Civic Intelligence

Phi Delta Theta Foundation

990 • Fiscal year 2015 • EIN 34-6539803

Jan 01, 2015 to Dec 31, 2015 • Filed on May 09, 2016

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

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.04x

Higher debt load relative to revenue than 13% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

67th percentile

$228,424

Higher top officer pay than 67% of similar nonprofits.

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

85th percentile

19%

Faster asset growth than 85% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

21st percentile

-9.7%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$21,418,713

Up $3,366,587 (+19%) from 2014

Net Assets

Up

$21,218,328

Up $3,441,719 (+19%) from 2014

Liabilities

Down

$200,385

Down $75,132 (-27%) from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin94th percentile

Revenue

Down

$5,102,097

Down $545,409 (-9.7%) from 2014

Expenses

Down

$1,901,623

Down $215,071 (-10%) from 2014

Net Income

Down

$3,200,474

Down $330,338 (-9.4%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2015

Assets$21,418,713
Liabilities$200,385
Net Assets$21,218,328
Open 2015 Filing

Operations Trend

Revenue Growth21st 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

2015

Revenue$5,102,097
Expenses$1,901,623
Net Income$3,200,474
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 9, 2016
Return Version
2015v2.1
Gross Receipts
$10,811,623
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$10,741,880$14,970,132▲ $4,228,252
Savings and Temporary Cash Investments$2,984,353$2,024,094▼ $960,259
Pledges and Grants Receivable$1,607,954$1,885,425▲ $277,471
Land, Buildings, and Equipment, Net$1,599,028$1,507,859▼ $91,169
Accounts Receivable$80,576$73,073▼ $7,503
Prepaid Expenses and Deferred Charges$33,957$33,691▼ $266
Other Notes and Loans Receivable, Net$1,560$1,560→ $0
Total Assets$18,052,126$21,418,713▲ $3,366,587
Other Assets Total$1,002,818$922,879▼ $79,939
Liabilities
Accounts Payable and Accrued Expenses$160,843$112,080▼ $48,763
Grants Payable$90,524$77,047▼ $13,477
Other Liabilities$24,150$11,258▼ $12,892
Total Liabilities$275,517$200,385▼ $75,132
Net Assets / Fund Balance
Temporarily Rstr Net Assets$11,836,844$14,822,302▲ $2,985,458
Permanently Rstr Net Assets$4,788,555$4,648,894▼ $139,661
Unrestricted Net Assets$1,151,210$1,747,132▲ $595,922
Total Net Assets Fund Balance$17,776,609$21,218,328▲ $3,441,719
Total Liabilities and Net Assets / Fund Balance$18,052,126$21,418,713▲ $3,366,587

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,498,785$1,916,205$3,414,990
Leasehold Improvements$1,511$396,117$397,628
Equipment$7,563$69,545$77,108

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$13,649,161$3,145,587▼ $173,098$229,495$15,615,485
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
Compensation and Service Providers
Top Officer Pay67th percentile

Board Members and Trustees

NameTitle
J Paul PriceChairman
Robert a BiggsPresident
Frederic B Ted Lowrie JrVice Chairman
Brian D DunnTrustee
Daniel L KloeppelTrustee
Dr Jay V IhlenfeldTrustee
Frederick B SchultzTrustee
James M Mack TrappTrustee
Jeffrey B LoveTrustee
Jon a McbrideTrustee
Richard E FabritiusTrustee
Richard W KelleyTrustee
Thomas Harper IiiTrustee
Dr Edward G WhippleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,312,992
Program Service Revenue
$0
Investment Income
$-417,124
Other Revenue
$206,229
All Other Contributions
$5,312,992
Change in Net Assets
$3,200,474

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 Traded10$117,923Fair Market Value (FMV) on Contribution Date
Total Noncash Contributions10$117,923-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,018,327
Revenue Not Reported on Financial Statements
$83,770
Revenue Not Reported on Form 990
$222,796
Total Revenue per Audited Statements
$5,241,123
Total Revenue per Form 990
$5,102,097
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$857,617
Grants and Similar Amounts Paid$632,375
Total Fundraising Expense$592,763
Salaries, Compensation, and Employee Benefits$366,689
Professional Fundraising Fees$44,942

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$437,419--$437,419
Other Salaries and Wages$60,904$19,073$197,938$277,915
Office Expenses$25,410$9,253$185,812$220,475
Occupancy-$165,252-$165,252
Grants to Domestic Individuals$161,417--$161,417
Depreciation Depletion-$117,199-$117,199
Conferences and Meetings$5,332$32,875$64,310$102,517
Fees for Service Investment Mgmnt Fees-$83,770-$83,770
Other Employee Benefits$7,563$17,240$24,578$49,381
Fees for Services Professional Fundraising--$44,942$44,942
Fees for Services Accounting$7,648$5,736$24,854$38,238
Fees for Services Legal$4,503$23,387$7,505$35,395
Foreign Grants$33,539--$33,539
Payroll Taxes$4,938$3,703$16,048$24,689
Information Technology$3,950$5,764$12,463$22,177
Pension Plan Contributions$2,029$6,082$6,593$14,704
Other Expenses$6,477$14,432$7,720$14,432
All Other Expenses-$2,064-$2,064
Interest-$476-$476
Total Functional Expenses$784,854$524,006$592,763$1,901,623

