Civic Intelligence

Kappa Sigma Endowment Fund

990 • Fiscal year 2020 • EIN 36-6018518

Jun 01, 2019 to May 31, 2020 • Filed on Mar 10, 2021

1610 Scottsville RdCharlottesville, VA 22902

(434) 979-5733

Siviq Scores

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

Liabilities / Assets

54th percentile

0.27x

Higher debt load relative to assets than 54% of similar nonprofits.

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

Liabilities / Revenue

85th percentile

1.57x

Higher debt load relative to revenue than 85% of similar nonprofits.

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

Net Margin

92nd percentile

57%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

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

Asset Growth

58th percentile

9.7%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

10th percentile

-39%

Faster revenue growth than 10% of similar nonprofits.

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

Assets

Up

$14,340,154

Up $1,273,481 (+9.7%) from 2019

Net Assets

Up

$10,524,492

Up $1,781,092 (+20%) from 2019

Liabilities

Down

$3,815,662

Down $507,611 (-12%) from 2019

Revenue

Down

$2,436,772

Down $1,562,712 (-39%) from 2019

Expenses

Up

$1,047,968

Up $155,766 (+17%) from 2019

Net Income

Down

$1,388,804

Down $1,718,478 (-55%) from 2019

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2013: $8,857,035Liabilities 2013: $5,682,466Net Assets 2013: $3,174,5692013Assets 2014: $8,850,810Liabilities 2014: $5,605,014Net Assets 2014: $3,245,7962014Assets 2015: $9,173,331Liabilities 2015: $5,447,418Net Assets 2015: $3,725,9132015Assets 2016: $9,155,688Liabilities 2016: $5,240,286Net Assets 2016: $3,915,4022016Assets 2017: $10,037,523Liabilities 2017: $5,084,611Net Assets 2017: $4,952,9122017Assets 2018: $10,612,557Liabilities 2018: $4,908,616Net Assets 2018: $5,703,9412018Assets 2019: $13,066,673Liabilities 2019: $4,323,273Net Assets 2019: $8,743,4002019Assets 2020: $14,340,154Liabilities 2020: $3,815,662Net Assets 2020: $10,524,4922020Assets 2021: $16,730,085Liabilities 2021: $3,580,873Net Assets 2021: $13,149,2122021Assets 2022: $17,499,104Liabilities 2022: $3,056,448Net Assets 2022: $14,442,6562022Assets 2023: $16,339,173Liabilities 2023: $153,341Net Assets 2023: $16,185,8322023Assets 2024: $19,564,643Liabilities 2024: $536Net Assets 2024: $19,564,1072024

Highlighted filing

2020

Assets$14,340,154
Liabilities$3,815,662
Net Assets$10,524,492

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2013: $1,248,9142013Revenue 2014: $1,018,911Expenses 2014: $1,107,071Net Income 2014: -$88,1602014Revenue 2015: $1,771,164Expenses 2015: $985,236Net Income 2015: $785,9282015Revenue 2016: $1,309,545Expenses 2016: $1,036,934Net Income 2016: $272,6112016Revenue 2017: $1,784,354Expenses 2017: $966,895Net Income 2017: $817,4592017Revenue 2018: $1,646,716Expenses 2018: $991,766Net Income 2018: $654,9502018Revenue 2019: $3,999,484Expenses 2019: $892,202Net Income 2019: $3,107,2822019Revenue 2020: $2,436,772Expenses 2020: $1,047,968Net Income 2020: $1,388,8042020Revenue 2021: $2,434,838Expenses 2021: $928,932Net Income 2021: $1,505,9062021Revenue 2022: $3,653,643Expenses 2022: $1,605,880Net Income 2022: $2,047,7632022Revenue 2023: $3,452,650Expenses 2023: $1,638,913Net Income 2023: $1,813,7372023Revenue 2024: $3,820,254Expenses 2024: $1,586,298Net Income 2024: $2,233,9562024

Highlighted filing

2020

Revenue$2,436,772
Expenses$1,047,968
Net Income$1,388,804
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Mar 10, 2021
Return Version
2019v5.0
Gross Receipts
$4,891,264
Mission and Program Overview

