Civic Intelligence

Phi Delta Theta Foundation

990 • Fiscal year 2017 • EIN 34-6539803

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 25, 2018

Organization Profilephideltatheta.org

View Organization Page

2 South Campus AvenueOxford, OH 45056

(513) 523-6345

Siviq Scores

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

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.05x

Higher debt load relative to revenue than 12% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

93rd percentile

54%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$244,703

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

79th percentile

15%

Faster asset growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

103%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$26,255,742

Up $3,366,382 (+15%) from 2016

Net Assets

Up

$26,000,758

Up $3,401,983 (+15%) from 2016

Liabilities

Down

$254,984

Down $35,601 (-12%) from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin93rd percentile

Revenue

Up

$5,347,435

Up $2,713,236 (+103%) from 2016

Expenses

Down

$2,472,378

Down $44,376 (-1.8%) from 2016

Net Income

Up

$2,875,057

Up $2,757,612 (+2348%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2017

Assets$26,255,742
Liabilities$254,984
Net Assets$26,000,758
Open 2017 Filing

Operations Trend

Revenue Growth93rd 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

2017

Revenue$5,347,435
Expenses$2,472,378
Net Income$2,875,057
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 25, 2018
Return Version
2017v2.0
Gross Receipts
$16,473,732
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$15,958,517$18,688,757▲ $2,730,240
Savings and Temporary Cash Investments$1,934,736$2,904,088▲ $969,352
Pledges and Grants Receivable$2,123,470$1,740,917▼ $382,553
Land, Buildings, and Equipment, Net$1,595,136$1,557,585▼ $37,551
Prepaid Expenses and Deferred Charges$33,727$173,347▲ $139,620
Accounts Receivable$258,801$98,801▼ $160,000
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$22,889,360$26,255,742▲ $3,366,382
Other Assets Total$984,973$1,092,247▲ $107,274
Liabilities
Grants Payable$229,404$175,240▼ $54,164
Accounts Payable and Accrued Expenses$54,782$77,393▲ $22,611
Other Liabilities$6,399$2,351▼ $4,048
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$290,585$254,984▼ $35,601
Net Assets / Fund Balance
Temporarily Rstr Net Assets$16,518,669$19,743,968▲ $3,225,299
Permanently Rstr Net Assets$3,849,374$3,541,390▼ $307,984
Unrestricted Net Assets$2,230,732$2,715,400▲ $484,668
Total Net Assets Fund Balance$22,598,775$26,000,758▲ $3,401,983
Total Liabilities and Net Assets / Fund Balance$22,889,360$26,255,742▲ $3,366,382

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,556,974$2,148,323$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$611$415,195$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$15,604,731$772,921▲ $2,529,449$158,828$17,970,353
2016$15,615,485$380,969▲ $515,416$0$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
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
J Paul PriceChairman
Jeffrey N DavisGeneral Council President
Robert A BiggsPresident
Edward G WhippleVice Chairman
Bradley R ShaferTrustee
Brian D DunnTrustee
Frederick B SchultzTrustee
Jay V IhlenfeldTrustee
Jeffrey B LoveTrustee
Jon M McBrideTrustee
Joseph W RoyceTrustee
Mark L ByeTrustee
Michael S HyattTrustee
Richard W KelleyTrustee
Thomas Harper IIITrustee
James M TrappTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,904,373
Program Service Revenue
$0
Investment Income
$2,245,485
Other Revenue
$197,577
All Other Contributions
$2,791,873
Change in Net Assets
$2,875,057

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 Traded11$208,976Market Price
Works of Art2$140,000Appraisal
Total Noncash Contributions13$348,976-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,347,435
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$755,621
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$6,103,056
Total Revenue per Form 990
$5,347,435
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,140,495
Total Fundraising Expense$754,626
Salaries, Compensation, and Employee Benefits$701,045
Other Expenses$517,639
Professional Fundraising Fees$113,199

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$909,562--$909,562
Other Salaries and Wages$115,767$88,835$376,248$580,850
Grants to Domestic Individuals$216,269--$216,269
Office Expenses$34,378$17,168$75,729$127,275
Depreciation Depletion$0$114,388$0$114,388
Conferences and Meetings$33,587$26,592$53,868$114,047
Fees for Services Professional Fundraising--$113,199$113,199
Payroll Taxes$9,488$7,116$30,833$47,437
Other Employee Benefits$8,812$7,734$28,637$45,183
Fees for Services Accounting$7,839$5,879$25,477$39,195
Pension Plan Contributions$5,515$4,137$17,923$27,575
Information Technology$3,859$10,124$11,243$25,226
Fees for Services Legal$6,683$4,456$11,139$22,278
Occupancy$0$15,203$0$15,203
Foreign Grants$14,664--$14,664
Fees for Services Other$0$0$5,622$5,622
Other Expenses$0$2,113$0$2,113
Interest$0$42$0$42
Total Functional Expenses$1,372,808$344,944$754,626$2,472,378

