Civic Intelligence

Elks National Foundation Inc.

990 • Fiscal year 2022 • EIN 26-3718342

Apr 01, 2021 to Mar 31, 2022 • Filed on Jan 19, 2023

Organization ProfileWWW.ELKS.ORG/ENF
2750 N Lakeview AvenueChicago, IL 60614-1889

(773) 755-4700

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.08x

Higher debt load relative to assets than 22% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

69th percentile

0.81x

Higher debt load relative to revenue than 69% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Net Margin

95th percentile

61%

Higher net margin than 95% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

4th percentile

$153,580

Higher top officer pay than 4% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Asset Growth

58th percentile

-1.2%

Faster asset growth than 58% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

54%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$925,414,359

Down $11,058,193 (-1.2%) from 2021

Net Assets

Up

$848,319,159

Up $15,315,788 (+1.8%) from 2021

Liabilities

Down

$77,095,200

Down $26,373,981 (-25%) from 2021

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin95th percentile

Revenue

Up

$95,466,562

Up $33,418,604 (+54%) from 2021

Expenses

Up

$37,180,568

Up $4,331,906 (+13%) from 2021

Net Income

Up

$58,285,994

Up $29,086,698 (+100%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$1.0B$500M$0Assets 2016: $732,579,927Liabilities 2016: $114,706,928Net Assets 2016: $617,872,9992016Assets 2017: $778,124,909Liabilities 2017: $121,741,975Net Assets 2017: $656,382,9342017Assets 2018: $785,467,177Liabilities 2018: $85,920,544Net Assets 2018: $699,546,6332018Assets 2019: $818,675,624Liabilities 2019: $106,823,679Net Assets 2019: $711,851,9452019Assets 2020: $756,361,026Liabilities 2020: $103,235,141Net Assets 2020: $653,125,8852020Assets 2021: $936,472,552Liabilities 2021: $103,469,181Net Assets 2021: $833,003,3712021Assets 2022: $925,414,359Liabilities 2022: $77,095,200Net Assets 2022: $848,319,1592022Assets 2023: $876,926,878Liabilities 2023: $94,692,774Net Assets 2023: $782,234,1042023Assets 2024: $925,982,127Liabilities 2024: $68,683,171Net Assets 2024: $857,298,9562024Assets 2025: $884,971,330Liabilities 2025: $11,956,070Net Assets 2025: $873,015,2602025

Highlighted filing

2022

Assets$925,414,359
Liabilities$77,095,200
Net Assets$848,319,159
Open 2022 Filing

Operations Trend

Revenue Growth92nd percentile

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

$100M$50M$0-$50MRevenue 2016: $36,082,387Expenses 2016: $29,295,750Net Income 2016: $6,786,6372016Revenue 2017: $31,475,041Expenses 2017: $27,224,193Net Income 2017: $4,250,8482017Revenue 2018: $45,805,924Expenses 2018: $29,455,323Net Income 2018: $16,350,6012018Revenue 2019: $68,772,020Expenses 2019: $31,196,607Net Income 2019: $37,575,4132019Revenue 2020: $43,379,037Expenses 2020: $29,533,298Net Income 2020: $13,845,7392020Revenue 2021: $62,047,958Expenses 2021: $32,848,662Net Income 2021: $29,199,2962021Revenue 2022: $95,466,562Expenses 2022: $37,180,568Net Income 2022: $58,285,9942022Revenue 2023: $27,750,732Expenses 2023: $42,597,331Net Income 2023: -$14,846,5992023Revenue 2024: $37,385,570Expenses 2024: $40,244,595Net Income 2024: -$2,859,0252024Revenue 2025: $61,600,573Expenses 2025: $44,533,130Net Income 2025: $17,067,4432025

Highlighted filing

2022

Revenue$95,466,562
Expenses$37,180,568
Net Income$58,285,994
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Jan 19, 2023
Return Version
2021v4.2
Gross Receipts
$412,502,983
Mission and Program Overview

