Civic Intelligence

Sigma Delta Tau Foundation Inc.

990 • Fiscal year 2015 • EIN 35-1783190

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 25, 2016

714 Adams StreetCarmel, IN 46032

(317) 846-7747

Siviq Scores

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

Liabilities / Assets

40th percentile

0.02x

Higher debt load relative to assets than 40% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.09x

Higher debt load relative to revenue than 62% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

55th percentile

$23,053

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

49th percentile

0.9%

Faster asset growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-52%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$989,512

Up $8,820 (+0.9%) from 2014

Net Assets

Up

$973,559

Up $6,307 (+0.7%) from 2014

Liabilities

Up

$15,953

Up $2,513 (+19%) from 2014

Revenue

Down

$170,040

Down $185,035 (-52%) from 2014

Expenses

Down

$133,338

Down $2,740 (-2.0%) from 2014

Net Income

Down

$36,702

Down $182,295 (-83%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $591,575Liabilities 2011: $11,480Net Assets 2011: $580,0952011Assets 2012: $725,507Liabilities 2012: $22,146Net Assets 2012: $703,3612012Assets 2013: $872,194Liabilities 2013: $14,150Net Assets 2013: $858,0442013Assets 2014: $980,692Liabilities 2014: $13,440Net Assets 2014: $967,2522014Assets 2015: $989,512Liabilities 2015: $15,953Net Assets 2015: $973,5592015Assets 2016: $1,021,416Liabilities 2016: $10,075Net Assets 2016: $1,011,3412016Assets 2017: $1,221,044Liabilities 2017: $11,393Net Assets 2017: $1,209,6512017Assets 2018: $1,024,067Liabilities 2018: $10,075Net Assets 2018: $1,013,9922018Assets 2019: $1,196,717Liabilities 2019: $10,000Net Assets 2019: $1,186,7172019Assets 2020: $1,322,732Liabilities 2020: $16,566Net Assets 2020: $1,306,1662020Assets 2022: $1,455,753Liabilities 2022: $48,268Net Assets 2022: $1,407,4852022Assets 2023: $1,469,907Liabilities 2023: $43,154Net Assets 2023: $1,426,7532023Assets 2024: $1,568,158Liabilities 2024: $43,590Net Assets 2024: $1,524,5682024Assets 2025: $1,731,057Liabilities 2025: $91,025Net Assets 2025: $1,640,0322025

Highlighted filing

2015

Assets$989,512
Liabilities$15,953
Net Assets$973,559

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $111,0252011Expenses 2012: $127,3352012Revenue 2013: $182,184Expenses 2013: $115,602Net Income 2013: $66,5822013Revenue 2014: $355,075Expenses 2014: $136,078Net Income 2014: $218,9972014Revenue 2015: $170,040Expenses 2015: $133,338Net Income 2015: $36,7022015Revenue 2016: $178,207Expenses 2016: $201,555Net Income 2016: -$23,3482016Revenue 2017: $351,429Expenses 2017: $242,574Net Income 2017: $108,8552017Revenue 2018: $226,763Expenses 2018: $313,513Net Income 2018: -$86,7502018Revenue 2019: $275,070Expenses 2019: $238,667Net Income 2019: $36,4032019Revenue 2020: $268,738Expenses 2020: $227,158Net Income 2020: $41,5802020Revenue 2022: $704,980Expenses 2022: $535,038Net Income 2022: $169,9422022Revenue 2023: $647,852Expenses 2023: $668,744Net Income 2023: -$20,8922023Revenue 2024: $833,664Expenses 2024: $849,236Net Income 2024: -$15,5722024Revenue 2025: $954,618Expenses 2025: $892,726Net Income 2025: $61,8922025

Highlighted filing

2015

Revenue$170,040
Expenses$133,338
Net Income$36,702
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 25, 2016
Return Version
2015v2.1
Gross Receipts
$382,238
Mission and Program Overview

Mission

Sigma delta tau foundation, inc was organized exclusively for charitable and educational purposes. The foundation supports the educational, leadership and philanthropic activities of sigma delta tau members by providing scholarships, educational grants, hardship support, and financial grants. The foundation also provides program grants to sigma delta tau society, a 501(c)7 organization whose activities are consistent with encouraging each member to reach their fullest potential by enriching the experience of women with similar ideals, building lasting relationships, promoting civic responsibility, and fostering personal growth.

