Civic Intelligence

Phi Kappa Tau Foundation

990 • Fiscal year 2023 • EIN 31-6024975

Jul 01, 2022 to Jun 30, 2023 • Filed on May 13, 2024

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

(513) 523-4193

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$16,551,671

Up $594,364 (+3.7%) from 2022

Net Assets

Up

$16,110,112

Up $929,712 (+6.1%) from 2022

Liabilities

Down

$441,559

Down $335,348 (-43%) from 2022

Revenue And Expenses

Revenue

Up

$2,809,807

Up $896,078 (+47%) from 2022

Expenses

Up

$1,750,924

Up $1,076,377 (+160%) from 2022

Net Income

Down

$1,058,883

Down $180,299 (-15%) from 2022

Historical Trend

Balance Sheet Trend

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 2023: $16,551,671Liabilities 2023: $441,559Net Assets 2023: $16,110,1122023Assets 2024: $17,763,304Liabilities 2024: $431,454Net Assets 2024: $17,331,8502024

Highlighted filing

2023

Assets$16,551,671
Liabilities$441,559
Net Assets$16,110,112
Open 2023 Filing

Operations Trend

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 2023: $2,809,807Expenses 2023: $1,750,924Net Income 2023: $1,058,8832023Revenue 2024: $1,739,707Expenses 2024: $1,561,844Net Income 2024: $177,8632024

Highlighted filing

2023

Revenue$2,809,807
Expenses$1,750,924
Net Income$1,058,883
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 13, 2024
Return Version
2022v5.0
Gross Receipts
$2,809,807
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$8,462,124$8,870,789▲ $408,665
Savings and Temporary Cash Investments$1,174,232$1,259,760▲ $85,528
Land, Buildings, and Equipment, Net$662,690$696,807▲ $34,117
Pledges and Grants Receivable$822,233$537,206▼ $285,027
Prepaid Expenses and Deferred Charges$15,345$13,352▼ $1,993
Total Assets$15,957,307$16,551,671▲ $594,364
Other Assets Total$4,820,683$5,173,757▲ $353,074
Liabilities
Other Liabilities$630,052$323,941▼ $306,111
Escrow Account Liability$78,542$89,581▲ $11,039
Accounts Payable and Accrued Expenses$68,313$28,037▼ $40,276
Total Liabilities$776,907$441,559▼ $335,348
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,945,961$10,919,909▲ $973,948
Net Assets Without Donor Restrictions$5,234,439$5,190,203▼ $44,236
Total Net Assets Fund Balance$15,180,400$16,110,112▲ $929,712
Total Liabilities and Net Assets / Fund Balance$15,957,307$16,551,671▲ $594,364

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$494,676$1,093,980$1,588,656
Equipment$27,131$173,143$200,274
Land$175,000-$175,000
Other Assets Org$313,500--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$4,364,033---$4,364,033
2021$4,364,033---$4,364,033
2020$4,172,209$81,706▲ $1,055,468$76,964$5,232,419
2019$4,439,934$11,462▼ $95,912$183,275$4,172,209
2018$4,426,059$92,674▲ $159,424$238,223$4,439,934
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Travis RobinsonInterim Exeuctive DirectorFT$101,273$24,239$125,512
W Timothy HudsonChief ExecutiveFT$19,250$30,502$49,752
K Craig RogersExecutive DirectorFT$18,333$2,189$20,522

Board Members and Trustees

NameTitle
Jeffrey HilpertsChairman
Doug AdamsVice-chairman
Adam GoetzTrustee
Barry MaskTrustee
Bill FisherTrustee
Cliff UngerTrustee
Dale HollandTrustee
David RuckmanTrustee
Jack AlvenusTrustee
Jim BaconTrustee
Michael BichimerTrustee
Ray CoxTrustee
Richard MichaelTrustee
Richard MurrayTrustee
Stephen MartinoTrustee
Tim CollinsTrustee
Warren MattoxTrustee
Wesley FugateTrustee
John SayersSecretary
Robert ReeseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,528,696
Program Service Revenue
$0
Investment Income
$1,275,111
Other Revenue
$6,000
All Other Contributions
$1,528,696
Change in Net Assets
$1,058,883
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,073,916
Total Fundraising Expense$861,302
Salaries, Compensation, and Employee Benefits$398,516
Grants and Similar Amounts Paid$278,492
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$242,602--$242,602
Other Salaries and Wages$41,785$84,745$58,131$184,661
Current Officers, Directors, Trustees, and Key Employees$35,775$72,558$49,771$158,104
Fees for Services Other$5,950$39,587$33,685$79,222
Fees for Service Investment Mgmnt Fees-$56,194-$56,194
Depreciation Depletion-$47,888-$47,888
Fees for Services Accounting-$46,080-$46,080
Grants to Domestic Individuals$35,890--$35,890
Occupancy$6,566$13,318$9,136$29,020
Payroll Taxes$6,009$12,187$8,360$26,556
All Other Expenses$12,891$4,365$4,030$21,286
Other Employee Benefits$4,594$9,315$6,391$20,300
Other Expenses$5,279$3,630$9,005$17,914
Information Technology-$11,574$5,612$17,186
Conferences and Meetings$16,447--$16,447
Travel$871$8,945$572$10,388
Fees for Services Legal-$9,022-$9,022
Pension Plan Contributions$2,013$4,082$2,800$8,895
Insurance-$2,925$5,796$8,721
Total Functional Expenses$424,923$464,699$861,302$1,750,924
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
PHI KAPPA TAU FRATERNITY - AFFILIATED CHAPTER'SOxford, OH501(c)(7)Educational$213,352
SERIOUSFUN CHILDREN'S NETWORKNorwalk, CT501(c)(3)Educational$28,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Phi Kappa Tau Fraternity$323,941
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
K Craig Rogers
Title
Executive Director
Phone
5135234193
Signed
2024-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
K Craig Rogers
Formed
1945
Legal Domicile
Oh
Voting Board Members
20
Independent Board Members
20
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 IV, LINE 2B:

“The foundation manages a fund set up by a donor which also benefits other organizaitons.”

PART V, LINE 4:

“Granting scholarships and general operations of the foundation.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt208806
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2228875
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20INTERIM EXEUCTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22CHIEF EXECUTIVE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01945
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0788613
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt035890
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt035890
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0242602
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0242602
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0788613
IRS990/GrossReceiptsAmt02809807
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt05612
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011574
IRS990/InformationTechnologyGrp/TotalAmt017186
IRS990/InsuranceGrp/FundraisingAmt05796
IRS990/InsuranceGrp/ManagementAndGeneralAmt02925
IRS990/InsuranceGrp/TotalAmt08721
IRS990/InvestmentIncomeGrp/ExclusionAmt0486498
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0486498
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08462124
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08870789
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01267123
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0662690
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0696807
IRS990/LandBldgEquipCostOrOtherBssAmt01963930
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
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/NetAssetsOrFundBalancesBOYAmt015180400
IRS990/NetAssetsOrFundBalancesEOYAmt016110112
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0788613
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0788613
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-129171
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05234439
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05190203
IRS990/NoncashContributionsAmt05970
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt09136
IRS990/OccupancyGrp/ManagementAndGeneralAmt013318
IRS990/OccupancyGrp/ProgramServicesAmt06566
IRS990/OccupancyGrp/TotalAmt029020
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04820683
IRS990/OtherAssetsTotalGrp/EOYAmt05173757
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06391
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09315
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04594
IRS990/OtherEmployeeBenefitsGrp/TotalAmt020300
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc2PRINTING & PRODUCTION
IRS990/OtherExpensesGrp/Desc3POSTAGE & SHIPPING
IRS990/OtherExpensesGrp/FundraisingAmt0647939
IRS990/OtherExpensesGrp/FundraisingAmt17974
IRS990/OtherExpensesGrp/FundraisingAmt212100
IRS990/OtherExpensesGrp/FundraisingAmt39005
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt036375
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11909
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23630
IRS990/OtherExpensesGrp/ProgramServicesAmt08251
IRS990/OtherExpensesGrp/ProgramServicesAmt15279
IRS990/OtherExpensesGrp/TotalAmt0647939
IRS990/OtherExpensesGrp/TotalAmt144349
IRS990/OtherExpensesGrp/TotalAmt222260
IRS990/OtherExpensesGrp/TotalAmt317914
IRS990/OtherLiabilitiesGrp/BOYAmt0630052
IRS990/OtherLiabilitiesGrp/EOYAmt0323941
IRS990/OtherRevenueMiscGrp/BusinessCd0551112
IRS990/OtherRevenueMiscGrp/Desc0COST SHARING REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06000
IRS990/OtherRevenueTotalAmt06000
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt058131
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt084745
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt041785
IRS990/OtherSalariesAndWagesGrp/TotalAmt0184661
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08360
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012187
IRS990/PayrollTaxesGrp/ProgramServicesAmt06009
IRS990/PayrollTaxesGrp/TotalAmt026556
IRS990/PensionPlanContributionsGrp/FundraisingAmt02800
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04082
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02013
IRS990/PensionPlanContributionsGrp/TotalAmt08895
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0822233
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0537206
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015345
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013352
IRS990/PrincipalOfficerNm0K CRAIG ROGERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS - PROVIDES FUNDS FOR SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO PHI KAPPA TAU UNDERGRADUATES AND ALUMNI.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0127737
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
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/ExpenseAmt0297186
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0278492
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANT TO SPONSOR IMPROVEMENTS TO LOCAL HOSPITAL AND DONATION OF PAINTING TO
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01112253
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0150705
IRS990/PYInvestmentIncomeAmt0795476
IRS990/PYOtherExpensesAmt0279545
IRS990/PYOtherRevenueAmt06000
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01239182
IRS990/PYSalariesCompEmpBnftPaidAmt0231570
IRS990/PYTotalExpensesAmt0674547
IRS990/PYTotalProfFndrsngExpnsAmt012727
IRS990/PYTotalRevenueAmt01913729
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01058883
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,551,671
Liabilities
$441,559
Net assets
$16,110,112
Revenue
$2,809,807
Expenses
$1,750,924
Net income
$1,058,883
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
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