Mission

The foundation's mission is to help the benevolent and protective order of elks of the united states of america (bpoe) build stronger communities by offering college scholarships, funding programs that build the character and confidence of youth, serving and honoring veterans, and providing elks lodges and state associations with resources they need to accomplish their charitable objectives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$816,395,624$838,725,636▲ $22,330,012
Investments Other Securities$90,073,057$63,276,394▼ $26,796,663
Savings and Temporary Cash Investments$23,968,066$16,792,325▼ $7,175,741
Cash and Non-Interest-Bearing Accounts$554,151$557,356▲ $3,205
Pledges and Grants Receivable$275,461$385,789▲ $110,328
Prepaid Expenses and Deferred Charges$253,815$256,835▲ $3,020
Accounts Receivable$44,636--
Total Assets$936,472,552$925,414,359▼ $11,058,193
Other Assets Total$4,907,742$5,420,024▲ $512,282
Liabilities
Other Liabilities$90,829,027$64,015,490▼ $26,813,537
Grants Payable$12,032,972$12,687,249▲ $654,277
Accounts Payable and Accrued Expenses$604,982$392,461▼ $212,521
Deferred Revenue$2,200--
Total Liabilities$103,469,181$77,095,200▼ $26,373,981
Net Assets / Fund Balance
Net Assets With Donor Restrictions$791,107,018$807,256,758▲ $16,149,740
Net Assets Without Donor Restrictions$41,896,353$41,062,401▼ $833,952
Total Net Assets Fund Balance$833,003,371$848,319,159▲ $15,315,788
Total Liabilities and Net Assets / Fund Balance$936,472,552$925,414,359▼ $11,058,193

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$63,276,394--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$789,689,497$5,534,484▲ $41,790,541-$806,083,877
2020$623,405,240$4,277,651▲ $199,003,165$6,322,277$789,689,497
2019$676,776,756$9,403,237▼ $31,375,215$5,079,196$623,405,240
2018$667,234,227$5,196,394▲ $34,614,836$2,912,452$676,776,756
2017$650,451,375$7,015,130▲ $64,178,609$2,692,580$692,913,425
Compensation and Service Providers
Top Officer Pay4th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES O'KELLEY IIIDirectorFT$137,787$15,793$153,580

Board Members and Trustees

NameTitle
James M McquillanChairman
Louis J GrilloMember / Past Chairman
Michael F SmithVice Chairman
John D AmenAsst Secretary
F Louis SulsbergerAsst Treasurer
Roger R TrueSecretary
James L NichelsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Sunny Day Entertainment LLCDrug Prevention Campaign2368 ACHILLES DR, Los Angeles, CA 90046$395,000
Revenue and Support

Revenue Composition

Contributions and Grants
$8,796,682
Program Service Revenue
$0
Investment Income
$86,381,741
Other Revenue
$288,139
All Other Contributions
$8,571,682
Change in Net Assets
$58,285,994

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$205,525Fair Market Value (FMV)
Total Noncash Contributions1$205,525-

Audited Revenue Reconciliation

Revenue per Audited Statements
$92,422,697
Revenue Not Reported on Financial Statements
$3,043,865
Revenue Not Reported on Form 990
$-42,970,206
Total Revenue per Audited Statements
$49,452,491
Total Revenue per Form 990
$95,466,562
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$29,960,670
Other Expenses$5,822,096
Salaries, Compensation, and Employee Benefits$1,397,802
Total Fundraising Expense$739,865
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,086,590--$26,086,590
Grants to Domestic Individuals$3,874,080--$3,874,080
Fees for Service Investment Mgmnt Fees-$3,043,865-$3,043,865
Other Salaries and Wages$444,862$488,145$231,664$1,164,671
Advertising$422,595-$53,205$475,800
Travel$317,301$57,367$144$374,812
Conferences and Meetings$208,782$1,830$7,065$217,677
Office Expenses$11,512$119,553$62,170$193,235
Occupancy$3,000$177,409-$180,409
Fees for Services Other$106,909$9,451$16,000$132,360
Other Expenses$71,179$1,639$51,955$123,134
Other Employee Benefits$35,559$48,046$20,888$104,493
Payroll Taxes$32,841$26,937$16,541$76,319
Information Technology$2,698$55,176$1,178$59,052
All Other Expenses$1,707$41,525$10,940$54,172
Pension Plan Contributions$20,066$20,627$11,626$52,319
Fees for Services Accounting-$29,150-$29,150
Fees for Services Legal-$4,096-$4,096
Total Functional Expenses$31,916,995$4,523,708$739,865$37,180,568

