Civic Intelligence

Student Financial Aid Association

990 • Fiscal year 2017 • EIN 35-6024366

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

501 Main Street Suite 305Evansville, IN 47708

(812) 423-3138

Siviq Scores

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

Liabilities / Assets

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.23x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

41st percentile

-1.7%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

197%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$389,917

Down $6,849 (-1.7%) from 2016

Net Assets

Up

$380,054

Up $6,001 (+1.6%) from 2016

Liabilities

Down

$9,863

Down $12,850 (-57%) from 2016

Revenue

Up

$42,706

Up $28,348 (+197%) from 2016

Expenses

Up

$29,491

Up $13,015 (+79%) from 2016

Net Income

Up

$13,215

Up $15,333 (+724%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2015: $373,323Liabilities 2015: $9,637Net Assets 2015: $363,6862015Assets 2016: $396,766Liabilities 2016: $22,713Net Assets 2016: $374,0532016Assets 2017: $389,917Liabilities 2017: $9,863Net Assets 2017: $380,0542017Assets 2018: $359,428Liabilities 2018: $10,281Net Assets 2018: $349,1472018Assets 2019: $463,964Liabilities 2019: $10,593Net Assets 2019: $453,3712019Assets 2020: $517,608Liabilities 2020: $8,365Net Assets 2020: $509,2432020Assets 2021: $660,119Liabilities 2021: $9,115Net Assets 2021: $651,0042021Assets 2022: $527,282Liabilities 2022: $0Net Assets 2022: $527,2822022Assets 2023: $586,980Liabilities 2023: $0Net Assets 2023: $586,9802023Assets 2024: $687,309Liabilities 2024: $0Net Assets 2024: $687,3092024

Highlighted filing

2017

Assets$389,917
Liabilities$9,863
Net Assets$380,054

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2015: $30,334Expenses 2015: $37,402Net Income 2015: -$7,0682015Revenue 2016: $14,358Expenses 2016: $16,476Net Income 2016: -$2,1182016Revenue 2017: $42,706Expenses 2017: $29,491Net Income 2017: $13,2152017Revenue 2018: $39,861Expenses 2018: $27,412Net Income 2018: $12,4492018Revenue 2019: $133,407Expenses 2019: $29,183Net Income 2019: $104,2242019Revenue 2020: $119,514Expenses 2020: $63,642Net Income 2020: $55,8722020Revenue 2021: $170,760Expenses 2021: $28,999Net Income 2021: $141,7612021Revenue 2022: -$15,276Expenses 2022: $108,446Net Income 2022: -$123,7222022Revenue 2023: $120,502Expenses 2023: $60,804Net Income 2023: $59,6982023Revenue 2024: $108,023Expenses 2024: $7,694Net Income 2024: $100,3292024

Highlighted filing

2017

Revenue$42,706
Expenses$29,491
Net Income$13,215
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$154,838
Mission and Program Overview

Mission

To provide scholarships to college and trade school students who have high unmet financial needs beyond other scholarships, grants, and loans. Based on academic achievement in high school, college or trade school, and sat or act test scores, without regard to sex, race, religion, or national origin. Areas of emphasis are: teaching, music, sciences, nursing and building trades.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$374,317$379,924▲ $5,607
Savings and Temporary Cash Investments$22,449$9,600▼ $12,849
Pledges and Grants Receivable-$393-
Total Assets$396,766$389,917▼ $6,849
Liabilities
Other Liabilities$22,713$9,863▼ $12,850
Total Liabilities$22,713$9,863▼ $12,850
Net Assets / Fund Balance
Permanently Rstr Net Assets$274,141$253,179▼ $20,962
Temporarily Rstr Net Assets$81,107$106,593▲ $25,486
Unrestricted Net Assets$18,805$20,282▲ $1,477
Total Net Assets Fund Balance$374,053$380,054▲ $6,001
Total Liabilities and Net Assets / Fund Balance$396,766$389,917▼ $6,849