Mission

Kappa sigma endowment fund (the endowment fund) is a nonprofit organization formed to produce means available for beneficent and charitable purposes of kappa sigma fraternity (the fraternity). The endowment fund provides scholarships and other qualified educational programs for the fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,598,764$7,449,217▲ $850,453
Land, Buildings, and Equipment, Net$5,592,476$5,876,733▲ $284,257
Savings and Temporary Cash Investments$81,984$429,636▲ $347,652
Pledges and Grants Receivable$180,465$352,838▲ $172,373
Cash and Non-Interest-Bearing Accounts$127,420$166,421▲ $39,001
Prepaid Expenses and Deferred Charges$48,702$16,962▼ $31,740
Accounts Receivable$9,881--
Total Assets$13,066,673$14,340,154▲ $1,273,481
Other Assets Total$426,981$48,347▼ $378,634
Liabilities
Tax Exempt Bond Liabilities$4,279,343$3,775,825▼ $503,518
Accounts Payable and Accrued Expenses$43,930$39,837▼ $4,093
Total Liabilities$4,323,273$3,815,662▼ $507,611
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,935,785$6,625,276▲ $2,689,491
Net Assets Without Donor Restrictions$4,807,615$3,899,216▼ $908,399
Total Net Assets Fund Balance$8,743,400$10,524,492▲ $1,781,092
Total Liabilities and Net Assets / Fund Balance$13,066,673$14,340,154▲ $1,273,481

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,461,311$2,146,496$6,607,807
Other Land Buildings$606,755$212,766$819,521
Land$808,667-$808,667

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$6,680,748$960,000▲ $571,757$310,000$7,878,852
2018$4,211,047$2,387,980▲ $112,197-$6,680,748
2017$3,003,050$1,508,248▲ $208,140-$4,211,047
2016$2,193,945$606,810▲ $261,063-$3,003,050
2015$2,281,548$155,655▼ $70,355-$2,193,945
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,224,059
Program Service Revenue
$0
Investment Income
$179,469
Other Revenue
$33,244
All Other Contributions
$2,224,059
Change in Net Assets
$1,388,804

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,413,119
Revenue Not Reported on Financial Statements
$23,653
Revenue Not Reported on Form 990
$492,288
Total Revenue per Audited Statements
$2,905,407
Total Revenue per Form 990
$2,436,772
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$878,239
Total Fundraising Expense$340,225
Grants and Similar Amounts Paid$169,729
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion-$186,119-$186,119
Grants to Domestic Individuals$169,729--$169,729
Interest$22,613$55,277$47,739$125,629
Occupancy$97,482$14,997$12,498$124,977
Other Expenses$20,446$3,265$67,217$67,217
Fees for Services Other-$8,925$18,560$27,485
Fees for Services Accounting$14,082$3,072$8,449$25,603
Fees for Service Investment Mgmnt Fees-$23,653-$23,653
Insurance$4,110$15,962-$20,072
All Other Expenses$268$4,423$10,574$15,265
Travel$4,134$9,647-$13,781
Office Expenses-$10,959-$10,959
Total Functional Expenses$339,564$368,179$340,225$1,047,968

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,124,315
Total Expenses per Form 990$1,047,968
Expenses per Audited Statements$1,024,315
Expenses Not Reported on Form 990$100,000
Expenses Not Reported on Financial Statements$23,653
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
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
AEda of Appomattox County Va2012-08-03$5,772,000BOND REFUNDING

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A----

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, Page 6, Part VI, Line 11B

All board members receive a copy of the 990 for their review and commentary prior to the filing of the return.

Form 990, Page 6, Part VI, Line 12C

All trustees are required to disclose, annually, their compliance with the policy and their knowledge of possible conflicts of interests.

Form 990, Page 6, Part VI, Line 19

The endowment fund's governing documents are available to the public upon either electronic request form available on the endowment fund's website or walk-in request.

Filing and Contact Details

Filer

Filer Name
Kappa Sigma Endowment Fund
EIN
36-6018518
Phone
4349795733
Address
1610 SCOTTSVILLE RD, CHARLOTTESVILLE, VA 22902

Signing Officer

Name
Chad Gebhardt
Title
Chief Admin Officer
Phone
4349795733
Signed
2021-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas P Bishop
Formed
1919
Legal Domicile
Va
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
20

Preparer

Firm
Robinson Farmer Cox Associates
Address
530 WESTFIELD RD, CHARLOTTESVILLE, VA 22901-1726
Preparer
Michael E Lupton
Phone
4349738314
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Kappa sigma endowment fund (the endowment fund) is a nonprofit organization formed to produce means available for beneficent and charitable purposes of kappa sigma fraternity (the fraternity). The endowment fund provides scholarships and other qualified educational programs for the fraternity.

