Civic Intelligence

Theta XI Foundation

990 • Fiscal year 2025 • EIN 43-6049500

Jul 01, 2024 to Jun 30, 2025 • Filed on Mar 30, 2026

260 Peachtree Street NW 900Atlanta, GA 30303

(314) 993-6294

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

17th percentile

0.02x

Higher debt load relative to revenue than 17% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

90th percentile

59%

Faster revenue growth than 90% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$6,386,865

Up $708,794 (+12%) from 2024

Net Assets

Up

$6,362,592

Up $912,532 (+17%) from 2024

Liabilities

Down

$24,273

Down $203,738 (-89%) from 2024

Revenue

Up

$1,239,667

Up $460,017 (+59%) from 2024

Expenses

Down

$612,118

Down $81,504 (-12%) from 2024

Net Income

Up

$627,549

Up $541,521 (+629%) from 2024

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,353,314Liabilities 2011: $16,241Net Assets 2011: $1,337,0732011Assets 2012: $1,557,820Liabilities 2012: $7,721Net Assets 2012: $1,550,0992012Assets 2013: $1,727,655Liabilities 2013: $2,005Net Assets 2013: $1,725,6502013Assets 2014: $1,798,944Liabilities 2014: $16,629Net Assets 2014: $1,782,3152014Assets 2015: $1,919,874Liabilities 2015: $69,489Net Assets 2015: $1,850,3852015Assets 2016: $2,322,466Liabilities 2016: $103,325Net Assets 2016: $2,219,1412016Assets 2017: $3,168,948Liabilities 2017: $14,110Net Assets 2017: $3,154,8382017Assets 2018: $3,914,869Liabilities 2018: $5,050Net Assets 2018: $3,909,8192018Assets 2019: $3,924,042Liabilities 2019: $18,264Net Assets 2019: $3,905,7782019Assets 2020: $4,015,289Liabilities 2020: $25,112Net Assets 2020: $3,990,1772020Assets 2021: $4,658,537Liabilities 2021: $34,765Net Assets 2021: $4,623,7722021Assets 2022: $6,097,582Liabilities 2022: $133,370Net Assets 2022: $5,964,2122022Assets 2023: $5,197,820Liabilities 2023: $101,375Net Assets 2023: $5,096,4452023Assets 2024: $5,678,071Liabilities 2024: $228,011Net Assets 2024: $5,450,0602024Assets 2025: $6,386,865Liabilities 2025: $24,273Net Assets 2025: $6,362,5922025

Highlighted filing

2025

Assets$6,386,865
Liabilities$24,273
Net Assets$6,362,592

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $295,2642011Expenses 2012: $257,1572012Revenue 2013: $4,640Expenses 2013: $28,907Net Income 2013: -$24,2672013Revenue 2014: $491,801Expenses 2014: $416,673Net Income 2014: $75,1282014Revenue 2015: $675,995Expenses 2015: $271,431Net Income 2015: $404,5642015Revenue 2016: $627,585Expenses 2016: $304,042Net Income 2016: $323,5432016Revenue 2017: $1,110,983Expenses 2017: $228,013Net Income 2017: $882,9702017Revenue 2018: $1,213,787Expenses 2018: $543,425Net Income 2018: $670,3622018Revenue 2019: $1,069,056Expenses 2019: $1,050,479Net Income 2019: $18,5772019Revenue 2020: $813,594Expenses 2020: $730,276Net Income 2020: $83,3182020Revenue 2021: $1,008,580Expenses 2021: $780,558Net Income 2021: $228,0222021Revenue 2022: $2,641,899Expenses 2022: $881,687Net Income 2022: $1,760,2122022Revenue 2023: $1,092,285Expenses 2023: $1,658,349Net Income 2023: -$566,0642023Revenue 2024: $779,650Expenses 2024: $693,622Net Income 2024: $86,0282024Revenue 2025: $1,239,667Expenses 2025: $612,118Net Income 2025: $627,5492025