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$274,141---$274,141
2016$274,141---$274,141
2015$274,141---$274,141
2014$274,141---$274,141
2013$274,141---$274,141
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael DirienzoPresident
Amy CasavantBoard Member
Bryan RuderBoard Member
Casey TrelaBoard Member
Cathleen WrightBoard Member
Hannah DillBoard Member
Jaharana TapalBoard Member
Jenifer GilbertBoard Member
Kaitlin MorleyBoard Member
Libby CuliverBoard Member
Marc HoeppnerBoard Member
Mark ChandlerBoard Member
Mary Jo HarperBoard Member
Nick DusBoard Member
Patty LackeyBoard Member
Thornton PatbergBoard Member
Pam MeibalaneSecretary
William HouserTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,242
Program Service Revenue
$0
Investment Income
$32,464
Other Revenue
$0
All Other Contributions
$10,242
Change in Net Assets
$13,215
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,899
Other Expenses$4,592
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$24,899--$24,899
Fees for Service Investment Mgmnt Fees$3,992--$3,992
Fees for Services Accounting$600--$600
Total Functional Expenses$29,491$0$0$29,491
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
Agency Funds$9,863
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
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, Page 6, Part VI, Line 11B

Because the board does not meet between receipt of the completed 990 and the due date, a copy of the 990 is circulated to all board members via email prior to the date the 990 is filed with the irs. The 990 is reviewed by the treasurer and forwarded to the president for review prior to being signed by the treasurer.

Form 990, Page 6, Part VI, Line 12C

Conflict of interest policy is distributed to all board members and they are required to sign an acknowledgment when they join the board of directors and annually thereafter.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Student Financial Aid Association
EIN
35-6024366
Phone
8124233138
Address
501 MAIN STREET SUITE 305, EVANSVILLE, IN 47708

Signing Officer

Name
William Houser
Title
Treasurer
Phone
8124233138
Signed
2018-11-14

Organization Details

Principal Officer
William Houser
Formed
1958
Legal Domicile
In
Voting Board Members
18
Independent Board Members
18
Employees
0

Preparer

Firm
Weinzapfel & Co LLC
Address
1301 MORTENSEN LN, EVANSVILLE, IN 47715
Preparer
Susan B Head CPA
Phone
8124741015
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To provide scholarships to college and trade school students who have high unmet financial needs beyond other scholarships, grants, and loans. Based on academic achievement in high school, college or trade school, and sat or act test scores, without regard to sex, race, religion, or national origin. Areas of emphasis are: teaching, music, sciences, nursing and building trades.

Form 990, Part XI, Line 9

Returned restricted funds to donor -20,962 returned temp restricted funds -7,785 total -28,747

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The organization's endowment funds are intended to provide educational support scholarships

