Civic Intelligence

Alpha XI Delta Foundation

990 • Fiscal year 2015 • EIN 35-6053701

Jun 01, 2014 to May 31, 2015 • Filed on Oct 13, 2015

Organization ProfileWWW.ALPHAXIDELTA.ORG
8702 Founders RoadIndianapolis, IN 46268

(317) 872-3500

Siviq Scores

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

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

18th percentile

0.04x

Higher debt load relative to revenue than 18% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

81st percentile

24%

Higher net margin than 81% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

60th percentile

3.1%

Faster asset growth than 60% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-12%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$6,059,951

Up $184,819 (+3.1%) from 2014

Net Assets

Up

$6,028,376

Up $173,986 (+3.0%) from 2014

Liabilities

Up

$31,575

Up $10,833 (+52%) from 2014

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin81st percentile

Revenue

Down

$811,006

Down $113,112 (-12%) from 2014

Expenses

Up

$619,413

Up $61,149 (+11%) from 2014

Net Income

Down

$191,593

Down $174,261 (-48%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,862,386Liabilities 2011: $28,131Net Assets 2011: $4,834,2552011Assets 2012: $4,675,977Liabilities 2012: $13,420Net Assets 2012: $4,662,5572012Assets 2013: $5,327,625Liabilities 2013: $13,958Net Assets 2013: $5,313,6672013Assets 2014: $5,875,132Liabilities 2014: $20,742Net Assets 2014: $5,854,3902014Assets 2015: $6,059,951Liabilities 2015: $31,575Net Assets 2015: $6,028,3762015Assets 2016: $6,026,292Liabilities 2016: $44,926Net Assets 2016: $5,981,3662016Assets 2017: $7,248,200Liabilities 2017: $24,870Net Assets 2017: $7,223,3302017Assets 2018: $7,540,117Liabilities 2018: $21,965Net Assets 2018: $7,518,1522018Assets 2019: $7,282,452Liabilities 2019: $24,254Net Assets 2019: $7,258,1982019Assets 2020: $7,762,400Liabilities 2020: $33,766Net Assets 2020: $7,728,6342020Assets 2021: $9,779,602Liabilities 2021: $127,874Net Assets 2021: $9,651,7282021Assets 2022: $9,110,147Liabilities 2022: $29,510Net Assets 2022: $9,080,6372022Assets 2023: $8,835,996Liabilities 2023: $43,744Net Assets 2023: $8,792,2522023Assets 2024: $10,120,289Liabilities 2024: $24,987Net Assets 2024: $10,095,3022024Assets 2025: $10,689,387Liabilities 2025: $37,739Net Assets 2025: $10,651,6482025

Highlighted filing

2015

Assets$6,059,951
Liabilities$31,575
Net Assets$6,028,376
Open 2015 Filing

Operations Trend

Revenue Growth19th percentile

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

$2.0M$1.5M$1.0M$500K$0Expenses 2011: $432,6412011Expenses 2012: $470,9082012Expenses 2013: $534,0442013Revenue 2014: $924,118Expenses 2014: $558,264Net Income 2014: $365,8542014Revenue 2015: $811,006Expenses 2015: $619,413Net Income 2015: $191,5932015Revenue 2016: $1,106,082Expenses 2016: $637,672Net Income 2016: $468,4102016Revenue 2017: $1,423,703Expenses 2017: $611,306Net Income 2017: $812,3972017Revenue 2018: $1,558,000Expenses 2018: $1,490,767Net Income 2018: $67,2332018Revenue 2019: $723,951Expenses 2019: $723,839Net Income 2019: $1122019Revenue 2020: $831,089Expenses 2020: $645,525Net Income 2020: $185,5642020Revenue 2021: $1,347,855Expenses 2021: $780,119Net Income 2021: $567,7362021Revenue 2022: $1,210,634Expenses 2022: $615,679Net Income 2022: $594,9552022Revenue 2023: $750,111Expenses 2023: $663,564Net Income 2023: $86,5472023Revenue 2024: $853,075Expenses 2024: $609,505Net Income 2024: $243,5702024Revenue 2025: $1,228,708Expenses 2025: $782,295Net Income 2025: $446,4132025