Highlighted filing

2025

Revenue$1,239,667
Expenses$612,118
Net Income$627,549
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 30, 2026
Return Version
2024v5.5
Gross Receipts
$1,239,667
Mission and Program Overview

Mission

To provide educational programming and scholarship assistance to the undergratuate members of theta xi fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,319,415$5,288,074▲ $968,659
Pledges and Grants Receivable$677,650$547,420▼ $130,230
Cash and Non-Interest-Bearing Accounts$458,363$345,508▼ $112,855
Other Notes and Loans Receivable, Net$185,000$185,000→ $0
Prepaid Expenses and Deferred Charges$3,475$10,776▲ $7,301
Accounts Receivable$28,184$10,087▼ $18,097
Inventories for Sale or Use$5,984$0▼ $5,984
Total Assets$5,678,071$6,386,865▲ $708,794
Liabilities
Accounts Payable and Accrued Expenses$228,011$24,273▼ $203,738
Total Liabilities$228,011$24,273▼ $203,738
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,787,636$4,916,620▲ $2,128,984
Net Assets Without Donor Restrictions$2,662,424$1,445,972▼ $1,216,452
Total Net Assets Fund Balance$5,450,060$6,362,592▲ $912,532
Total Liabilities and Net Assets / Fund Balance$5,678,071$6,386,865▲ $708,794

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,282,064$420▲ $205,093$164,056$1,323,521
2023$1,159,729$260▲ $213,565$91,490$1,282,064
2022$1,018,578$237▲ $140,914-$1,159,729
2021$1,221,294$20,315▼ $64,019$159,012$1,018,578
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$997,483
Program Service Revenue
$0
Investment Income
$230,530
Other Revenue
$11,654
All Other Contributions
$997,483
Change in Net Assets
$627,549

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,239,667
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$284,981
Total Revenue per Audited Statements
$1,524,648
Total Revenue per Form 990
$1,239,667
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$281,203
Grants and Similar Amounts Paid$260,652
Total Fundraising Expense$89,681
Salaries, Compensation, and Employee Benefits$70,263
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$167,688--$167,688
Fees for Services Other-$120,371-$120,371
Grants to Domestic Individuals$92,964--$92,964
Other Salaries and Wages$42,158$28,105-$70,263
Conferences and Meetings-$20,030-$20,030
Travel--$18,656$18,656
Other Expenses$24,661$12,312$8,369$8,369
Information Technology--$4,201$4,201
All Other Expenses-$4,018-$4,018
Office Expenses-$1,159-$1,159
Total Functional Expenses$327,471$194,966$89,681$612,118

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$612,118
Total Expenses per Audited Statements$612,118
Total Expenses per Form 990$612,118
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Iota Alumni AssociationWamego, KS501(c)(7)Build/remodel Educational Portion of Chapter House$0
Campus Corp of Theta Xi - Upsilon ChapterSeattle, WA501(c)(7)Build/remodel Educational Portion of Chapter House$0
Theta Xi FraternityAtlanta, GA501(c)(7)Educational - Vpa/rsa Acadamies$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
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 11B

Theta xi foundation procedures for preparaton of and internal approval of form 990, including all schedules, prior to its submission to the internal revenue service, shall consist of preparation by staff with assistance and counsel of an independent certified public accountant followed by a review by the board of trustees.

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

Monitoring and enforcement is established by distributing the conflict of interest statement to all foundation trustees at their first meeting of the fiscal year or following elections, discussion and questions regarding the policy are addressed prior to collecting executed statements for each trustee that is then filed for reference and use as necessary. If a board member has a conflict, they cannot vote on the issue.

