Civic Intelligence

Alpha Phi Foundation Inc.

990 • Fiscal year 2020 • EIN 36-3895478

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 19, 2021

Organization ProfileWWW.ALPHAPHIFOUNDATION.ORG
1930 Sherman AvenueEvanston, IL 60201

(847) 475-4532

Siviq Scores

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

Liabilities / Assets

28th percentile

0.06x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.40x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

22nd percentile

-6.9%

Higher net margin than 22% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

35th percentile

$133,560

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

48th percentile

6.2%

Faster asset growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-4.6%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$24,359,223

Up $1,417,063 (+6.2%) from 2019

Net Assets

Up

$22,928,147

Up $724,320 (+3.3%) from 2019

Liabilities

Up

$1,431,076

Up $692,743 (+94%) from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin22nd percentile

Revenue

Down

$3,583,274

Down $174,404 (-4.6%) from 2019

Expenses

Up

$3,830,409

Up $892,091 (+30%) from 2019

Net Income

Down

-$247,135

Down $1,066,495 (-130%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$40M$30M$20M$10M$0Assets 2013: $11,577,185Liabilities 2013: $412,685Net Assets 2013: $11,164,5002013Assets 2014: $13,616,347Liabilities 2014: $624,101Net Assets 2014: $12,992,2462014Assets 2015: $13,929,085Liabilities 2015: $890,529Net Assets 2015: $13,038,5562015Assets 2016: $14,219,295Liabilities 2016: $591,679Net Assets 2016: $13,627,6162016Assets 2017: $17,746,497Liabilities 2017: $875,656Net Assets 2017: $16,870,8412017Assets 2018: $20,978,561Liabilities 2018: $1,215,556Net Assets 2018: $19,763,0052018Assets 2019: $22,942,160Liabilities 2019: $738,333Net Assets 2019: $22,203,8272019Assets 2020: $24,359,223Liabilities 2020: $1,431,076Net Assets 2020: $22,928,1472020Assets 2021: $30,132,695Liabilities 2021: $1,044,455Net Assets 2021: $29,088,2402021Assets 2022: $26,651,155Liabilities 2022: $1,639,909Net Assets 2022: $25,011,2462022Assets 2023: $25,092,722Liabilities 2023: $475,721Net Assets 2023: $24,617,0012023Assets 2024: $27,925,480Liabilities 2024: $1,045,020Net Assets 2024: $26,880,4602024Assets 2025: $28,536,677Liabilities 2025: $551,319Net Assets 2025: $27,985,3582025

Highlighted filing

2020

Assets$24,359,223
Liabilities$1,431,076
Net Assets$22,928,147
Open 2020 Filing

Operations Trend

Revenue Growth34th percentile

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

$10M$5.0M$0-$5.0MExpenses 2013: $2,371,4122013Revenue 2014: $3,966,915Expenses 2014: $3,207,961Net Income 2014: $758,9542014Revenue 2015: $4,308,677Expenses 2015: $3,685,183Net Income 2015: $623,4942015Revenue 2016: $4,053,135Expenses 2016: $2,979,410Net Income 2016: $1,073,7252016Revenue 2017: $5,678,113Expenses 2017: $3,306,625Net Income 2017: $2,371,4882017Revenue 2018: $5,509,873Expenses 2018: $3,192,065Net Income 2018: $2,317,8082018Revenue 2019: $3,757,678Expenses 2019: $2,938,318Net Income 2019: $819,3602019Revenue 2020: $3,583,274Expenses 2020: $3,830,409Net Income 2020: -$247,1352020Revenue 2021: $4,608,658Expenses 2021: $2,955,336Net Income 2021: $1,653,3222021Revenue 2022: $5,758,361Expenses 2022: $4,719,304Net Income 2022: $1,039,0572022Revenue 2023: $3,926,787Expenses 2023: $6,028,158Net Income 2023: -$2,101,3712023Revenue 2024: $5,253,709Expenses 2024: $4,534,214Net Income 2024: $719,4952024Revenue 2025: $6,393,590Expenses 2025: $4,302,654Net Income 2025: $2,090,9362025

Highlighted filing

2020

Revenue$3,583,274
Expenses$3,830,409
Net Income-$247,135
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 19, 2021
Return Version
2019v5.0
Gross Receipts
$9,871,592
Mission and Program Overview

Mission

Advancing women's lives through the power of philanthropy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$19,155,030$19,562,581▲ $407,551
Savings and Temporary Cash Investments$848,323$1,869,999▲ $1,021,676
Pledges and Grants Receivable$1,532,714$1,535,785▲ $3,071
Land, Buildings, and Equipment, Net$532,905$491,724▼ $41,181
Cash and Non-Interest-Bearing Accounts$443,614$419,948▼ $23,666
Prepaid Expenses and Deferred Charges$83,304$73,957▼ $9,347
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$22,942,160$24,359,223▲ $1,417,063
Other Assets Total$346,270$405,229▲ $58,959
Liabilities
Grants Payable$191,015$823,280▲ $632,265
Accounts Payable and Accrued Expenses$547,318$455,796▼ $91,522
Other Liabilities-$152,000-
Total Liabilities$738,333$1,431,076▲ $692,743
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,708,282$13,640,549▼ $67,733
Net Assets With Donor Restrictions$8,495,545$9,287,598▲ $792,053
Total Net Assets Fund Balance$22,203,827$22,928,147▲ $724,320
Total Liabilities and Net Assets / Fund Balance$22,942,160$24,359,223▲ $1,417,063

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$282,585$704,983$987,568
Other Land Buildings$21,262$274,272$295,536
Leasehold Improvements$174,512$30,481$204,993
Equipment$13,365$62,736$76,101

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$8,319,050$740,891--$9,059,941
2018$7,694,211$624,839--$8,319,050
2017$6,198,522$1,495,689--$7,694,211
2016$5,814,754$383,768--$6,198,522
2015$5,696,438$173,927▼ $55,611-$5,814,754
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Amy PeeblesExecutive DirectorFT$133,560$133,560

Board Members and Trustees

NameTitle
Mary Beth TullyChairman
Gretchen AlarconDirector
Janelle Del CarloDirector
Jenny HansenDirector
Rebecca Andrew ZanattaDirector
Shana SmithDirector
Susan McneiceDirector
Jackee SchoolsEx-offcio
Coree SmithSecretary
Claire CostinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,257,868
Program Service Revenue
$20,693
Investment Income
$288,962
Other Revenue
$15,751
All Other Contributions
$3,257,868
Change in Net Assets
$-247,135

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,583,274
Revenue Not Reported on Form 990
$971,455
Total Revenue per Audited Statements
$4,554,729
Total Revenue per Form 990
$3,583,274
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,751,996
Total Fundraising Expense$1,335,246
Other Expenses$1,112,705
Salaries, Compensation, and Employee Benefits$965,708
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,751,996--$1,751,996
Other Salaries and Wages$41,927$247,049$396,279$685,255
All Other Expenses$9,966$32,227$204,992$247,185
Fees for Services Other$3,431$38,126$134,921$176,478
Current Officers, Directors, Trustees, and Key Employees$8,172$48,151$77,237$133,560
Other Employee Benefits$19,954$9,331$56,635$85,920
Office Expenses$6,143$22,591$48,051$76,785
Payroll Taxes$3,878$21,439$35,656$60,973
Travel$6,102$3,146$41,073$50,321
Occupancy$7,455$13,384$22,770$43,609
Depreciation Depletion-$41,181-$41,181
Other Expenses$2,562$7,173$26,171$35,906
Advertising$20$3,235$23,827$27,082
Fees for Services Accounting$1,318$1,604$4,081$7,003
Conferences and Meetings$26$3,336$1,177$4,539
Fees for Services Legal$151$1,093$466$1,710
Total Functional Expenses$1,944,656$550,507$1,335,246$3,830,409

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,830,409
Total Expenses per Audited Statements$3,830,409
Total Expenses per Form 990$3,830,409
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Phi FraternityEvanston, IL--$545,889
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ppp Loan Payable$152,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
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, Line 11B: Form 990 Review Process

“A copy of the 990 was given to the governing body for approval prior to being filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Staff, board directors, and committee members sign a form annually attesting that they have and will comply with the conflict of interest policy reviewed at the meeting.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The board of directors approves the salary of the executive director and key employees. The salaries and benefits are compared to other salaries in the industry and geographic location and are considered reasonable.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The board of directors approves the salary of the executive director and key employees. The salaries and benefits are compared to other salaries in the industry and geographic location and are considered reasonable.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The governing documents and financial statements of the organization are available to the public upon request. Tax returns and some of the foundation's key polocies are also available on the foundation's website.”

