Civic Intelligence

Sigma Delta Tau Foundation Inc.

990 • Fiscal year 2020 • EIN 35-1783190

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 01, 2021

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

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

36th percentile

0.06x

Higher debt load relative to revenue than 36% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

61st percentile

$82,845

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 30.8% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

60th percentile

11%

Faster asset growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-2.3%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,322,732

Up $126,015 (+11%) from 2019

Net Assets

Up

$1,306,166

Up $119,449 (+10%) from 2019

Liabilities

Up

$16,566

Up $6,566 (+66%) from 2019

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin67th percentile

Revenue

Down

$268,738

Down $6,332 (-2.3%) from 2019

Expenses

Down

$227,158

Down $11,509 (-4.8%) from 2019

Net Income

Up

$41,580

Up $5,177 (+14%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2020

Assets$1,322,732
Liabilities$16,566
Net Assets$1,306,166
Open 2020 Filing

Operations Trend

Revenue Growth43rd 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

2020

Revenue$268,738
Expenses$227,158
Net Income$41,580
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.1
Gross Receipts
$816,268
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 and scholarships to students. 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$1,094,908$1,196,608▲ $101,700
Savings and Temporary Cash Investments$91,588$92,237▲ $649
Cash and Non-Interest-Bearing Accounts$0$23,763▲ $23,763
Accounts Receivable$10,124$10,124→ $0
Land, Buildings, and Equipment, Net$97$0▼ $97
Total Assets$1,196,717$1,322,732▲ $126,015
Liabilities
Other Liabilities$10,000$10,000→ $0
Accounts Payable and Accrued Expenses$0$6,566▲ $6,566
Total Liabilities$10,000$16,566▲ $6,566
Net Assets / Fund Balance
Net Assets With Donor Restrictions$877,703$932,933▲ $55,230
Net Assets Without Donor Restrictions$309,014$373,233▲ $64,219
Total Net Assets Fund Balance$1,186,717$1,306,166▲ $119,449
Total Liabilities and Net Assets / Fund Balance$1,196,717$1,322,732▲ $126,015

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$21,073$21,073

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$816,698$30,108▲ $54,556-$851,905
2019$702,701$26,426▲ $113,626-$816,698
2018$770,672$51,534▼ $72,430-$702,701
2017$682,862$44,090▲ $93,152-$770,672
2016$625,440$36,694▲ $42,821-$682,862
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kristen JacksonFoundation DirectorFT$82,845$82,845

Board Members and Trustees

NameTitle
Elizabeth Mcqueen SeslerPresident
Caren Silverman SafraVice President
Briana HoltzmanTrustee
Carol Ann Gershuny SchwartzTrustee
Carol Posner GoldsteinTrustee
Jan Brown StephensonTrustee
Kate Shanfield KlepperTrustee
Melinda Bordy GrossmanTrustee
Nancy Rosen SpireTrustee
Pam BorsteinTrustee
Sari FactorTrustee
Sheila Garon SchwartzTrustee
Suzanne Stakofsky LutzTrustee
Anna Maria Prinzivalli GoldSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$257,999
Program Service Revenue
$0
Investment Income
$10,739
Other Revenue
$0
All Other Contributions
$176,929
Change in Net Assets
$41,580
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$87,980
Other Expenses$72,218
Grants and Similar Amounts Paid$58,569
Total Fundraising Expense$47,224
Professional Fundraising Fees$8,391

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$33,100$24,845$24,900$82,845
Grants to Domestic Orgs$33,280--$33,280
Grants to Domestic Individuals$25,289--$25,289
Information Technology-$14,885-$14,885
Advertising$3,398$615$7,590$11,603
Fees for Services Accounting-$11,595-$11,595
Fees for Service Investment Mgmnt Fees-$9,325-$9,325
Fees for Services Professional Fundraising--$8,391$8,391
Other Expenses$1,193$5,912-$7,105
Insurance$2,453$1,844$1,843$6,140
Occupancy$2,398$1,802$1,800$6,000
Payroll Taxes$2,052$1,540$1,543$5,135
Office Expenses$1,540$1,157$1,157$3,854
Travel-$1,568-$1,568
Depreciation Depletion-$97-$97
Conferences and Meetings-$46-$46
Total Functional Expenses$104,703$75,231$47,224$227,158
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sigma Delta Tau SocietyCarmel, IN501(c)7Educational Programming$25,990
Sigma Delta Tau Society Upsilon ChapterBloomington, IN501(c)7Educational Space Renovation$7,290
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$8,391
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
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
2021-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Sesler
Formed
1963
Legal Domicile
In
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
30

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
9229 DELEGATES ROW SUITE 250, INDIANAPOLIS, IN 46240
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.”