Sigma delta tau foundation, inc. Was organized exclusively for charitable and educational purposes. The foundation supports college education by awarding grants, fellowships, and student loans. The foundation also may provide financial grants to sigma delta tau society, a 501(c)(7) organization whose activities are consistent with encouraging patriotism, scholarship, leadership, and personal development of college students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$793,502$835,438▲ $41,936
Savings and Temporary Cash Investments$156,158$131,309▼ $24,849
Pledges and Grants Receivable$25,000$20,000▼ $5,000
Cash and Non-Interest-Bearing Accounts$5,282$0▼ $5,282
Accounts Receivable-$1,250-
Land, Buildings, and Equipment, Net$0$765▲ $765
Other Notes and Loans Receivable, Net$750$750→ $0
Total Assets$980,692$989,512▲ $8,820
Liabilities
Other Liabilities$10,000$10,000→ $0
Accounts Payable and Accrued Expenses$2,940$5,953▲ $3,013
Grants Payable$500$0▼ $500
Total Liabilities$13,440$15,953▲ $2,513
Net Assets / Fund Balance
Permanently Rstr Net Assets$485,142$500,165▲ $15,023
Unrestricted Net Assets$267,038$298,919▲ $31,881
Temporarily Rstr Net Assets$215,072$174,475▼ $40,597
Total Net Assets Fund Balance$967,252$973,559▲ $6,307
Total Liabilities and Net Assets / Fund Balance$980,692$989,512▲ $8,820

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$765$20,308$21,073

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$663,559$15,041▼ $24,330-$625,440
2014$598,242$75,580▲ $20,451-$663,559
2013$516,095$26,766▲ $79,704-$598,242
2012$471,325$4,790▲ $57,422-$516,095
2011$494,926$5,167▼ $7,228-$471,325
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Trish StienekerFoundation DirectorPT$23,053$23,053

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$167,473
Program Service Revenue
$0
Investment Income
$2,567
Other Revenue
$0
All Other Contributions
$104,650
Change in Net Assets
$36,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$65,189
Total Fundraising Expense$44,891
Grants and Similar Amounts Paid$36,440
Salaries, Compensation, and Employee Benefits$25,623
Professional Fundraising Fees$6,086

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$24,000--$24,000
Current Officers, Directors, Trustees, and Key Employees$1,200$4,553$17,300$23,053
Advertising$9,385$920$6,084$16,389
Grants to Domestic Orgs$12,440--$12,440
Conferences and Meetings$4,837$4,135-$8,972
Fees for Services Accounting-$8,850-$8,850
Insurance$415$1,575$5,987$7,977
Fees for Service Investment Mgmnt Fees-$7,635-$7,635
Fees for Services Professional Fundraising--$6,086$6,086
Other Expenses$250$1,994$3,165$5,409
Information Technology-$4,103-$4,103
Occupancy$205$779$2,958$3,942
Payroll Taxes$134$508$1,928$2,570
Office Expenses$96$364$1,383$1,843
Depreciation Depletion-$69-$69
Total Functional Expenses$52,962$35,485$44,891$133,338
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sigma Delta Tau SocietyCarmel, IN501(c)7Educational Programming$12,440
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$6,086
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held in Trust - Bequest$10,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The finance committee reviews form 990 prior to the return being filed.

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

The foundation reviews the policy and any conflicts of interest on an annual basis.

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

Compensation is determined on a year to year basis by the board and takes into consideration responsibilities, budget, economy, etc.

Form 990, Part VI, Section C, Line 19

The foundation makes its governing documents, financial statements and tax return available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Sigma Delta Tau Foundation Inc
EIN
35-1783190
Phone
3178467747
Address
714 ADAMS STREET, CARMEL, IN 46032

Signing Officer

Name
Nancy Spire
Title
President
Phone
3178467747
Signed
2016-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Spire
Formed
1963
Legal Domicile
In
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
22

Preparer

Firm
K B Parrish & Co Llp
Address
6840 EAGLE HIGHLANDS WAY, INDIANAPOLIS, IN 46254
Preparer
Rebekah Payne CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

FORM 990,PART V, LINE 2A, NUMBER OF EMPLOYEES REPORTED ON FORM W-3:

The foundation's payroll is processed by a common paymaster. The foundation reimburses the common paymaster for the payroll for the foundation's employees and this reimbursement is recognized as expense on the foundation's form 990. The form w-3 is filed by the common paymaster; form w-3 is not required to be filed by the foundation.

FORM 990, PART XII, LINE 2C:

The organization has a committee that is responsible for overseeing the review process as well as selecting an independent accountant.

Financial Statement Notes

PART V, LINE 4:

The organization's intended use of the endowment funds is to provide grants and scholarships.

PART X, LINE 2:

The foundation has evalutated 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 organization remains subject to examination by the internal revenue service for the years ended december 31, 2012 through december 31, 2014.

