Civic Intelligence

Kappa Alpha Theta Foundation Inc

990 • Fiscal year 2016 • EIN 36-6066531

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 07, 2016

Organization ProfileWWW.KAPPAALPHATHETAFOUNDATION.ORG

View Organization Page

8740 Founders RoadIndianapolis, IN 46268

(317) 876-1870

Siviq Scores

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

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

32nd percentile

0.17x

Higher debt load relative to revenue than 32% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

60th percentile

5.2%

Higher net margin than 60% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

10th percentile

$91,591

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

30th percentile

-1.6%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-13%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$31,698,583

Down $521,068 (-1.6%) from 2015

Net Assets

Down

$31,264,735

Down $674,120 (-2.1%) from 2015

Liabilities

Up

$433,848

Up $153,052 (+55%) from 2015

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin60th percentile

Revenue

Down

$2,593,588

Down $398,430 (-13%) from 2015

Expenses

Up

$2,457,920

Up $102,841 (+4.4%) from 2015

Net Income

Down

$135,668

Down $501,271 (-79%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$60M$40M$20M$0Assets 2013: $30,055,631Liabilities 2013: $224,627Net Assets 2013: $29,831,0042013Assets 2014: $33,784,767Liabilities 2014: $293,696Net Assets 2014: $33,491,0712014Assets 2015: $32,219,651Liabilities 2015: $280,796Net Assets 2015: $31,938,8552015Assets 2016: $31,698,583Liabilities 2016: $433,848Net Assets 2016: $31,264,7352016Assets 2019: $36,031,433Liabilities 2019: $161,022Net Assets 2019: $35,870,4112019Assets 2020: $34,709,681Liabilities 2020: $311,184Net Assets 2020: $34,398,4972020Assets 2021: $42,994,563Liabilities 2021: $200,641Net Assets 2021: $42,793,9222021Assets 2022: $37,562,458Liabilities 2022: $218,677Net Assets 2022: $37,343,7812022Assets 2023: $42,187,004Liabilities 2023: $346,943Net Assets 2023: $41,840,0612023Assets 2025: $47,948,444Liabilities 2025: $371,295Net Assets 2025: $47,577,1492025

Highlighted filing

2016

Assets$31,698,583
Liabilities$433,848
Net Assets$31,264,735
Open 2016 Filing

Operations Trend

Revenue Growth18th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2013: $2,282,3882013Revenue 2014: $3,947,424Expenses 2014: $2,584,438Net Income 2014: $1,362,9862014Revenue 2015: $2,992,018Expenses 2015: $2,355,079Net Income 2015: $636,9392015Revenue 2016: $2,593,588Expenses 2016: $2,457,920Net Income 2016: $135,6682016Revenue 2019: $2,846,108Expenses 2019: $2,500,459Net Income 2019: $345,6492019Revenue 2020: $1,150,128Expenses 2020: $2,845,171Net Income 2020: -$1,695,0432020Revenue 2021: $5,327,679Expenses 2021: $2,212,139Net Income 2021: $3,115,5402021Revenue 2022: $4,799,412Expenses 2022: $2,350,444Net Income 2022: $2,448,9682022Revenue 2023: $4,162,102Expenses 2023: $2,861,080Net Income 2023: $1,301,0222023Revenue 2025: $6,245,264Expenses 2025: $4,668,333Net Income 2025: $1,576,9312025

Highlighted filing

2016

Revenue$2,593,588
Expenses$2,457,920
Net Income$135,668
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 7, 2016
Return Version
2015v2.1
Gross Receipts
$12,494,745
Mission and Program Overview

Mission

Kappa alpha theta foundation secures and manages resources for the educational, leadership, and philanthropic programs of the fraternity and for the scholastic, professional, and service pursuits of its members to help them reach their fullest potential and make a difference in the world.