Filing and Contact Details

Filer

Filer Name
Alpha Phi Foundation Inc
EIN
36-3895478
Phone
8474754532
Address
1930 SHERMAN AVENUE, EVANSTON, IL 60201

Signing Officer

Name
Amy Peebles
Title
Executive Director
Signed
2021-02-19
Discuss with paid preparer
Yes

Organization Details

Formed
1956
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
12

Preparer

Firm
Caldwell Coren & Sceggel
Address
7900 S CASS AVENUE SUITE 170, DARIEN, IL 60561
Preparer
Jonathan S Sceggel CPA MBA
Phone
6309602135
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: forget-me-not - grants paid to members of alpha phi fraternity and alumnae who are facing severe financial distress, serious health issues, consequences of natural disasters and urgent family crisis and to collegians who face an interruption of education due to unforseen personal or financial struggles. The grant is designed to provide temporary, short-term, financial assistance for an event or an unforseen circumstance. 58 grants awarded. Other program services 5: heart to heart awards are granted to hospitals, educational institutions and research organization perfoming work in the area of cardiac care and research. One grant was awarded”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The endowment funds consist of four funds established for certain purposes. These purposes include scholarships, leadership training, direct assistance to alpha phi members and the preservation of the history of the alpha phi fraternity. The endowment funds shall be invested in reasonably prudent manner.”

Part X : FIN48 Footnote

“NOTE F - INCOME TAXESAccounting Standards Codification (ASC) 740, Income Taxes clarifies the accounting for uncertainty in income taxes recognized in the organizations financial statements. ASC 740 prescribes a more-likely-than-not recognition threshold and measurement attribute for the financial statement recognition and measurement of a liability arising from a tax position taken or expected to be taken. The organization has no tax positions at either June 30, 2020, 2019 and 2018 which give rise to such a liability.”