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,701,073
Expenses per Audited Statements$2,472,378
Total Expenses per Form 990$2,472,378
Expenses Not Reported on Form 990$228,695
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Delta Theta FraternityOxford, OH501(c)(7)Grants for educational and leadership programs$333,728
Kappa Sigma Nu Association IncCorvallis, OR501(c)(7)Educational housing grant$210,974
Phi Delta Theta Club of Columbia MOColumbia, MO501(c)(7)Educational housing grant$141,583
LiveLikeLou FoundationOxford, OH501(c)(3)Promote support for individuals affected by ALS and research for a cure for ALS$84,118
MO Epsilon of Phi Delta Theta EdSpringfield, MO501(c)(7)Educational housing grant$71,650
USC Phi Delt House CorporationPalos Verdes, CA501(c)(7)Educational housing grant$31,443
Phi Delta Theta Chptr Hse AssocCincinnati, OH501(c)(7)Educational housing grant$17,599

International Summary

Offices
0
Employees
0
Spending
$14,664

International Compliance

Foreign grant records maintained
Yes
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
North AmericaGrants to Recipients-00$14,664
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$113,199
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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 ContributorOccupancy Reimbursements PaidNo$208,113
-Substantial ContributorRents PaidNo$197,519
-Substantial ContributorContributions ReceivedNo$141,809

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Gift Annuities Payable$2,351
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

Part VI, Section B, Line 11B

“The president and board of trustees examines a copy of the form 990 prior to filing with the Internal Revenue Service.”

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.”

Part VI, Section B, Line 15

“| Name of the Person:, The process used to establish compensation of the person who served in:|, The year in which this process was last undertaken:| Robert Biggs, The related fraternal organization has a compensation and benefits committee that reviews the compensation arrangement with the organizations's President and advises the Board of Directors on comparable information across similar organizations., 2017|”

Part VI, Section C, Line 19

“Governing documents are available to the general public during the tax year upon request.”

Filing and Contact Details

Filer

Filer Name
Phi Delta Theta Foundation
EIN
34-6539803
In Care Of
% Robert Biggs
Phone
5135236345
Address
2 South Campus Avenue, Oxford, OH 45056

Signing Officer

Name
Robert Biggs
Title
President
Phone
5135236345
Signed
2018-10-25

Organization Details

Principal Officer
Robert Biggs
Formed
1958
Legal Domicile
Oh
Voting Board Members
15
Independent Board Members
15
Employees
9
Volunteers
110
Supplemental Narrative

Additional Explanations

Part XI, Line 9

“| Description:, Explanation:, Amount:| Life Insurance CSV, Change in Value of Life Insurance Cash Surrender Value, $-11602| Charitable Lead Trust, Change in Value of Charitable Lead Trust, $163201| Uncollectible Pledges Receivable, Write-off of pledges determined to be uncollectible., $-228695|”

Financial Statement Notes

Part V, line 4

“Used for educational scholarships.”

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, 2015 through December 31, 2017.”

Part XI, line 2D

“Change in value of Life Insurance CSV -$11,602; Change in value of Charitable Lead Trust $163,201”

Part XII, line 2D

“Uncollectible Pledges Receivable”