Raw XML Appendix397 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE SCHOLARSHIPS TO COLLEGE AND TRADE SCHOOL STUDENTS WHO HAVE HIGH UNMET FINANCIAL NEEDS BEYOND OTHER SCHOLARSHIPS, GRANTS, AND LOANS. BASED ON ACADEMIC ACHIEVEMENT IN HIGH SCHOOL, COLLEGE OR TRADE SCHOOL, AND SAT OR ACT TEST SCORES, WITHOUT REGARD TO SEX, RACE, RELIGION, OR NATIONAL ORIGIN. AREAS OF EMPHASIS ARE: TEACHING, MUSIC, SCIENCES, NURSING AND BUILDING TRADES.
IRS990/AllOtherContributionsAmt010242
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0MICHAEL E DIRIENZO
IRS990/BooksInCareOfDetail/PhoneNum08124233183
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0501 MAIN STREET STE 305
IRS990/BooksInCareOfDetail/USAddress/CityNm0EVANSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd047708
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt010242
IRS990/CYGrantsAndSimilarPaidAmt024899
IRS990/CYInvestmentIncomeAmt032464
IRS990/CYOtherExpensesAmt04592
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt013215
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt029491
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt042706
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDE SCHOLARSHIP AWARDS TO COLLEGE AND TRADE SCHOOL STUDENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt029491
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0600
IRS990/FeesForServicesAccountingGrp/TotalAmt0600
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt03992
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03992
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM HOUSER
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL DIRIENZO
IRS990/Form990PartVIISectionAGrp/PersonNm2PATTY LACKEY
IRS990/Form990PartVIISectionAGrp/PersonNm3JENIFER GILBERT
IRS990/Form990PartVIISectionAGrp/PersonNm4LIBBY CULIVER
IRS990/Form990PartVIISectionAGrp/PersonNm5KAITLIN MORLEY
IRS990/Form990PartVIISectionAGrp/PersonNm6JAHARANA TAPAL
IRS990/Form990PartVIISectionAGrp/PersonNm7PAM MEIBALANE
IRS990/Form990PartVIISectionAGrp/PersonNm8CATHLEEN WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm9NICK DUS
IRS990/Form990PartVIISectionAGrp/PersonNm10MARY JO HARPER
IRS990/Form990PartVIISectionAGrp/PersonNm11BRYAN RUDER
IRS990/Form990PartVIISectionAGrp/PersonNm12CASEY TRELA
IRS990/Form990PartVIISectionAGrp/PersonNm13HANNAH DILL
IRS990/Form990PartVIISectionAGrp/PersonNm14AMY CASAVANT
IRS990/Form990PartVIISectionAGrp/PersonNm15MARK CHANDLER
IRS990/Form990PartVIISectionAGrp/PersonNm16THORNTON PATBERG
IRS990/Form990PartVIISectionAGrp/PersonNm17MARC HOEPPNER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01958
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt03975
IRS990/GainOrLossGrp/SecuritiesAmt022159
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt024899
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt024899
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt024899
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt03975
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0134291
IRS990/GrossReceiptsAmt0154838
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt018
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt06330
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06330
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0374317
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0379924
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0112132
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE SCHOLARSHIPS TO COLLEGE AND TRADE SCHOOL STUDENTS WHO HAVE HIGH UNMET FINANCIAL NEEDS BEYOND OTHER SCHOLARSHIPS, GRANTS, AND LOANS. BASED ON ACADEMIC ACHIEVEMENT IN HIGH SCHOOL, COLLEGE OR TRADE SCHOOL, AND SAT OR ACT TEST SCORES, WITHOUT REGARD TO SEX, RACE, RELIGION, OR NATIONAL ORIGIN. AREAS OF EMPHASIS ARE: TEACHING, MUSIC, SCIENCES, NURSING AND BUILDING TRADES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0374053
IRS990/NetAssetsOrFundBalancesEOYAmt0380054
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03975
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt022159
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt026134
IRS990/NetUnrlzdGainsLossesInvstAmt021533
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-28747
IRS990/OtherLiabilitiesGrp/BOYAmt022713
IRS990/OtherLiabilitiesGrp/EOYAmt09863
IRS990/PartialLiquidationInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0274141
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0253179
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0393
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WILLIAM HOUSER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt011750
IRS990/PYInvestmentIncomeAmt014358
IRS990/PYOtherExpensesAmt04726
IRS990/PYRevenuesLessExpensesAmt0-2118
IRS990/PYTotalExpensesAmt016476
IRS990/PYTotalRevenueAmt014358
IRS990/ReconcilationRevenueExpnssAmt013215
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt022449
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09600
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt031
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt010242
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015706
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013273
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012739
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt051960
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06330
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05943
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06511
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06580
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04810
