Liabilities / Assets
9th percentile
Higher debt load relative to assets than 9% of similar nonprofits.
990 • Fiscal year 2020 • EIN 34-6539803
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
9th percentile
Higher debt load relative to assets than 9% of similar nonprofits.
Liabilities / Revenue
13th percentile
Higher debt load relative to revenue than 13% of similar nonprofits.
Net Margin
68th percentile
Higher net margin than 68% of similar nonprofits.
Top Officer Pay
37th percentile
Higher top officer pay than 37% of similar nonprofits.
Top officer pay equals 8.0% of source-year revenue.
Asset Growth
55th percentile
Faster asset growth than 55% of similar nonprofits.
Revenue Growth
16th percentile
Faster revenue growth than 16% of similar nonprofits.
Assets
Up$33,810,948
Up $7,555,206 (+29%) from 2017
Net Assets
Up$33,654,532
Up $7,653,774 (+29%) from 2017
Liabilities
Down$156,416
Down $98,568 (-39%) from 2017
Revenue
Down$2,489,824
Down $2,857,611 (-53%) from 2017
Expenses
Down$2,192,020
Down $280,358 (-11%) from 2017
Net Income
Down$297,804
Down $2,577,253 (-90%) from 2017
To strengthen men for life by building on the tradition of our core values: friendship, sound learning and rectitude.
To strengthen men for life by building on the tradition of our core values: Friendship, Sound Learning, and Rectitude.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $22,049,019 | $25,562,423 | ▲ $3,513,404 |
| Savings and Temporary Cash Investments | $2,772,227 | $2,963,481 | ▲ $191,254 |
| Pledges and Grants Receivable | $2,918,083 | $2,567,563 | ▼ $350,520 |
| Land, Buildings, and Equipment, Net | $1,347,763 | $1,220,203 | ▼ $127,560 |
| Accounts Receivable | $79,007 | $66,378 | ▼ $12,629 |
| Prepaid Expenses and Deferred Charges | $21,562 | $39,105 | ▲ $17,543 |
| Cash and Non-Interest-Bearing Accounts | - | $0 | - |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Other Securities | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Total Assets | $30,419,207 | $33,810,948 | ▲ $3,391,741 |
| Other Assets Total | $1,231,546 | $1,391,795 | ▲ $160,249 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $76,295 | $111,247 | ▲ $34,952 |
| Other Liabilities | $36,882 | $45,169 | ▲ $8,287 |
| Total Liabilities | $113,177 | $156,416 | ▲ $43,239 |
| Net Assets / Fund Balance | |||
| Net Assets With Donor Restrictions | $27,984,457 | $31,194,985 | ▲ $3,210,528 |
| Net Assets Without Donor Restrictions | $2,321,573 | $2,459,547 | ▲ $137,974 |
| Total Net Assets Fund Balance | $30,306,030 | $33,654,532 | ▲ $3,348,502 |
| Total Liabilities and Net Assets / Fund Balance | $30,419,207 | $33,810,948 | ▲ $3,391,741 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $1,199,149 | $2,504,415 | $3,703,564 |
| Equipment | $21,054 | $401,737 | $422,791 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2020 | $21,664,294 | $2,395,203 | ▲ $2,144,432 | - | $25,753,404 |
| 2019 | $18,027,961 | $516,000 | ▲ $3,565,860 | - | $21,664,294 |
| 2018 | $17,970,353 | $1,622,927 | ▼ $1,142,015 | - | $18,027,961 |
| 2017 | $15,604,731 | $772,921 | ▲ $2,529,449 | $158,828 | $17,970,353 |
| 2016 | $15,615,485 | $380,969 | ▲ $515,416 | - | $15,604,731 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Robert A Biggs | President | PT | $180,078 | $19,502 | $199,580 |
| Name | Title |
|---|---|
| Mark L Bye | Chairman |
| Sean S Wagner | President |
| Albert R Miller | Trustee |
| Bradley R Shafer | Trustee |
| Brian D Dunn | Trustee |
| Chris Brussalis | Trustee |
| Frederick B Schultz | Trustee |
| J Paul Price | Trustee |
| Jay V Ihlenfeld | Trustee |
| John L Carter | Trustee |
| Jon A McBride | Trustee |
| Joseph W Royce | Trustee |
| Michael S Hyatt | Trustee |
| Robert Bowen | Trustee |
| Thomas Harper III | Trustee |
| Stephen Bloomer | Sr. VP of Advancement |
