Civic Intelligence

Delta Zeta Foundation

990 • Fiscal year 2017 • EIN 31-0940640

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Organization ProfileWWW.DELTAZETA.ORG
202 East Church StreetOxford, OH 45056

(513) 523-7597

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.23x

Higher debt load relative to assets than 52% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

1.48x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

47th percentile

3.7%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-25%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$13,951,002

Up $494,486 (+3.7%) from 2016

Net Assets

Up

$10,773,648

Up $1,600,908 (+17%) from 2016

Liabilities

Down

$3,177,354

Down $1,106,422 (-26%) from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin82nd percentile

Revenue

Down

$2,151,316

Down $708,918 (-25%) from 2016

Expenses

Up

$1,580,403

Up $270,836 (+21%) from 2016

Net Income

Down

$570,913

Down $979,754 (-63%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$30M$20M$10M$0Assets 2011: $10,241,685Liabilities 2011: $738,466Net Assets 2011: $9,503,2192011Assets 2012: $10,073,329Liabilities 2012: $740,157Net Assets 2012: $9,333,1722012Assets 2013: $10,848,674Liabilities 2013: $746,776Net Assets 2013: $10,101,8982013Assets 2014: $12,559,817Liabilities 2014: $954,981Net Assets 2014: $11,604,8362014Assets 2015: $12,861,050Liabilities 2015: $4,945,227Net Assets 2015: $7,915,8232015Assets 2016: $13,456,516Liabilities 2016: $4,283,776Net Assets 2016: $9,172,7402016Assets 2017: $13,951,002Liabilities 2017: $3,177,354Net Assets 2017: $10,773,6482017Assets 2018: $14,454,147Liabilities 2018: $2,296,752Net Assets 2018: $12,157,3952018Assets 2019: $15,026,824Liabilities 2019: $1,430,153Net Assets 2019: $13,596,6712019Assets 2020: $14,958,772Liabilities 2020: $519,765Net Assets 2020: $14,439,0072020Assets 2021: $19,032,557Liabilities 2021: $757,374Net Assets 2021: $18,275,1832021Assets 2022: $16,389,397Liabilities 2022: $611,990Net Assets 2022: $15,777,4072022Assets 2023: $17,328,530Liabilities 2023: $676,912Net Assets 2023: $16,651,6182023Assets 2024: $18,597,455Liabilities 2024: $697,295Net Assets 2024: $17,900,1602024Assets 2025: $20,047,838Liabilities 2025: $631,357Net Assets 2025: $19,416,4812025

Highlighted filing

2017

Assets$13,951,002
Liabilities$3,177,354
Net Assets$10,773,648
Open 2017 Filing

Operations Trend

Revenue Growth9th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $937,2182011Expenses 2012: $1,076,0962012Expenses 2013: $1,201,4682013Revenue 2014: $2,101,505Expenses 2014: $1,455,094Net Income 2014: $646,4112014Revenue 2015: $2,357,418Expenses 2015: $5,893,039Net Income 2015: -$3,535,6212015Revenue 2016: $2,860,234Expenses 2016: $1,309,567Net Income 2016: $1,550,6672016Revenue 2017: $2,151,316Expenses 2017: $1,580,403Net Income 2017: $570,9132017Revenue 2018: $2,492,621Expenses 2018: $1,493,440Net Income 2018: $999,1812018Revenue 2019: $2,653,451Expenses 2019: $1,585,181Net Income 2019: $1,068,2702019Revenue 2020: $2,366,779Expenses 2020: $1,293,976Net Income 2020: $1,072,8032020Revenue 2021: $3,226,202Expenses 2021: $2,001,236Net Income 2021: $1,224,9662021Revenue 2022: $3,220,126Expenses 2022: $2,474,364Net Income 2022: $745,7622022Revenue 2023: $2,589,292Expenses 2023: $2,635,069Net Income 2023: -$45,7772023Revenue 2024: $2,843,260Expenses 2024: $2,614,123Net Income 2024: $229,1372024Revenue 2025: $3,511,267Expenses 2025: $2,797,110Net Income 2025: $714,1572025

Highlighted filing

2017

Revenue$2,151,316
Expenses$1,580,403
Net Income$570,913
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.1
Gross Receipts
$4,490,185
Mission and Program Overview

Mission

To advance delta zeta sorority's educational and philanthropic purposes through the development of financial and human resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,555,243$11,801,360▲ $1,246,117
Land, Buildings, and Equipment, Net$1,392,588$1,314,743▼ $77,845
Pledges and Grants Receivable$295,191$328,471▲ $33,280
Cash and Non-Interest-Bearing Accounts$958,210$263,730▼ $694,480
Accounts Receivable$45,614$43,310▼ $2,304
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$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$13,456,516$13,951,002▲ $494,486
Other Assets Total$209,670$199,388▼ $10,282
Liabilities
Accounts Payable and Accrued Expenses$4,283,776$3,177,354▼ $1,106,422
Grants Payable$0$0→ $0
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$4,283,776$3,177,354▼ $1,106,422
Net Assets / Fund Balance
Temporarily Rstr Net Assets$5,843,535$6,725,011▲ $881,476
Permanently Rstr Net Assets$3,795,594$3,795,594→ $0
Unrestricted Net Assets$-466,389$253,043▲ $719,432
Total Net Assets Fund Balance$9,172,740$10,773,648▲ $1,600,908
Total Liabilities and Net Assets / Fund Balance$13,456,516$13,951,002▲ $494,486