Raw XML AppendixShowing 400 of 545 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/TitleTxt5VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt13FOUNDATION DIRECTOR
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IRS990/FormationYr01963
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IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
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IRS990/GrantAmt024000
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IRS990/GrantsPayableGrp/EOYAmt00
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IRS990/GrantsToIndividualsInd01
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IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/InsuranceGrp/FundraisingAmt05987
IRS990/InsuranceGrp/ManagementAndGeneralAmt01575
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IRS990/InsuranceGrp/TotalAmt07977
IRS990/InvestmentIncomeGrp/ExclusionAmt024022
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0793502
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IRS990/IRPDocumentCnt02
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IRS990/LandBldgEquipAccumDeprecAmt020308
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IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0212198
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt062823
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SIGMA DELTA TAU FOUNDATION, INC. WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION SUPPORTS COLLEGE EDUCATION BY AWARDING GRANTS, FELLOWSHIPS, AND STUDENT LOANS. THE FOUNDATION ALSO MAY PROVIDE FINANCIAL GRANTS TO SIGMA DELTA TAU SOCIETY, A 501(C)(7) ORGANIZATION WHOSE ACTIVITIES ARE CONSISTENT WITH ENCOURAGING PATRIOTISM, SCHOLARSHIP, LEADERSHIP, AND PERSONAL DEVELOPMENT OF COLLEGE STUDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0967252
IRS990/NetAssetsOrFundBalancesEOYAmt0973559
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-21455
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-21455
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-30395
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02958
IRS990/OccupancyGrp/ManagementAndGeneralAmt0779
IRS990/OccupancyGrp/ProgramServicesAmt0205
IRS990/OccupancyGrp/TotalAmt03942
IRS990/OfficeExpensesGrp/FundraisingAmt01383
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0364
IRS990/OfficeExpensesGrp/ProgramServicesAmt096
IRS990/OfficeExpensesGrp/TotalAmt01843
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt03165
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01994
IRS990/OtherExpensesGrp/ProgramServicesAmt0250
IRS990/OtherExpensesGrp/TotalAmt05409
IRS990/OtherLiabilitiesGrp/BOYAmt010000
IRS990/OtherLiabilitiesGrp/EOYAmt010000
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0750
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0750
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01928
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0508
IRS990/PayrollTaxesGrp/ProgramServicesAmt0134
IRS990/PayrollTaxesGrp/TotalAmt02570
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0485142
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0500165
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt025000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt020000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0NANCY SPIRE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION ISSUED AN EDUCATIONAL GRANT TO SIGMA DELTA TAU SOCIETY IN SUPPORT OF EDUCATIONAL SPEAKERS AT THE SOCIETY'S CONVENTION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt012440
IRS990/ProgSrvcAccomActy2Grp/GrantAmt012440
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt039337
IRS990/ProgSrvcAccomActy3Grp/Desc0THE FOUNDATION PROVIDED INFORMATION TO SIGMA DELTA TAU SOCIETY MEMBERS THROUGH DEDICATED PAGES OF THE SOCIETY'S MAGAZINE AND THROUGH PUBLICATION OF A NEWSLETTER.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt09385
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt029677
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROGRAM COST TO PROVIDE PROGRAMMING, EDUCATION AND SUPPORT FOR STUDENTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt07137
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt022568
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0209856
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt042150
IRS990/PYInvestmentIncomeAmt0145219
IRS990/PYOtherExpensesAmt062470
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0218997
IRS990/PYSalariesCompEmpBnftPaidAmt025956
IRS990/PYTotalExpensesAmt0136078
IRS990/PYTotalProfFndrsngExpnsAmt05502
IRS990/PYTotalRevenueAmt0355075
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt036702
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt075891
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0156158
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0131309
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0167473
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0209856
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0156676
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0175370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0116111
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0825486
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt024022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019538
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023964
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt020407
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013420
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0101351
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83660
IRS990ScheduleA/PublicSupportPY170Pct00.81980
IRS990ScheduleA/PublicSupportTotal170Amt0775397
IRS990ScheduleA/SubstantialContributorsTotAmt050089
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0167473
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0209856
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0156676
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0175370
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0116111
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0825486
IRS990ScheduleA/TotalSupportAmt0926837
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt012830
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0663559
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt015041
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0625440
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt016000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-24330
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt011964
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0598242
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt075580
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0663559
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt018750
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020451
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt010323
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0516095
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt026766
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0598242

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.73$0.09$1.64$0.95$0.89$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.57$0.04$1.52$0.83$0.85$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.47$0.04$1.43$0.65$0.67$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.46$0.05$1.41$0.70$0.54$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.02$1.31$0.27$0.23$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.19$0.28$0.24$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.01$0.23$0.31$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.01$1.21$0.35$0.24$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.01$0.18$0.20$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.02$0.97$0.17$0.13$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.01$0.97$0.36$0.14$0.22
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.86$0.18$0.12$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.02$0.70$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.01$0.58$0.11