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$37,180,568
Expenses per Audited Statements$34,136,703
Total Expenses per Audited Statements$34,136,703
Expenses Not Reported on Financial Statements$3,043,865
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Elks LodgesChicago, IL501(c)(3)Community Investment Programs$11,087,179
Elks State AssociationsChicago, IL501(c)(3)Programs Support$9,971,026
Elks National Veterans Service CommissionChicago, IL501(c)(3)Programs Support$4,441,380
Elks Veteterans Memorial Restoration TrustChicago, IL501(c)(3)Building Maintenance and Repairs$527,805
Naismith Memorial Basketball Hall of FameSpringfield, MA-Sponsorship$45,000
Camp IdlewildLand O Lakes, FL-Programs Support$10,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Collateral Under Securities Lending Prog$64,015,490
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Line 6 explanation - the foundation's board of trustees is appointed by the grand exalted ruler (ger) of the benevolent and protective order of elks of the united states of america (bpoe). The ger is elected by the membership of the bpoe.”

Form 990, Part VI, Section A, Line 7A

“Line 7a explanation - the foundation's board of trustees is appointed by the grand exalted ruler (ger) of the benevolent and protective order of elks of the united states of america (bpoe). The ger is elected by the membership of the bpoe.”

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

“Line 11b explanation - form 990 is reviewed by the director. The trustees of the board receive a copy of the form 990 and any questions or comments that arise are discussed with the director.”

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

“The foundation maintains a written conflict of interest policy that is signed by each trustee upon joining the board. In addition, each trustee and the foundation's officers are required to review the policy annually and sign a conflict of interest certification to acknowledge that the policy was reviewed. They are required to disclose all material facts of any actual or possible conflict of interest by themselves or their families to the director and other trustees. The board of trustees, exclusive of the interested person, determines whether a conflict of interest exists and whether it is in the best interest of the foundation to enter into the transaction or arrangement.”

Form 990, Part VI, Section B, Line 15

“The benevolent and protective order of elks of the united states of america (bpoe) maintains a compensation committee that reviews annual salaries based on performance, cost of living adjustments and market data. The benevolent and protective order of elks of the united states of america (bpoe) maintains a compensation committee that reviews annual salaries based on performance, cost of living adjustments and market data.”

Form 990, Part VI, Section C, Line 19

“Requests for audited financial statements, tax returns, conflict of interest policy and governing documents are channeled through the director and made available upon request.”

Filing and Contact Details

Filer

Filer Name
Elks National Foundation Inc
EIN
26-3718342
Phone
7737554700
Address
2750 N LAKEVIEW AVENUE, CHICAGO, IL 60614-1889

Signing Officer

Name
JAMES O'KELLEY III
Title
Director
Phone
7737554700
Signed
2023-01-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
JAMES O'KELLEY III
Formed
1928
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
7
Employees
27
Volunteers
8,500

Preparer

Firm
Cjbs LLC
Address
2100 SANDERS ROAD SUITE 200, NORTHBROOK, IL 60062
Preparer
Andrew R Lotts CPA
Phone
8479452888
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of split-interest -59,748.”

Part XII, Line 2C

“The foundation has a board that assumes responsibility for oversight of the audit of its financial statements and selection of the independent accountant.”

Financial Statement Notes

PART V, LINE 4:

“The sole activity of the foundation is the maintenance and operation of an endowment fund for the accumulation, administration, use, and disbursement of contributions, income, and appreciation in accordance with section 501(c)(3) of the united states internal revenue code, and related powers and purposes as set forth in the foundation's articles of incorporation.”