Financial Statement Notes

Schedule D, Page 1, Part III, Line 1A

The endowment fund maintains historical treasures which it has on loan from kappa sigma fraternity for display within the endowment's museum. These historical treasures are not recorded on the endowment's balance sheet under generally accepted accounting principles as they are held for public exhibition. The historical treasures additionally are protected, preserved, and kept unencumbered. The endowment does not solicit donations of historical treasures.

Schedule D, Page 2, Part III, Line 4

The fraternity's historical treasures comprise various works of art and other historical items related to the history of the organization and its members for purposes of providing a forum for the education of the fraternity's undergraduate membership on the international history of the fraternity while honoring alumni membership of the fraternity falling within the fraternity's "a greater cause" programming.

Schedule D, Page 2, Part V, Line 4

The organization's endowment funds are to provide income with which to support the student scholarships and grants program. Unrestricted funds may also be used to support the student scholarships and grants program.

Raw XML AppendixShowing 400 of 515 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/BOYAmt043930
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt039837
IRS990/AccountsReceivableGrp/BOYAmt09881
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0KAPPA SIGMA ENDOWMENT FUND (THE ENDOWMENT FUND) IS A NONPROFIT ORGANIZATION FORMED TO PRODUCE MEANS AVAILABLE FOR BENEFICENT AND CHARITABLE PURPOSES OF KAPPA SIGMA FRATERNITY (THE FRATERNITY). THE ENDOWMENT FUND PROVIDES SCHOLARSHIPS AND OTHER QUALIFIED EDUCATIONAL PROGRAMS FOR THE FRATERNITY.
IRS990/AllOtherContributionsAmt02224059
IRS990/AllOtherExpensesGrp/FundraisingAmt010574
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04423
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0268
IRS990/AllOtherExpensesGrp/TotalAmt015265
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0CHAD GEBHARDT
IRS990/BooksInCareOfDetail/PhoneNum04349795733
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01610 SCOTTSVILLE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTESVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022902
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0127420
IRS990/CashNonInterestBearingGrp/EOYAmt0166421
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02224059
IRS990/CYGrantsAndSimilarPaidAmt0169729
IRS990/CYInvestmentIncomeAmt0179469
IRS990/CYOtherExpensesAmt0878239
IRS990/CYOtherRevenueAmt033244
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01388804
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01047968
IRS990/CYTotalFundraisingExpenseAmt0340225
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02436772
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0186119
IRS990/DepreciationDepletionGrp/TotalAmt0186119
IRS990/Desc0SINCE 1948 THE DONALD C. DILLEY, JR. SCHOLARSHIP-LEADERSHIP AWARDS PROGRAM HAS BEEN THE ENDOWMENT FUND'S HALLMARK PROGRAM. THE TOTAL AWARDED THROUGH THE PROGRAM TO OUTSTANDING STUDENT-LEADERS IS MORE THAN 5.0 MILLION. THE ENDOWMENT FUND IS ONE OF THE PREEMINENT GREEK FOUNDATIONS IN ITS FINANCIAL SUPPORT TO UNDERGRADUATE MEMBERS. DURING FY20, THE ENDOWMENT FUND PROVIDED 225 MERIT-BASED SCHOLARSHIPS ALONG WITH 25 SCHOLARSHIPS THAT WERE PROVIDED AS PART OF THE DR. JOHN W. RYAN LEADERSHIP CIRCLE. IN ADDITION, THE ENDOWMENT FUND ADMINISTERS AND PROVIDES SCHOLARSHIP AWARDS OUT OF CHAPTER DESIGNATED INVESTMENT ACCOUNTS. DURING FY20, THIS CHAPTER SCHOLARSHIP FUND AWARDED 203 MERIT-BASED SCHOLARSHIPS TO OUTSTANDING STUDENT-LEADERS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt03935785
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt06625276
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0339564
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt08449
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03072
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt014082
IRS990/FeesForServicesAccountingGrp/TotalAmt025603
IRS990/FeesForServicesOtherGrp/FundraisingAmt018560
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt08925
IRS990/FeesForServicesOtherGrp/TotalAmt027485
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt023653
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt023653
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt610.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS P BISHOP
IRS990/Form990PartVIISectionAGrp/PersonNm1GREGORY A HOPEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2DONAL L MCCLAMROCH JR
IRS990/Form990PartVIISectionAGrp/PersonNm3KEVIN S KAPLAN
IRS990/Form990PartVIISectionAGrp/PersonNm4S CHRISTIAN NASCIMENTO
IRS990/Form990PartVIISectionAGrp/PersonNm5HUGH M ROBERT
IRS990/Form990PartVIISectionAGrp/PersonNm6CHAD GEBHARDT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHIEF ADMIN
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01919
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt012344
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt0169729
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0169729
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0169729
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02466836
IRS990/GrossReceiptsAmt04891264
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt015962
IRS990/InsuranceGrp/ProgramServicesAmt04110
IRS990/InsuranceGrp/TotalAmt020072
IRS990/InterestGrp/FundraisingAmt047739
IRS990/InterestGrp/ManagementAndGeneralAmt055277
IRS990/InterestGrp/ProgramServicesAmt022613
IRS990/InterestGrp/TotalAmt0125629
IRS990/InvestmentIncomeGrp/ExclusionAmt0167125
