Civic Intelligence

Phi Kappa Tau Foundation

990 • Fiscal year 2021 • EIN 31-6024975

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

Organization ProfileWWW.PHIKAPPATAU.ORG
5221 Morning Sun RoadOxford, OH 45045

(513) 523-4193

Siviq Scores

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

Liabilities / Assets

29th percentile

0.05x

Higher debt load relative to assets than 29% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

50th percentile

0.22x

Higher debt load relative to revenue than 50% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

93rd percentile

70%

Higher net margin than 93% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

28th percentile

$114,033

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

67th percentile

18%

Faster asset growth than 67% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

37%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$17,161,276

Up $2,620,540 (+18%) from 2020

Net Assets

Up

$16,376,947

Up $2,529,468 (+18%) from 2020

Liabilities

Up

$784,329

Up $91,072 (+13%) from 2020

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin93rd percentile

Revenue

Up

$3,611,690

Up $982,506 (+37%) from 2020

Expenses

Down

$1,082,222

Down $741,321 (-41%) from 2020

Net Income

Up

$2,529,468

Up $1,723,827 (+214%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$20M$15M$10M$5.0M$0Assets 2015: $12,053,579Liabilities 2015: $233,730Net Assets 2015: $11,819,8492015Assets 2016: $12,130,574Liabilities 2016: $398,072Net Assets 2016: $11,732,5022016Assets 2017: $12,808,397Liabilities 2017: $411,425Net Assets 2017: $12,396,9722017Assets 2018: $13,425,822Liabilities 2018: $308,524Net Assets 2018: $13,117,2982018Assets 2019: $13,784,075Liabilities 2019: $155,183Net Assets 2019: $13,628,8922019Assets 2020: $14,540,736Liabilities 2020: $693,257Net Assets 2020: $13,847,4792020Assets 2021: $17,161,276Liabilities 2021: $784,329Net Assets 2021: $16,376,9472021Assets 2022: $15,957,307Liabilities 2022: $776,907Net Assets 2022: $15,180,4002022Assets 2023: $16,551,673Liabilities 2023: $441,563Net Assets 2023: $16,110,1102023Assets 2024: $17,763,304Liabilities 2024: $431,454Net Assets 2024: $17,331,8502024

Highlighted filing

2021

Assets$17,161,276
Liabilities$784,329
Net Assets$16,376,947
Open 2021 Filing

Operations Trend

Revenue Growth74th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2015: $1,005,106Expenses 2015: $989,543Net Income 2015: $15,5632015Revenue 2016: $1,259,743Expenses 2016: $1,057,768Net Income 2016: $201,9752016Revenue 2017: $1,271,315Expenses 2017: $981,605Net Income 2017: $289,7102017Revenue 2018: $1,485,132Expenses 2018: $955,167Net Income 2018: $529,9652018Revenue 2019: $1,943,488Expenses 2019: $992,192Net Income 2019: $951,2962019Revenue 2020: $2,629,184Expenses 2020: $1,823,543Net Income 2020: $805,6412020Revenue 2021: $3,611,690Expenses 2021: $1,082,222Net Income 2021: $2,529,4682021Revenue 2022: $1,913,729Expenses 2022: $674,547Net Income 2022: $1,239,1822022Revenue 2023: $2,809,805Expenses 2023: $1,750,924Net Income 2023: $1,058,8812023Revenue 2024: $1,739,707Expenses 2024: $1,561,844Net Income 2024: $177,8632024

Highlighted filing

2021

Revenue$3,611,690
Expenses$1,082,222
Net Income$2,529,468
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.2
Gross Receipts
$3,611,690
Mission and Program Overview

Mission

To support the educational undertakings of phi kappa tau fraternity and its chapters.

To support the educational undertaking of the phi kappa tau fraternity and its chapters.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,230,135$8,927,734▲ $1,697,599
Pledges and Grants Receivable$1,010,703$768,146▼ $242,557
Savings and Temporary Cash Investments$701,665$752,801▲ $51,136
Land, Buildings, and Equipment, Net$748,949$680,205▼ $68,744
Prepaid Expenses and Deferred Charges$6,177$10,485▲ $4,308
Total Assets$14,540,736$17,161,276▲ $2,620,540
Other Assets Total$4,843,107$6,021,905▲ $1,178,798
Liabilities
Other Liabilities$600,000$646,438▲ $46,438
Escrow Account Liability$68,007$93,589▲ $25,582
Accounts Payable and Accrued Expenses$25,250$44,302▲ $19,052
Total Liabilities$693,257$784,329▲ $91,072
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,304,969$11,191,558▲ $1,886,589
Net Assets Without Donor Restrictions$4,542,510$5,185,389▲ $642,879
Total Net Assets Fund Balance$13,847,479$16,376,947▲ $2,529,468
Total Liabilities and Net Assets / Fund Balance$14,540,736$17,161,276▲ $2,620,540

