Civic Intelligence

Alpha XI Delta Foundation

990 • Fiscal year 2024 • EIN 35-6053701

Jun 01, 2023 to May 31, 2024 • Filed on Oct 04, 2024

Organization ProfileWWW.ALPHAXIDELTA.ORG
PO Box 6069 Dept 80Indianapolis, IN 46260-6069

(317) 872-3500

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

14th percentile

0.03x

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

14%

Faster revenue growth than 61% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$10,120,289

Up $1,284,293 (+15%) from 2023

Net Assets

Up

$10,095,302

Up $1,303,050 (+15%) from 2023

Liabilities

Down

$24,987

Down $18,757 (-43%) from 2023

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin80th percentile

Revenue

Up

$853,075

Up $102,964 (+14%) from 2023

Expenses

Down

$609,505

Down $54,059 (-8.1%) from 2023

Net Income

Up

$243,570

Up $157,023 (+181%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2024

Assets$10,120,289
Liabilities$24,987
Net Assets$10,095,302
Open 2024 Filing

Operations Trend

Revenue Growth61st 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

2024

Revenue$853,075
Expenses$609,505
Net Income$243,570
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Oct 4, 2024
Return Version
2023v5.1
Gross Receipts
$4,200,044
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$8,125,331$9,346,767▲ $1,221,436
Savings and Temporary Cash Investments$466,180$481,342▲ $15,162
Pledges and Grants Receivable$54,691$22,190▼ $32,501
Accounts Receivable$8,020$15,560▲ $7,540
Prepaid Expenses and Deferred Charges$2,501$2,410▼ $91
Total Assets$8,835,996$10,120,289▲ $1,284,293
Other Assets Total$179,273$252,020▲ $72,747
Liabilities
Accounts Payable and Accrued Expenses$43,744$24,987▼ $18,757
Total Liabilities$43,744$24,987▼ $18,757
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,345,045$6,158,957▲ $813,912
Net Assets Without Donor Restrictions$3,447,207$3,936,345▲ $489,138
Total Net Assets Fund Balance$8,792,252$10,095,302▲ $1,303,050
Total Liabilities and Net Assets / Fund Balance$8,835,996$10,120,289▲ $1,284,293

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$3,410,427$96,800▲ $596,399-$3,946,338
2022$3,517,453$38,788▲ $8,114-$3,410,427
2021$3,819,406$80,199▼ $229,284$9,334$3,517,453
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
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Andrea FoubergChair
Megan CrouchTrustee/national President
Courtney PetersVice Chair
Elysia Balster GallivanNational Executive Director
Cathy BerdahlTrustee
Christina-marie McbreatyTrustee
Deanna BosselmanTrustee
Elizabeth BattagliaTrustee
Julie HummerTrustee
Monica BroughtonTrustee
Peggy CoyneSecretary
Lydia BugliTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$363,337
Program Service Revenue
$0
Investment Income
$489,738
Other Revenue
$0
All Other Contributions
$363,337
Change in Net Assets
$243,570

Audited Revenue Reconciliation

Revenue per Audited Statements
$791,568
Revenue Not Reported on Financial Statements
$61,507
Revenue Not Reported on Form 990
$1,059,480
Total Revenue per Audited Statements
$1,851,048
Total Revenue per Form 990
$853,075
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$314,869
Other Expenses$294,636
Total Fundraising Expense$99,715
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$164,277--$164,277
Grants to Domestic Individuals$150,592--$150,592
Fees for Service Investment Mgmnt Fees-$61,507-$61,507
Fees for Services Accounting-$33,968-$33,968
Fees for Services Other-$436$15,000$15,436
Conferences and Meetings-$10,548-$10,548
Fees for Services Legal-$9,991-$9,991
Office Expenses$523$6,014$756$7,293
Travel$2$5,318$670$5,990
Information Technology$3,208--$3,208
All Other Expenses$1,000$868-$1,868
Other Expenses$25,198$1,500$23,884$1,500
Total Functional Expenses$344,800$164,990$99,715$609,505

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$609,505
Expenses per Audited Statements$547,998
Total Expenses per Audited Statements$547,998
Expenses Not Reported on Financial Statements$61,507
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Leadership Coach$105,028
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Priority Programming$25,333
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Educational Portion of Convention$10,000
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Educational and Leadership Development$7,482
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)Workout Program$6,000
Alpha Xi Delta FraternityIndianapolis, IN501(c)(7)OFFICER ACADEMY $5,000 AND EDUCATIONAL HOUSING $415$5,415
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
PO BOX 6069 DEPT 80, INDIANAPOLIS, IN 46260-6069

Signing Officer

Name
Elysia Balster Gallivan
Title
Executive Director
Phone
3178723500
Signed
2024-10-04
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
73

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 72,145.”

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, 2024 and 2023, 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 72,145.”

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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, EDUCATIONAL SPEAKERS AT NATIONAL CONVENTION AND ACTIVITIES RELATED TO PHILANTHROPIC EFFORTS TO SUPPORT LOCAL ORGANIZATIONS FOCUSED ON CHILDREN IN NEED. 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. OUR SUPPORT OF EDUCATIONAL SESSIONS AT NATIONAL CONVENTION PROVIDED A BOARD AUDIENCE WITH THE OPPORTUNITY TO GROW THEIR LEADERSHIP SKILLS AND ENHANCE THEIR APPROACH TO COMMUNICATION WITH OTHERS. AMAXING CHALLENGE GRANTS WERE AWARDED TO HELP CHAPTERS DREAM BIGGER AND ENHANCE THEIR FUNDRAISING, AWARENESS AND VOLUNTEER EFFORTS IN THEIR COMMUNITIES RELATED TO CHILDREN IN FOSTER CARE AND FACING HOMELESSNESS AND HUNGER. 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/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/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/NATIONAL PRESIDENT
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/SecuritiesAmt0316890
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0314869
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0150592
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0150592
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0164277
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0164277
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03663859
IRS990/GrossReceiptsAmt04200044
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt03208
IRS990/InformationTechnologyGrp/TotalAmt03208
IRS990/InvestmentIncomeGrp/ExclusionAmt0172848
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0172848
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08125331
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09346767
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03346969
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/NetAssetsOrFundBalancesBOYAmt08792252
IRS990/NetAssetsOrFundBalancesEOYAmt010095302
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0316890
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0316890
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0987335
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03447207
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03936345
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0756
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06014
IRS990/OfficeExpensesGrp/ProgramServicesAmt0523
IRS990/OfficeExpensesGrp/TotalAmt07293
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0179273
IRS990/OtherAssetsTotalGrp/EOYAmt0252020
IRS990/OtherChangesInNetAssetsAmt072145
IRS990/OtherExpensesGrp/Desc0REIMBURSED SALARIES & B
IRS990/OtherExpensesGrp/Desc1FUNDRAISING & PROMOTION
IRS990/OtherExpensesGrp/Desc2OPERATIONS COST SHARING
IRS990/OtherExpensesGrp/Desc3DUES AND MEMBERSHIPS
IRS990/OtherExpensesGrp/FundraisingAmt059405
IRS990/OtherExpensesGrp/FundraisingAmt123884
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014840
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21500
IRS990/OtherExpensesGrp/ProgramServicesAmt025198
IRS990/OtherExpensesGrp/TotalAmt099443
IRS990/OtherExpensesGrp/TotalAmt123884
IRS990/OtherExpensesGrp/TotalAmt220000
IRS990/OtherExpensesGrp/TotalAmt31500
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt054691
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt022190
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02501
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02410
IRS990/PrincipalOfficerNm0ELYSIA BALSTER GALLIVAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0320529
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0325793
IRS990/PYInvestmentIncomeAmt0429582
IRS990/PYOtherExpensesAmt0337771
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt086547
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0663564
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0750111
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0243570
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0466180
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0481342
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0363337
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0320529
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0549530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0384503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0540821
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02158720
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0172848
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0192506
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0178598
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0146634
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0157268
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0847854
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67710
IRS990ScheduleA/PublicSupportPY170Pct00.68690
IRS990ScheduleA/PublicSupportTotal170Amt02035787
IRS990ScheduleA/SubstantialContributorsTotAmt0122933
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0363337
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0320529
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0549530
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0384503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0540821
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02158720
IRS990ScheduleA/TotalSupportAmt03006574
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/BoardDesignatedBalanceEOYPct00.02920
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt018284
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03410427
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt096800
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03946338
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0139004
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0596399
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt016820
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03517453
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt038788
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03410427
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0137108
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08114
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt018835
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03819406
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt080199
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03517453
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0124699
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-229284
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt09334
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt016632
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02896281
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt085689
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03819406
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt076112
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0936940
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt06760
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt014345
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02758305
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt062410
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02896281
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt097359
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0195898
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt08628
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt02000
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt076743
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt061507
IRS990ScheduleD/ExpensesSubtotalAmt0547998
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt061507
IRS990ScheduleD/InvestmentExpensesNotIncldAmt061507
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0987335
IRS990ScheduleD/OtherRevenueAmt072145
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.43050
IRS990ScheduleD/RevenueNotReportedAmt01059480
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt061507
IRS990ScheduleD/RevenueSubtotalAmt0791568
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, 2024 AND 2023, 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 72,145.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.54030
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0609505
IRS990ScheduleD/TotalRevenuePerForm990Amt0853075
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01851048
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0547998
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0132864
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt115150
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt22578
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0137
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt1101
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt24
IRS990ScheduleI/RecipientTable/CashGrantAmt0105028

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,120,289
Liabilities
$24,987
Net assets
$10,095,302
Revenue
$853,075
Expenses
$609,505
Net income
$243,570
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