Civic Intelligence

Ptda Foundation

EIN 36-3225792 • 501(c)3 • Chicago, IL

Profile

The ptda foundation (the charitable arm of ptda) is dedicated to improving the knowledge, professionalism and productivity of individuals in the power transmission/motion control (pt/mc) industry.

230 W Monroe St 1410Chicago, IL 60606-4703

www.ptdafoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.04x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.08x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

24th percentile

-6.8%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

67th percentile

20%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$671,674

Up $97,343 (+17%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$671,674

Up $97,343 (+17%) from 2023

Operations
Liabilities / Revenue67th percentileNet Margin21st percentile

Revenue

Up

$296,856

Up $35,840 (+14%) from 2023

Expenses

Down

$199,513

Down $16,988 (-7.8%) from 2023

Net Income

Up

$97,343

Up $52,828 (+119%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2017: $571,760Liabilities 2017: $50Net Assets 2017: $571,7102017Assets 2018: $643,643Liabilities 2018: $209Net Assets 2018: $643,4342018Assets 2019: $652,014Liabilities 2019: $83Net Assets 2019: $651,9312019Assets 2020: $614,245Liabilities 2020: $0Net Assets 2020: $614,2452020Assets 2021: $593,628Liabilities 2021: $26,881Net Assets 2021: $566,7472021Assets 2022: $553,423Liabilities 2022: $23,607Net Assets 2022: $529,8162022Assets 2023: $574,331Liabilities 2023: $0Net Assets 2023: $574,3312023Assets 2024: $671,674Liabilities 2024: $0Net Assets 2024: $671,6742024

Highlighted filing

2024

Assets$671,674
Liabilities$0
Net Assets$671,674
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2017: $347,222Expenses 2017: $280,967Net Income 2017: $66,2552017Revenue 2018: $286,184Expenses 2018: $214,460Net Income 2018: $71,7242018Revenue 2019: $292,432Expenses 2019: $283,935Net Income 2019: $8,4972019Revenue 2020: $194,027Expenses 2020: $231,713Net Income 2020: -$37,6862020Revenue 2021: $245,725Expenses 2021: $293,223Net Income 2021: -$47,4982021Revenue 2022: $294,897Expenses 2022: $331,828Net Income 2022: -$36,9312022Revenue 2023: $261,016Expenses 2023: $216,501Net Income 2023: $44,5152023Revenue 2024: $296,856Expenses 2024: $199,513Net Income 2024: $97,3432024

Highlighted filing

2024

Revenue$296,856
Expenses$199,513
Net Income$97,343
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$671,674
Liabilities
$0
Net assets
$671,674
Revenue
$296,856
Expenses
$199,513
Net income
$97,343
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$2.97$2.00$0.97
2023Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$2.61$2.17$0.45
2022Detailed filing. Detailed filing data is available for this year.$5.53$0.24$5.30$2.95$3.32$0.37
2021Detailed filing. Detailed filing data is available for this year.$5.94$0.27$5.67$2.46$2.93$0.47
2020Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$1.94$2.32$0.38
2019Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$2.92$2.84$0.08
2018Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.43$2.86$2.14$0.72
2017Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$3.47$2.81$0.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$352,952
Mission and Program Overview

Mission

The ptda foundation (the charitable arm of ptda) is dedicated to improving the knowledge, professionalism and productivity of individuals in the power transmission/motion control (pt/mc) industry.

Dedicated to improving the knowledge, professionalism and productivity of individuals in the power transmission/motion control (pt/mc) industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$502,463$508,686▲ $6,223
Pledges and Grants Receivable$35,948$76,000▲ $40,052
Prepaid Expenses and Deferred Charges-$6,085-
Total Assets$574,331$671,674▲ $97,343
Other Assets Total$35,920$80,903▲ $44,983
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$410,868$459,208▲ $48,340
Net Assets With Donor Restrictions$163,463$212,466▲ $49,003
Total Net Assets Fund Balance$574,331$671,674▲ $97,343
Total Liabilities and Net Assets / Fund Balance$574,331$671,674▲ $97,343

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$80,903--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Anna MeyerSr Director of Project Manageme$128,210$128,210

Board Members and Trustees

NameTitle
Matthew PavlinskyPresident
Brian NowakPtda President (ex Officio
Mike MclainVice President
Ajay BajajDirector
Barbara J RossDirector
Jt WubboldingDirector
Keith NowakDirector
Rex DavisDirector
Scott TaylorDirector
Ann ArnottExecutive Director
Jp BouchardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$294,736
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$2,120
All Other Contributions
$284,644
Change in Net Assets
$97,343

Audited Revenue Reconciliation

Revenue per Audited Statements
$296,856
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$296,856
Total Revenue per Form 990
$296,856
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$174,513
Total Fundraising Expense$43,550
Grants and Similar Amounts Paid$25,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$22,000--$22,000
Occupancy$5,613$4,480$4,998$15,091
Conferences and Meetings-$10,048$1,978$12,026
Fees for Services Other$8,748--$8,748
Fees for Services Accounting-$6,329-$6,329
Travel-$3,504$110$3,614
Foreign Grants$3,000--$3,000
Information Technology$33$24$1,799$1,856
Other Expenses$495$384$449$1,328
Fees for Services Legal-$796-$796
Advertising--$730$730
Office Expenses$459$-535$606$530
Total Functional Expenses$91,241$64,722$43,550$199,513

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$199,513
Total Expenses per Audited Statements$199,513
Total Expenses per Form 990$199,513
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$58,216
Fundraising Direct Expenses$56,096
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$68,308$58,216-$58,216
Total Events$68,308$58,216$56,096$2,120
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
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The ptda foundation treasurer reviews and signs the tax returns. The ptda foundation executive vice president also reviews the returns prior to providing them to the treasurer for signature.”

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

“The organization screens its board candidates during the nominating process to ensure a conflict of interest does not exist. On an annual basis, board members sign a conflict of interest statement. Members are not utilized as a vendors to the organization. Board members are reminded to declare any conflicts of interest at each board meeting.”

Form 990, Part VI, Section B, Line 15

“The ptda foundation has no direct employees.”

Form 990, Part VI, Section C, Line 19

“Interested persons should contact ptda foundation directly to request a copy of governing documents, conflict of interest policies and financial statements.”

Filing and Contact Details

Filer

Filer Name
Ptda Foundation
EIN
36-3225792
Phone
3125162100
Address
230 W MONROE ST 1410, CHICAGO, IL 60606-4703

Signing Officer

Name
Keith Nowak
Title
Treasurer
Phone
3125162100
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Arnott
Formed
1982
Legal Domicile
De
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
11

Preparer

Firm
Mann Weitz & Associates LLC
Address
570 LAKE COOK ROAD SUITE 330, DEERFIELD, IL 60015
Preparer
Marcy Steindler
Phone
8472673400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The financial statement effects of a tax position taken or expected to be taken are recognized in the financial statements when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. As of december 31, 2024, the foundation had no uncertain tax positions that qualify for recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 529 raw XML fields

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

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PTDA PRESIDENT (EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
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IRS990/MissionDesc0THE PTDA FOUNDATION (THE CHARITABLE ARM OF PTDA) IS DEDICATED TO IMPROVING THE KNOWLEDGE, PROFESSIONALISM AND PRODUCTIVITY OF INDIVIDUALS IN THE POWER TRANSMISSION/MOTION CONTROL (PT/MC) INDUSTRY.
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IRS990/OtherAssetsTotalGrp/EOYAmt080903
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ALLOC EXP FROM RELATED
IRS990/OtherExpensesGrp/Desc1RESEARCH
IRS990/OtherExpensesGrp/Desc2COMMUNICATION
IRS990/OtherExpensesGrp/FundraisingAmt032880
IRS990/OtherExpensesGrp/FundraisingAmt1449
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt039692
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1384
IRS990/OtherExpensesGrp/ProgramServicesAmt037727
IRS990/OtherExpensesGrp/ProgramServicesAmt113166
IRS990/OtherExpensesGrp/ProgramServicesAmt2495
IRS990/OtherExpensesGrp/TotalAmt0110299
IRS990/OtherExpensesGrp/TotalAmt113166
IRS990/OtherExpensesGrp/TotalAmt21328
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt035948
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt076000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06085
IRS990/PrincipalOfficerNm0ANN ARNOTT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0IMPROVING THE PROFESSIONALISM OF THE INDUSTRY WITH RESOURCES TO ASSIST IN ATTRACTING INDIVIDUALS TO THE PT/MC INDUSTRY AND WITH PROGRAMS RECOGNIZING INDIVIDUALS WHO EXCEL IN THE PT/MC INDUSTRY. IN 2024, THE PTDA FOUNDATION PRESENTED AWARDS TO A TRAILBLAZING WOMAN AND A FUTURE LEADER IN THE INDUSTRY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03428
IRS990/ProgSrvcAccomActy3Grp/Desc0IMPROVING THE EFFORTS OF EMPLOYERS IN THE POWER TRANSMISSION/MOTION CONTROL INDUSTRY TO BUILD PROFESSIONALISM AND KNOWLEDGE BY COMMUNICATING THE ESSENTIAL ASPECTS OF THEIR BUSINESS THROUGH RESOURCES DEPICTING THE USES OF PT/MC EQUIPMENT THROUGHOUT LIFE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt015093
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0270073
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0216501
IRS990/PYOtherRevenueAmt0-9057
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt044515
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0216501
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0261016
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt097343
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE PTDA FOUNDATION'S MISSION IS TO IMPROVE THE KNOWLEDGE, PROFESSIONALISM, AND PRODUCTIVITY OF INDIVIDUALS IN THE POWER TRANSMISSION/MOTION CONTROL (PT/MC) INDUSTRY. THE PT WORK FORCE PROGRAM IMPROVES KNOWLEDGE THROUGH RESEARCH ON INDUSTRY-SPECIFIC TRENDS AND BEST PRACTICES, IMPROVES PROFESSIONALISM THROUGH PROGRAMS TO ASSIST IN ATTRACTING SPECIFIC TALENTS AND IMPROVING PRODUCTIVITY THROUGH EDUCATIONAL AND EVENT PROGRAMMING TO STREAMLINE PROCESSES. IN 2024 THE FOUNDATION INCREASED SPENDING SUPPORT TO SUPPORT THE TRAINING OF INDIVIDUALS IN THE INDUSTRY. THEREFORE, THE FOUNDATION ACTIVITIES ARE ALL ALLOWABLE ACTIVITIES. THE SUPPORTED ORGANIZATION'S PRESIDENT AND TREASURER ARE VOTING MEMBERS OF THE SUPPORTING ORGANIZATION AND THEY HAVE A COMMON EXECUTIVE VP/CEO. IN THIS WAY THE SUPPORTED ORGANIZATION MONITORS AND CONTROLS ACTIVITIES TO ENSURE FUNDS ARE USED BY THE SUPPORTED ORGANIZATION FOR ALLOWABLE PURPOSES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FOUNDATION OBTAINS A COPY OF THE SUPPORTED 501 (C)(6) ORGANIZATION'S IRS DETERMINATION LETTER AND ANNUALLY COMPLETES A PRO FORMA SCHEDULE A, PART III TO ENSURE THAT THE ORGANIZATION WOULD QUALIFY UNDER 509(A)(2) RULES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3C:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0366094108
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt091241
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0POWER TRANSMISSION DISTRIBUTORS ASSOCIATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt091241
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0199513
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt080903
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTERORGANIZATIONAL BALANCES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0296856
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ARE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2024, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt080903
IRS990ScheduleD/TotalExpensesPerForm990Amt0199513
IRS990ScheduleD/TotalRevenuePerForm990Amt0296856
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0296856
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0199513
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt010092
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt010092
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt056096
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt017825
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt017825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt068308
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt068308
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt058216
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058216
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02120
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt038271
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt038271
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt012000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt110000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STUDENT SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1EMPLOYEE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc1N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt14
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FAIR VALUE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1FAIR VALUE
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S PROCEDURES FOR MONITORING THE USE OF SCHOLARSHIPS FUNDS STARTS WITH CONTACTING THE RECIPIENT'S EDUCATIONAL INSTITUTION'S APPROPRIATE FINANCE OR BURSAR PERSONNEL. THE FOUNDATION CONFIRMS THE RECIPIENT'S STUDENT ID WITH BOTH THEM AND THE EDUCATIONAL INSTITUTION, AS WELL AS CONFIRM WHICH SEMESTER THE FUNDS WILL APPLY TO. ONLY THEN ARE SCHOLARSHIP MONIES SENT DIRECTLY TO THE EDUCATIONAL INSTITUTE PER THEIR INSTRUCTIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0271482
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt011445
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt014232
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANN ARNOTT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0297159
IRS990ScheduleJ/SeverancePaymentInd00

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