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,901,623
Expenses per Audited Statements$1,799,404
Total Expenses per Audited Statements$1,799,404
Expenses Not Reported on Financial Statements$102,219
Other Expense Adjustments$18,449
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$182,942
Missouri Epsilon of Phi Delta Theta Educational Foundation IncSpringfield, MO501(c)(7)Educational Housing Grant$90,000
Als AssociationCalabasas Hills, CA501(c)(3)Promote Research for a Cure - Split Program Contribution$65,329
Usc Phi Delt House CorporationPalos Verdes, CA501(c)(7)Educational Housing Grant$43,000
Ohio Theta House CorporationCincinnati, OH-Educational Housing Grant$7,690

International Summary

Offices
0
Employees
0
Spending
$33,539

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/a--$33,539
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$44,942
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$206,083
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Payable$11,258
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
2016-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Biggs
Formed
1958
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
13
Employees
8
Volunteers
13

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 -5,772. Change in value of charitable lead trust -37,954.”

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, 2013 through december 31, 2015.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Loss on uncollectible pledges reported as bad debts -18,449. Change in value of life insurance csv -5,772. Change in value of charitable lead trust -37,954.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Loss on uncollectible pledges reported as bad debts 18,449.”

Raw XML AppendixShowing 400 of 852 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0160843
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0112080
IRS990/AccountsReceivableGrp/BOYAmt080576
IRS990/AccountsReceivableGrp/EOYAmt073073
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO STRENGHTEN MEN FOR LIFE BY BUILDING ON THE TRADITION OF OUR CORE VALUES: FRIENDSHIP, SOUND LEARNING AND RECTITUDE.
IRS990/AllOtherContributionsAmt05312992
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02064
IRS990/AllOtherExpensesGrp/TotalAmt02064
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0ROBERT BIGGS
IRS990/BooksInCareOfDetail/PhoneNum05135236966
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02 SOUTH CAMPUS
IRS990/BooksInCareOfDetail/USAddress/CityNm0OXFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045056
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd01
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt064310
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt032875
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt05332
IRS990/ConferencesMeetingsGrp/TotalAmt0102517
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05312992
IRS990/CYGrantsAndSimilarPaidAmt0632375
IRS990/CYInvestmentIncomeAmt0-417124
IRS990/CYOtherExpensesAmt0857617
IRS990/CYOtherRevenueAmt0206229
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt03200474
IRS990/CYSalariesCompEmpBnftPaidAmt0366689
IRS990/CYTotalExpensesAmt01901623
IRS990/CYTotalFundraisingExpenseAmt0592763
IRS990/CYTotalProfFndrsngExpnsAmt044942
IRS990/CYTotalRevenueAmt05102097
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0117199
IRS990/DepreciationDepletionGrp/TotalAmt0117199
IRS990/Desc0PROVIDE EDUCATIONAL GRANTS FOR PROGRAMS SUPPORTING LEADERSHIP DEVELOPMENT, ALCOHOL ABUSE EDUCATION, MANAGEMENT AND OTHER SKILL IMPROVEMENT. THESE PROGRAMS IMPACT MORE THAN 12,000 COLLEGE STUDENTS PER YEAR.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0182942
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt024854
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05736
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt07648
IRS990/FeesForServicesAccountingGrp/TotalAmt038238
IRS990/FeesForServicesLegalGrp/FundraisingAmt07505
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt023387
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt04503
IRS990/FeesForServicesLegalGrp/TotalAmt035395
IRS990/FeesForServicesProfFundraising/FundraisingAmt044942
IRS990/FeesForServicesProfFundraising/TotalAmt044942
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt083770
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt083770
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt033539
IRS990/ForeignGrantsGrp/TotalAmt033539
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt028.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1312.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1323317
IRS990/Form990PartVIISectionAGrp/PersonNm0J PAUL PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm1FREDERIC B TED LOWRIE JR
IRS990/Form990PartVIISectionAGrp/PersonNm2DR EDWARD G WHIPPLE
IRS990/Form990PartVIISectionAGrp/PersonNm3JON A MCBRIDE
IRS990/Form990PartVIISectionAGrp/PersonNm4FREDERICK B SCHULTZ
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES M MACK TRAPP
IRS990/Form990PartVIISectionAGrp/PersonNm6BRIAN D DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm7RICHARD E FABRITIUS
IRS990/Form990PartVIISectionAGrp/PersonNm8THOMAS HARPER III
IRS990/Form990PartVIISectionAGrp/PersonNm9DR JAY V IHLENFELD
IRS990/Form990PartVIISectionAGrp/PersonNm10RICHARD W KELLEY
IRS990/Form990PartVIISectionAGrp/PersonNm11DANIEL L KLOEPPEL
IRS990/Form990PartVIISectionAGrp/PersonNm12JEFFREY B LOVE
IRS990/Form990PartVIISectionAGrp/PersonNm13ROBERT A BIGGS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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/ReportableCompFromRltdOrgAmt13205107
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/TitleTxt13PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01958
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-655812
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0182942
IRS990/GrantsPayableGrp/BOYAmt090524
IRS990/GrantsPayableGrp/EOYAmt077047
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0161417
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0161417
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0437419
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0437419
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05053714
IRS990/GrossReceiptsAmt010811623
IRS990/GrossRentsGrp/RealAmt0206083
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt012463
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05764
IRS990/InformationTechnologyGrp/ProgramServicesAmt03950
IRS990/InformationTechnologyGrp/TotalAmt022177
IRS990/InterestGrp/ManagementAndGeneralAmt0476
IRS990/InterestGrp/TotalAmt0476
IRS990/InvestmentIncomeGrp/ExclusionAmt0238688
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0238688