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt030174
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt031
IRS990ScheduleA/OtherIncome170Grp/TotalAmt031
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.63240
IRS990ScheduleA/PublicSupportPY170Pct00.65170
IRS990ScheduleA/PublicSupportTotal170Amt051960
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt010242
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015706
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt013273
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012739
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt051960
IRS990ScheduleA/TotalSupportAmt082165
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0274141
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0274141
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0274141
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0274141
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0274141
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0274141
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0274141
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0274141
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0274141
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0274141
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09863
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY FUNDS
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE EDUCATIONAL SUPPORT SCHOLARSHIPS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalLiabilityAmt09863
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt024899
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt018
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDS ARE DISTRIBUTED BY CHECKS THAT ARE JOINTLY PAYABLE TO THE INDIVIDUAL STUDENT RECIPIENT AND THE COLLEGE OR UNIVERSITY AT WHICH THE STUDENT IS ENROLLED. USE OF FUNDS ARE MONITORED BY THE INDIVIDUAL UNIVERSITIES WHICH LIMIT THEIR USE TO EDUCATIONAL PURPOSES AT THE COLLEGE OR UNIVERSITY LOCATED IN THE UNITED STATES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE SCHOLARSHIPS TO COLLEGE AND TRADE SCHOOL STUDENTS WHO HAVE HIGH UNMET FINANCIAL NEEDS BEYOND OTHER SCHOLARSHIPS, GRANTS, AND LOANS. BASED ON ACADEMIC ACHIEVEMENT IN HIGH SCHOOL, COLLEGE OR TRADE SCHOOL, AND SAT OR ACT TEST SCORES, WITHOUT REGARD TO SEX, RACE, RELIGION, OR NATIONAL ORIGIN. AREAS OF EMPHASIS ARE: TEACHING, MUSIC, SCIENCES, NURSING AND BUILDING TRADES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BECAUSE THE BOARD DOES NOT MEET BETWEEN RECEIPT OF THE COMPLETED 990 AND THE DUE DATE, A COPY OF THE 990 IS CIRCULATED TO ALL BOARD MEMBERS VIA EMAIL PRIOR TO THE DATE THE 990 IS FILED WITH THE IRS. THE 990 IS REVIEWED BY THE TREASURER AND FORWARDED TO THE PRESIDENT FOR REVIEW PRIOR TO BEING SIGNED BY THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL BOARD MEMBERS AND THEY ARE REQUIRED TO SIGN AN ACKNOWLEDGMENT WHEN THEY JOIN THE BOARD OF DIRECTORS AND ANNUALLY THEREAFTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RETURNED RESTRICTED FUNDS TO DONOR -20,962 RETURNED TEMP RESTRICTED FUNDS -7,785 TOTAL -28,747
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt081107
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0106593
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0396766
IRS990/TotalAssetsEOYAmt0389917
IRS990/TotalAssetsGrp/BOYAmt0396766
IRS990/TotalAssetsGrp/EOYAmt0389917
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt010242
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029491
IRS990/TotalFunctionalExpensesGrp/TotalAmt029491
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022713
IRS990/TotalLiabilitiesEOYAmt09863
IRS990/TotalLiabilitiesGrp/BOYAmt022713
IRS990/TotalLiabilitiesGrp/EOYAmt09863
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0374053
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0380054
IRS990/TotalProgramServiceExpensesAmt029491
IRS990/TotalRevenueGrp/ExclusionAmt010305
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022159
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt042706
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0396766
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0389917
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt018805
IRS990/UnrestrictedNetAssetsGrp/EOYAmt020282
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM HOUSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08124233138
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STUDENT FINANCIAL AID ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0STUD
ReturnHeader/Filer/EIN0356024366
ReturnHeader/Filer/PhoneNum08124233138
ReturnHeader/Filer/USAddress/AddressLine1Txt0501 MAIN STREET SUITE 305
ReturnHeader/Filer/USAddress/CityNm0EVANSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047708
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId072A9AB7397B853419F7BC1FB2C0C199BD4BCD0FA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DBEADA8E4E9D2995A816ADE270059363E00FB124
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:24:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352152081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEINZAPFEL & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MORTENSEN LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EVANSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047715
ReturnHeader/PreparerPersonGrp/PhoneNum08124741015
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN B HEAD CPA
ReturnHeader/ReturnTs02018-11-15T09:24:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings