSCRIPTIONS: Column (A) - Total = $39134; Column (B) - Program Services = $0; Column (C) - Management & General = $39134; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

LEASED EMPLOYEE COSTS: Column (A) - Total = $113994; Column (B) - Program Services = $0; Column (C) - Management & General = $113994; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

LIBRARY SUPPORT: Column (A) - Total = $20450; Column (B) - Program Services = $20450; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

OTHER FUNDRAISING COSTS: Column (A) - Total = $124968; Column (B) - Program Services = $0; Column (C) - Management & General = $928; Column (D) - Fundraising = $124040

Form 990, Part IX, Line 24E: Other Expenses

PLANNED GIVING DIR CULTIVATION: Column (A) - Total = $11589; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $11589

Form 990, Part IX, Line 24E: Other Expenses

Postage and Shipping: Column (A) - Total = $22421; Column (B) - Program Services = $0; Column (C) - Management & General = $22421; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Printing and Publications: Column (A) - Total = $39654; Column (B) - Program Services = $0; Column (C) - Management & General = $39654; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

STAFF DEVELOPMENT: Column (A) - Total = $316; Column (B) - Program Services = $0; Column (C) - Management & General = $316; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

TELEPHONE: Column (A) - Total = $1823; Column (B) - Program Services = $0; Column (C) - Management & General = $1823; Column (D) - Fundraising = $0

Other Changes In Net Assets Or Fund Balances - Other Increases

Adjust for fundraising direct expenses = $138991

Form 990, Part I and III, Line 1

The southern oregon university foundation was established to support and promote the educational, scientific and charitable activities of the southern oregon university and programs and activities occurring on its campuses or in its facilities or undertaken by it in coordination with other educational, scientific or charitable institutions. Supporting and promoting includes activities to solicit, acquire, receive, own, manage, invest, and dispose of any real and personal property for the benefit of the southern oregon university.

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

The foundation's endowment consists of approximately 196 individual funds established for a variety of purposes. Its endowment includes both donor-restricted endowment funds and funds designated by the board of trustees.

Part X : FIN48 Footnote

The Southern Oregon University Foundation has been recognized by the Internal Revenue Service as a not-for-profit corporation as described in Section 501(c)(3) of the U.S. Internal Revenue Code and is exempt from federal and state income taxes on related activities. No tax provision has been made in the accompanying statements of activities and changes in net assets. In addition, the Foundation has been determined by the Internal Revenue Service not to be a private foundation as defined in Code Section 509(a) and qualifies for deductible contributions as provided in Section 170(b)(1). The Foundation recognizes the tax benefit from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position.The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The Foundation recognizes interest and penalties related to income tax matters in operating expenses. At June 30, 2018 and 2017, there were no such uncertain tax positions.

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Fundraising events direct cost $138991