Highlighted filing

2015

Revenue$811,006
Expenses$619,413
Net Income$191,593
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Oct 13, 2015
Return Version
2014v5.0
Gross Receipts
$3,538,144
Mission and Program Overview

Mission

The mission of the alpha xi delta foundation is to create opportunities for alpha xi delta fraternity members to ensure enduring resources so the fraternity can fulfill her mission. As part of its mission, the foundation will support the fraternity's educational and leadership development programming; provide and continue to expand scholarship, grants and member support funds; and encourage philanthropy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,528,583$5,723,521▲ $194,938
Savings and Temporary Cash Investments$54,697$78,420▲ $23,723
Pledges and Grants Receivable$62,725$36,895▼ $25,830
Prepaid Expenses and Deferred Charges$2,210$439▼ $1,771
Accounts Receivable$150$0▼ $150
Total Assets$5,875,132$6,059,951▲ $184,819
Other Assets Total$226,767$220,676▼ $6,091
Liabilities
Accounts Payable and Accrued Expenses$20,742$31,575▲ $10,833
Total Liabilities$20,742$31,575▲ $10,833
Net Assets / Fund Balance
Unrestricted Net Assets$2,248,672$2,247,374▼ $1,298
Temporarily Rstr Net Assets$1,973,116$2,055,610▲ $82,494
Permanently Rstr Net Assets$1,632,602$1,725,392▲ $92,790
Total Net Assets Fund Balance$5,854,390$6,028,376▲ $173,986
Total Liabilities and Net Assets / Fund Balance$5,875,132$6,059,951▲ $184,819

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$2,285,069$112,681▲ $168,664$4,376$2,471,762
2013$1,971,711$99,665▲ $280,810$3,513$2,285,069
2012$1,659,507$44,745▲ $321,726$3,474$1,971,711
2011$1,752,618$46,902▼ $103,980$9,896$1,659,507
2010$1,578,029$7,558▲ $282,864$69,293$1,752,618
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Jane Fursey RalstonChair
Sandi EdwardsNational Council President
Michelle Soderquist HartnettVice Chair
Elysia Balster GallivanNational Executive Director
Bobby Allphin StantonTrustee
Carrie KashawlicTrustee
Jennifer Bellas LeeTrustee
Lynn AndrewsTrustee
Martha GeppertTrustee
Susannah PruckaTrustee
Evonne CarawanSecretary
Marianne Moritz RussoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$361,284
Program Service Revenue
$0
Investment Income
$449,722
Other Revenue
$0
All Other Contributions
$361,284
Change in Net Assets
$191,593

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$26,300Fair Market Value (FMV)
Total Noncash Contributions1$26,300-

Audited Revenue Reconciliation

Revenue per Audited Statements
$760,748
Revenue Not Reported on Financial Statements
$50,258
Revenue Not Reported on Form 990
$-17,607
Other Revenue Adjustments
$5,500
Total Revenue per Audited Statements
$743,141
Total Revenue per Form 990
$811,006
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$365,514
Grants and Similar Amounts Paid$253,899
Total Fundraising Expense$145,404
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$148,563--$148,563
Grants to Domestic Individuals$105,336--$105,336
Fees for Service Investment Mgmnt Fees-$44,758-$44,758
Fees for Services Accounting-$27,313-$27,313
Travel--$25,048$25,048
All Other Expenses$4,001$4,055$15,205$23,261
Conferences and Meetings-$13,807-$13,807
Other Expenses$39,396$22,000$6,235$6,235
Office Expenses$448$2,490$2,855$5,793
Fees for Services Other$2,500$690-$3,190
Fees for Services Legal-$2,929-$2,929
Advertising--$203$203
Total Functional Expenses$300,244$173,765$145,404$619,413

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$619,413
Expenses per Audited Statements$569,155
Total Expenses per Audited Statements$569,155
Expenses Not Reported on Financial Statements$50,258
Other Expense Adjustments$5,500
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Leadership Coach$92,028
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)THE FOUNDERS' ACADEMY$30,000
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Adel Grant$15,000
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Strengths and Wellbeing$4,240
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Summer Immersion$1,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The audit committee and the foundation chair will review the 990. The draft will also be circulated to the trustees. Once all members have reviewed the return, the 990 will be issued.”

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

“The forms are collected, kept on file, and individuals are asked to recuse themselves from a vote if it is a conflict of interest.”

Form 990, Part VI, Section B, Line 15

“The national executive director is employed by alpha xi delta fraternity. The fraternity has an executive performance and compensation review committee comprised of three board members. Those members reach out to the foundation chair and nhc president for feedback. They review both industry standards for compensation as well as greek organization survey results. Location of the national executive director is also taken into consideration. The committee completes the review document and agrees on the compensation. The national president completes the review and sends a memo to director of finance and operations for the fraternity for execution.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Foundation
EIN
35-6053701
Phone
3178723500
Address
8702 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Elysia Balster Gallivan
Title
Executive Director
Phone
3178723500
Signed
2015-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elysia Balster Gallivan
Formed
1956
Legal Domicile
Ar
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN STREET SUITE 400, CARMEL, IN 46032
Preparer
Angela N Crawford
Phone
3178488920
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of beneficial interest in charitable remainder trusts -6,192.”

Form 990, Part XII, Line 2C Explanation

“The process remains unchanged from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“Provide grants and awards; used for educational purposes; support programs and other activities of the foundation.”

PART X, LINE 2:

“Income taxes: the foundation is organized as a not-for-profit corporation under section 501(c)(3) of the united states internal revenue code and corresponding state tax law. Additionally, the foundation has been determined not to be a private foundation under section 509(a) of the internal revenue code. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the foundation and recognize a tax liability if the foundation has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by the foundation, and has concluded that as of may 31, 2015 and 2014, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements. The foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. As such, the foundation is generally exempt from income taxes. However, the foundation is required to file federal form 990 return of organization exempt from income tax, and a corresponding state return, which are informational returns only.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of beneficial interest in charitable remainder trusts -6,192.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Bad debt expense netted against revenue in financial statements 5,500.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Bad debt expense netted against revenue in financial statements 5,500.”