To strengthen and empower members through philanthropy and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$24,252,553$23,351,378▼ $901,175
Investments Other Securities$6,184,247$6,325,977▲ $141,730
Pledges and Grants Receivable$1,047,999$1,400,316▲ $352,317
Cash and Non-Interest-Bearing Accounts$320,651$179,637▼ $141,014
Accounts Receivable$78,329$150,099▲ $71,770
Land, Buildings, and Equipment, Net$20,997$49,633▲ $28,636
Prepaid Expenses and Deferred Charges$18,743$15,753▼ $2,990
Total Assets$32,219,651$31,698,583▼ $521,068
Other Assets Total$296,132$225,790▼ $70,342
Liabilities
Grants Payable$217,784$301,958▲ $84,174
Accounts Payable and Accrued Expenses$47,013$118,620▲ $71,607
Other Liabilities$15,999$13,270▼ $2,729
Total Liabilities$280,796$433,848▲ $153,052
Net Assets / Fund Balance
Permanently Rstr Net Assets$14,942,538$15,892,711▲ $950,173
Unrestricted Net Assets$11,155,955$10,462,781▼ $693,174
Temporarily Rstr Net Assets$5,840,362$4,909,243▼ $931,119
Total Net Assets Fund Balance$31,938,855$31,264,735▼ $674,120
Total Liabilities and Net Assets / Fund Balance$32,219,651$31,698,583▼ $521,068

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$49,633$73,488$123,121
Other Securities$1,912,612--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$29,629,994$1,556,328▼ $1,309,872-$28,820,604
2014$30,236,459$1,811,448▼ $1,603,210-$29,629,994
2013$26,597,225$1,521,224▲ $3,050,176-$30,236,459
2012$24,418,608$1,626,318▲ $1,488,047-$26,597,225
2011$25,206,016$570,540▼ $467,241-$24,418,608
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen KaiserExecutive DirectorFT$78,323$13,268$91,591

Board Members and Trustees

NameTitle
Laura DoerreFraternity President
Mary Ellen FitzsimondsPresident
Mandy WushinskeFraternity Vice-president
Lyn SimensenVice President
Carolyn WoodardTrustee
Dinah McclymondsTrustee
Lisa OlneyTrustee
Lisa StreetTrustee
Susan PatrickTrustee
Victoria MccluggageTrustee
Zita EnloeTrustee
Catherine CardelucciSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,719,555
Program Service Revenue
$0
Investment Income
$-125,967
Other Revenue
$0
All Other Contributions
$2,719,555
Change in Net Assets
$135,668

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded16$55,324Fair Market Value (FMV)
Total Noncash Contributions16$55,324-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,530,296
Revenue Not Reported on Financial Statements
$63,292
Revenue Not Reported on Form 990
$-809,788
Total Revenue per Audited Statements
$1,720,508
Total Revenue per Form 990
$2,593,588
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,266,064
Salaries, Compensation, and Employee Benefits$643,806
Total Fundraising Expense$553,532
Other Expenses$459,591
Professional Fundraising Fees$88,459

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$692,066--$692,066
Grants to Domestic Orgs$558,598--$558,598
Other Salaries and Wages$98,044$127,925$193,686$419,655
Current Officers, Directors, Trustees, and Key Employees$5,799$63,825$36,651$106,275
Fees for Services Professional Fundraising--$88,459$88,459
Conferences and Meetings$2,500$43,478$37,381$83,359
Occupancy-$73,083-$73,083
All Other Expenses$7,769$18,134$45,416$71,319
Other Employee Benefits$14,839$21,982$27,912$64,733
Fees for Service Investment Mgmnt Fees-$63,292-$63,292
Payroll Taxes$7,770$13,492$17,495$38,757
Fees for Services Accounting-$18,800-$18,800
Other Expenses$16,551$3,503$16,228$16,228
Foreign Grants$15,400--$15,400
Information Technology$4,844$4$10,364$15,212
Pension Plan Contributions$2,219$5,051$7,116$14,386
Depreciation Depletion-$7,723-$7,723
Office Expenses$230$7,013$331$7,574
Fees for Services Legal-$6,926-$6,926
Travel--$6,613$6,613
Interest-$2,240-$2,240
Insurance-$1,288-$1,288
Fees for Services Other--$293$293
Total Functional Expenses$1,426,629$477,759$553,532$2,457,920

