Civic Intelligence

Phi Delta Theta Foundation

990 • Fiscal year 2014 • EIN 34-6539803

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 22, 2015

Organization ProfileWWW.PHIDELTATHETA.ORG

View Organization Page

2 South Campus AvenueOxford, OH 45056

(513) 523-6966

Siviq Scores

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

Liabilities / Assets

15th percentile

0.02x

Higher debt load relative to assets than 15% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.05x

Higher debt load relative to revenue than 16% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

61st percentile

$205,050

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

81st percentile

15%

Faster asset growth than 81% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

107%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$18,052,126

Up $2,395,657 (+15%) from 2013

Net Assets

Up

$17,776,609

Up $2,328,573 (+15%) from 2013

Liabilities

Up

$275,517

Up $67,084 (+32%) from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin94th percentile

Revenue

Up

$5,647,506

Up $2,918,010 (+107%) from 2013

Expenses

Down

$2,116,694

Down $518,755 (-20%) from 2013

Net Income

Up

$3,530,812

Up $3,436,765 (+3654%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$60M$40M$20M$0Assets 2011: $11,329,550Liabilities 2011: $242,910Net Assets 2011: $11,086,6402011Assets 2012: $14,348,898Liabilities 2012: $222,135Net Assets 2012: $14,126,7632012Assets 2013: $15,656,469Liabilities 2013: $208,433Net Assets 2013: $15,448,0362013Assets 2014: $18,052,126Liabilities 2014: $275,517Net Assets 2014: $17,776,6092014Assets 2015: $21,418,713Liabilities 2015: $200,385Net Assets 2015: $21,218,3282015Assets 2016: $22,889,360Liabilities 2016: $290,585Net Assets 2016: $22,598,7752016Assets 2017: $26,255,742Liabilities 2017: $254,984Net Assets 2017: $26,000,7582017Assets 2020: $33,810,948Liabilities 2020: $156,416Net Assets 2020: $33,654,5322020Assets 2021: $39,955,120Liabilities 2021: $284,273Net Assets 2021: $39,670,8472021Assets 2022: $32,768,680Liabilities 2022: $192,764Net Assets 2022: $32,575,9162022Assets 2023: $36,900,341Liabilities 2023: $132,460Net Assets 2023: $36,767,8812023Assets 2024: $41,713,678Liabilities 2024: $146,167Net Assets 2024: $41,567,5112024

Highlighted filing

2014

Assets$18,052,126
Liabilities$275,517
Net Assets$17,776,609
Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

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

$10M$5.0M$0Expenses 2011: $1,657,1052011Expenses 2012: $2,207,4572012Revenue 2013: $2,729,496Expenses 2013: $2,635,449Net Income 2013: $94,0472013Revenue 2014: $5,647,506Expenses 2014: $2,116,694Net Income 2014: $3,530,8122014Revenue 2015: $5,102,097Expenses 2015: $1,901,623Net Income 2015: $3,200,4742015Revenue 2016: $2,634,199Expenses 2016: $2,516,754Net Income 2016: $117,4452016Revenue 2017: $5,347,435Expenses 2017: $2,472,378Net Income 2017: $2,875,0572017Revenue 2020: $2,489,824Expenses 2020: $2,192,020Net Income 2020: $297,8042020Revenue 2021: $4,831,339Expenses 2021: $2,607,266Net Income 2021: $2,224,0732021Revenue 2022: $3,398,913Expenses 2022: $3,267,379Net Income 2022: $131,5342022Revenue 2023: $9,336,527Expenses 2023: $3,316,755Net Income 2023: $6,019,7722023Revenue 2024: $5,989,346Expenses 2024: $3,487,217Net Income 2024: $2,502,1292024

Highlighted filing

2014

Revenue$5,647,506
Expenses$2,116,694
Net Income$3,530,812
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 22, 2015
Return Version
2014v5.0
Gross Receipts
$17,106,416
Mission and Program Overview

Mission

To strengthen men for life by building on the tradition of our core values: friendship, sound learning and rectitude.

To strenghten men for life by building on the tradition of our core values: friendship, sound, learning and rectitude.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,298,852$10,741,880▲ $443,028
Savings and Temporary Cash Investments$1,262,333$2,984,353▲ $1,722,020
Pledges and Grants Receivable$1,406,737$1,607,954▲ $201,217
Land, Buildings, and Equipment, Net$1,718,529$1,599,028▼ $119,501
Accounts Receivable$12,373$80,576▲ $68,203
Prepaid Expenses and Deferred Charges$25,323$33,957▲ $8,634
Other Notes and Loans Receivable, Net$2,460$1,560▼ $900
Total Assets$15,656,469$18,052,126▲ $2,395,657
Other Assets Total$929,862$1,002,818▲ $72,956
Liabilities
Accounts Payable and Accrued Expenses$105,561$160,843▲ $55,282
Grants Payable$74,851$90,524▲ $15,673
Other Liabilities$28,021$24,150▼ $3,871
Total Liabilities$208,433$275,517▲ $67,084
Net Assets / Fund Balance
Temporarily Rstr Net Assets$5,427,203$11,836,844▲ $6,409,641
Permanently Rstr Net Assets$9,459,789$4,788,555▼ $4,671,234
Unrestricted Net Assets$561,044$1,151,210▲ $590,166
Total Net Assets Fund Balance$15,448,036$17,776,609▲ $2,328,573
Total Liabilities and Net Assets / Fund Balance$15,656,469$18,052,126▲ $2,395,657

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,583,449$1,805,511$3,388,960
Leasehold Improvements$2,094$395,534$397,628
Equipment$13,485$63,623$77,108
Other Assets Org$873,413--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$12,359,992$1,297,516▲ $488,341$114,734$13,649,161
2013$8,909,674$2,697,965▲ $1,223,358$79,868$12,359,992
2012$6,904,225$1,433,738▲ $639,935$-263,851$8,909,674
2011$6,221,279$625,862▼ $247,030$-410,306$6,660,005
2010$5,354,986$420,663▲ $477,635$7,866$6,000,348
Compensation and Service Providers
Top Officer Pay61st percentile

Board Members and Trustees

NameTitle
Michael J FimianiChairman
Robert a BiggsPresident
Frederic B Ted Lowrie JrVice Chairman
Brian D DunnTrustee
Daniel L KloeppelTrustee
Dr Jay V IhlenfeldTrustee
Gary R WadeTrustee
J Paul PriceTrustee
James M Mack TrappTrustee
Jeffrey B LoveTrustee
Jon a McbrideTrustee
Kenneth M Jastrow IiTrustee
Richard E FabritiusTrustee
Richard W KelleyTrustee
Thomas Harper IiiTrustee
Dr Edward G WhippleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,499,150
Program Service Revenue
$0
Investment Income
$1,937,705
Other Revenue
$210,651
All Other Contributions
$3,399,150
Change in Net Assets
$3,530,812

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 Traded7$78,636Fair Market Value (FMV) on Contr. Date
Total Noncash Contributions7$78,636-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,585,243
Revenue Not Reported on Financial Statements
$62,263
Revenue Not Reported on Form 990
$-1,272,368
Total Revenue per Audited Statements
$4,312,875
Total Revenue per Form 990
$5,647,506
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$991,112
Grants and Similar Amounts Paid$725,531
Total Fundraising Expense$615,099
Salaries, Compensation, and Employee Benefits$349,946
Professional Fundraising Fees$50,105

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$526,135--$526,135
Other Salaries and Wages$58,776$18,939$191,021$268,736
Office Expenses$21,227$28,452$150,282$199,961
Grants to Domestic Individuals$180,175--$180,175
Occupancy-$159,860$8,851$168,711
Depreciation Depletion-$119,501-$119,501
Fees for Services Legal$27,009$40,363$45,016$112,388
Conferences and Meetings$4,893$22,415$67,786$95,094
Fees for Service Investment Mgmnt Fees-$62,263-$62,263
Fees for Services Professional Fundraising--$50,105$50,105
Other Employee Benefits$9,557$7,761$31,061$48,379
Fees for Services Accounting$4,674$22,906$15,191$42,771
Information Technology$2,013$23,645$12,335$37,993
Payroll Taxes$4,893$3,670$15,902$24,465
Travel$500$8,114$14,620$23,234
Foreign Grants$19,221--$19,221
Other Expenses$7,537$1,942$12,728$9,479
Pension Plan Contributions$59$8,117$190$8,366
All Other Expenses-$395$11$406
Interest-$190-$190
Total Functional Expenses$946,991$554,604$615,099$2,116,694

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,116,694
Expenses per Audited Statements$1,984,302
Total Expenses per Audited Statements$1,984,302
Expenses Not Reported on Financial Statements$132,392
Other Expense Adjustments$70,129
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Delta Theta FraternityOxford, OH501(c)(7)Educational Programs and Leadership$242,327
Missouri Epsilon of Phi Delta Theta Educational Foundation IncSpringfield, MO501(c)(7)Educational Housing Grant$96,000
Als AssociationCalabasas Hills, CA501(c)(3)Promote Research for a Cure - Split Program Contribution$90,524
Usc Phi Delt House CorporationPalos Verdes, CA501(c)(7)Educational Housing Grant$33,224
California Epsilon Phi Delta Alumni AssociationSacramento, CA501(c)(7)Educational Housing Grant$20,000

International Summary

Offices
0
Employees
0
Spending
$19,221

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
CanadaGrants to Recipients Located in the RegionN/a00$19,221
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$50,105
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Substantial ContributorRents Paid to the FoundationNo$208,171
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Payable$24,150
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
Yes
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 11

“The president and/or board of trustees examines a draft copy of the form 990 prior to filing with the internal revenue service.”

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

“The organization prohibits conflicts of interest with its board members and other personnel. Conflict of interest disclosure statements are reviewed annually and any conflicts are resolved immediately.”

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

“The related fraternal organization has a compensation and benefits committee that reviews the compensation arrangement with the organization's president and advises the board of directors on comparable information across similar organizations.”

Form 990, Part VI, Section C, Line 19

“Phi delta theta foundation makes its governing documents available to interested parties upon request.”

Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Foundation
EIN
34-6539803
Phone
5135236966
Address
2 SOUTH CAMPUS AVENUE, OXFORD, OH 45056

Signing Officer

Name
Robert Biggs
Title
President
Phone
5132536966
Signed
2015-07-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Biggs
Formed
1958
Legal Domicile
Oh
Voting Board Members
15
Independent Board Members
15
Employees
9
Volunteers
14

Preparer

Firm
Vonlehman & Company Inc
Address
8250 WOODFIELD CROSSING BLVD SUITE, 300, INDIANAPOLIS, IN 46240
Preparer
Michelle Siner
Phone
3174690169
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of life insurance csv -189. Change in value of charitable lead trust 126,932.”

FORM 990, PART XII, LINE 2C:

“The process did not change during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation has evaluated tax positions taken in the tax returns filed and has determined that there are no uncertain tax positions as defined by generally accepted accounting standards. Under a three-year statute of limitations, the foundation remains subject to examination by the internal revenue service for the years ended december 31, 2012 through december 31, 2014.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Loss on uncollectible pledges reported as bad debts -70,129. Change in value of life insurance csv -189. Change in value of charitable lead trust 126,932.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Loss on uncollectible pledges reported as bad debts 70,129.”

