Civic Intelligence

Alpha XI Delta Foundation

990 • Fiscal year 2020 • EIN 35-6053701

Jun 01, 2019 to May 31, 2020 • Filed on Oct 12, 2020

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

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

19th percentile

0.04x

Higher debt load relative to revenue than 19% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

77th percentile

22%

Higher net margin than 77% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

51st percentile

6.6%

Faster asset growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

15%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$7,762,400

Up $479,948 (+6.6%) from 2019

Net Assets

Up

$7,728,634

Up $470,436 (+6.5%) from 2019

Liabilities

Up

$33,766

Up $9,512 (+39%) from 2019

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin77th percentile

Revenue

Up

$831,089

Up $107,138 (+15%) from 2019

Expenses

Down

$645,525

Down $78,314 (-11%) from 2019

Net Income

Up

$185,564

Up $185,452 (+165582%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2020

Assets$7,762,400
Liabilities$33,766
Net Assets$7,728,634
Open 2020 Filing

Operations Trend

Revenue Growth72nd 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

2020

Revenue$831,089
Expenses$645,525
Net Income$185,564
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Oct 12, 2020
Return Version
2019v5.1
Gross Receipts
$3,692,510
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$6,827,876$7,257,623▲ $429,747
Pledges and Grants Receivable$202,095$204,071▲ $1,976
Savings and Temporary Cash Investments$75,408$96,926▲ $21,518
Accounts Receivable$150$17,318▲ $17,168
Prepaid Expenses and Deferred Charges$373$127▼ $246
Total Assets$7,282,452$7,762,400▲ $479,948
Other Assets Total$176,550$186,335▲ $9,785
Liabilities
Accounts Payable and Accrued Expenses$24,254$33,766▲ $9,512
Total Liabilities$24,254$33,766▲ $9,512
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,613,510$4,940,163▲ $326,653
Net Assets Without Donor Restrictions$2,644,688$2,788,471▲ $143,783
Total Net Assets Fund Balance$7,258,198$7,728,634▲ $470,436
Total Liabilities and Net Assets / Fund Balance$7,282,452$7,762,400▲ $479,948

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,758,305$62,410▲ $195,898$8,628$2,896,281
2018$2,766,080$82,579▲ $10,808$4,285$2,758,305
2017$2,539,180$65,830▲ $267,048$4,155$2,766,080
2016$2,293,946$44,445▲ $282,809$3,550$2,539,180
2015$2,471,762$54,825▼ $130,374$4,700$2,293,946
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Andrea FoubergChair
Michelle MarchandVice Chair
Elysia Balster GallivanNational Executive Director
Jill ThompsonTrustee
Katherine MartinTrustee
Lydia BugliTrustee
Micaela IslerTrustee
Monica BroughtonTrustee
Peggy CoyneTrustee
Susannah PruckaTrustee
Jennifer LeeSecretary
Elizabeth BattagliaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$540,821
Program Service Revenue
$0
Investment Income
$290,268
Other Revenue
$0
All Other Contributions
$540,821
Change in Net Assets
$185,564

Audited Revenue Reconciliation

Revenue per Audited Statements
$787,851
Revenue Not Reported on Financial Statements
$43,238
Revenue Not Reported on Form 990
$284,872
Total Revenue per Audited Statements
$1,072,723
Total Revenue per Form 990
$831,089
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$348,117
Grants and Similar Amounts Paid$297,408
Total Fundraising Expense$111,026
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$177,228--$177,228
Grants to Domestic Individuals$120,180--$120,180
Fees for Service Investment Mgmnt Fees-$43,238-$43,238
Fees for Services Accounting-$30,208-$30,208
Conferences and Meetings-$25,196-$25,196
Office Expenses-$7,481$7,587$15,068
Travel-$9,888$1,140$11,028
Fees for Services Legal-$9,595-$9,595
Fees for Services Other-$375$6,000$6,375
Other Expenses$0$0$4,566$4,566
Information Technology$2,500--$2,500
All Other Expenses-$1,611$636$2,247
Total Functional Expenses$342,422$192,077$111,026$645,525

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$645,525
Expenses per Audited Statements$602,287
Total Expenses per Audited Statements$602,287
Expenses Not Reported on Financial Statements$43,238
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Leadership Coach$98,958
Alpha Xi Delta Building Corporation of Vermillion SdVermillion, SD501(c)(7)Educational Space in Housing Facility$30,000
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Convention Speaker$10,801
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Greeklife Edu$10,000
Epsilon Eta ChapterIndianapolis, IN501(c)(7)Educational and Leadership Programming$9,205
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)THE FOUNDERS' ACADEMY$4,488
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Member Development$3,860
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Cultural Compentence$1,750
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Workout and Area Wide Training Program$1,166
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
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 11B

“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
2020-10-12
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 ST STE 400, CARMEL, IN 46032
Preparer
Angela N Crawford CPA
Phone
3178488920
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of beneficial interest in charitable remainder trusts 17,532.”

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:

“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, 2020 and 2019, 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 generally exempt from income taxes. However, the foundation is required to file federal form 990 - return of organization exempt from income tax and a similar state return, which are informational returns only. The foundation is subject to routine audits by taxing jurisdictions. However, as of the date the financial statements were available to be issued, there were no audits for any tax periods in progress.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of beneficial interest in charitable remainder trusts 17,532.”