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,457,920
Expenses per Audited Statements$2,394,628
Total Expenses per Audited Statements$2,394,628
Expenses Not Reported on Financial Statements$63,292
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kappa Alpha Theta FraternityIndianapolis, IN501(c)(7)Educational Grant$278,684
National Casa AssociationSeattle, WA501(c)(3)Charitable Grant$264,114
HeartspringsWichita, KS501(c)(3)Charitable Grant$13,450

International Summary

Offices
0
Employees
0
Spending
$2,966,739

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean -Investment in the Weatherlow Offshore Fund I, Ltd.-00$2,966,739
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$88,459
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease Obligation$11,298
Annuity Obligations$1,972
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 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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The foundation's board of trustees receives and reviews form 990 prior to filing.”

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

“The foundation's board of trustees annually reviews conflict of interest disclosures and addresses issues on a case-by-case basis, if applicable.”

Form 990, Part VI, Section B, Line 15A

“The executive committee of the board conducts and evaluates performance reviews of the executive director. The committee researches and obtains comparability data regarding compensation of executive directors of similar sized organizations in the indianapolis region. The committee deliberates and decides all compensation matters. Written minutes are kept of such deliberations. Decisions of the committee are subject to approval by the board of trustees.”

Form 990, Part VI, Section C, Line 18

“The foundation makes irs form 1023 and form 990 available for public inspection upon request. Annual form 990s can also be attained through third party websites such as www.guidestar.com.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its governing and other documents available to interested parties upon request.”

Filing and Contact Details

Filer

Filer Name
Kappa Alpha Theta Foundation
EIN
36-6066531
Phone
3178761870
Address
8740 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Mary Ellen Fitzsimonds
Title
President
Phone
3178761870
Signed
2016-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristen Kaiser
Formed
1960
Legal Domicile
In
Voting Board Members
12
Independent Board Members
12
Employees
10
Volunteers
300

Preparer

Firm
K B Parrish & Co Llp
Address
6840 EAGLE HIGHLANDS WAY, INDIANAPOLIS, IN 46254
Preparer
Ryan Keith CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of split interest agreement -2,347. Change in uncollectible pledges -62,198.”

FORM 990, PART XII, LINE 2C:

“The foundation has an audit committee which assumes responsibility for overseeing the annual audit and selection of an independent accountant.”

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are used to fund grants and scholarships.”

PART X, LINE 2:

“The foundation has evaluated tax positions taken in the tax returns filed and has determined that there are no uncertain tax positions as defined by generally accepted accounting standards. Under a three-year statute of limitations, the foundation remains subject to examination by the internal revenue service for the years ended june 30, 2013 through june 30, 2015.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split interest agreement -2,347. Change in uncollectible pledges -62,198.”