Raw XML AppendixShowing 400 of 560 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt020742
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt031575
IRS990/AccountsReceivableGrp/BOYAmt0150
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MISSION OF THE ALPHA XI DELTA FOUNDATION IS TO CREATE OPPORTUNITIES FOR ALPHA XI DELTA FRATERNITY MEMBERS TO ENSURE ENDURING RESOURCES SO THE FRATERNITY CAN FULFILL HER MISSION. AS PART OF ITS MISSION, THE FOUNDATION WILL SUPPORT THE FRATERNITY'S EDUCATIONAL AND LEADERSHIP DEVELOPMENT PROGRAMMING; PROVIDE AND CONTINUE TO EXPAND SCHOLARSHIP, GRANTS AND MEMBER SUPPORT FUNDS; AND ENCOURAGE PHILANTHROPY.
IRS990/AdvertisingGrp/FundraisingAmt0203
IRS990/AdvertisingGrp/TotalAmt0203
IRS990/AllOtherContributionsAmt0361284
IRS990/AllOtherExpensesGrp/FundraisingAmt015205
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04055
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04001
IRS990/AllOtherExpensesGrp/TotalAmt023261
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LAUREN WALAWENDER
IRS990/BooksInCareOfDetail/PhoneNum03178723500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08702 FOUNDERS ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046268
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt013807
IRS990/ConferencesMeetingsGrp/TotalAmt013807
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0361284
IRS990/CYGrantsAndSimilarPaidAmt0253899
IRS990/CYInvestmentIncomeAmt0449722
IRS990/CYOtherExpensesAmt0365514
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0191593
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0619413
IRS990/CYTotalFundraisingExpenseAmt0145404
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0811006
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0IN THE FISCAL YEAR, THE FOUNDATION PROVIDED SUBSTANTIAL SUPPORT FOR ALPHA XI DELTA'S PERSONAL DEVELOPMENT AND PHILANTHROPIC PROGRAMMING THAT PREPARES WOMEN TO BUILD A BETTER WORLD. THESE INCLUDED: THE LEADERSHIP COACH PROGRAM, STRENGTHS AND WELLBEING PROGRAMMING AND ACTIVITIES INCREASING AUTISM AWARENESS. THE LEADERSHIP COACH PROGRAM HELPED YOUNG WOMEN ACQUIRE ESSENTIAL LIFE SKILLS AND BECOME STRONGER, MORE CONFIDENT WOMEN. WORKING WITH WOMEN NATIONWIDE, LEADERSHIP COACHES FACILITATED ACTIVITIES CENTERING ON PERSONAL DEVELOPMENT, ASSISTED WOMEN IN MAXIMIZING THE BENEFIT OF STRENGTHS DEVELOPMENT, AND TRAINED CHAPTER EXECUTIVE COMMITTEES TO BE HIGH PERFORMING TEAMS. AT THE FOUNDERS' ACADEMY, MORE THAN 125 COLLEGIATE WOMEN WERE IMMERSED IN STRENGTHS-BASED LEADERSHIP EDUCATION TO BE MORE EFFECTIVE LEADERS FOR THEIR CAMPUSES AND COMMUNITIES. THE CLEAR VISION OF LIFE: THE WELLBEING PROGRAM FOR ALUMNAE WAS LAUNCHED EDUCATING ALUMNAE MEMBERS ABOUT THE ESSENTIAL ELEMENTS OF WELLBEING AND HOW TO INCORPORATE THEM INTO THEIR DAILY LIVES TO BE BETTER, STRONGER CITIZENS OF THEIR COMMUNITIES. CONTRIBUTIONS WERE MADE TO FOUR INSTITUTIONS OF HIGHER EDUCATION TO SUPPORT LEADERSHIP DEVELOPMENT PROGRAMMING IN HONOR OF NEWLY ESTABLISHED ALPHA XI DELTA CHAPTERS. SCHOLARSHIPS AND CONTINUING EDUCATION GRANTS WERE AWARDED TO COLLEGIATE AND ALUMNAE MEMBERS TO REALIZE THEIR HIGHER EDUCATION GOALS AND PREPARE FOR TODAY'S EVER-CHANGING GLOBAL JOB MARKET. AT THE SUMMER IMMERSION EXPERIENCE FIFTEEN COLLEGIATE MEMBERS HAD THE BENEFIT OF EDUCATION IN THE FOUR PILLARS OF AUTISM SPEAKS RESEARCH, ADVOCACY, FAMILY SERVICES AND AWARENESS AND BECAME STRONGER ADVOCATES FOR THIS IMPORTANT ISSUE. GRANTS WERE AWARDED TO HELP EIGHT CHAPTERS DREAM BIGGER AND ENHANCE THEIR FUNDRAISING AND AUTISM AWARENESS EFFORTS IN THEIR COMMUNITIES. THE ALPHA XI DELTA FOUNDATION CONTINUES ITS PROUD TRADITION OF PROVIDING RESOURCES TO INSPIRE WOMEN TO REALIZE THEIR POTENTIAL THROUGH THE LEADERSHIP OPPORTUNITIES IT OFFERS, THE LIFELONG LEARNING THAT IT INSPIRES AND THE SERVICE IT PROVIDES TO IMPROVE THE LIVES OF CHILDREN.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0300244
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt027313
IRS990/FeesForServicesAccountingGrp/TotalAmt027313
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02929
IRS990/FeesForServicesLegalGrp/TotalAmt02929
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0690
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02500
IRS990/FeesForServicesOtherGrp/TotalAmt03190
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt044758
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt044758
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/PersonNm0MARTHA GEPPERT
IRS990/Form990PartVIISectionAGrp/PersonNm1CARRIE KASHAWLIC
IRS990/Form990PartVIISectionAGrp/PersonNm2JENNIFER BELLAS LEE
IRS990/Form990PartVIISectionAGrp/PersonNm3BOBBY ALLPHIN STANTON
IRS990/Form990PartVIISectionAGrp/PersonNm4LYNN ANDREWS
IRS990/Form990PartVIISectionAGrp/PersonNm5SUSANNAH PRUCKA
IRS990/Form990PartVIISectionAGrp/PersonNm6SANDI EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm7JANE FURSEY RALSTON
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHELLE SODERQUIST HARTNETT
IRS990/Form990PartVIISectionAGrp/PersonNm9EVONNE CARAWAN
IRS990/Form990PartVIISectionAGrp/PersonNm10MARIANNE MORITZ RUSSO
IRS990/Form990PartVIISectionAGrp/PersonNm11ELYSIA BALSTER GALLIVAN
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/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/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6NATIONAL COUNCIL PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11NATIONAL EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0331962
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0253899
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0105336
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0105336
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0148563
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0148563
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03059100
IRS990/GrossReceiptsAmt03538144
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0117760
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0117760
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05528583
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05723521
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02727138
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE ALPHA XI DELTA FOUNDATION IS TO CREATE OPPORTUNITIES FOR ALPHA XI DELTA FRATERNITY MEMBERS TO ENSURE ENDURING RESOURCES SO THE FRATERNITY CAN FULFILL HER MISSION. AS PART OF ITS MISSION, THE FOUNDATION WILL SUPPORT THE FRATERNITY'S EDUCATIONAL AND LEADERSHIP DEVELOPMENT PROGRAMMING; PROVIDE AND CONTINUE TO EXPAND SCHOLARSHIP, GRANTS AND MEMBER SUPPORT FUNDS; AND ENCOURAGE PHILANTHROPY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05854390
IRS990/NetAssetsOrFundBalancesEOYAmt06028376
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0331962
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0331962
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-11415
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt026300
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt02855
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02490
IRS990/OfficeExpensesGrp/ProgramServicesAmt0448
IRS990/OfficeExpensesGrp/TotalAmt05793
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0226767
IRS990/OtherAssetsTotalGrp/EOYAmt0220676
