Civic Intelligence

Phi Delta Kappa Educational Foundation Inc.

990 • Fiscal year 2015 • EIN 35-1935491

Jul 01, 2014 to Jun 30, 2015 • Filed on May 15, 2016

Organization ProfileWWW.PDKINTL.ORG
320 W Eighth Street Ste 216Bloomington, IN 47404

(800) 766-1156

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

9th percentile

0.01x

Higher debt load relative to revenue than 9% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

18th percentile

-5.1%

Faster asset growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

45th percentile

2.2%

Faster revenue growth than 45% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$11,058,349

Down $595,606 (-5.1%) from 2014

Net Assets

Down

$11,043,115

Down $610,840 (-5.2%) from 2014

Liabilities

Up

$15,234

Up $15,234 from 2014

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin79th percentile

Revenue

Up

$1,047,988

Up $22,433 (+2.2%) from 2014

Expenses

Down

$833,900

Down $127,699 (-13%) from 2014

Net Income

Up

$214,088

Up $150,132 (+235%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$15M$10M$5.0M$0Assets 2014: $11,653,955Liabilities 2014: $0Net Assets 2014: $11,653,9552014Assets 2015: $11,058,349Liabilities 2015: $15,234Net Assets 2015: $11,043,1152015Assets 2017: $10,790,184Liabilities 2017: $0Net Assets 2017: $10,790,1842017Assets 2018: $9,699,913Liabilities 2018: $707,982Net Assets 2018: $8,991,9312018Assets 2019: $6,743,676Liabilities 2019: $858,647Net Assets 2019: $5,885,0292019Assets 2020: $12,019,735Liabilities 2020: $0Net Assets 2020: $12,019,7352020Assets 2021: $13,360,089Liabilities 2021: $0Net Assets 2021: $13,360,0892021Assets 2022: $12,504,486Liabilities 2022: $0Net Assets 2022: $12,504,4862022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2015

Assets$11,058,349
Liabilities$15,234
Net Assets$11,043,115
Open 2015 Filing

Operations Trend

Revenue Growth45th percentile

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

$20M$10M$0-$10M-$20MRevenue 2014: $1,025,555Expenses 2014: $961,599Net Income 2014: $63,9562014Revenue 2015: $1,047,988Expenses 2015: $833,900Net Income 2015: $214,0882015Revenue 2017: $1,005,506Expenses 2017: $400,198Net Income 2017: $605,3082017Revenue 2018: $810,417Expenses 2018: $2,571,702Net Income 2018: -$1,761,2852018Revenue 2019: $466,459Expenses 2019: $3,523,594Net Income 2019: -$3,057,1352019Revenue 2020: $296,774Expenses 2020: $64,900Net Income 2020: $231,8742020Revenue 2021: $162,157Expenses 2021: $20,160Net Income 2021: $141,9972021Revenue 2022: $148,052Expenses 2022: $18,895Net Income 2022: $129,1572022Revenue 2023: $0Expenses 2023: $12,504,486Net Income 2023: -$12,504,4862023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2015

Revenue$1,047,988
Expenses$833,900
Net Income$214,088
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 15, 2016
Return Version
2014v6.0
Gross Receipts
$8,905,538
Mission and Program Overview

Mission

To support, encourage, and finance public education related activities, be the agency for the receipt of charitable income and administer these funds for pdk international.

To support, encourage and finance study or research in the field of education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,614,944$11,048,387▼ $566,557
Pledges and Grants Receivable$21,019$9,962▼ $11,057
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$11,653,955$11,058,349▼ $595,606
Other Assets Total$17,992$0▼ $17,992
Liabilities
Accounts Payable and Accrued Expenses$0$15,234▲ $15,234
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$15,234▲ $15,234
Net Assets / Fund Balance
Unrestricted Net Assets$7,664,039$7,134,678▼ $529,361
Permanently Rstr Net Assets$3,219,531$3,233,538▲ $14,007
Temporarily Rstr Net Assets$770,385$674,899▼ $95,486
Total Net Assets Fund Balance$11,653,955$11,043,115▼ $610,840
Total Liabilities and Net Assets / Fund Balance$11,653,955$11,058,349▼ $595,606

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$3,905,402$14,007▲ $772-$3,806,031
2013$3,480,332$84,349▲ $441,536-$3,905,402
2012$2,502,923$897,023▲ $132,786-$3,480,332
2011$2,463,557$81,342▼ $8,976-$2,502,923
2010$1,515,467$651,307▲ $325,888-$2,463,557
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Ronald ThorpeChair
Sharon RobinsonVice Chair
Belinda GimbertBoard Member
Eve ProffittBoard Member
Frederick FrelowBoard Member
Jack JenningsBoard Member
James KellyBoard Member
Kent McguireBoard Member
Patricia WilliamsBoard Member
Rick KolowskiBoard Member
Joshua P Starr Started 627Principal Officer
William Bushaw Ended on 626Principal Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$74,060
Program Service Revenue
$0
Investment Income
$973,928
Other Revenue
$0
All Other Contributions
$74,060
Change in Net Assets
$214,088