PART X, LINE 2:

“The foundation follows the guidance of accounting standards codification (asc 740) accounting for income taxes, related to uncertainties in income taxes, which prescribes a threshold of more likely than not for recognition and derecognition of tax positions taken or expected to be taken in a tax return. There are no such uncertain tax positions for the foundation for the year ended march 31, 2022. The foundation owns mineral interests from which royalty income is received that could be subject to and reported as unrelated business income tax. For federal income tax purposes, the tax returns essentially remain open for possible examination for a period of three years after the respective filing deadlines of those returns.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split-interest -59,748.”

Raw XML AppendixShowing 400 of 722 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/BOYAmt0604982
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0392461
IRS990/AccountsReceivableGrp/BOYAmt044636
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FOUNDATION'S MISSION IS TO HELP THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA (BPOE) BUILD STRONGER COMMUNITIES BY OFFERING COLLEGE SCHOLARSHIPS, FUNDING PROGRAMS THAT BUILD THE CHARACTER AND CONFIDENCE OF YOUTH, SERVING AND HONORING VETERANS, AND PROVIDING ELKS LODGES AND STATE ASSOCIATIONS WITH RESOURCES THEY NEED TO ACCOMPLISH THEIR CHARITABLE OBJECTIVES.
IRS990/AdvertisingGrp/FundraisingAmt053205
IRS990/AdvertisingGrp/ProgramServicesAmt0422595
IRS990/AdvertisingGrp/TotalAmt0475800
IRS990/AllOtherContributionsAmt08571682
IRS990/AllOtherExpensesGrp/FundraisingAmt010940
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt041525
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01707
IRS990/AllOtherExpensesGrp/TotalAmt054172
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOHNETTA TYLER
IRS990/BooksInCareOfDetail/PhoneNum07737554700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0425 W DIVERSEY PARKWAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0606146196
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0554151
IRS990/CashNonInterestBearingGrp/EOYAmt0557356
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt07065
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01830
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0208782
IRS990/ConferencesMeetingsGrp/TotalAmt0217677
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0395000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02368 ACHILLES DR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LOS ANGELES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd090046
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0SUNNY DAY ENTERTAINMENT LLC
IRS990/ContractorCompensationGrp/ServicesDesc0DRUG PREVENTION CAMPAIGN
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt08796682
IRS990/CYGrantsAndSimilarPaidAmt029960670
IRS990/CYInvestmentIncomeAmt086381741
IRS990/CYOtherExpensesAmt05822096
IRS990/CYOtherRevenueAmt0288139
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt058285994
IRS990/CYSalariesCompEmpBnftPaidAmt01397802
IRS990/CYTotalExpensesAmt037180568
IRS990/CYTotalFundraisingExpenseAmt0739865
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt095466562
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt02200
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION PROVIDED ONE TO FOUR YEAR ACADEMIC SCHOLARSHIPS UP TO $15,000 PER YEAR TO APPROXIMATELY 3,000 INDIVIDUALS FOR THE PURPOSE OF UNDERGRADUATE OR GRADUATE EDUCATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0791107018
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0807256758
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt027
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04270720
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt029150
IRS990/FeesForServicesAccountingGrp/TotalAmt029150
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04096
IRS990/FeesForServicesLegalGrp/TotalAmt04096
IRS990/FeesForServicesOtherGrp/FundraisingAmt016000
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt09451
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0106909
IRS990/FeesForServicesOtherGrp/TotalAmt0132360
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03043865
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03043865
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt714765
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES M MCQUILLAN
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL F SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm2ROGER R TRUE
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN D AMEN
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES L NICHELSON