Raw XML AppendixShowing 400 of 894 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/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15178958
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
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/TitleTxt15PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01958
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01714216
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0242327
IRS990/GrantsPayableGrp/BOYAmt074851
IRS990/GrantsPayableGrp/EOYAmt090524
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0180175
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0180175
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0526135
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0526135
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013173126
IRS990/GrossReceiptsAmt017106416
IRS990/GrossRentsGrp/RealAmt0208171
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt012335
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt023645
IRS990/InformationTechnologyGrp/ProgramServicesAmt02013
IRS990/InformationTechnologyGrp/TotalAmt037993
IRS990/InterestGrp/ManagementAndGeneralAmt0190
IRS990/InterestGrp/TotalAmt0190
IRS990/InvestmentIncomeGrp/ExclusionAmt0223489
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0223489
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010298852
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010741880
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02264668
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01718529
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01599028
IRS990/LandBldgEquipCostOrOtherBssAmt03863696
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011458910
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO STRENGTHEN MEN FOR LIFE BY BUILDING ON THE TRADITION OF OUR CORE VALUES: FRIENDSHIP, SOUND LEARNING AND RECTITUDE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt015448036
IRS990/NetAssetsOrFundBalancesEOYAmt017776609
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01714216
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01714216
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0208171
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0208171
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1328982
IRS990/NoncashContributionsAmt078636
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt08851
IRS990/OccupancyGrp/ManagementAndGeneralAmt0159860
IRS990/OccupancyGrp/TotalAmt0168711
IRS990/OfficeExpensesGrp/FundraisingAmt0150282
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt028452
IRS990/OfficeExpensesGrp/ProgramServicesAmt021227
IRS990/OfficeExpensesGrp/TotalAmt0199961
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0929862
IRS990/OtherAssetsTotalGrp/EOYAmt01002818
IRS990/OtherChangesInNetAssetsAmt0126743
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt031061
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07761
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09557
IRS990/OtherEmployeeBenefitsGrp/TotalAmt048379
IRS990/OtherExpensesGrp/Desc0BAD DEBT
IRS990/OtherExpensesGrp/Desc1RECOGNITION AND AWARDS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3BANK FEES
IRS990/OtherExpensesGrp/FundraisingAmt012728
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05096
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120975
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21942
IRS990/OtherExpensesGrp/ProgramServicesAmt070129
IRS990/OtherExpensesGrp/ProgramServicesAmt110193
IRS990/OtherExpensesGrp/ProgramServicesAmt27537
IRS990/OtherExpensesGrp/TotalAmt070129
IRS990/OtherExpensesGrp/TotalAmt128017
IRS990/OtherExpensesGrp/TotalAmt220975
IRS990/OtherExpensesGrp/TotalAmt39479
IRS990/OtherLiabilitiesGrp/BOYAmt028021
IRS990/OtherLiabilitiesGrp/EOYAmt024150
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02480
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02480
IRS990/OtherRevenueTotalAmt02480
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0191021
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018939
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt058776
IRS990/OtherSalariesAndWagesGrp/TotalAmt0268736
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt02460
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01560
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt015902
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03670
IRS990/PayrollTaxesGrp/ProgramServicesAmt04893
IRS990/PayrollTaxesGrp/TotalAmt024465
IRS990/PensionPlanContributionsGrp/FundraisingAmt0190
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08117
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt059
IRS990/PensionPlanContributionsGrp/TotalAmt08366
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt09459789
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04788555
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01406737
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01607954
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025323
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt033957
IRS990/PrincipalOfficerNm0ROBERT BIGGS
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE SCHOLARSHIPS AND FELLOWSHIPS TO OVER 100 INDIVIDUALS TO RECOGNIZE OUTSTANDING SCHOLARSHIP, LEADERSHIP, AND COMMUNITY INVOLVEMENT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0180175
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0180175
IRS990/ProgSrvcAccomActy3Grp/Desc0OTHER PROGRAM EXPENSES USED TO PROVIDE PROGRAMMING, EDUCATION, AND SUPPORT FOR STUDENTS TO ENHANCE THEIR INDIVIDUAL INTELLECTUAL, CHARACTER, AND LEADERSHIP SKILLS. THIS INCLUDES EDUCATIONAL AREA HOUSING GRANTS TO CHAPTER HOUSING CORPORATIONS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0524489
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0303029
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02290436
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01148892
IRS990/PYInvestmentIncomeAmt0408029
IRS990/PYOtherExpensesAmt0982902
IRS990/PYOtherRevenueAmt031031
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt094047
IRS990/PYSalariesCompEmpBnftPaidAmt0462354
IRS990/PYTotalExpensesAmt02635449
IRS990/PYTotalProfFndrsngExpnsAmt041301
IRS990/PYTotalRevenueAmt02729496
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03530812
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0100000
IRS990/RentalIncomeOrLossGrp/RealAmt0208171
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01262333
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02984353
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2010 AMOUNT: $ 7,452. 2011 AMOUNT: $ 2,136. 2012 AMOUNT: $ 1,545. 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 2,480.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02290436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04427365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02127225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02495024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014839200
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0431660
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0244873
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0166766
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0143669
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0143779
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01130747
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02480
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01545
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02136
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt07452
IRS990ScheduleA/OtherIncome170Grp/TotalAmt013613
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81690
IRS990ScheduleA/PublicSupportPY170Pct00.80760
IRS990ScheduleA/PublicSupportTotal170Amt013056248
IRS990ScheduleA/SubstantialContributorsTotAmt01782952
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03499150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02290436
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04427365

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,052,126
Liabilities
$275,517
Net assets
$17,776,609
Revenue
$5,647,506
Expenses
$2,116,694
Net income
$3,530,812
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.7$0.15$41.6$5.99$3.49$2.50
2023Detailed filing. Detailed filing data is available for this year.$36.9$0.13$36.8$9.34$3.32$6.02
2022Detailed filing. Detailed filing data is available for this year.$32.8$0.19$32.6$3.40$3.27$0.13
2021Detailed filing. Detailed filing data is available for this year.$40.0$0.28$39.7$4.83$2.61$2.22
2020Detailed filing. Detailed filing data is available for this year.$33.8$0.16$33.7$2.49$2.19$0.30
2017Detailed filing. Detailed filing data is available for this year.$26.3$0.25$26.0$5.35$2.47$2.88
2016Detailed filing. Detailed filing data is available for this year.$22.9$0.29$22.6$2.63$2.52$0.12
2015Detailed filing. Detailed filing data is available for this year.$21.4$0.20$21.2$5.10$1.90$3.20
2014Detailed filing. Detailed filing data is available for this year.$18.1$0.28$17.8$5.65$2.12$3.53
2013Detailed filing. Detailed filing data is available for this year.$15.7$0.21$15.4$2.73$2.64$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$0.22$14.1$2.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$0.24$11.1$1.66