Raw XML AppendixShowing 400 of 745 raw XML fields

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

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9FRATERNITY PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11FRATERNITY VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0558598
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IRS990/InfoInScheduleOPartXIInd0X
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0KAPPA ALPHA THETA FOUNDATION SECURES AND MANAGES RESOURCES FOR THE EDUCATIONAL, LEADERSHIP, AND PHILANTHROPIC PROGRAMS OF THE FRATERNITY AND FOR THE SCHOLASTIC, PROFESSIONAL, AND SERVICE PURSUITS OF ITS MEMBERS TO HELP THEM REACH THEIR FULLEST POTENTIAL AND MAKE A DIFFERENCE IN THE WORLD.
IRS990/MoreThan5000KToIndividualsInd01
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt031264735
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1170002
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-745243
IRS990/NoncashContributionsAmt055324
IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/TotalAmt073083
IRS990/OfficeExpensesGrp/FundraisingAmt0331
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07013
IRS990/OfficeExpensesGrp/ProgramServicesAmt0230
IRS990/OfficeExpensesGrp/TotalAmt07574
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0296132
IRS990/OtherAssetsTotalGrp/EOYAmt0225790
IRS990/OtherChangesInNetAssetsAmt0-64545
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt027912
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt021982
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014839
IRS990/OtherEmployeeBenefitsGrp/TotalAmt064733
IRS990/OtherExpensesGrp/Desc0ANNUAL REPORT
IRS990/OtherExpensesGrp/Desc1CULTIVATION
IRS990/OtherExpensesGrp/Desc2AWARDS AND RECOGNITION
IRS990/OtherExpensesGrp/Desc3DIRECT MAIL
IRS990/OtherExpensesGrp/FundraisingAmt018340
IRS990/OtherExpensesGrp/FundraisingAmt127471
IRS990/OtherExpensesGrp/FundraisingAmt219776
IRS990/OtherExpensesGrp/FundraisingAmt316228
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03503
IRS990/OtherExpensesGrp/ProgramServicesAmt016551
IRS990/OtherExpensesGrp/TotalAmt038394
IRS990/OtherExpensesGrp/TotalAmt127471
IRS990/OtherExpensesGrp/TotalAmt219776
IRS990/OtherExpensesGrp/TotalAmt316228
IRS990/OtherLiabilitiesGrp/BOYAmt015999
IRS990/OtherLiabilitiesGrp/EOYAmt013270
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0193686
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0127925
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt098044
IRS990/OtherSalariesAndWagesGrp/TotalAmt0419655
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt017495
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013492
IRS990/PayrollTaxesGrp/ProgramServicesAmt07770
IRS990/PayrollTaxesGrp/TotalAmt038757
IRS990/PensionPlanContributionsGrp/FundraisingAmt07116
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05051
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02219
IRS990/PensionPlanContributionsGrp/TotalAmt014386
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt014942538
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt015892711
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01047999
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01400316
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018743
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015753
IRS990/PrincipalOfficerNm0KRISTEN KAISER
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS TO KAPPA ALPHA THETA FRATERNITY ALUMNAE AND COLLEGIANS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0768196
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0681737
IRS990/ProgSrvcAccomActy3Grp/Desc0PHILANTHROPIC GRANTS TO ORGANIZATIONS SUPPORTING THOSE WITH SPECIAL NEEDS AND GRANTS TO INDIVIDUALS IN FINANCIAL NEED.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt015156
IRS990/ProgSrvcAccomActy3Grp/GrantAmt013450
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01958884
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01242759
IRS990/PYInvestmentIncomeAmt01033134
IRS990/PYOtherExpensesAmt0465071
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0636939
IRS990/PYSalariesCompEmpBnftPaidAmt0562280
IRS990/PYTotalExpensesAmt02355079
IRS990/PYTotalProfFndrsngExpnsAmt084969
IRS990/PYTotalRevenueAmt02992018
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0135668
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02719555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01958884
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02843182
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03902621
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01619291
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013043533
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01044035
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01063323
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0958975
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0869196
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0940588
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04876117
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.64790
IRS990ScheduleA/PublicSupportPY170Pct00.63370
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IRS990ScheduleA/SubstantialContributorsTotAmt01432840
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03902621
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01619291
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013043533
IRS990ScheduleA/TotalSupportAmt017919650
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.34070
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt029629994
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01556328
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt028820604
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0962895
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1309872
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt030236459
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt029629994
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1603210
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt079093
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt026597225

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,698,583
Liabilities
$433,848
Net assets
$31,264,735
Revenue
$2,593,588
Expenses
$2,457,920
Net income
$135,668
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.9$0.37$47.6$6.25$4.67$1.58
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.2$0.35$41.8$4.16$2.86$1.30
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.6$0.22$37.3$4.80$2.35$2.45
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.0$0.20$42.8$5.33$2.21$3.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.7$0.31$34.4$1.15$2.85$1.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.0$0.16$35.9$2.85$2.50$0.35
2016Detailed filing. Detailed filing data is available for this year.$31.7$0.43$31.3$2.59$2.46$0.14
2015Detailed filing. Detailed filing data is available for this year.$32.2$0.28$31.9$2.99$2.36$0.64
2014Detailed filing. Detailed filing data is available for this year.$33.8$0.29$33.5$3.95$2.58$1.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.1$0.22$29.8$2.28