Civic Intelligence

Sigma Delta Tau Foundation Inc.

990 • Fiscal year 2016 • EIN 35-1783190

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

Organization ProfileWWW.SIGMADELTATAU.ORG
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

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

38th percentile

0.06x

Higher debt load relative to revenue than 38% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$42,475

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 23.8% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

57th percentile

3.2%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

55th percentile

4.8%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,021,416

Up $31,904 (+3.2%) from 2015

Net Assets

Up

$1,011,341

Up $37,782 (+3.9%) from 2015

Liabilities

Down

$10,075

Down $5,878 (-37%) from 2015

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin20th percentile

Revenue

Up

$178,207

Up $8,167 (+4.8%) from 2015

Expenses

Up

$201,555

Up $68,217 (+51%) from 2015

Net Income

Down

-$23,348

Down $60,050 (-164%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

2016

Assets$1,021,416
Liabilities$10,075
Net Assets$1,011,341
Open 2016 Filing

Operations Trend

Revenue Growth55th percentile

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

2016

Revenue$178,207
Expenses$201,555
Net Income-$23,348
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 18, 2017
Return Version
2016v3.0
Gross Receipts
$645,117
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$835,438$880,811▲ $45,373
Savings and Temporary Cash Investments$131,309$126,550▼ $4,759
Pledges and Grants Receivable$20,000$12,757▼ $7,243
Accounts Receivable$1,250$0▼ $1,250
Other Notes and Loans Receivable, Net$750$700▼ $50
Land, Buildings, and Equipment, Net$765$598▼ $167
Total Assets$989,512$1,021,416▲ $31,904
Liabilities
Other Liabilities$10,000$10,000→ $0
Accounts Payable and Accrued Expenses$5,953$75▼ $5,878
Total Liabilities$15,953$10,075▼ $5,878
Net Assets / Fund Balance
Permanently Rstr Net Assets$500,165$535,536▲ $35,371
Unrestricted Net Assets$298,919$294,675▼ $4,244
Temporarily Rstr Net Assets$174,475$181,130▲ $6,655
Total Net Assets Fund Balance$973,559$1,011,341▲ $37,782
Total Liabilities and Net Assets / Fund Balance$989,512$1,021,416▲ $31,904

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$598$20,475$21,073

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$625,440$36,694▲ $42,821-$682,862
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
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kristen JacksonFoundation DirectorFT$42,475$42,475
Trish StienekerFoundation DirectorPT$12,454$12,454

Board Members and Trustees

NameTitle
Nancy SpirePresident
Beth SeslerVice President
Suzanne LutzVice President
Anna GoldTrustee
Briana HoltzmanTrustee
Carol Ann SchwartzTrustee
Carol GoldsteinTrustee
Hope FreedmanTrustee
Jacqueline CohenTrustee
Sari FactorTrustee
Sheila SchwartzTrustee
Sloane FeldmanTrustee
Lynda PitzerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$167,762
Program Service Revenue
$0
Investment Income
$10,445
Other Revenue
$0
All Other Contributions
$98,536
Change in Net Assets
$-23,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$94,662
Salaries, Compensation, and Employee Benefits$53,953
Grants and Similar Amounts Paid$52,940
Total Fundraising Expense$45,715
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$4,100$20,329$23,500$47,929
Grants to Domestic Orgs$35,800--$35,800
Advertising$18,371$308$7,193$25,872
Conferences and Meetings$14,366$6,982-$21,348
Grants to Domestic Individuals$17,140--$17,140
Fees for Services Accounting-$9,281-$9,281
Insurance$775$3,842$4,440$9,057
Fees for Service Investment Mgmnt Fees-$7,901-$7,901
Other Expenses$250$2,784$4,010$7,044
Information Technology-$6,614-$6,614
Payroll Taxes$515$2,555$2,954$6,024
Occupancy$337$1,672$1,933$3,942
Office Expenses$294$1,457$1,685$3,436
Depreciation Depletion-$167-$167
Total Functional Expenses$91,948$63,892$45,715$201,555
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sigma Delta Tau SocietyCarmel, IN501(c)7Educational Programming$35,800
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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 11B

“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
Kristen Jackson
Title
Foundation Director
Phone
3178467747
Signed
2017-09-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Spire
Formed
1963
Legal Domicile
In
Voting Board Members
13
Independent Board Members
13
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, 2013 through december 31, 2015.”