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$452,845$1,025,965$1,478,810
Equipment$52,360$147,914$200,274
Land$175,000-$175,000
Other Assets Org$52,500--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$4,364,033---$4,364,033
2019$4,439,934$11,462▲ $95,912$183,275$4,364,033
2018$4,426,059$92,674▲ $159,424$238,223$4,439,934
2017$4,123,812$50,000▲ $229,975$184,629$4,219,158
2016$3,956,628$17,278▲ $330,906$181,200$4,123,612
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W Timothy HudsonChief ExecutiveFT$42,000$72,033$114,033

Board Members and Trustees

NameTitle
Wes FugateChairman
F Harrison GreenVice-chairman
Cliff UngerTrustee
Dale HolandTrustee
David RuckmanTrustee
Gary RyanTrustee
Jeffrey HilpretsTrustee
Robert ReeseTrustee
Stephen MarinoTrustee
Will S Fischer IiiTrustee
William BraschTrustee
Warren MattoxSecretary
Brian T HardyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$513,726
Program Service Revenue
$0
Investment Income
$3,094,364
Other Revenue
$3,600
All Other Contributions
$513,726
Change in Net Assets
$2,529,468
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$594,313
Other Expenses$251,655
Salaries, Compensation, and Employee Benefits$211,089
Total Fundraising Expense$172,428
Professional Fundraising Fees$25,165

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$556,063--$556,063
Other Salaries and Wages$31,611$47,537$54,120$133,268
Depreciation Depletion-$68,745-$68,745
Current Officers, Directors, Trustees, and Key Employees$9,962$14,981$17,056$41,999
Grants to Domestic Individuals$38,250--$38,250
Fees for Services Accounting-$30,039-$30,039
Occupancy$6,206$9,332$10,625$26,163
Fees for Services Professional Fundraising--$25,165$25,165
Information Technology-$12,466$5,424$17,890
Other Employee Benefits$3,766$5,662$6,447$15,875
Payroll Taxes$3,354$5,042$5,741$14,137
Insurance$631$3,453$6,872$10,956
All Other Expenses$817$1,389$8,554$10,760
Fees for Services Other$10,178--$10,178
Other Expenses$4,774$436$4,203$9,413
Pension Plan Contributions$1,378$2,072$2,360$5,810
Fees for Services Legal-$1,750-$1,750
Conferences and Meetings-$309-$309
Total Functional Expenses$675,044$234,750$172,428$1,082,222
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
PHI KAPPA TAU FRATERNITY - AFFILIATED CHAPTER'SOxford, OH501(c)(7)Educational$447,563
SERIOUS FUND CHILDREN'S NETWORKWestport, CT501(c)(3)All Grants Were Educational$73,000
Phi Kappa Tau FraternityOxford, OH-Educational$35,000
Mccullough-hyde Memorial HospitalOxford, OH501(c)(3)Educational$500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$25,165
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Phi Kappa Tau Fraternity$646,438
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 B, Line 11B

“The prepared form 990 is reviewed for accuracy and completeness by the treasurer of the board, the ceo and business manager prior to filing.”

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

“All members of the board of trustees are required annually to complete theconflict of interest policy form and submit it to the ceo and board chair.the ceo and board chair review the forms and determine if any confictsexist.”

Form 990, Part VI, Section B, Line 15

“A committee of the board performs an annual performance review of the ceo.the committee utilizes information from not-for-profit resarchorganizations, information from their respective employment experience, andinformation from other not-for-profit boards on which they serve toevaluate the ceo's compensation. A similar process is performed toevaluate the compensation of key empployees.same process as above but conducted by ceo.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and forrm 990 are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Phi Kappa Tau Foundation
EIN
31-6024975
Phone
5135234193
Address
5221 MORNING SUN ROAD, OXFORD, OH 45045

Signing Officer

Name
W Timothy Hudson
Title
CEO
Phone
5135234193
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
W Timothy Hudson
Formed
1945
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
0

Preparer

Firm
Hardy & Co LLC
Address
2378 FERGUSON RD, ALLISON PARK, PA 15101-3550
Preparer
Brian T Hardy
Phone
4125629061
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Granting scholarships and general operations of the foundation.”