| Howard Gellis | Treasurer |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $959,140 |
| Grants and Similar Amounts Paid | $767,653 |
| Other Expenses | $347,498 |
| Total Fundraising Expense | $244,985 |
| Professional Fundraising Fees | $117,729 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $93,976 | $490,205 | $40,183 | $624,364 |
| Grants to Domestic Orgs | $500,457 | - | - | $500,457 |
| Grants to Domestic Individuals | $248,561 | - | - | $248,561 |
| Current Officers, Directors, Trustees, and Key Employees | $30,036 | $156,702 | $12,842 | $199,580 |
| Depreciation Depletion | $19,197 | $100,156 | $8,207 | $127,560 |
| Fees for Services Professional Fundraising | - | - | $117,729 | $117,729 |
| Other Employee Benefits | $8,374 | $43,701 | $3,582 | $55,657 |
| Occupancy | $6,961 | $36,315 | $2,976 | $46,252 |
| Payroll Taxes | $6,791 | $35,431 | $2,904 | $45,126 |
| Pension Plan Contributions | $5,179 | $27,020 | $2,214 | $34,413 |
| Information Technology | $4,633 | $24,173 | $3,107 | $31,913 |
| Conferences and Meetings | $505 | $2,636 | $27,624 | $30,765 |
| Foreign Grants | $18,635 | - | - | $18,635 |
| All Other Expenses | $-246 | $2,357 | $13,084 | $15,195 |
| Other Expenses | $1,785 | $9,315 | $763 | $11,863 |
| Fees for Services Legal | $1,658 | $8,652 | $709 | $11,019 |
| Fees for Services Other | - | - | $4,668 | $4,668 |
| Fees for Services Accounting | $376 | $1,963 | $161 | $2,500 |
| Total Functional Expenses | $956,775 | $990,260 | $244,985 | $2,192,020 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $2,192,020 |
| Total Expenses per Audited Statements | $2,192,020 |
| Total Expenses per Form 990 | $2,192,020 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Phi Delta Theta Fraternity | Oxford, OH | 501(c)(7) | Educational & leadership programs | $306,856 |
| Kansas Alpha Phi Delta Theta | Mission Hills, KS | 501(c)(2) | Educational housing grant | $91,000 |
| Kappa Sigma Nu Association | Corvallis, OR | 501(c)(7) | Educational housing grant | $69,135 |
| Phi Delta Theta Club Columbia | Columbia, MO | 501(c)(7) | Educational Housing Grant | $26,000 |
| MO Epsilon of Phi Delta Theta | Springfield, MO | 501(c)(7) | Educational housing grant | $7,466 |
| Region | Activity | Services | Offices | Employees | Spending |
|---|---|---|---|---|---|
| North America | Grants to recipients | - | 0 | 0 | $18,635 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $117,729 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
| Liability | Amount |
|---|---|
| Accrued salaries | $41,674 |
| Annuities payable | $3,495 |
“The President and/or Board of Trustees examines a draft copy of the form 990 prior to filing with the Internal Revenue Service.”
“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.”
“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 Trustees on comparable information across similar organizations.”
“Phi Delta Theta Foundation makes its governing documents available to interested parties upon request.”
“Forgiveness of Paycheck Protection Plan loan = $129900”
“The Foundation is organized as a tax-exempt organization under Section 501c3 of the United States Internal Revenue Code. As such, the Foundation is exempt from income taxes. However, the Foundation is required to file Federal Form 990 Return of Organization Exempt from Income Tax which is an informational return only. The Foundation is subject to routine audits by taxing jurisdictions. However, as of the date the financial statements were available to be issued, there were no audits for any tax periods in progress. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Foundation and recognize a tax liability if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by the Foundation, and has concluded that as of December 31, 2020 and 2019, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements.”