Raw XML AppendixShowing 400 of 529 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/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9FOUNDATION DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14FOUNDATION DIRECTOR
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt035800
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0451969
IRS990/GrossReceiptsAmt0645117
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06614
IRS990/InformationTechnologyGrp/TotalAmt06614
IRS990/InsuranceGrp/FundraisingAmt04440
IRS990/InsuranceGrp/ManagementAndGeneralAmt03842
IRS990/InsuranceGrp/ProgramServicesAmt0775
IRS990/InsuranceGrp/TotalAmt09057
IRS990/InvestmentIncomeGrp/ExclusionAmt025386
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025386
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0835438
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0880811
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt020475
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0765
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0598
IRS990/LandBldgEquipCostOrOtherBssAmt021073
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0466910
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt069226
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/NetAssetsOrFundBalancesBOYAmt0973559
IRS990/NetAssetsOrFundBalancesEOYAmt01011341
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-14941
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-14941
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt061130
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01933
IRS990/OccupancyGrp/ManagementAndGeneralAmt01672
IRS990/OccupancyGrp/ProgramServicesAmt0337
IRS990/OccupancyGrp/TotalAmt03942
IRS990/OfficeExpensesGrp/FundraisingAmt01685
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01457
IRS990/OfficeExpensesGrp/ProgramServicesAmt0294
IRS990/OfficeExpensesGrp/TotalAmt03436
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt04010
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02784
IRS990/OtherExpensesGrp/ProgramServicesAmt0250
IRS990/OtherExpensesGrp/TotalAmt07044
IRS990/OtherLiabilitiesGrp/BOYAmt010000
IRS990/OtherLiabilitiesGrp/EOYAmt010000
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0750
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0700
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02954
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02555
IRS990/PayrollTaxesGrp/ProgramServicesAmt0515
IRS990/PayrollTaxesGrp/TotalAmt06024
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0500165
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0535536
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt020000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt012757
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/ExpenseAmt035800
IRS990/ProgSrvcAccomActy2Grp/GrantAmt035800
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt065318
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/ExpenseAmt018371
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt033518
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROGRAM COST TO PROVIDE PROGRAMMING, EDUCATION AND SUPPORT FOR STUDENTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt020637
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt037653
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0167473
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt036440
IRS990/PYInvestmentIncomeAmt02567
IRS990/PYOtherExpensesAmt065189
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt036702
IRS990/PYSalariesCompEmpBnftPaidAmt025623
IRS990/PYTotalExpensesAmt0133338
IRS990/PYTotalProfFndrsngExpnsAmt06086
IRS990/PYTotalRevenueAmt0170040
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-23348
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt031272
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0131309
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0126550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0167762
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0167473
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0209856
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0156676
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0175370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0877137
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt025386
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019538
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023964
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt020407
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0113317
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83840
IRS990ScheduleA/PublicSupportPY170Pct00.83660
IRS990ScheduleA/PublicSupportTotal170Amt0830444
IRS990ScheduleA/SubstantialContributorsTotAmt046693
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0167762
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0167473
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0209856
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0156676
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0175370
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0877137
IRS990ScheduleA/TotalSupportAmt0990454
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/CYEndwmtFundGrp/AdministrativeExpensesAmt013093
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0625440
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt036694
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0682862
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt09000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt042821
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt012830
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0663559
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt015041
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0625440
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt016000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-24330
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt011964
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0598242
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt075580
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0663559
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt018750
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020451
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt010323
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0516095
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt026766
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0598242
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt014000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt079704
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt09539
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0471325
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt04790
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0516095
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt07903
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt057422
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0598
IRS990ScheduleD/EquipmentGrp/DepreciationAmt020475
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt021073
IRS990ScheduleD/FootnoteTextInd0X

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,021,416
Liabilities
$10,075
Net assets
$1,011,341
Revenue
$178,207
Expenses
$201,555
Net income
-$23,348
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