Raw XML AppendixShowing 400 of 610 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0547318
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0455796
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ADVANCING WOMEN'S LIVES THROUGH THE POWER OF PHILANTHROPY.
IRS990/AdvertisingGrp/FundraisingAmt023827
IRS990/AdvertisingGrp/ManagementAndGeneralAmt03235
IRS990/AdvertisingGrp/ProgramServicesAmt020
IRS990/AdvertisingGrp/TotalAmt027082
IRS990/AllOtherContributionsAmt03257868
IRS990/AllOtherExpensesGrp/FundraisingAmt0204992
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt032227
IRS990/AllOtherExpensesGrp/ProgramServicesAmt09966
IRS990/AllOtherExpensesGrp/TotalAmt0247185
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0IEESHA ANDERSON
IRS990/BooksInCareOfDetail/PhoneNum08474754532
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01930 SHERMAN AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0EVANSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060201
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0443614
IRS990/CashNonInterestBearingGrp/EOYAmt0419948
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt077237
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt048151
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt08172
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0133560
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt01177
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03336
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt026
IRS990/ConferencesMeetingsGrp/TotalAmt04539
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03257868
IRS990/CYGrantsAndSimilarPaidAmt01751996
IRS990/CYInvestmentIncomeAmt0288962
IRS990/CYOtherExpensesAmt01112705
IRS990/CYOtherRevenueAmt015751
IRS990/CYProgramServiceRevenueAmt020693
IRS990/CYRevenuesLessExpensesAmt0-247135
IRS990/CYSalariesCompEmpBnftPaidAmt0965708
IRS990/CYTotalExpensesAmt03830409
IRS990/CYTotalFundraisingExpenseAmt01335246
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03583274
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt041181
IRS990/DepreciationDepletionGrp/TotalAmt041181
IRS990/Desc0INCLUDES EDUCATIONAL PROGRAMS, SUPPORT PROGRAMS AND LEADERSHIP TRAINING CONFERENCES FUNDED BY THE FOUNDATION AND PAID TO ALPHA PHI INTERNATIONAL FRATERNITY IN GRANTS. THESE PROGRAMS BENEFIT APPROXIMATELY 180,000 MEMBERS OF THE FRATERNITY. FOUNDATION FUNDED PROGRAMS INCLUDE EMERGING LEADERS INSTITUTE, A FIVE DAY PROGRAM FOR FRESHMEN AND SOPHOMORES DESIGNED TO HELP THESE WOMEN IDENTITFY THEIR LEADERSHIP SKILLS AND ABILITIES AND BETTER DEFINE THEIR VOICES AND LEADERSHIP FELLOWS - AN INTENSIVE, CAREER ORIENTED LEADERSHIP PROGRAM FOR JUNIORS, SENIORS, AND RECENT GRADUATES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt08495545
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt09287598
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt012
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01197628
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt04081
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01604
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01318
IRS990/FeesForServicesAccountingGrp/TotalAmt07003
IRS990/FeesForServicesLegalGrp/FundraisingAmt0466
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01093
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0151
IRS990/FeesForServicesLegalGrp/TotalAmt01710
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt0134921
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt038126
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03431
IRS990/FeesForServicesOtherGrp/TotalAmt0176478
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt27.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt87.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0AMY PEEBLES
IRS990/Form990PartVIISectionAGrp/PersonNm1GRETCHEN ALARCON
IRS990/Form990PartVIISectionAGrp/PersonNm2JENNY HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm3SUSAN MCNEICE
IRS990/Form990PartVIISectionAGrp/PersonNm4SHANA SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm5REBECCA ANDREW ZANATTA
IRS990/Form990PartVIISectionAGrp/PersonNm6JACKEE SCHOOLS
IRS990/Form990PartVIISectionAGrp/PersonNm7JANELLE DEL CARLO
IRS990/Form990PartVIISectionAGrp/PersonNm8MARY BETH TULLY
IRS990/Form990PartVIISectionAGrp/PersonNm9CLAIRE COSTIN
IRS990/Form990PartVIISectionAGrp/PersonNm10COREE SMITH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0133560
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6EX-OFFCIO
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt064642
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt01178642
IRS990/GrantsPayableGrp/BOYAmt0191015
IRS990/GrantsPayableGrp/EOYAmt0823280
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01751996
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01751996
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06352960
IRS990/GrossReceiptsAmt09871592
IRS990/GrossSalesOfInventoryAmt0809
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0224320
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0224320
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt019155030
IRS990/InvestmentsPubTradedSecGrp/EOYAmt019562581
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01072472
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0532905
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0491724
IRS990/LandBldgEquipCostOrOtherBssAmt01564196
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06288318
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ADVANCING WOMEN'S LIVES THROUGH THE POWER OF PHILANTHROPY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt022203827
IRS990/NetAssetsOrFundBalancesEOYAmt022928147
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt064642
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt064642
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0809
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0809
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0971455
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt013708282
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt013640549
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt022770
IRS990/OccupancyGrp/ManagementAndGeneralAmt013384
IRS990/OccupancyGrp/ProgramServicesAmt07455
IRS990/OccupancyGrp/TotalAmt043609
IRS990/OfficeExpensesGrp/FundraisingAmt048051
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt022591
