Civic Intelligence

Phi Delta Theta Foundation

990 • Fiscal year 2016 • EIN 34-6539803

Jan 01, 2016 to Dec 31, 2016 • Filed on May 18, 2017

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

0.01x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

30th percentile

0.11x

Higher debt load relative to revenue than 30% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

58th percentile

4.5%

Higher net margin than 58% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

67th percentile

$231,470

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

68th percentile

6.9%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-48%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$22,889,360

Up $1,470,647 (+6.9%) from 2015

Net Assets

Up

$22,598,775

Up $1,380,447 (+6.5%) from 2015

Liabilities

Up

$290,585

Up $90,200 (+45%) from 2015

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin58th percentile

Revenue

Down

$2,634,199

Down $2,467,898 (-48%) from 2015

Expenses

Up

$2,516,754

Up $615,131 (+32%) from 2015

Net Income

Down

$117,445

Down $3,083,029 (-96%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2016

Assets$22,889,360
Liabilities$290,585
Net Assets$22,598,775
Open 2016 Filing

Operations Trend

Revenue Growth6th 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

2016

Revenue$2,634,199
Expenses$2,516,754
Net Income$117,445
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 18, 2017
Return Version
2016v3.0
Gross Receipts
$11,937,142
Mission and Program Overview

Mission

To strengthen 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$14,970,132$15,958,517▲ $988,385
Pledges and Grants Receivable$1,885,425$2,123,470▲ $238,045
Savings and Temporary Cash Investments$2,024,094$1,934,736▼ $89,358
Land, Buildings, and Equipment, Net$1,507,859$1,595,136▲ $87,277
Accounts Receivable$73,073$258,801▲ $185,728
Prepaid Expenses and Deferred Charges$33,691$33,727▲ $36
Other Notes and Loans Receivable, Net$1,560$0▼ $1,560
Total Assets$21,418,713$22,889,360▲ $1,470,647
Other Assets Total$922,879$984,973▲ $62,094
Liabilities
Grants Payable$77,047$229,404▲ $152,357
Accounts Payable and Accrued Expenses$112,080$54,782▼ $57,298
Other Liabilities$11,258$6,399▼ $4,859
Total Liabilities$200,385$290,585▲ $90,200
Net Assets / Fund Balance
Temporarily Rstr Net Assets$14,822,302$16,518,669▲ $1,696,367
Permanently Rstr Net Assets$4,648,894$3,849,374▼ $799,520
Unrestricted Net Assets$1,747,132$2,230,732▲ $483,600
Total Net Assets Fund Balance$21,218,328$22,598,775▲ $1,380,447
Total Liabilities and Net Assets / Fund Balance$21,418,713$22,889,360▲ $1,470,647

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,592,546$2,036,592$3,629,138
Other Land Buildings$879$396,749$397,628
Equipment$1,711$75,397$77,108

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$15,615,485$380,969▲ $515,416-$15,604,731
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
Compensation and Service Providers
Top Officer Pay67th percentile

Board Members and Trustees

NameTitle
J Paul PriceChairman
Jeffrey N DavisGeneral Council President
Robert a BiggsPresident
Bradley R ShaferTrustee
Brian D DunnTrustee
Daniel L KloeppelTrustee
Edward G WhippleTrustee
Frederic B Ted LowrieTrustee
Frederick B SchultzTrustee
James M TrappTrustee
Jay V IhlenfeldTrustee
Jeffrey B LoveTrustee
Jon a McbrideTrustee
Mark L ByeTrustee
Richard W KelleyTrustee
Thomas Harper IiiTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$2,918,257
Program Service Revenue
$0
Investment Income
$-488,807
Other Revenue
$204,749
All Other Contributions
$2,918,257
Change in Net Assets
$117,445

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 Traded16$369,810Fair Market Value (FMV) on Contribution Date
Total Noncash Contributions16$369,810-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,542,325
Revenue Not Reported on Financial Statements
$91,874
Revenue Not Reported on Form 990
$1,253,126
Total Revenue per Audited Statements
$3,795,451
Total Revenue per Form 990
$2,634,199
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,106,167
Other Expenses$909,803
Total Fundraising Expense$647,560
Salaries, Compensation, and Employee Benefits$487,782
Professional Fundraising Fees$13,002

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$923,506--$923,506
Other Salaries and Wages$78,058$35,145$247,824$361,027
Office Expenses$13,100$37,848$204,011$254,959
Grants to Domestic Individuals$172,277--$172,277
Occupancy-$133,087-$133,087
Depreciation Depletion-$126,871-$126,871
Conferences and Meetings$9,411$38,108$62,741$110,260
Fees for Service Investment Mgmnt Fees-$91,874-$91,874
Other Employee Benefits$7,394$29,688$26,116$63,198
Fees for Services Accounting$12,015$7,991$34,011$54,017
Payroll Taxes$9,304$6,978$30,238$46,520
Information Technology$3,430$11,099$11,177$25,706
Pension Plan Contributions$2,564$6,400$8,073$17,037
Fees for Services Legal$4,544$5,651$6,103$16,298
Fees for Services Professional Fundraising--$13,002$13,002
Foreign Grants$10,384--$10,384
Other Expenses$4,201$2,920$4,264$7,121
All Other Expenses-$2,634-$2,634
Interest-$251-$251
Total Functional Expenses$1,264,328$604,866$647,560$2,516,754

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,516,754
Expenses per Audited Statements$2,415,004
Total Expenses per Audited Statements$2,415,004
Expenses Not Reported on Financial Statements$101,750
Other Expense Adjustments$9,876
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Delta Theta Club of Columbia MoColumbia, MO-Educational Housing Grant$352,000
Phi Delta Theta FraternityOxford, OH501(c)(7)Educational Programs and Leadership$275,404
Als AssociationCalabasas Hills, CA501(c)(3)Promote Research for a Cure - Split Program Contribution$90,412
Missouri Epsilon of Phi Delta Theta Educational Foundation IncSpringfield, MO501(c)(7)Educational Housing Grant$90,000
Usc Phi Delt House CorporationPalos Verdes, CA501(c)(7)Educational Housing Grant$44,000
Ohio Theta House CorporationCincinnati, OH-Educational Housing Grant$8,173

International Summary

Offices
0
Employees
0
Spending
$0

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-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$13,002
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$204,702
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Payable$6,399
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 11B

“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
2017-05-18
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
110

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 -7,966. Change in value of charitable lead trust 112,461.”

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, 2014 through december 31, 2016.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Loss on uncollectible pledges reported as bad debts -9,876. Change in value of life insurance csv -7,966. Change in value of charitable lead trust 112,461.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Loss on uncollectible pledges reported as bad debts 9,876.”

Raw XML AppendixShowing 400 of 872 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/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1GENERAL COUNCIL PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
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
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-764862
IRS990/GamingActivitiesInd00
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IRS990/GrantAmt0275404
IRS990/GrantsPayableGrp/BOYAmt077047
IRS990/GrantsPayableGrp/EOYAmt0229404
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0172277
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0923506
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0923506
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08538081
IRS990/GrossReceiptsAmt011937142
IRS990/GrossRentsGrp/RealAmt0204702
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IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt011177
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011099
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IRS990/InformationTechnologyGrp/TotalAmt025706
IRS990/InterestGrp/ManagementAndGeneralAmt0251
IRS990/InterestGrp/TotalAmt0251
IRS990/InvestmentIncomeGrp/ExclusionAmt0276055
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0276055
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt014970132
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015958517
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02508738
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01507859
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01595136
IRS990/LandBldgEquipCostOrOtherBssAmt04103874
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09302943
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/NetAssetsOrFundBalancesBOYAmt021218328
IRS990/NetAssetsOrFundBalancesEOYAmt022598775
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-764862
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-764862
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0204702
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0204702
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01158507
IRS990/NoncashContributionsAmt0369810
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0133087
IRS990/OccupancyGrp/TotalAmt0133087
IRS990/OfficeExpensesGrp/FundraisingAmt0204011
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt037848
IRS990/OfficeExpensesGrp/ProgramServicesAmt013100
IRS990/OfficeExpensesGrp/TotalAmt0254959
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0922879
IRS990/OtherAssetsTotalGrp/EOYAmt0984973
IRS990/OtherChangesInNetAssetsAmt0104495
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt026116
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt029688
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07394
IRS990/OtherEmployeeBenefitsGrp/TotalAmt063198
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1RECOGNITION AND AWARDS
IRS990/OtherExpensesGrp/Desc2BAD DEBT
IRS990/OtherExpensesGrp/Desc3BANK FEES
IRS990/OtherExpensesGrp/FundraisingAmt04264
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt066189
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12132
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22920
IRS990/OtherExpensesGrp/ProgramServicesAmt04264
IRS990/OtherExpensesGrp/ProgramServicesAmt19876
IRS990/OtherExpensesGrp/ProgramServicesAmt24201
IRS990/OtherExpensesGrp/TotalAmt066189
IRS990/OtherExpensesGrp/TotalAmt110660
IRS990/OtherExpensesGrp/TotalAmt29876
IRS990/OtherExpensesGrp/TotalAmt37121
IRS990/OtherLiabilitiesGrp/BOYAmt011258
IRS990/OtherLiabilitiesGrp/EOYAmt06399
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt047
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt047
IRS990/OtherRevenueTotalAmt047
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0247824
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt035145
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt078058
IRS990/OtherSalariesAndWagesGrp/TotalAmt0361027
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01560
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt030238
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06978
IRS990/PayrollTaxesGrp/ProgramServicesAmt09304
IRS990/PayrollTaxesGrp/TotalAmt046520
IRS990/PensionPlanContributionsGrp/FundraisingAmt08073
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06400
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02564
IRS990/PensionPlanContributionsGrp/TotalAmt017037
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04648894
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03849374
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01885425
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02123470
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt033691
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt033727
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/ExpenseAmt0172277
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0172277
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/ExpenseAmt0816647
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0658486
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05312992
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0632375
IRS990/PYInvestmentIncomeAmt0-417124
IRS990/PYOtherExpensesAmt0857617
IRS990/PYOtherRevenueAmt0206229
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03200474
IRS990/PYSalariesCompEmpBnftPaidAmt0366689
IRS990/PYTotalExpensesAmt01901623
IRS990/PYTotalProfFndrsngExpnsAmt044942
IRS990/PYTotalRevenueAmt05102097
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0117445
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0204702
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02024094
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01934736
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02918257
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05312992
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03499150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02290436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04427365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt018448200
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0480757
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0444771
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0431660
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0244873
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0166766
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01768827
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt047
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0146
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02480
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01545
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04218
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70270
IRS990ScheduleA/PublicSupportPY170Pct00.69910
IRS990ScheduleA/PublicSupportTotal170Amt014208984
IRS990ScheduleA/SubstantialContributorsTotAmt04239216
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02918257
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05312992
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03499150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02290436
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04427365
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt018448200
IRS990ScheduleA/TotalSupportAmt020221245
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,889,360
Liabilities
$290,585
Net assets
$22,598,775
Revenue
$2,634,199
Expenses
$2,516,754
Net income
$117,445
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