“Change in value of charitable trust $163476 Change in value of life insurance $-3227 Paycheck Protection Plan forgiveness $129900”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 76295 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 111247 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 79007 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 66378 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | To strengthen men for life by building on the tradition of our core values: Friendship, Sound Learning, and Rectitude. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 0 |
| IRS990/AllOtherContributionsAmt | 0 | 2394052 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 13084 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 2357 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | -246 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 15195 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 0 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | Thomas A Shumate |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5135236345 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2 South Campus Avenue |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Oxford |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 45056 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 12842 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 156702 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 30036 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 199580 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 27624 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 2636 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 505 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 30765 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 2394052 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 767653 |
| IRS990/CYInvestmentIncomeAmt | 0 | -92610 |
| IRS990/CYOtherExpensesAmt | 0 | 347498 |
| IRS990/CYOtherRevenueAmt | 0 | 188382 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 297804 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 959140 |
| IRS990/CYTotalExpensesAmt | 0 | 2192020 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 244985 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 117729 |
| IRS990/CYTotalRevenueAmt | 0 | 2489824 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 8207 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 100156 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 19197 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 127560 |
| IRS990/Desc | 0 | Provide educational grants for programs supporting leadership development, alcohol abuse education, management and other skill improvement. These programs impact more than 14,000 college students per year. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 27984457 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 31194985 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | true |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 11 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 514613 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 161 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 1963 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 376 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 2500 |
| IRS990/FeesForServicesLegalGrp/FundraisingAmt | 0 | 709 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 8652 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 1658 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 11019 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 4668 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 4668 |
| IRS990/FeesForServicesProfFundraising/FundraisingAmt | 0 | 117729 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 117729 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignActivitiesInd | 0 | true |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/ProgramServicesAmt | 0 | 18635 |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 18635 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282FiledCnt | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 28.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 28.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 12 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 13 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 14 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 15 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 16 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 17 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 12.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 12.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 19502 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 22992 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 10709 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Stephen Bloomer |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Sean S Wagner |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Robert A Biggs |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | J Paul Price |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Jon A McBride |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Jay V Ihlenfeld |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Brian D Dunn |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Thomas Harper III |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Frederick B Schultz |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Bradley R Shafer |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Mark L Bye |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | Michael S Hyatt |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | Joseph W Royce |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | Chris Brussalis |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | Robert Bowen |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | Howard Gellis |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | John L Carter |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | Albert R Miller |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 180078 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 154855 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 144288 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Sr. VP of Advancement |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Chairman |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | Trustee |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1958 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | true |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -437261 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 15 |
| IRS990/GrantAmt | 0 | 325491 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 248561 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 248561 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 500457 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 500457 |
| IRS990/GrantsToIndividualsInd | 0 | true |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 6310427 |
| IRS990/GrossReceiptsAmt | 0 | 9237512 |
| IRS990/GrossRentsGrp/RealAmt | 0 | 182868 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 15 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 3107 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 24173 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 4633 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 31913 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 0 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 344651 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 344651 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 22049019 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 25562423 |
| IRS990/IRPDocumentCnt | 0 | 10 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 2906152 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 1347763 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 1220203 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 4126355 |
| IRS990/LegalDomicileStateCd | 0 | OH |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 6747688 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | To strengthen men for life by building on the tradition of our core values: Friendship, Sound Learning, and Rectitude. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | true |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 30306030 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 33654532 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -437261 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -437261 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt | 0 | 182868 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 182868 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 2920798 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 2321573 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 2459547 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 2976 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 36315 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 6961 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 46252 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 1231546 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 1391795 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 129900 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 3582 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 43701 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 8374 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 55657 |
| IRS990/OtherExpensesGrp/Desc | 0 | Bank fees & services charges |
| IRS990/OtherExpensesGrp/Desc | 1 | Printing and supplies |
| IRS990/OtherExpensesGrp/Desc | 2 | Recognition and awards |
| IRS990/OtherExpensesGrp/Desc | 3 | Telephone |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 2062 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 1391 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 779 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 3 | 763 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 25145 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 16982 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 9507 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 9315 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 4820 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 3255 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 1822 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 1785 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 32027 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 21628 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 12108 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 11863 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 36882 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 45169 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | Other Revenue |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 5514 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 5514 |
| IRS990/OtherRevenueTotalAmt | 0 | 5514 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 40183 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 490205 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 93976 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 624364 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 2904 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 35431 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 6791 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 45126 |
| IRS990/PensionPlanContributionsGrp/FundraisingAmt | 0 | 2214 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 27020 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 5179 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 34413 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 2918083 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 2567563 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 21562 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 39105 |
| IRS990/PrincipalOfficerNm | 0 | Sean S Wagner |
| IRS990/ProfessionalFundraisingInd | 0 | true |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | Provide scholarships and fellowships to over 300 individuals to recognize outstanding scholarship, leadership, and community involvement. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 248561 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 248561 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | Other 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/ExpenseAmt | 0 | 193601 |
| IRS990/ProgSrvcAccomActy3Grp/GrantAmt | 0 | 193601 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.