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,083,562$1,151,347$2,234,909
Other Land Buildings$131,181$428,876$560,058
Land$100,000-$100,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$6,720,805-▲ $448,200-$6,924,062
2015$6,835,119$23,007▲ $47,698-$6,720,805
2014$6,868,890$7,140▲ $236,526$277,437$6,835,119
2013$6,868,890---$6,868,890
2012$6,868,890---$6,868,890
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Virginia Gilbert LoftinPresident
Jane SpurgeonVice President
Ruth Weider PattersonVice President-museum
Barbara PorembaTrustee
Diane M StecherTrustee
Kimberly Saari JohnstonTrustee
Kimberly Slomka JonesTrustee
Nancy RussellTrustee
Karen Martin CampbellSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,602,749
Program Service Revenue
$0
Investment Income
$438,767
Other Revenue
$109,800
All Other Contributions
$1,602,749
Change in Net Assets
$570,913

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$61,285Fair Market Value (FMV)
Total Noncash Contributions5$61,285-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,151,316
Revenue Not Reported on Form 990
$1,029,995
Total Revenue per Audited Statements
$3,181,311
Total Revenue per Form 990
$2,151,316
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$785,818
Other Expenses$586,791
Total Fundraising Expense$433,418
Professional Fundraising Fees$207,794
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$642,318--$642,318
Fees for Services Professional Fundraising--$207,794$207,794
Grants to Domestic Individuals$143,500--$143,500
Depreciation Depletion$11,689$93,516$11,689$116,894
Conferences and Meetings$15,058$30,118$15,058$60,234
Office Expenses$1,828$4,397$40,190$46,415
Fees for Service Investment Mgmnt Fees-$27,618-$27,618
Other Expenses$254$4,564$25,145$25,145
Fees for Services Accounting-$22,300-$22,300
Fees for Services Other-$21,045-$21,045
Fees for Services Legal-$8,642-$8,642
Occupancy$1,232$3,545$1,232$6,009
Insurance$221$3,986$221$4,428
Total Functional Expenses$873,321$273,664$433,418$1,580,403

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,580,403
Total Expenses per Audited Statements$1,580,403
Total Expenses per Form 990$1,580,403
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Delta Zeta SororityOxford, OH501(c)(7)Education and Training Program$200,000
Painted Turtle FoundationSanta Monica, CA501(c)(3)Service$100,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$207,794
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Review of the form 990 the organization engages an outside accounting firm to prepare its form 990. Once prepared, the form 990 is reviewed by the business controller and the executive director before it is signed and filed with the internal revenue service.”

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

“Conflict of interest policy the board of trustees for the foundation is responsible for the written conflict of interest policy and monitors adherence to the policy. The foundation avoids hiring personnel who could potentially cause conflicts of interest.”

Form 990, Part VI, Section B, Line 15A & 15B

“Process for determining compensation no compensation is paid to the officers of the delta zeta foundation.”

Form 990, Part VI, Section C, Line 19

“Governing documents the delta zeta foundation does not make its written conflict of interest policy nor its financial statements and governing documents open to public inspection.”

Filing and Contact Details

Filer

Filer Name
Delta Zeta Foundation
EIN
31-0940640
In Care Of
% JOHN J GOTTSCHALL
Phone
5135237597
Address
202 EAST CHURCH STREET, OXFORD, OH 45056

Signing Officer

Name
Cynthia W Menges
Title
Executive Director
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cynthia W Menges
Formed
1978
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Bkd Llp
Address
312 WALNUT STREET SUITE 3000, CINCINNATI, OH 45202
Preparer
Aaron Hershberger
Phone
5136218300
Supplemental Narrative

Financial Statement Notes

Part III, Line 4

“Museum collections the collections, which were acquired through purchases and contributions since the foundation's inception, are not recognized as assets on the statements of financial position. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired. Contributed collection items are not reflected on the financial statements. Proceeds from sales are reflected as increases in the appropriate net asset classes and are used to acquire other collection items. The museum's collections consist of furniture, art objects, and sorority memorabilia that are held for educational and archival purposes. Each of the items is cataloged, preserved, and cared for and activities verifying their existence and assessing their condition are performed continuously.”

Part V, Line 4

“Endowment funds the endowment funds represent contributions for which the donor has stipulated, as a condition of the gift, that the principal be maintained intact and only the investment income (or portions thereof) of the funds be expelled as the donor has specified, principally for scholarships and student financial aid.”