IRS990/OfficeExpensesGrp/ProgramServicesAmt06143
IRS990/OfficeExpensesGrp/TotalAmt076785
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0346270
IRS990/OtherAssetsTotalGrp/EOYAmt0405229
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt056635
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09331
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019954
IRS990/OtherEmployeeBenefitsGrp/TotalAmt085920
IRS990/OtherExpensesGrp/Desc0SOFTWARE SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1COMMUNITY CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0123410
IRS990/OtherExpensesGrp/FundraisingAmt198615
IRS990/OtherExpensesGrp/FundraisingAmt239885
IRS990/OtherExpensesGrp/FundraisingAmt326171
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt057073
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1368
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27173
IRS990/OtherExpensesGrp/ProgramServicesAmt07492
IRS990/OtherExpensesGrp/ProgramServicesAmt172617
IRS990/OtherExpensesGrp/ProgramServicesAmt21446
IRS990/OtherExpensesGrp/ProgramServicesAmt32562
IRS990/OtherExpensesGrp/TotalAmt0187975
IRS990/OtherExpensesGrp/TotalAmt1171232
IRS990/OtherExpensesGrp/TotalAmt241699
IRS990/OtherExpensesGrp/TotalAmt335906
IRS990/OtherLiabilitiesGrp/EOYAmt0152000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt014942
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014942
IRS990/OtherRevenueTotalAmt014942
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0396279
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0247049
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt041927
IRS990/OtherSalariesAndWagesGrp/TotalAmt0685255
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt035656
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021439
IRS990/PayrollTaxesGrp/ProgramServicesAmt03878
IRS990/PayrollTaxesGrp/TotalAmt060973
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01532714
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01535785
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt083304
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt073957
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt020693
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt020693
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS - MERIT AND NEED BASED EDUCATIONAL SCHOLARSHIPS ARE AWARDED TO COLLEGIATE AND ALUMNAE STUDENTS BASED ON ACADEMIC ACHIEVEMENT, ORGANIZATIONAL AND COMMUNITY ACTIVITY, AND REFERENCE AND PERSONAL ESSAYS. APPROXIMATELY 71 SCHOLARSHIPS WERE AWARDED IN 2020.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0386926
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0372567
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0142814
IRS990/ProgSrvcAccomActy3Grp/Desc0HEART TO HEART AWARDS ARE GRANTED TO HOSPITALS, EDUCATIONAL INSTITUTIONS AND RESEARCH ORGANIZATION PERFOMING WORK IN THE AREA OF CARDIAC CARE AND RESEARCH. ONE GRANT WAS AWARDED
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0187848
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0173184
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0103128
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03655976
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01008151
IRS990/PYInvestmentIncomeAmt079265
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01112367
IRS990/PYOtherRevenueAmt01744
IRS990/PYProgramServiceRevenueAmt020693
IRS990/PYRevenuesLessExpensesAmt0819360
IRS990/PYSalariesCompEmpBnftPaidAmt0817800
IRS990/PYTotalExpensesAmt02938318
IRS990/PYTotalRevenueAmt03757678
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-247135
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0173591
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0848323
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01869999
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03257870
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03655976
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04635523
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04802115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03441244
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt019792728
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01281111
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01806712
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02056943
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02380427
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0594197
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08119390
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt014942
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0474
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt025471
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt07408
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt07134
IRS990ScheduleA/OtherIncome170Grp/TotalAmt055429
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70790
IRS990ScheduleA/PublicSupportPY170Pct00.72340
IRS990ScheduleA/PublicSupportTotal170Amt019792728
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$24,359,223
Liabilities
$1,431,076
Net assets
$22,928,147
Revenue
$3,583,274
Expenses
$3,830,409
Net income
-$247,135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$28.5$0.55$28.0$6.39$4.30$2.09
2024Detailed filing. Detailed filing data is available for this year.$27.9$1.05$26.9$5.25$4.53$0.72
2023Detailed filing. Detailed filing data is available for this year.$25.1$0.48$24.6$3.93$6.03$2.10
2022Detailed filing. Detailed filing data is available for this year.$26.7$1.64$25.0$5.76$4.72$1.04
2021Detailed filing. Detailed filing data is available for this year.$30.1$1.04$29.1$4.61$2.96$1.65
2020Detailed filing. Detailed filing data is available for this year.$24.4$1.43$22.9$3.58$3.83$0.25
2019Detailed filing. Detailed filing data is available for this year.$22.9$0.74$22.2$3.76$2.94$0.82
2018Detailed filing. Detailed filing data is available for this year.$21.0$1.22$19.8$5.51$3.19$2.32
2017Detailed filing. Detailed filing data is available for this year.$17.7$0.88$16.9$5.68$3.31$2.37
2016Detailed filing. Detailed filing data is available for this year.$14.2$0.59$13.6$4.05$2.98$1.07
2015Detailed filing. Detailed filing data is available for this year.$13.9$0.89$13.0$4.31$3.69$0.62
2014Detailed filing. Detailed filing data is available for this year.$13.6$0.62$13.0$3.97$3.21$0.76
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$0.41$11.2$2.37