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IRS990/InsuranceGrp/TotalAmt010956
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03094364
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt03094364
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07230135
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08927734
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01173879
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0748949
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0680205
IRS990/LandBldgEquipCostOrOtherBssAmt01854084
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE EDUCATIONAL UNDERTAKINGS OF PHI KAPPA TAU FRATERNITY AND ITS CHAPTERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013847479
IRS990/NetAssetsOrFundBalancesEOYAmt016376947
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04542510
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05185389
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt010625
IRS990/OccupancyGrp/ManagementAndGeneralAmt09332
IRS990/OccupancyGrp/ProgramServicesAmt06206
IRS990/OccupancyGrp/TotalAmt026163
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04843107
IRS990/OtherAssetsTotalGrp/EOYAmt06021905
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06447
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05662
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03766
IRS990/OtherEmployeeBenefitsGrp/TotalAmt015875
IRS990/OtherExpensesGrp/Desc0PRINTING & PRODUCTION
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc2OFFICE EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc3POSTAGE & SHIPPING
IRS990/OtherExpensesGrp/FundraisingAmt022175
IRS990/OtherExpensesGrp/FundraisingAmt13686
IRS990/OtherExpensesGrp/FundraisingAmt24203
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021467
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110070
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2436
IRS990/OtherExpensesGrp/ProgramServicesAmt08054
IRS990/OtherExpensesGrp/ProgramServicesAmt14774
IRS990/OtherExpensesGrp/TotalAmt030229
IRS990/OtherExpensesGrp/TotalAmt125153
IRS990/OtherExpensesGrp/TotalAmt210070
IRS990/OtherExpensesGrp/TotalAmt39413
IRS990/OtherLiabilitiesGrp/BOYAmt0600000
IRS990/OtherLiabilitiesGrp/EOYAmt0646438
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0COST SHARING REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03600
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03600
IRS990/OtherRevenueTotalAmt03600
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt054120
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt047537
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt031611
IRS990/OtherSalariesAndWagesGrp/TotalAmt0133268
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05741
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05042
IRS990/PayrollTaxesGrp/ProgramServicesAmt03354
IRS990/PayrollTaxesGrp/TotalAmt014137
IRS990/PensionPlanContributionsGrp/FundraisingAmt02360
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02072
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01378
IRS990/PensionPlanContributionsGrp/TotalAmt05810
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01010703
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0768146
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06177
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010485
IRS990/PrincipalOfficerNm0W TIMOTHY HUDSON
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS - PROVIDES FUNDS FOR SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO PHI KAPPA TAU UNDERGRADUATES AND ALUMNI.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt038250
IRS990/ProgSrvcAccomActy2Grp/GrantAmt038250
IRS990/ProgSrvcAccomActy3Grp/Desc0GRANTS TO CAMPS SERVING CHILDREN WITH CANCER AND OTHER LIFE-THREATENING ILLNESSES INCLUDING TRAVEL REIMBURSEMENT OF MEMBERS WHO VOLUNTEER AT ONE OF THE CAMPS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt073000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt073000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANT TO SPONSOR IMPROVEMENTS TO LOCAL HOSPITAL AND DONATION OF PAINTING TO
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01700538
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01262470
IRS990/PYInvestmentIncomeAmt0911444
IRS990/PYOtherExpensesAmt0308631
IRS990/PYOtherRevenueAmt017202
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0805641
IRS990/PYSalariesCompEmpBnftPaidAmt0238136
IRS990/PYTotalExpensesAmt01823543
IRS990/PYTotalProfFndrsngExpnsAmt014306
IRS990/PYTotalRevenueAmt02629184
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02529468
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0701665
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0752801
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01262470
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0835094
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0842173
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0903813
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0769334
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04612884
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0911444
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0417245
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01083677
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0357961
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0420395
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03190722
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt034401
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.59110
IRS990ScheduleA/PublicSupportPY170Pct00.60380
IRS990ScheduleA/PublicSupportTotal170Amt04612884
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01262470
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0835094
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0842173
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0903813
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0769334
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04612884
IRS990ScheduleA/TotalSupportAmt07803606
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/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.74000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0452845
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01025965
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01478810
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04364033
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04364033
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04439934
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt011462
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04364033
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt095912
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0183275
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04426059
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt092674
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04439934
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0159424
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0238223
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04123812
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04219158
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0229975
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0184629
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03956628
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt017278
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04123612
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0330906

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,161,276
Liabilities
$784,329
Net assets
$16,376,947
Revenue
$3,611,690
Expenses
$1,082,222
Net income
$2,529,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.8$0.43$17.3$1.74$1.56$0.18
2023Detailed filing. Detailed filing data is available for this year.$16.6$0.44$16.1$2.81$1.75$1.06
2022Detailed filing. Detailed filing data is available for this year.$16.0$0.78$15.2$1.91$0.67$1.24
2021Detailed filing. Detailed filing data is available for this year.$17.2$0.78$16.4$3.61$1.08$2.53
2020Detailed filing. Detailed filing data is available for this year.$14.5$0.69$13.8$2.63$1.82$0.81
2019Detailed filing. Detailed filing data is available for this year.$13.8$0.16$13.6$1.94$0.99$0.95
2018Detailed filing. Detailed filing data is available for this year.$13.4$0.31$13.1$1.49$0.96$0.53
2017Detailed filing. Detailed filing data is available for this year.$12.8$0.41$12.4$1.27$0.98$0.29
2016Detailed filing. Detailed filing data is available for this year.$12.1$0.40$11.7$1.26$1.06$0.20
2015Detailed filing. Detailed filing data is available for this year.$12.1$0.23$11.8$1.01$0.99$0.02