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0167125
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06598764
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07449217
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02359262
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05592476
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05876733
IRS990/LandBldgEquipCostOrOtherBssAmt08235995
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02454492
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0KAPPA SIGMA ENDOWMENT FUND (THE ENDOWMENT FUND) IS A NONPROFIT ORGANIZATION FORMED TO PRODUCE MEANS AVAILABLE FOR BENEFICENT AND CHARITABLE PURPOSES OF KAPPA SIGMA FRATERNITY (THE FRATERNITY). THE ENDOWMENT FUND PROVIDES SCHOLARSHIPS AND OTHER QUALIFIED EDUCATIONAL PROGRAMS FOR THE FRATERNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt08743400
IRS990/NetAssetsOrFundBalancesEOYAmt010524492
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt012344
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt012344
IRS990/NetUnrlzdGainsLossesInvstAmt0392288
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04807615
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03899216
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt012498
IRS990/OccupancyGrp/ManagementAndGeneralAmt014997
IRS990/OccupancyGrp/ProgramServicesAmt097482
IRS990/OccupancyGrp/TotalAmt0124977
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010959
IRS990/OfficeExpensesGrp/TotalAmt010959
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0426981
IRS990/OtherAssetsTotalGrp/EOYAmt048347
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/Desc2PRINTING AND MAILERS
IRS990/OtherExpensesGrp/Desc3SERVICE CHARGES
IRS990/OtherExpensesGrp/FundraisingAmt066296
IRS990/OtherExpensesGrp/FundraisingAmt160767
IRS990/OtherExpensesGrp/FundraisingAmt248125
IRS990/OtherExpensesGrp/FundraisingAmt367217
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017496
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt114384
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23265
IRS990/OtherExpensesGrp/ProgramServicesAmt06700
IRS990/OtherExpensesGrp/ProgramServicesAmt120446
IRS990/OtherExpensesGrp/TotalAmt090492
IRS990/OtherExpensesGrp/TotalAmt175151
IRS990/OtherExpensesGrp/TotalAmt271836
IRS990/OtherExpensesGrp/TotalAmt367217
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt033244
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt033244
IRS990/OtherRevenueTotalAmt033244
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0180465
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0352838
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt048702
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016962
IRS990/PrincipalOfficerNm0THOMAS P BISHOP
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03762502
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0121104
IRS990/PYInvestmentIncomeAmt0210496
IRS990/PYOtherExpensesAmt0771098
IRS990/PYOtherRevenueAmt026486
IRS990/PYRevenuesLessExpensesAmt03107282
IRS990/PYTotalExpensesAmt0892202
IRS990/PYTotalRevenueAmt03999484
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01388804
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt081984
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0429636
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 95,855
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02224059
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03762502
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01506167
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01715725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01291916
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010500369
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0167125
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0175049
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0105840
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt057710
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt043680
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0549404
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt061388
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt012344
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt035447
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt032970
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt011453
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt03641
IRS990ScheduleA/OtherIncome170Grp/TotalAmt095855
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78760
IRS990ScheduleA/PublicSupportPY170Pct00.80060
IRS990ScheduleA/PublicSupportTotal170Amt08778613
IRS990ScheduleA/SubstantialContributorsTotAmt01721756
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02224059
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03762502
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01506167
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01715725
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01291916
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010500369
IRS990ScheduleA/TotalSupportAmt011145628
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.27650
IRS990ScheduleD/BuildingsGrp/BookValueAmt04461311
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02146496
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06607807
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt023653
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06680748
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0960000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07878852
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0571757
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0310000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt030476