IRS990/Form990PartVIISectionAGrp/PersonNm5LOUIS J GRILLO
IRS990/Form990PartVIISectionAGrp/PersonNm6F LOUIS SULSBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES O'KELLEY III
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7138815
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/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3ASST SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER / PAST CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6ASST TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01928
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt067054868
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt0225000
IRS990/GrantAmt03879580
IRS990/GrantsPayableGrp/BOYAmt012032972
IRS990/GrantsPayableGrp/EOYAmt012687249
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03874080
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03874080
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt026086590
IRS990/GrantsToDomesticOrgsGrp/TotalAmt026086590
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0384091289
IRS990/GrossReceiptsAmt0412502983
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01178
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt055176
IRS990/InformationTechnologyGrp/ProgramServicesAmt02698
IRS990/InformationTechnologyGrp/TotalAmt059052
IRS990/InvestmentIncomeGrp/ExclusionAmt019326873
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019326873
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt090073057
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt063276394
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0816395624
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0838725636
IRS990/IRPDocumentCnt027
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0317036421
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION'S MISSION IS TO HELP THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA (BPOE) BUILD STRONGER COMMUNITIES BY OFFERING COLLEGE SCHOLARSHIPS, FUNDING PROGRAMS THAT BUILD THE CHARACTER AND CONFIDENCE OF YOUTH, SERVING AND HONORING VETERANS, AND PROVIDING ELKS LODGES AND STATE ASSOCIATIONS WITH RESOURCES THEY NEED TO ACCOMPLISH THEIR CHARITABLE OBJECTIVES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0833003371
IRS990/NetAssetsOrFundBalancesEOYAmt0848319159
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt067054868
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt067054868
IRS990/NetUnrelatedBusTxblIncmAmt03183
IRS990/NetUnrlzdGainsLossesInvstAmt0-42910458
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt041896353
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt041062401
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0209279
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0177409
IRS990/OccupancyGrp/ProgramServicesAmt03000
IRS990/OccupancyGrp/TotalAmt0180409
IRS990/OfficeExpensesGrp/FundraisingAmt062170
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0119553
IRS990/OfficeExpensesGrp/ProgramServicesAmt011512
IRS990/OfficeExpensesGrp/TotalAmt0193235
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04907742
IRS990/OtherAssetsTotalGrp/EOYAmt05420024
IRS990/OtherChangesInNetAssetsAmt0-59748
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt020888
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt048046
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt035559
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0104493
IRS990/OtherExpensesGrp/Desc0OVERHEAD ALLOCATION
IRS990/OtherExpensesGrp/Desc1POSTAGE AND DELIVERY
IRS990/OtherExpensesGrp/Desc2PRINTING AND PUBLICATIO
IRS990/OtherExpensesGrp/Desc3AWARDS AND RECOGNITION
IRS990/OtherExpensesGrp/FundraisingAmt019540
IRS990/OtherExpensesGrp/FundraisingAmt1154209
IRS990/OtherExpensesGrp/FundraisingAmt282740
IRS990/OtherExpensesGrp/FundraisingAmt351955
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0349960
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt148932
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21639
IRS990/OtherExpensesGrp/ProgramServicesAmt067387
IRS990/OtherExpensesGrp/ProgramServicesAmt1105992
IRS990/OtherExpensesGrp/ProgramServicesAmt2103935
IRS990/OtherExpensesGrp/ProgramServicesAmt371179
IRS990/OtherExpensesGrp/TotalAmt0436887
IRS990/OtherExpensesGrp/TotalAmt1309133
IRS990/OtherExpensesGrp/TotalAmt2188314
IRS990/OtherExpensesGrp/TotalAmt3123134
IRS990/OtherLiabilitiesGrp/BOYAmt090829027
IRS990/OtherLiabilitiesGrp/EOYAmt064015490
IRS990/OtherRevenueMiscGrp/BusinessCd0525990
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt043187
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt043187
IRS990/OtherRevenueTotalAmt043187
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0231664
