Civic Intelligence

Alpha XI Delta Foundation

990 • Fiscal year 2021 • EIN 35-6053701

Jun 01, 2020 to May 31, 2021 • Filed on Oct 07, 2021

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

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

38th percentile

0.09x

Higher debt load relative to revenue than 38% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

83rd percentile

42%

Higher net margin than 83% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

77th percentile

26%

Faster asset growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

82nd percentile

62%

Faster revenue growth than 82% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$9,779,602

Up $2,017,202 (+26%) from 2020

Net Assets

Up

$9,651,728

Up $1,923,094 (+25%) from 2020

Liabilities

Up

$127,874

Up $94,108 (+279%) from 2020

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin83rd percentile

Revenue

Up

$1,347,855

Up $516,766 (+62%) from 2020

Expenses

Up

$780,119

Up $134,594 (+21%) from 2020

Net Income

Up

$567,736

Up $382,172 (+206%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2021

Assets$9,779,602
Liabilities$127,874
Net Assets$9,651,728
Open 2021 Filing

Operations Trend

Revenue Growth82nd 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

2021

Revenue$1,347,855
Expenses$780,119
Net Income$567,736
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Oct 7, 2021
Return Version
2020v4.1
Gross Receipts
$4,692,218
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$7,257,623$9,314,035▲ $2,056,412
Savings and Temporary Cash Investments$96,926$210,019▲ $113,093
Pledges and Grants Receivable$204,071$49,264▼ $154,807
Accounts Receivable$17,318$12,227▼ $5,091
Prepaid Expenses and Deferred Charges$127$130▲ $3
Total Assets$7,762,400$9,779,602▲ $2,017,202
Other Assets Total$186,335$193,927▲ $7,592
Liabilities
Accounts Payable and Accrued Expenses$33,766$127,874▲ $94,108
Total Liabilities$33,766$127,874▲ $94,108
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,940,163$5,977,912▲ $1,037,749
Net Assets Without Donor Restrictions$2,788,471$3,673,816▲ $885,345
Total Net Assets Fund Balance$7,728,634$9,651,728▲ $1,923,094
Total Liabilities and Net Assets / Fund Balance$7,762,400$9,779,602▲ $2,017,202

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,896,281$85,689▲ $936,940$6,760$3,819,406
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
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$384,503
Program Service Revenue
$0
Investment Income
$963,352
Other Revenue
$0
All Other Contributions
$384,503
Change in Net Assets
$567,736

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,291,881
Revenue Not Reported on Financial Statements
$55,974
Revenue Not Reported on Form 990
$1,355,358
Total Revenue per Audited Statements
$2,647,239
Total Revenue per Form 990
$1,347,855
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$489,292
Other Expenses$290,827
Total Fundraising Expense$72,921
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$391,977--$391,977
Grants to Domestic Individuals$97,315--$97,315
Fees for Service Investment Mgmnt Fees-$55,974-$55,974
Fees for Services Accounting-$33,238-$33,238
Fees for Services Legal-$17,409-$17,409
Office Expenses$106$4,831$4,342$9,279
Fees for Services Other-$385$6,000$6,385
Information Technology$2,500--$2,500
Other Expenses$36,449$411$989$1,400
Total Functional Expenses$528,347$178,851$72,921$780,119

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$780,119
Expenses per Audited Statements$724,145
Total Expenses per Audited Statements$724,145
Expenses Not Reported on Financial Statements$55,974
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Xi Delta Building Corporation of Vermillion SdVermillion, SD501(c)(7)Educational Space in Housing Facility$241,867
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Education and Leadership Support$98,627
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Leadership Coach$30,647
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Greeklife Edu$10,000
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Racial Justice Workshop$7,250
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Diversity Equity and Inclusion Grant$1,973
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Education Fund- Philanthropy$982
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Member Development$105
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
2021-10-07
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 6,687.”

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, 2021 and 2020, 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 6,687.”

Raw XML AppendixShowing 400 of 619 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, JUSTICE, EQUITY AND HUMAN DIGNITY PROGRAMS, 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 JUSTICE, EQUITY AND HUMAN DIVERSITY PROGRAMS PROVIDE TRANSFORMATIONAL LEARNING ON BECOMING MORE INFORMED GLOBAL CITIZENS. 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/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/NATIONAL VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11NATIONAL EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0816718
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0489292
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt097315
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt097315
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0391977
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0391977
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04161081
IRS990/GrossReceiptsAmt04692218
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/ExclusionAmt0146634
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0146634
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07257623
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09314035
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03344363
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/NetAssetsOrFundBalancesBOYAmt07728634
IRS990/NetAssetsOrFundBalancesEOYAmt09651728
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0816718
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0816718
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01348671
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02788471
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03673816
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt02589
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt04342
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04831
IRS990/OfficeExpensesGrp/ProgramServicesAmt0106
IRS990/OfficeExpensesGrp/TotalAmt09279
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0186335
IRS990/OtherAssetsTotalGrp/EOYAmt0193927
IRS990/OtherChangesInNetAssetsAmt06687
IRS990/OtherExpensesGrp/Desc0REIMBURSED SALARIES & B
IRS990/OtherExpensesGrp/Desc1OPERATIONS COST SHARING
IRS990/OtherExpensesGrp/Desc2FUNDRAISING & PROMOTION
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/FundraisingAmt039420
IRS990/OtherExpensesGrp/FundraisingAmt122170
IRS990/OtherExpensesGrp/FundraisingAmt2989
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt036603
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt130000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2411
IRS990/OtherExpensesGrp/ProgramServicesAmt036449
IRS990/OtherExpensesGrp/TotalAmt0112472
IRS990/OtherExpensesGrp/TotalAmt130000
IRS990/OtherExpensesGrp/TotalAmt222170
IRS990/OtherExpensesGrp/TotalAmt31400
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0204071
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt049264
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0127
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0130
IRS990/PrincipalOfficerNm0ELYSIA BALSTER GALLIVAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0540821
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0297408
IRS990/PYInvestmentIncomeAmt0290268
IRS990/PYOtherExpensesAmt0348117
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0185564
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0645525
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0831089
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0567736
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt096926
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0210019
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0384503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0540821
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0424121
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01083980
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01160325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03593750
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0146634
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0157268
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0146162
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0124636
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0110709
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0685409
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70530
IRS990ScheduleA/PublicSupportPY170Pct00.73630
IRS990ScheduleA/PublicSupportTotal170Amt03018060
IRS990ScheduleA/SubstantialContributorsTotAmt0575690
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0384503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0540821
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0424121
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01083980
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01160325
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03593750
IRS990ScheduleA/TotalSupportAmt04279159
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/BoardDesignatedBalanceEOYPct00.03595
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt016632
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02896281
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt085689
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03819406
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt076112
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0936940
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt06760
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt014345
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02758305
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt062410
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02896281
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt097359
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0195898
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt08628
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt013749
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02766080
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt082579
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02758305
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt083128
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010808
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt04285
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt013399
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02539180
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt065830
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02766080
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt088424
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0267048
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt04155
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt011968
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02293946
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt044445
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02539180
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt066502
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0282809
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt03550
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt055974
IRS990ScheduleD/ExpensesSubtotalAmt0724145
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/FundsAndOtherAccountsContriAmt00
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt01400
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt01
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt076167
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt055974
IRS990ScheduleD/InvestmentExpensesNotIncldAmt055974
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01348671
IRS990ScheduleD/OtherRevenueAmt06687
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.50267
IRS990ScheduleD/RevenueNotReportedAmt01355358
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt055974
IRS990ScheduleD/RevenueSubtotalAmt01291881
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, 2021 AND 2020, 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 6,687.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.46139
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0780119
IRS990ScheduleD/TotalRevenuePerForm990Amt01347855
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02647239
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0724145
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt079100
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt116950
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt21265
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0100
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt1113
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt22
IRS990ScheduleI/RecipientTable/CashGrantAmt030647
IRS990ScheduleI/RecipientTable/CashGrantAmt110000

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,779,602
Liabilities
$127,874
Net assets
$9,651,728
Revenue
$1,347,855
Expenses
$780,119
Net income
$567,736
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