Civic Intelligence

Phi Kappa Tau Foundation

990 • Fiscal year 2020 • EIN 31-6024975

Jul 01, 2019 to Jun 30, 2020 • Filed on May 11, 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

26th percentile

0.05x

Higher debt load relative to assets than 26% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

48th percentile

0.26x

Higher debt load relative to revenue than 48% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

83rd percentile

31%

Higher net margin than 83% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

29th percentile

$118,146

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

46th percentile

5.5%

Faster asset growth than 46% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

35%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$14,540,736

Up $756,661 (+5.5%) from 2019

Net Assets

Up

$13,847,479

Up $218,587 (+1.6%) from 2019

Liabilities

Up

$693,257

Up $538,074 (+347%) from 2019

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin83rd percentile

Revenue

Up

$2,629,184

Up $685,696 (+35%) from 2019

Expenses

Up

$1,823,543

Up $831,351 (+84%) from 2019

Net Income

Down

$805,641

Down $145,655 (-15%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2020

Assets$14,540,736
Liabilities$693,257
Net Assets$13,847,479
Open 2020 Filing

Operations Trend

Revenue Growth85th 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

2020

Revenue$2,629,184
Expenses$1,823,543
Net Income$805,641
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 11, 2022
Return Version
2019v5.2
Gross Receipts
$3,091,478
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$7,303,115$7,230,135▼ $72,980
Pledges and Grants Receivable$56,608$1,010,703▲ $954,095
Land, Buildings, and Equipment, Net$805,208$748,949▼ $56,259
Savings and Temporary Cash Investments$565,013$701,665▲ $136,652
Prepaid Expenses and Deferred Charges$754$6,177▲ $5,423
Total Assets$13,784,075$14,540,736▲ $756,661
Other Assets Total$5,053,377$4,843,107▼ $210,270
Liabilities
Other Liabilities$54,080$600,000▲ $545,920
Escrow Account Liability$70,029$68,007▼ $2,022
Accounts Payable and Accrued Expenses$31,074$25,250▼ $5,824
Total Liabilities$155,183$693,257▲ $538,074
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,836,376$9,304,969▲ $468,593
Net Assets Without Donor Restrictions$4,792,516$4,542,510▼ $250,006
Total Net Assets Fund Balance$13,628,892$13,847,479▲ $218,587
Total Liabilities and Net Assets / Fund Balance$13,784,075$14,540,736▲ $756,661

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$507,898$970,912$1,478,810
Equipment$66,051$134,223$200,274
Land$175,000-$175,000
Other Assets Org$80,008--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2015$4,102,103$18,300▲ $49,670$213,245$3,956,828
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W Timothy HudsonChief ExecutiveFT$42,000$76,146$118,146

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
$1,700,538
Program Service Revenue
$0
Investment Income
$911,444
Other Revenue
$17,202
All Other Contributions
$1,700,538
Change in Net Assets
$805,641

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,629,184
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-687,050
Total Revenue per Audited Statements
$1,942,134
Total Revenue per Form 990
$2,629,184
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,262,470
Other Expenses$308,631
Salaries, Compensation, and Employee Benefits$238,136
Total Fundraising Expense$165,356
Professional Fundraising Fees$14,306

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,220,666--$1,220,666
Other Salaries and Wages$26,224$95,299$32,734$154,257
Depreciation Depletion-$69,660-$69,660
Current Officers, Directors, Trustees, and Key Employees$7,140$25,948$8,912$42,000
Grants to Domestic Individuals$41,804--$41,804
Occupancy$5,694$20,693$7,108$33,495
Fees for Services Accounting-$27,270-$27,270
Other Employee Benefits$3,371$12,251$4,208$19,830
All Other Expenses$7,299$3,787$5,704$16,790
Conferences and Meetings-$11,496$5,073$16,569
Payroll Taxes$2,759$10,027$3,444$16,230
Fees for Services Professional Fundraising--$14,306$14,306
Other Expenses$0$13,530$3,766$13,530
Information Technology-$8,216$1,647$9,863
Insurance-$1,835$6,306$8,141
Fees for Services Other$7,988--$7,988
Pension Plan Contributions$989$3,595$1,235$5,819
Fees for Services Legal-$2,552-$2,552
Travel-$465$440$905
Total Functional Expenses$1,333,283$324,904$165,356$1,823,543

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,823,543
Total Expenses per Audited Statements$1,823,543
Total Expenses per Form 990$1,823,543
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
PHI KAPPA TAU FRATERNITY - AFFILIATED CHAPTER'S--Educational$487,040
SERIOUS FUND CHILDREN'S NETWORKWestport, CT501(c)(3)All Grants Were Educational$134,180
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$14,306
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$600,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
2022-05-11
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

Additional Explanations

Form 990, General

“The amounts and information in this return is preliminary. Due to covid and other circumstances the information, including the completed audit report were not available at the time of the extended due date for this return. This return will be amended when complete information is available.”