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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/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt080518
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0785818
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0143500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0143500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0642318
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0642318
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02419387
IRS990/GrossReceiptsAmt04490185
IRS990/GrossRentsGrp/RealAmt0109800
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt0221
IRS990/InsuranceGrp/ManagementAndGeneralAmt03986
IRS990/InsuranceGrp/ProgramServicesAmt0221
IRS990/InsuranceGrp/TotalAmt04428
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0358249
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0358249
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010555243
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011801360
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01580224
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01392588
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01314743
IRS990/LandBldgEquipCostOrOtherBssAmt02894967
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02338869
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ADVANCE DELTA ZETA SORORITY'S EDUCATIONAL AND PHILANTHROPIC PURPOSES THROUGH THE DEVELOPMENT OF FINANCIAL AND HUMAN RESOURCES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt09172740
IRS990/NetAssetsOrFundBalancesEOYAmt010773648
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt080518
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt080518
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0109800
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0109800
IRS990/NetUnrlzdGainsLossesInvstAmt01029995
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt061285
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01232
IRS990/OccupancyGrp/ManagementAndGeneralAmt03545
IRS990/OccupancyGrp/ProgramServicesAmt01232
IRS990/OccupancyGrp/TotalAmt06009
IRS990/OfficeExpensesGrp/FundraisingAmt040190
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04397
IRS990/OfficeExpensesGrp/ProgramServicesAmt01828
IRS990/OfficeExpensesGrp/TotalAmt046415
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0209670
IRS990/OtherAssetsTotalGrp/EOYAmt0199388
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CURATOR EXPENSE
IRS990/OtherExpensesGrp/Desc1Administrative Costs
IRS990/OtherExpensesGrp/Desc2Real Estate Taxes
IRS990/OtherExpensesGrp/Desc3Donor Recognition
IRS990/OtherExpensesGrp/FundraisingAmt0131835
IRS990/OtherExpensesGrp/FundraisingAmt1254
IRS990/OtherExpensesGrp/FundraisingAmt225145
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt053933
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14564
IRS990/OtherExpensesGrp/ProgramServicesAmt03288
IRS990/OtherExpensesGrp/ProgramServicesAmt153933
IRS990/OtherExpensesGrp/ProgramServicesAmt2254
IRS990/OtherExpensesGrp/TotalAmt03288
IRS990/OtherExpensesGrp/TotalAmt1239701
IRS990/OtherExpensesGrp/TotalAmt25072
IRS990/OtherExpensesGrp/TotalAmt325145
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/BOYAmt03795594
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03795594
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0295191
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0328471
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0CYNTHIA W MENGES
IRS990/ProfessionalFundraisingInd0true
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02387226
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0560860
IRS990/PYInvestmentIncomeAmt0351532
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0460346
IRS990/PYOtherRevenueAmt0121476
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01550667
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01309567
IRS990/PYTotalProfFndrsngExpnsAmt0288361
IRS990/PYTotalRevenueAmt02860234
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0570913
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt0109800
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01602749
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02387226
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01765649
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01442358
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01206448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08404430
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0468049
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0519563
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0478569
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0545261
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0301811
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02313253
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78417
IRS990ScheduleA/PublicSupportPY170Pct00.78260
IRS990ScheduleA/PublicSupportTotal170Amt08404430
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01602749
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02387226
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01765649
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01442358
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01206448
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08404430
IRS990ScheduleA/TotalSupportAmt010717683
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/BoardDesignatedBalanceEOYPct00.00130
IRS990ScheduleD/BuildingsGrp/BookValueAmt01083562
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01151347
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02234909
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06720805
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06924062
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0244943
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0448200
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06835119
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt023007
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06720805
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0185019

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,951,002
Liabilities
$3,177,354
Net assets
$10,773,648
Revenue
$2,151,316
Expenses
$1,580,403
Net income
$570,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.0$0.63$19.4$3.51$2.80$0.71
2024Detailed filing. Detailed filing data is available for this year.$18.6$0.70$17.9$2.84$2.61$0.23
2023Detailed filing. Detailed filing data is available for this year.$17.3$0.68$16.7$2.59$2.64$0.05
2022Detailed filing. Detailed filing data is available for this year.$16.4$0.61$15.8$3.22$2.47$0.75
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.0$0.76$18.3$3.23$2.00$1.22
2020Detailed filing. Detailed filing data is available for this year.$15.0$0.52$14.4$2.37$1.29$1.07
2019Detailed filing. Detailed filing data is available for this year.$15.0$1.43$13.6$2.65$1.59$1.07
2018Detailed filing. Detailed filing data is available for this year.$14.5$2.30$12.2$2.49$1.49$1.00
2017Detailed filing. Detailed filing data is available for this year.$14.0$3.18$10.8$2.15$1.58$0.57
2016Detailed filing. Detailed filing data is available for this year.$13.5$4.28$9.17$2.86$1.31$1.55
2015Detailed filing. Detailed filing data is available for this year.$12.9$4.95$7.92$2.36$5.89$3.54
2014Detailed filing. Detailed filing data is available for this year.$12.6$0.95$11.6$2.10$1.46$0.65
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$0.75$10.1$1.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.74$9.33$1.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.74$9.50$0.94