IRS990/OtherChangesInNetAssetsAmt0-6192
IRS990/OtherExpensesGrp/Desc0SALARY AND BENEFIT REIM
IRS990/OtherExpensesGrp/Desc1LOYALTY FUND PRODUCTION
IRS990/OtherExpensesGrp/Desc2OPERATING CHARGE TO FRA
IRS990/OtherExpensesGrp/Desc3QUILL PAGES
IRS990/OtherExpensesGrp/FundraisingAmt067026
IRS990/OtherExpensesGrp/FundraisingAmt128832
IRS990/OtherExpensesGrp/FundraisingAmt26235
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt055723
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt122000
IRS990/OtherExpensesGrp/ProgramServicesAmt039396
IRS990/OtherExpensesGrp/TotalAmt0162145
IRS990/OtherExpensesGrp/TotalAmt128832
IRS990/OtherExpensesGrp/TotalAmt222000
IRS990/OtherExpensesGrp/TotalAmt36235
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01632602
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01725392
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt062725
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt036895
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02210
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0439
IRS990/PrincipalOfficerNm0ELYSIA BALSTER GALLIVAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0351907
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0162905
IRS990/PYInvestmentIncomeAmt0572211
IRS990/PYOtherExpensesAmt0395359
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0365854
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0558264
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0924118
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0191593
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt054697
IRS990/SavingsAndTempCashInvstGrp/EOYAmt078420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0361284
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0351907
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0397421
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0560142
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01914748
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03585502
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0117760
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0112140
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt083302
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt061868
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt058461
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0433531
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.47410
IRS990ScheduleA/PublicSupportPY170Pct00.49000
IRS990ScheduleA/PublicSupportTotal170Amt01905528
IRS990ScheduleA/SubstantialContributorsTotAmt01679974
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0361284
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0351907
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0397421
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0560142
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01914748
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03585502
IRS990ScheduleA/TotalSupportAmt04019033
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/BoardDesignatedBalanceEOYPct00.04530
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt011728
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02285069
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0112681
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02471762
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt078548
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0168664
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt04376
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt010767
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01971711
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt099665
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02285069
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt052837
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0280810
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt03513
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt09111
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01659507
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt044745
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01971711
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt041682
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0321726
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt03474
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt08415
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01752618
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt046902
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01659507
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt017722
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-103980
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt09896
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt08290
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01578029
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt07558
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01752618
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt038250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0282864
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt069293
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0380
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt03500
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt053480
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt050258
IRS990ScheduleD/ExpensesSubtotalAmt0569155
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt044758
IRS990ScheduleD/InvestmentExpensesNotIncldAmt044758
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-11415
IRS990ScheduleD/OtherExpensesNotIncludedAmt05500
IRS990ScheduleD/OtherRevenueAmt0-6192
IRS990ScheduleD/OtherRevenuesNotIncludedAmt05500
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.62070
IRS990ScheduleD/RevenueNotReportedAmt0-17607
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt050258
IRS990ScheduleD/RevenueSubtotalAmt0760748
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PROVIDE GRANTS AND AWARDS; USED FOR EDUCATIONAL PURPOSES; SUPPORT PROGRAMS AND OTHER ACTIVITIES OF THE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INCOME TAXES: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ADDITIONALLY, THE FOUNDATION HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF MAY 31, 2015 AND 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND A CORRESPONDING STATE RETURN, WHICH ARE INFORMATIONAL RETURNS ONLY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS -6,192.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3BAD DEBT EXPENSE NETTED AGAINST REVENUE IN FINANCIAL STATEMENTS 5,500.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4BAD DEBT EXPENSE NETTED AGAINST REVENUE IN FINANCIAL STATEMENTS 5,500.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.33400
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0619413
IRS990ScheduleD/TotalRevenuePerForm990Amt0811006
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0743141
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0569155
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt014700
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt12365
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt288271