Audited Revenue Reconciliation

Revenue per Audited Statements
$905,199
Revenue Not Reported on Financial Statements
$142,789
Revenue Not Reported on Form 990
$-824,928
Other Revenue Adjustments
$102,050
Total Revenue per Audited Statements
$80,271
Total Revenue per Form 990
$1,047,988
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$765,353
Other Expenses$68,547
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$684,653--$684,653
Grants to Domestic Individuals$80,700--$80,700
Fees for Service Investment Mgmnt Fees-$68,547-$68,547
Total Functional Expenses$765,353$68,547$0$833,900

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$833,900
Expenses per Audited Statements$691,111
Total Expenses per Audited Statements$691,111
Expenses Not Reported on Financial Statements$142,789
Other Expense Adjustments$102,050
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Delta Kappa International IncArlington, VA501(c)(3)-$684,653
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“990 review: the chief executive officer may not file the federal form 990 for the organization without providing a copy to the board of governors and before review and approval by the finance committee.”

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

“Conflict of interest: board members annually affirm verbally and effective with policy adopted in august 2009, board members submit any conflict of interest in writing. If there is a conflict, the board member with the conflict abstains from voting.”

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

“Review of compensation: the organization has left these two questions blank, because it does not compensate anyone.”

Form 990, Part VI, Section C, Line 19

“Documents available: by-laws and board policies, including the conflict of interest policy, are provided upon request. Financial statements are provided only upon request.”

Filing and Contact Details

Filer

Filer Name
Phi Delta Kappa Educational Foundation Inc
EIN
35-1935491
In Care Of
% CATHERINE RUF
Phone
8007661156
Address
320 W Eighth Street Ste 216, Bloomington, IN 47404

Signing Officer

Name
Joshua P Starr
Title
CEO
Phone
8007661156
Signed
2016-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joshua P Starr
Formed
1994
Legal Domicile
In
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
500

Preparer

Firm
Bkd Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Nicole B Fishback
Phone
3173834000
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2

“Fin 48: management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

Schedule D, Part XI & XII Line 4B

“Net assets released from restriction $ 102,050”

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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011614944
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011048387
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07857550
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT, ENCOURAGE AND FINANCE STUDY OR RESEARCH IN THE FIELD OF EDUCATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt011653955
IRS990/NetAssetsOrFundBalancesEOYAmt011043115
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0767289
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0767289
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-824928
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt017992
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03219531
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03233538
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt021019
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt09962
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JOSHUA P STARR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0234511
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0907610
IRS990/PYInvestmentIncomeAmt0791044
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt053989
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt063956
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0961599
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01025555
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0214088
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt074060
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0234511
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01109499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09498550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010918766
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0165900
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0385666
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0265300
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0168570
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0909
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0986345
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85717
IRS990ScheduleA/PublicSupportPY170Pct00.86740
IRS990ScheduleA/PublicSupportTotal170Amt010204669
IRS990ScheduleA/SubstantialContributorsTotAmt0714097
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt074060
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0234511
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01109499
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt09498550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02146
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010918766
IRS990ScheduleA/TotalSupportAmt011905111
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.02690
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03905402
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt014007
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03806031
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0114150
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0772
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03480332
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt084349
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03905402
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0100815
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0441536
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02502923
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0897023
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03480332
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt052400
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0132786
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02463557
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt081342
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02502923
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt033000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-8976
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01515467
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0651307
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02463557
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt029105
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0325888
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0142789
IRS990ScheduleD/ExpensesSubtotalAmt0691111
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt040739
IRS990ScheduleD/InvestmentExpensesNotIncldAmt040739
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-824928
IRS990ScheduleD/OtherExpensesNotIncludedAmt0102050
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0102050
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.84958
IRS990ScheduleD/RevenueNotReportedAmt0-824928
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0142789
IRS990ScheduleD/RevenueSubtotalAmt0905199
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FIN 48: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NET ASSETS RELEASED FROM RESTRICTION $ 102,050
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART X, LINE 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PART XI & XII LINE 4B
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.17732
IRS990ScheduleD/TotalExpensesPerForm990Amt0833900
IRS990ScheduleD/TotalRevenuePerForm990Amt01047988
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt080271
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0691111

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,058,349
Liabilities
$15,234
Net assets
$11,043,115
Revenue
$1,047,988
Expenses
$833,900
Net income
$214,088
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$12.5$12.5
2022Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.15$0.02$0.13
2021Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.16$0.02$0.14
2020Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.30$0.06$0.23
2019Detailed filing. Detailed filing data is available for this year.$6.74$0.86$5.89$0.47$3.52$3.06
2018Detailed filing. Detailed filing data is available for this year.$9.70$0.71$8.99$0.81$2.57$1.76
2017Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$1.01$0.40$0.61
2015Detailed filing. Detailed filing data is available for this year.$11.1$0.02$11.0$1.05$0.83$0.21
2014Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$1.03$0.96$0.06