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0488145
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0444862
IRS990/OtherSalariesAndWagesGrp/TotalAmt01164671
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt016541
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt026937
IRS990/PayrollTaxesGrp/ProgramServicesAmt032841
IRS990/PayrollTaxesGrp/TotalAmt076319
IRS990/PensionPlanContributionsGrp/FundraisingAmt011626
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt020627
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt020066
IRS990/PensionPlanContributionsGrp/TotalAmt052319
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0275461
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0385789
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0253815
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0256835
IRS990/PrincipalOfficerNm0JAMES O'KELLEY III
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION PROVIDED GRANTS TO THE ELKS STATE ASSOCIATIONS TO HELP FUND THEIR CHARITABLE ACTIVITIES. THESE ACTIVITIES INCLUDE MEDICAL CARE AND RESEARCH, IN-HOME TREATMENT FOR CHILDREN WITH DISABILITIES, YOUTH CAMPS, SHELTERS FOR ABUSED WOMEN, AND STATE LEVEL PROGRAMS CONSISTENT WITH THOSE PROVIDED BY THE FOUNDATION. THE FOUNDATION PROVIDED GRANTS RANGING TO $10,000 TO HELP ELKS LODGES IMPLEMENT PROJECTS AND PROGRAMS THAT ADDRESS UNMET NEEDS IN THEIR COMMUNITIES IN LASTING AND MEANINGFUL WAYS.THE FOUNDATION PROVIDED FUNDS TO THE ELKS VETERANS SERVICE COMMISSION FOR VARIOUS PROGRAMS BENEFITING VETERANS. THE FOUNDATION ALSO PROVIDED FUNDS TO THE ELKS VETERANS MEMORIAL RESTORATION TRUST TO HELP PAY FOR NEEDED MAINTENANCE AND UPKEEP OF THE ELKS VETERAN MEMORIAL.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt026244072
IRS990/ProgSrvcAccomActy2Grp/GrantAmt026035390
IRS990/ProgSrvcAccomActy3Grp/Desc0HOOP SHOOT
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0664195
IRS990/ProgSrvcAccomActy3Grp/GrantAmt045700
IRS990/ProgSrvcAccomActyOtherGrp/Desc0DRUG AWARENESS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0738008
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06560903
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt029264554
IRS990/PYInvestmentIncomeAmt055362078
IRS990/PYOtherExpensesAmt02108338
IRS990/PYOtherRevenueAmt0124977
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt029199296
IRS990/PYSalariesCompEmpBnftPaidAmt01475770
IRS990/PYTotalExpensesAmt032848662
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt062047958
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt058285994
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0240769
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0244952
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt04183
IRS990/SavingsAndTempCashInvstGrp/BOYAmt023968066
IRS990/SavingsAndTempCashInvstGrp/EOYAmt016792325
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE PERCENTAGE OF SUPPORT FROM THE PUBLIC AND GOVERNMENTAL SOURCES IS LOW BECAUSE THE FOUNDATION RECEIVES A HIGH PERCENTAGE OF TOTAL SUPPORT FROM INVESTMENT INCOME ON ITS ENDOWMENT FUNDS AND BOARD RESERVES CREATED WITH CONTRIBUTIONS FROM THE GENERAL PUBLIC. LAST YEAR, THE FOUNDATION RECEIVED NEARLY 188,000 GIFTS FROM MORE THAN 121,500 DONORS, INCLUDING MORE THAN 119,800 INDIVIDUALS. THE FOUNDATION'S SPENDING GOAL CALCULATES THE AMOUNTS TO BE DISTRIBUTED FOR THE FOUNDATION'S ANNUAL PROGRAM EXPENSES, ADMINISTRATIVE EXPENSES, AND SUPPORT SERVICES. THE SPENDING GOAL IS BASED ON 5% OF A TWELVE-QUARTER MOVING AVERAGE OF THE MARKET VALUE OF THE DESIGNATED ENDOWMENT ASSETS ENDING DECEMBER 31. THE BOARD OF TRUSTEES HAS THE DISCRETION TO SPEND MORE OR LESS THAN THE CALCULATED ANNUAL SPENDING GOAL.THE FOUNDATION CONSISTENTLY OFFERS PROGRAMS TO ACCOMPLISH ITS CHARITABLE WORK IN THE COMMUNITY. THE FOUNDATION'S LARGEST PROGRAM, "COMMUNITY INVESTMENT PROGRAM AND STATE PROJECTS," PROVIDES GRANTS TO THE ELKS STATE ASSOCIATIONS TO HELP FUND THEIR CHARITABLE ACTIVITIES. THESE ACTIVITIES INCLUDE MEDICAL CARE AND RESEARCH, IN-HOME TREATMENT FOR CHILDREN WITH DISABILITIES, YOUTH CAMPS, SHELTERS FOR ABUSED WOMEN, AND STATE-LEVEL PROGRAMS CONSISTENT WITH THOSE PROVIDED BY THE FOUNDATION. THE FOUNDATION ALSO PROVIDES GRANTS TO HELP ELKS LODGES IMPLEMENT PROJECTS AND PROGRAMS THAT ADDRESS UNMET NEEDS IN THEIR COMMUNITIES; PROVIDES SCHOLARSHIPS TO UNDERGRADUATE AND GRADUATE STUDENTS. IN ADDITION, THE FOUNDATION PROVIDES FUNDS TO THE ELKS VETERANS SERVICE COMMISSION, A SUBSIDIARY OF BPOE, FOR VARIOUS PROGRAMS BENEFITING VETERANS AND PROVIDES FUNDS TO THE ELKS VETERANS MEMORIAL RESTORATION TRUST, INC., ALSO A SUBSIDIARY OF BPOE, TO HELP PAY FOR NEEDED MAINTENANCE AND UPKEEP OF THE ELKS VETERAN MEMORIAL BUILDING. THE FOUNDATION IS ACTIVELY WORKING TO INCREASE ITS PUBLIC SUPPORT UP TO THE 33 1/3% THRESHOLD.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08796682
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06560903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08203225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07401583
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07002055
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt037964448
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt019610829
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015682341
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016367601
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt018375076
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015426195
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt085462042
IRS990ScheduleA/InvestmentIncomePYPct00.68830
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.30760
IRS990ScheduleA/PublicSupportPY170Pct00.31170
IRS990ScheduleA/PublicSupportPY509Pct00.31170
IRS990ScheduleA/PublicSupportTotal170Amt037964448
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08796682
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06560903
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08203225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07401583
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07002055
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt037964448
IRS990ScheduleA/TotalSupportAmt0123430673
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt04183
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt04183
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00590
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01019675
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0789689497
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05534484
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0806083877
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt029910970
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt041790541
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01407478
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0623405240
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt04277651
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0789689497
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt029266804
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0199003165
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt06322277
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01437786
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0676776756
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt09403237
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0623405240
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt024882556
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-31375215
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt05079196
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01305446
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0667234227
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt05196394
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0676776756
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt026050803
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034614836
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt02912452
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01322700
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0650451375
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt07015130
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0692913425

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$925,414,359
Liabilities
$77,095,200
Net assets
$848,319,159
Revenue
$95,466,562
Expenses
$37,180,568
Net income
$58,285,994
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$885$12.0$873$61.6$44.5$17.1
2024Detailed filing. Detailed filing data is available for this year.$926$68.7$857$37.4$40.2$2.86
2023Detailed filing. Detailed filing data is available for this year.$877$94.7$782$27.8$42.6$14.8
2022Detailed filing. Detailed filing data is available for this year.$925$77.1$848$95.5$37.2$58.3
2021Detailed filing. Detailed filing data is available for this year.$936$103$833$62.0$32.8$29.2
2020Detailed filing. Detailed filing data is available for this year.$756$103$653$43.4$29.5$13.8
2019Detailed filing. Detailed filing data is available for this year.$819$107$712$68.8$31.2$37.6
2018Detailed filing. Detailed filing data is available for this year.$785$85.9$700$45.8$29.5$16.4
2017Detailed filing. Detailed filing data is available for this year.$778$122$656$31.5$27.2$4.25
2016Detailed filing. Detailed filing data is available for this year.$733$115$618$36.1$29.3$6.79