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$6,059,951
Liabilities
$31,575
Net assets
$6,028,376
Revenue
$811,006
Expenses
$619,413
Net income
$191,593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$0.04$10.7$1.23$0.78$0.45
2024Detailed filing. Detailed filing data is available for this year.$10.1$0.02$10.1$0.85$0.61$0.24
2023Detailed filing. Detailed filing data is available for this year.$8.84$0.04$8.79$0.75$0.66$0.09
2022Detailed filing. Detailed filing data is available for this year.$9.11$0.03$9.08$1.21$0.62$0.59
2021Detailed filing. Detailed filing data is available for this year.$9.78$0.13$9.65$1.35$0.78$0.57
2020Detailed filing. Detailed filing data is available for this year.$7.76$0.03$7.73$0.83$0.65$0.19
2019Detailed filing. Detailed filing data is available for this year.$7.28$0.02$7.26$0.72$0.72$0.00
2018Detailed filing. Detailed filing data is available for this year.$7.54$0.02$7.52$1.56$1.49$0.07
2017Detailed filing. Detailed filing data is available for this year.$7.25$0.02$7.22$1.42$0.61$0.81
2016Detailed filing. Detailed filing data is available for this year.$6.03$0.04$5.98$1.11$0.64$0.47
2015Detailed filing. Detailed filing data is available for this year.$6.06$0.03$6.03$0.81$0.62$0.19
2014Detailed filing. Detailed filing data is available for this year.$5.88$0.02$5.85$0.92$0.56$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.33$0.01$5.31$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.68$0.01$4.66$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$0.03$4.83$0.43