Amended Return

“The audit of the financial statements was not finalized until after may 15, 2021 the original due date of the form 990. The original form 990 was prepared and filed with the information that was available at the time.”

FORM 990, PART XI, LINE 9:

“Prior year audit adjustment - adjustment to restricted contributions 100,000. Rounding -4.”

Financial Statement Notes

PART V, LINE 4:

“Granting scholarships and general operations of the foundation.”

Raw XML AppendixShowing 400 of 725 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.

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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt017464
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt01087040
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt041804
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt041804
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01220666
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01220666
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0479758
IRS990/GrossReceiptsAmt03091478
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01647
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt08216
IRS990/InformationTechnologyGrp/TotalAmt09863
IRS990/InsuranceGrp/FundraisingAmt06306
IRS990/InsuranceGrp/ManagementAndGeneralAmt01835
IRS990/InsuranceGrp/TotalAmt08141
IRS990/InvestmentIncomeGrp/ExclusionAmt0893980
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0893980
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07303115
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07230135
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01105135
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0805208
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0748949
IRS990/LandBldgEquipCostOrOtherBssAmt01854084
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0462294
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/NetAssetsOrFundBalancesBOYAmt013628892
IRS990/NetAssetsOrFundBalancesEOYAmt013847479
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt017464
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt017464
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-687050
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04792516
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04542510
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt07108
IRS990/OccupancyGrp/ManagementAndGeneralAmt020693
IRS990/OccupancyGrp/ProgramServicesAmt05694
IRS990/OccupancyGrp/TotalAmt033495
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05053377
IRS990/OtherAssetsTotalGrp/EOYAmt04843107
IRS990/OtherChangesInNetAssetsAmt099996
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04208
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012251
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03371
IRS990/OtherEmployeeBenefitsGrp/TotalAmt019830
IRS990/OtherExpensesGrp/Desc0PRINTING & PRODUCTION
IRS990/OtherExpensesGrp/Desc1BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc3OFFICE EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/FundraisingAmt043598
IRS990/OtherExpensesGrp/FundraisingAmt126875
IRS990/OtherExpensesGrp/FundraisingAmt23766
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt118280
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt213530
IRS990/OtherExpensesGrp/ProgramServicesAmt09349
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/TotalAmt052947
IRS990/OtherExpensesGrp/TotalAmt126875
IRS990/OtherExpensesGrp/TotalAmt222046
IRS990/OtherExpensesGrp/TotalAmt313530
IRS990/OtherLiabilitiesGrp/BOYAmt054080
IRS990/OtherLiabilitiesGrp/EOYAmt0600000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0COST SHARING REIMBURSE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt017202
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt017202
IRS990/OtherRevenueTotalAmt017202
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt032734
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt095299
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt026224
IRS990/OtherSalariesAndWagesGrp/TotalAmt0154257
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03444
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010027
IRS990/PayrollTaxesGrp/ProgramServicesAmt02759
IRS990/PayrollTaxesGrp/TotalAmt016230
IRS990/PensionPlanContributionsGrp/FundraisingAmt01235
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03595
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0989
IRS990/PensionPlanContributionsGrp/TotalAmt05819
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt056608
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01010703
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0754
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06177
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/ExpenseAmt040750
IRS990/ProgSrvcAccomActy2Grp/GrantAmt040750
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
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/ExpenseAmt0134180
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0134180
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
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/PYContributionsGrantsAmt0903813
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0371230
IRS990/PYInvestmentIncomeAmt0564156
IRS990/PYOtherExpensesAmt0289233
IRS990/PYOtherRevenueAmt017163
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0529965
IRS990/PYSalariesCompEmpBnftPaidAmt0248702
IRS990/PYTotalExpensesAmt0955167
IRS990/PYTotalProfFndrsngExpnsAmt046002
IRS990/PYTotalRevenueAmt01485132
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0805641
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0565013
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0701665
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0835094
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0842173
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0903813
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0769334
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0799372
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04149786
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0417245
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01083677
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0357961
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0420395
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0443822
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02723100
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt034401
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60380
IRS990ScheduleA/PublicSupportTotal170Amt04149786
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0835094
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0842173
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0903813
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0769334
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0799372
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04149786
IRS990ScheduleA/TotalSupportAmt06872886
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/BookValueAmt0507898
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0970912
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01478810
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04439934
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt011462
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04364033
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt095912
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0183275

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,540,736
Liabilities
$693,257
Net assets
$13,847,479
Revenue
$2,629,184
Expenses
$1,823,543
Net income
$805,641
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