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04211047
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02387980
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06680748
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0112197
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0477106
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03003050
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01508248
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04211047
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt031285
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0208140
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt028916
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02193945
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0606810
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03003050
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt029852
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0261063
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0114378
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02281548
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0155655
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02193945
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt058525
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-70355
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0100000
IRS990ScheduleD/DonatedServicesUseFcltsAmt0100000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/ExpensesNotReportedAmt0100000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt023653
IRS990ScheduleD/ExpensesSubtotalAmt01024315
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt023653
IRS990ScheduleD/InvestmentExpensesNotIncldAmt023653
IRS990ScheduleD/LandGrp/BookValueAmt0808667
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0808667
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0392288
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0606755
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0212766
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0819521
IRS990ScheduleD/RevenueNotReportedAmt0492288
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt023653
IRS990ScheduleD/RevenueSubtotalAmt02413119
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND MAINTAINS HISTORICAL TREASURES WHICH IT HAS ON LOAN FROM KAPPA SIGMA FRATERNITY FOR DISPLAY WITHIN THE ENDOWMENT'S MUSEUM. THESE HISTORICAL TREASURES ARE NOT RECORDED ON THE ENDOWMENT'S BALANCE SHEET UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AS THEY ARE HELD FOR PUBLIC EXHIBITION. THE HISTORICAL TREASURES ADDITIONALLY ARE PROTECTED, PRESERVED, AND KEPT UNENCUMBERED. THE ENDOWMENT DOES NOT SOLICIT DONATIONS OF HISTORICAL TREASURES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FRATERNITY'S HISTORICAL TREASURES COMPRISE VARIOUS WORKS OF ART AND OTHER HISTORICAL ITEMS RELATED TO THE HISTORY OF THE ORGANIZATION AND ITS MEMBERS FOR PURPOSES OF PROVIDING A FORUM FOR THE EDUCATION OF THE FRATERNITY'S UNDERGRADUATE MEMBERSHIP ON THE INTERNATIONAL HISTORY OF THE FRATERNITY WHILE HONORING ALUMNI MEMBERSHIP OF THE FRATERNITY FALLING WITHIN THE FRATERNITY'S "A GREATER CAUSE" PROGRAMMING.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO PROVIDE INCOME WITH WHICH TO SUPPORT THE STUDENT SCHOLARSHIPS AND GRANTS PROGRAM. UNRESTRICTED FUNDS MAY ALSO BE USED TO SUPPORT THE STUDENT SCHOLARSHIPS AND GRANTS PROGRAM.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 1, PART III, LINE 1A
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART III, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.72350
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05876733
IRS990ScheduleD/TotalExpensesPerForm990Amt01047968
IRS990ScheduleD/TotalRevenuePerForm990Amt02436772
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02905407
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01124315
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0104350
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt165379
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0227
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt1204
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TO ENSURE THE PROPER USE OF SCHOLARSHIPS AWARDED TO INDIVIDUALS, ALL SCHOLARSHIP FUNDS ARE SENT DIRECTLY TO THE RECIPIENTS' SCHOOLS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd0false
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0EDA OF APPOMATTOX COUNTY VA BOND REFUNDING
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0PURPOSE OF ISSUE DESCRIPTION
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02012-08-03
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0541864523
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.6$0.00$19.6$3.82$1.59$2.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$0.15$16.2$3.45$1.64$1.81
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.5$3.06$14.4$3.65$1.61$2.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$3.58$13.1$2.43$0.93$1.51
2020Detailed filing. Detailed filing data is available for this year.$14.3$3.82$10.5$2.44$1.05$1.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$4.32$8.74$4.00$0.89$3.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$4.91$5.70$1.65$0.99$0.65
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.0$5.08$4.95$1.78$0.97$0.82
2016Detailed filing. Detailed filing data is available for this year.$9.16$5.24$3.92$1.31$1.04$0.27
2015Detailed filing. Detailed filing data is available for this year.$9.17$5.45$3.73$1.77$0.99$0.79
2014Detailed filing. Detailed filing data is available for this year.$8.85$5.61$3.25$1.02$1.11$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.86$5.68$3.17$1.25