Raw XML AppendixShowing 400 of 1,062 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt054782
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt077393
IRS990/AccountsReceivableGrp/BOYAmt0258801
IRS990/AccountsReceivableGrp/EOYAmt098801
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To strengthen men for life by building on the tradition of our core values: Friendship, Sound Learning and Rectitude.
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt00
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt02791873
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Robert Biggs
IRS990/BooksInCareOfDetail/PhoneNum05135236345
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02 South Campus Avenue
IRS990/BooksInCareOfDetail/USAddress/CityNm0Oxford
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045056
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0true
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/FundraisingAmt00
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt00
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt053868
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt026592
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt033587
IRS990/ConferencesMeetingsGrp/TotalAmt0114047
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02904373
IRS990/CYGrantsAndSimilarPaidAmt01140495
IRS990/CYInvestmentIncomeAmt02245485
IRS990/CYOtherExpensesAmt0517639
IRS990/CYOtherRevenueAmt0197577
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02875057
IRS990/CYSalariesCompEmpBnftPaidAmt0701045
IRS990/CYTotalExpensesAmt02472378
IRS990/CYTotalFundraisingExpenseAmt0754626
IRS990/CYTotalProfFndrsngExpnsAmt0113199
IRS990/CYTotalRevenueAmt05347435
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0true
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0114388
IRS990/DepreciationDepletionGrp/ProgramServicesAmt00
IRS990/DepreciationDepletionGrp/TotalAmt0114388
IRS990/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/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt09
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0822811
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FederatedCampaignsAmt00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt025477
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05879
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt07839
IRS990/FeesForServicesAccountingGrp/TotalAmt039195
IRS990/FeesForServicesLegalGrp/FundraisingAmt011139
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04456
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt06683
IRS990/FeesForServicesLegalGrp/TotalAmt022278
IRS990/FeesForServicesLobbyingGrp/FundraisingAmt00
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt05622
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt05622
IRS990/FeesForServicesProfFundraising/FundraisingAmt0113199
IRS990/FeesForServicesProfFundraising/TotalAmt0113199
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0true
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt014664
IRS990/ForeignGrantsGrp/TotalAmt014664
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1528.00
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/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1512.00
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/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
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/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1519353
IRS990/Form990PartVIISectionAGrp/PersonNm0J Paul Price
IRS990/Form990PartVIISectionAGrp/PersonNm1Edward G Whipple
IRS990/Form990PartVIISectionAGrp/PersonNm2James M Trapp
IRS990/Form990PartVIISectionAGrp/PersonNm3Jeffrey N Davis
IRS990/Form990PartVIISectionAGrp/PersonNm4Mark L Bye
IRS990/Form990PartVIISectionAGrp/PersonNm5Brian D Dunn
IRS990/Form990PartVIISectionAGrp/PersonNm6Thomas Harper III
IRS990/Form990PartVIISectionAGrp/PersonNm7Michael S Hyatt
IRS990/Form990PartVIISectionAGrp/PersonNm8Jay V Ihlenfeld
IRS990/Form990PartVIISectionAGrp/PersonNm9Richard W Kelley
IRS990/Form990PartVIISectionAGrp/PersonNm10Jeffrey B Love
IRS990/Form990PartVIISectionAGrp/PersonNm11Jon M McBride
IRS990/Form990PartVIISectionAGrp/PersonNm12Joseph W Royce
IRS990/Form990PartVIISectionAGrp/PersonNm13Frederick B Schultz
IRS990/Form990PartVIISectionAGrp/PersonNm14Bradley R Shafer
IRS990/Form990PartVIISectionAGrp/PersonNm15Robert 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/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/ReportableCompFromRltdOrgAmt15225350
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3General Council President
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/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01958
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt01878006
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt0590498
IRS990/GrantsPayableGrp/BOYAmt0229404
IRS990/GrantsPayableGrp/EOYAmt0175240
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0216269
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0216269
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0909562
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0909562
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0true
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013004303
IRS990/GrossReceiptsAmt016473732
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt0197519
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt011243
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt010124
IRS990/InformationTechnologyGrp/ProgramServicesAmt03859
IRS990/InformationTechnologyGrp/TotalAmt025226
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt042
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt042
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0367479
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0367479
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015958517
IRS990/InvestmentsPubTradedSecGrp/EOYAmt018688757
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02563518
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01595136
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01557585
IRS990/LandBldgEquipCostOrOtherBssAmt04121103
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011126297
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To strengthen men for life by building on the tradition of our core values: Friendship, Sound Learning and Rectitude.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0true
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt022598775
IRS990/NetAssetsOrFundBalancesEOYAmt026000758
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01878006
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01878006
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0197519
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0197519
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0604022
IRS990/NoncashContributionsAmt0348976
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt015203
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt015203
IRS990/OfficeExpensesGrp/FundraisingAmt075729
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017168
IRS990/OfficeExpensesGrp/ProgramServicesAmt034378
IRS990/OfficeExpensesGrp/TotalAmt0127275
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0984973
IRS990/OtherAssetsTotalGrp/EOYAmt01092247
IRS990/OtherChangesInNetAssetsAmt0-77096
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt028637
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07734
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08812
IRS990/OtherEmployeeBenefitsGrp/TotalAmt045183
IRS990/OtherExpensesGrp/Desc0Bank Fees and Service Charges
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/Desc2Recognition and Awards
IRS990/OtherExpensesGrp/Desc3Professional Associations
IRS990/OtherExpensesGrp/FundraisingAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,255,742
Liabilities
$254,984
Net assets
$26,000,758
Revenue
$5,347,435
Expenses
$2,472,378
Net income
$2,875,057
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