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010741880
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014970132
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02381867
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01599028
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01507859
IRS990/LandBldgEquipCostOrOtherBssAmt03889726
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05709526
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/NetAssetsOrFundBalancesBOYAmt017776609
IRS990/NetAssetsOrFundBalancesEOYAmt021218328
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-655812
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-655812
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0206083
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0206083
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0284971
IRS990/NoncashContributionsAmt0117923
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0165252
IRS990/OccupancyGrp/TotalAmt0165252
IRS990/OfficeExpensesGrp/FundraisingAmt0185812
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09253
IRS990/OfficeExpensesGrp/ProgramServicesAmt025410
IRS990/OfficeExpensesGrp/TotalAmt0220475
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01002818
IRS990/OtherAssetsTotalGrp/EOYAmt0922879
IRS990/OtherChangesInNetAssetsAmt0-43726
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt024578
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017240
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07563
IRS990/OtherEmployeeBenefitsGrp/TotalAmt049381
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1BAD DEBT
IRS990/OtherExpensesGrp/Desc2RECOGNITION AND AWARDS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt07720
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014462
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13238
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt214432
IRS990/OtherExpensesGrp/ProgramServicesAmt05276
IRS990/OtherExpensesGrp/ProgramServicesAmt118449
IRS990/OtherExpensesGrp/ProgramServicesAmt26477
IRS990/OtherExpensesGrp/TotalAmt019738
IRS990/OtherExpensesGrp/TotalAmt118449
IRS990/OtherExpensesGrp/TotalAmt217435
IRS990/OtherExpensesGrp/TotalAmt314432
IRS990/OtherLiabilitiesGrp/BOYAmt024150
IRS990/OtherLiabilitiesGrp/EOYAmt011258
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0146
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0146
IRS990/OtherRevenueTotalAmt0146
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0197938
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt019073
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt060904
IRS990/OtherSalariesAndWagesGrp/TotalAmt0277915
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01560
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01560
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt016048
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03703
IRS990/PayrollTaxesGrp/ProgramServicesAmt04938
IRS990/PayrollTaxesGrp/TotalAmt024689
IRS990/PensionPlanContributionsGrp/FundraisingAmt06593
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06082
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02029
IRS990/PensionPlanContributionsGrp/TotalAmt014704
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04788555
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04648894
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01607954
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01885425
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt033957
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt033691
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/ExpenseAmt0161417
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0161417
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 AND SUPPORT FOR ALS RESEARCH.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0440495
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0288016
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03499150
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0725531
IRS990/PYInvestmentIncomeAmt01937705
IRS990/PYOtherExpensesAmt0991112
IRS990/PYOtherRevenueAmt0210651
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03530812
IRS990/PYSalariesCompEmpBnftPaidAmt0349946
IRS990/PYTotalExpensesAmt02116694
IRS990/PYTotalProfFndrsngExpnsAmt050105
IRS990/PYTotalRevenueAmt05647506
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03200474
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0206083
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02984353
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02024094
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05312992
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03499150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02290436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04427365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02127225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt017657168
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0444771
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0431660
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0244873
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0166766
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0143669
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01431739
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0146
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02480
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01545
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02136
IRS990ScheduleA/OtherIncome170Grp/TotalAmt06307
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.69910
IRS990ScheduleA/PublicSupportPY170Pct00.81690
IRS990ScheduleA/PublicSupportTotal170Amt013350389
IRS990ScheduleA/SubstantialContributorsTotAmt04306779
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05312992
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03499150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02290436
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04427365
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02127225
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt017657168
IRS990ScheduleA/TotalSupportAmt019095214
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt01498785
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01916205
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03414990
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt013649161
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03145587

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,418,713
Liabilities
$200,385
Net assets
$21,218,328
Revenue
$5,102,097
Expenses
$1,901,623
Net income
$3,200,474
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