Civic Intelligence

Delta Zeta Foundation

990 • Fiscal year 2018 • EIN 31-0940640

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

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

44th percentile

0.16x

Higher debt load relative to assets than 44% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

78th percentile

0.92x

Higher debt load relative to revenue than 78% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

57th percentile

3.6%

Faster asset growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

16%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$14,454,147

Up $503,145 (+3.6%) from 2017

Net Assets

Up

$12,157,395

Up $1,383,747 (+13%) from 2017

Liabilities

Down

$2,296,752

Down $880,602 (-28%) from 2017

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin88th percentile

Revenue

Up

$2,492,621

Up $341,305 (+16%) from 2017

Expenses

Down

$1,493,440

Down $86,963 (-5.5%) from 2017

Net Income

Up

$999,181

Up $428,268 (+75%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2018

Assets$14,454,147
Liabilities$2,296,752
Net Assets$12,157,395
Open 2018 Filing

Operations Trend

Revenue Growth74th 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

2018

Revenue$2,492,621
Expenses$1,493,440
Net Income$999,181
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$5,657,759
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$11,801,360$12,377,510▲ $576,150
Land, Buildings, and Equipment, Net$1,314,743$1,239,435▼ $75,308
Cash and Non-Interest-Bearing Accounts$263,730$388,700▲ $124,970
Pledges and Grants Receivable$328,471$179,887▼ $148,584
Accounts Receivable$43,310$40,450▼ $2,860
Prepaid Expenses and Deferred Charges$0$22,922▲ $22,922
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
Total Assets$13,951,002$14,454,147▲ $503,145
Other Assets Total$199,388$205,243▲ $5,855
Liabilities
Accounts Payable and Accrued Expenses$3,177,354$2,296,752▼ $880,602
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$3,177,354$2,296,752▼ $880,602
Net Assets / Fund Balance
Temporarily Rstr Net Assets$6,725,011$7,227,461▲ $502,450
Permanently Rstr Net Assets$3,795,594$3,802,894▲ $7,300
Unrestricted Net Assets$253,043$1,127,040▲ $873,997
Total Net Assets Fund Balance$10,773,648$12,157,395▲ $1,383,747
Total Liabilities and Net Assets / Fund Balance$13,951,002$14,454,147▲ $503,145

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,024,256$1,211,263$2,235,519
Other Land Buildings$115,179$402,687$517,866
Land$100,000-$100,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$6,924,062$7,300▲ $494,250-$7,201,340
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
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Jane SpurgeonPresident
Kimberly Saari JohnstonVice President
Ruth Weider PattersonVice President-museum
Christy Phillips-brownTrustee
Karen Martin CampbellTrustee
Kim Anspach RutkowskiTrustee
Nancy RussellTrustee
Virginia Gilbert LoftinTrustee
Kimberly Slomka JonesSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,868,574
Program Service Revenue
$0
Investment Income
$514,247
Other Revenue
$109,800
All Other Contributions
$1,868,574
Change in Net Assets
$999,181

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 Traded6$64,459Fair Market Value (FMV)
Total Noncash Contributions6$64,459-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,492,621
Revenue Not Reported on Form 990
$384,566
Total Revenue per Audited Statements
$2,877,187
Total Revenue per Form 990
$2,492,621
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$789,744
Other Expenses$534,964
Total Fundraising Expense$372,954
Professional Fundraising Fees$168,732
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$531,539--$531,539
Grants to Domestic Individuals$258,205--$258,205
Fees for Services Professional Fundraising--$168,732$168,732
Depreciation Depletion$11,110$88,883$11,110$111,103
Fees for Service Investment Mgmnt Fees-$29,026-$29,026
Office Expenses$1,577$3,153$24,164$28,894
Conferences and Meetings$6,405$12,810$6,405$25,619
Fees for Services Other-$24,589-$24,589
Other Expenses$255$4,590$22,187$22,187
Fees for Services Accounting-$22,150-$22,150
Occupancy$1,108$3,075$1,108$5,291
Insurance$228$4,109$228$4,566
All Other Expenses-$213-$213
Total Functional Expenses$871,120$249,366$372,954$1,493,440

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,493,440
Total Expenses per Audited Statements$1,493,440
Total Expenses per Form 990$1,493,440
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Starkey Hearing FoundationEden Prairie, MN501(c)(3)General Needs$228,044
Delta Zeta SororityOxford, OH501(c)(7)Education and Training Program$200,000
Painted Turtle FoundationSanta Monica, CA501(c)(3)Service$101,815
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$168,732
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
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
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jane Spurgeon
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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IRS990/GrossReceiptsAmt05657759
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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.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt012157395
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0109800
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0109800
IRS990/NetUnrlzdGainsLossesInvstAmt0384566
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt064459
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01108
IRS990/OccupancyGrp/ManagementAndGeneralAmt03075
IRS990/OccupancyGrp/ProgramServicesAmt01108
IRS990/OccupancyGrp/TotalAmt05291
IRS990/OfficeExpensesGrp/FundraisingAmt024164
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03153
IRS990/OfficeExpensesGrp/ProgramServicesAmt01577
IRS990/OfficeExpensesGrp/TotalAmt028894
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0199388
IRS990/OtherAssetsTotalGrp/EOYAmt0205243
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Curator
IRS990/OtherExpensesGrp/Desc1Administrative Costs
IRS990/OtherExpensesGrp/Desc2Real Estate Taxes
IRS990/OtherExpensesGrp/Desc3Donor Recognition
IRS990/OtherExpensesGrp/FundraisingAmt0138765
IRS990/OtherExpensesGrp/FundraisingAmt1255
IRS990/OtherExpensesGrp/FundraisingAmt222187
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt056768
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14590
IRS990/OtherExpensesGrp/ProgramServicesAmt03925
IRS990/OtherExpensesGrp/ProgramServicesAmt156768
IRS990/OtherExpensesGrp/ProgramServicesAmt2255
IRS990/OtherExpensesGrp/TotalAmt03925
IRS990/OtherExpensesGrp/TotalAmt1252300
IRS990/OtherExpensesGrp/TotalAmt25100
IRS990/OtherExpensesGrp/TotalAmt322187
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/EOYAmt03802894
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0328471
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0179887
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022922
IRS990/PrincipalOfficerNm0JANE SPURGEON
IRS990/ProfessionalFundraisingInd0true
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01602749
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0785818
IRS990/PYInvestmentIncomeAmt0438767
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0586791
IRS990/PYOtherRevenueAmt0109800
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0570913
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01580403
IRS990/PYTotalProfFndrsngExpnsAmt0207794
IRS990/PYTotalRevenueAmt02151316
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0999181
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt0109800
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01602749
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02387226
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01765649
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01442358
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09066556
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0587600
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0468049
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0519563
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0478569
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0545261
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02599042
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IRS990ScheduleA/PublicSupportPY170Pct00.78417
IRS990ScheduleA/PublicSupportTotal170Amt09066556
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01442358
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09066556
IRS990ScheduleA/TotalSupportAmt011665598
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00130
IRS990ScheduleD/BuildingsGrp/BookValueAmt01024256
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01211263
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02235519
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06924062
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt07300
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07201340
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0224272
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0494250
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06720805
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06924062
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0244943
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0448200
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06835119
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06720805
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0185019
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt047698
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06868890

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,454,147
Liabilities
$2,296,752
Net assets
$12,157,395
Revenue
$2,492,621
Expenses
$1,493,440
Net income
$999,181
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