Raw XML AppendixShowing 400 of 642 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/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.
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IRS990/Desc0IN THE FISCAL YEAR, THE FOUNDATION PROVIDED SUBSTANTIAL SUPPORT FOR ALPHA XI DELTA'S PERSONAL DEVELOPMENT AND PHILANTHROPIC PROGRAMS. THESE INCLUDED: THE LEADERSHIP COACH PROGRAM, GREEKLIFEEDU, THE FOUNDERS' ACADEMY, THE WORKOUT, 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. GREEKLIFEEDU IS AN ONLINE INTERACTIVE COURSE WITH A THREE-PRONG FOCUS ON ALCOHOL EDUCATION, SEXUAL ASSAULT PREVENTION, AND HAZING EDUCATION. THE FOUNDERS' ACADEMY IMMERSED COLLEGIATE WOMEN IN STRENGTHS-BASED LEADERSHIP EDUCATION TO BE MORE EFFECTIVE LEADERS FOR THEIR CAMPUSES AND COMMUNITIES. THE WORKOUT CONFERENCE BROUGHT WOMEN TOGETHER TO STRENGTHEN LIFE SKILLS SUCH AS ACTION-PLANNING, COMMUNICATION AND MOTIVATION. THE REALIZE YOUR POTENTIAL MEMBER DEVELOPMENT PROGRAM HELPS WOMEN BUILD INTERPERSONAL SKILLS FOR SUCCESS IN THE WORKPLACE OF TODAY AND TOMORROW. THE A CLEAR VISION OF LIFE: THE WELLBEING PROGRAM, HELPS ALUMNAE INCREASE THEIR CAPACITY TO THRIVE IN THE FIVE AREAS OF WELLBEING: PURPOSE, SOCIAL, FINANCIAL, PHYSICAL AND COMMUNITY TO BECOME BETTER, STRONGER CITIZENS OF THEIR COMMUNITIES. 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. AMAXING CHALLENGE GRANTS WERE AWARDED TO HELP 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.
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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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11NATIONAL EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0133000
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0297408
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0120180
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0120180
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0177228
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0177228
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02994421
IRS990/GrossReceiptsAmt03692510
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt02500
IRS990/InformationTechnologyGrp/TotalAmt02500
IRS990/InvestmentIncomeGrp/ExclusionAmt0157268
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0157268
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06827876
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07257623
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02861421
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/NetAssetsOrFundBalancesBOYAmt07258198
IRS990/NetAssetsOrFundBalancesEOYAmt07728634
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0133000
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0133000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0267340
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02644688
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02788471
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt03753
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt07587
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07481
IRS990/OfficeExpensesGrp/TotalAmt015068
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0176550
IRS990/OtherAssetsTotalGrp/EOYAmt0186335
IRS990/OtherChangesInNetAssetsAmt017532
IRS990/OtherExpensesGrp/Desc0REIMBURSED SALARIES & B
IRS990/OtherExpensesGrp/Desc1FUNDRAISING & PROMOTION
IRS990/OtherExpensesGrp/Desc2OPERATIONS COST SHARING
IRS990/OtherExpensesGrp/Desc3DONOR RECOGNITION
IRS990/OtherExpensesGrp/FundraisingAmt060747
IRS990/OtherExpensesGrp/FundraisingAmt130350
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt34566
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt035485
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt229000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt042514
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt0138746
IRS990/OtherExpensesGrp/TotalAmt130350
IRS990/OtherExpensesGrp/TotalAmt229000
IRS990/OtherExpensesGrp/TotalAmt34566
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0202095
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0204071
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0373
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0127
IRS990/PrincipalOfficerNm0ELYSIA BALSTER GALLIVAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0424121
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0349953
IRS990/PYInvestmentIncomeAmt0299830
IRS990/PYOtherExpensesAmt0373886
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0112
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0723839
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0723951
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0185564
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt075408
IRS990/SavingsAndTempCashInvstGrp/EOYAmt096926
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0540821
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0424121
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01083980
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01160325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0884014
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04093261
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0157268
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0146162
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0124636
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0110709
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0112156
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0650931
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.73630
IRS990ScheduleA/PublicSupportPY170Pct00.73120
IRS990ScheduleA/PublicSupportTotal170Amt03493045
IRS990ScheduleA/SubstantialContributorsTotAmt0600216
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0540821
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0424121
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01083980
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01160325
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0884014
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04093261
IRS990ScheduleA/TotalSupportAmt04744192
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/BoardDesignatedBalanceEOYPct00.03830
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt014345
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02758305
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt062410
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02896281
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt097359
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0195898
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt08628
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt013749
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02766080
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt082579
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02758305
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt083128
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010808
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt04285
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt013399
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02539180
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt065830
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02766080
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt088424
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0267048
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt04155
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt011968
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02293946
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt044445
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02539180
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt066502
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0282809
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt03550
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt011616
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02471762
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt054825
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02293946
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt085951
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-130374
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt04700
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt043238
IRS990ScheduleD/ExpensesSubtotalAmt0602287
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/FundsAndOtherAccountsContriAmt0700
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt02100
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt01
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt059496
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt043238
IRS990ScheduleD/InvestmentExpensesNotIncldAmt043238
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0267340
IRS990ScheduleD/OtherRevenueAmt017532
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.63530
IRS990ScheduleD/RevenueNotReportedAmt0284872
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt043238
IRS990ScheduleD/RevenueSubtotalAmt0787851
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PROVIDE GRANTS AND AWARDS; USED FOR EDUCATIONAL PURPOSES; SUPPORT PROGRAMS AND OTHER ACTIVITIES OF THE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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, 2020 AND 2019, 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 GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND A SIMILAR STATE RETURN, WHICH ARE INFORMATIONAL RETURNS ONLY. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 17,532.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.32640
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0645525
IRS990ScheduleD/TotalRevenuePerForm990Amt0831089
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01072723
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0602287
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt099955
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt116950

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,762,400
Liabilities
$33,766
Net assets
$7,728,634
Revenue
$831,089
Expenses
$645,525
Net income
$185,564
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