Financial Statement Notes

PART V, LINE 4:

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

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IRS990/Form990PartVIISectionAGrp/TitleTxt0FOUNDATION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY/TREASURER
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt033280
IRS990/GrantsToDomesticOrgsGrp/TotalAmt033280
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0532829
IRS990/GrossReceiptsAmt0816268
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt014885
IRS990/InformationTechnologyGrp/TotalAmt014885
IRS990/InsuranceGrp/FundraisingAmt01843
IRS990/InsuranceGrp/ManagementAndGeneralAmt01844
IRS990/InsuranceGrp/ProgramServicesAmt02453
IRS990/InsuranceGrp/TotalAmt06140
IRS990/InvestmentIncomeGrp/ExclusionAmt025440
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025440
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01094908
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01196608
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021073
IRS990/LandBldgEquipBasisNetGrp/BOYAmt097
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt021073
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0547530
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt058570
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 AND SCHOLARSHIPS TO STUDENTS. 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/NetAssetsOrFundBalancesBOYAmt01186717
IRS990/NetAssetsOrFundBalancesEOYAmt01306166
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-14701
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-14701
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt077869
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0309014
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0373233
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01800
IRS990/OccupancyGrp/ManagementAndGeneralAmt01802
IRS990/OccupancyGrp/ProgramServicesAmt02398
IRS990/OccupancyGrp/TotalAmt06000
IRS990/OfficeExpensesGrp/FundraisingAmt01157
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01157
IRS990/OfficeExpensesGrp/ProgramServicesAmt01540
IRS990/OfficeExpensesGrp/TotalAmt03854
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05912
IRS990/OtherExpensesGrp/ProgramServicesAmt01193
IRS990/OtherExpensesGrp/TotalAmt07105
IRS990/OtherLiabilitiesGrp/BOYAmt010000
IRS990/OtherLiabilitiesGrp/EOYAmt010000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01543
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01540
IRS990/PayrollTaxesGrp/ProgramServicesAmt02052
IRS990/PayrollTaxesGrp/TotalAmt05135
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BETH SESLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION ISSUED AN EDUCATIONAL GRANT TO SIGMA DELTA TAU SOCIETY IN SUPPORT OF EDUCATIONAL SPEAKERS AT THE SOCIETY'S LEADERSHIP CONFERENCE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt025990
IRS990/ProgSrvcAccomActy2Grp/GrantAmt025990
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt064042
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/ExpenseAmt03398
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt08373
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROGRAM COST TO PROVIDE PROGRAMMING, EDUCATION, HOUSING, AND SUPPORT FOR STUDENTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt050026
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt07290
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0123269
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0238243
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt058974
IRS990/PYInvestmentIncomeAmt036827
IRS990/PYOtherExpensesAmt096324
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt036403
IRS990/PYSalariesCompEmpBnftPaidAmt083369
IRS990/PYTotalExpensesAmt0238667
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0275070
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt041580
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt062315
IRS990/SavingsAndTempCashInvstGrp/BOYAmt091588
IRS990/SavingsAndTempCashInvstGrp/EOYAmt092237
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0257999
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0238243
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0219046
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0294477
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0167762
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01177527
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt025440
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt029271
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt022948
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024321
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt025386
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0127366
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86170
IRS990ScheduleA/PublicSupportPY170Pct00.86130
IRS990ScheduleA/PublicSupportTotal170Amt01124419
IRS990ScheduleA/SubstantialContributorsTotAmt053108
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0257999
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0238243
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0219046
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0294477
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0167762
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01177527
IRS990ScheduleA/TotalSupportAmt01304893
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/AdministrativeExpensesAmt017489
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0816698
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt030108
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0851905
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt031968
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt054556
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt014738
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0702701
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt026426
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0816698
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt011317
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0113626
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt016402
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0770672
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt051534
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0702701
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt030673
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-72430
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt014076
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0682862
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt044090
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0770672
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt035356
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt093152
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt013093
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0625440
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt036694
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0682862
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt09000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt042821
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021073
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt021073
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010000

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,322,732
Liabilities
$16,566
Net assets
$1,306,166
Revenue
$268,738
Expenses
$227,158
Net income
$41,580
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