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IRS990/Desc0THE SOUTHERN OREGON UNIVERSITY FOUNDATION PROVIDES FUNDS TO SUPPORT AND PROMOTE ACADEMIC AND ATHLETIC PROGRAMS, THE UNIVERSITY ART MUSEUM AND LIBRARY OPERATIONS, AND STUDENT AND ALUMNI ACTIVITIES OF SOUTHERN OREGON UNIVERSITY. THE FOUNDATION PROVIDED $223,505 OF SCHOLARSHIPS, GRANTS AND AWARDS TO STUDENTS AND ACADEMIC DEPARTMENTS AND PROGRAMS AT SOUTHERN OREGON UNIVERSITY. SOUTHERN OREGON UNIVERSITY OFFERS 41 MAJORS AND MORE THAN 160 AREAS OF STUDY TO ITS 6,200 STUDENT ENROLLMENT OF UNDERGRADUATES AND GRADUATES.
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
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IRS990/Form990PartVIISectionAGrp/OfficerInd1X
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IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
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IRS990/Form990PartVIISectionAGrp/PersonNm2GEOFFREY W CUTLER
IRS990/Form990PartVIISectionAGrp/PersonNm3GREG KOENIG
IRS990/Form990PartVIISectionAGrp/PersonNm4KELLY COATES
IRS990/Form990PartVIISectionAGrp/PersonNm5BONNIE EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVE HYATT
IRS990/Form990PartVIISectionAGrp/PersonNm7SIDNEY B DEBOER
IRS990/Form990PartVIISectionAGrp/PersonNm8SHERI LOYA
IRS990/Form990PartVIISectionAGrp/PersonNm9CHRISTINA RICHARDSON
IRS990/Form990PartVIISectionAGrp/PersonNm10LORE RUTZ-BURRI
IRS990/Form990PartVIISectionAGrp/PersonNm11RYAN WINES
IRS990/Form990PartVIISectionAGrp/PersonNm12SUE C KUPILLAS
IRS990/Form990PartVIISectionAGrp/PersonNm13DEBRA F LEE
IRS990/Form990PartVIISectionAGrp/PersonNm14SUE COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm15BLAIR E MOODY
IRS990/Form990PartVIISectionAGrp/PersonNm16DOUGLAS MORSE
IRS990/Form990PartVIISectionAGrp/PersonNm17JEFF DEBOER
IRS990/Form990PartVIISectionAGrp/PersonNm18JAMES E TEECE
IRS990/Form990PartVIISectionAGrp/PersonNm19DANIEL C THORNDIKE
IRS990/Form990PartVIISectionAGrp/PersonNm20DAVID WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm21RONALD G WORLAND
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt13Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt20Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
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IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt0138991
IRS990/FundraisingGrossIncomeAmt0361398
IRS990/GainOrLossGrp/SecuritiesAmt0773398
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt0223505
IRS990/GrantsPayableGrp/BOYAmt0918729
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0223505
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0223505
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07774499
IRS990/GrossReceiptsAmt011313332
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt010438
IRS990/InformationTechnologyGrp/TotalAmt010438
IRS990/InsuranceGrp/ManagementAndGeneralAmt05148
IRS990/InsuranceGrp/TotalAmt05148
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt018195
IRS990/InventoriesForSaleOrUseGrp/EOYAmt017347
IRS990/InvestmentIncomeGrp/ExclusionAmt0375395
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0375395
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt028104570
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt029657549
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
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IRS990/IRPDocumentCnt020
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt01118625
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IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt032158568
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IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0222407
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0222407
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt088079
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ACADEMIC PROGRAMS
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IRS990/OtherExpensesGrp/Desc2SCHOLARSHIPS, GRANTS, AWARDS
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IRS990/OtherExpensesGrp/ProgramServicesAmt1304747
IRS990/OtherExpensesGrp/ProgramServicesAmt2239436
IRS990/OtherExpensesGrp/ProgramServicesAmt3228624
IRS990/OtherExpensesGrp/TotalAmt0688305
IRS990/OtherExpensesGrp/TotalAmt1304747
IRS990/OtherExpensesGrp/TotalAmt2239436
IRS990/OtherExpensesGrp/TotalAmt3228624
IRS990/OtherLiabilitiesGrp/BOYAmt0468435
IRS990/OtherLiabilitiesGrp/EOYAmt0221252
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1147905
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.8$2.16$57.6$9.81$6.44$3.37
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.6$0.65$51.0$16.0$5.74$10.3
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.6$0.44$40.1$8.83$3.84$4.99
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.1$0.36$41.7$5.03$3.22$1.81
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.1$0.35$32.7$4.23$3.75$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.0$0.43$33.6$5.57$3.61$1.96
2018Detailed filing. Detailed filing data is available for this year.$32.8$0.65$32.2$4.17$2.40$1.77
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.6$1.76$28.9$4.40$4.57$0.16
2016Detailed filing. Detailed filing data is available for this year.$28.3$1.83$26.5$4.03$3.63$0.40
2015Detailed filing. Detailed filing data is available for this year.$28.9$1.41$27.5$3.85$2.86$0.99
2014Detailed filing. Detailed filing data is available for this year.$29.4$1.80$27.6$6.44$2.97$3.48
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$1.56$23.6$2.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$1.93$22.1$2.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$2.30$20.4$2.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.4$2.50$15.9$1.88