Form 990, Part VI, Section C, Line 19

The organizaion makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Theta Xi Foundation
EIN
43-6049500
Phone
3149936294
Address
260 PEACHTREE STREET NW 900, ATLANTA, GA 30303

Signing Officer

Name
J Tanner Marcantel
Title
Executive Director
Phone
3149936294
Signed
2026-03-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Tanner Marcantel
Formed
1949
Legal Domicile
Mo
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
15

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
810 WRIGHTS SUMMIT PARKWAY SUITE, 300, FORT WRIGHT, KY 41011
Preparer
Bryan Pautsch
Phone
8593313300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional fees: program service expenses 0. Management and general expenses 120,371. Fundraising expenses 0. Total expenses 120,371.

Financial Statement Notes

PART V, LINE 4:

The foundation holds two funds without donor restictions that have been designated by the board to function as endowments with the primary purposes of providing annual support to the general fund.

PART X, LINE 2:

The foundation is a non-profit foundation and is exempt, under section 501(c)(3) of the internal revenue code (the code), from federal, state and local income taxes whereby only related business income, if any, as defined by section 512(a)(1) of the code, is subject to federal income tax. The foundation did not have any unrelated business income tax for the years ended june 30, 2025 and 2024. Management of the foundation considers the likelihood of changes by taxing authorities in its income tax reutrns and recognizes a liability for or discloses potentiial significant changes that management believes are more likley than not to occur, including changes to the foundation's status as a not-for-profit entity. Management believes that the foundation met the requirements to maintain its tax-exempt status and has no income subject to unrelated business income tax; therefore, no provision for income taxes has been provided in these financial statemens. The foundation's income tax returns for the past three years are subject to examination by tax authorities and may change upon examination.

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IRS990/Form990PartVIISectionAGrp/TitleTxt13HONORARY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14HONORARY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt080874
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt062705
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt092964
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt092964
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0167688
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0167688
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt080874
IRS990/GrossReceiptsAmt01239667
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04201
IRS990/InformationTechnologyGrp/TotalAmt04201
IRS990/InventoriesForSaleOrUseGrp/BOYAmt05984
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0149656
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0149656
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04319415
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05288074
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE EDUCATIONAL PROGRAMMING AND SCHOLARSHIP ASSISTANCE TO THE UNDERGRATUATE MEMBERS OF THETA XI FRATERNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05450060
IRS990/NetAssetsOrFundBalancesEOYAmt06362592
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt080874
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt080874
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0284981
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02662424
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01445972
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01159
IRS990/OfficeExpensesGrp/TotalAmt01159
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1SERVICE AGREEMENT CONTR
IRS990/OtherExpensesGrp/Desc2DIRECT MAIL EXPENSES
IRS990/OtherExpensesGrp/Desc3DONOR RECOGNITION/SUBSC
IRS990/OtherExpensesGrp/FundraisingAmt034354
IRS990/OtherExpensesGrp/FundraisingAmt124101
IRS990/OtherExpensesGrp/FundraisingAmt28369
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08971
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt112312
IRS990/OtherExpensesGrp/ProgramServicesAmt024661
IRS990/OtherExpensesGrp/TotalAmt043325
IRS990/OtherExpensesGrp/TotalAmt136973
IRS990/OtherExpensesGrp/TotalAmt224101
IRS990/OtherExpensesGrp/TotalAmt38369
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MOU ADMINISTRATION FEE
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt010180
IRS990/OtherRevenueMiscGrp/ExclusionAmt11474
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010180
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11474
IRS990/OtherRevenueTotalAmt011654
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt028105
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt042158
IRS990/OtherSalariesAndWagesGrp/TotalAmt070263
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0185000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0185000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0677650
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0547420
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03475
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010776
IRS990/PrincipalOfficerNm0J TANNER MARCANTEL
IRS990/PriorPeriodAdjustmentsAmt02
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0ACADEMIC GRANTS INCLUDES FUNDING SCHOLARSHIPS AND ACADEMIC ACHEIVEMENT AWARDS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt092964
IRS990/ProgSrvcAccomActy2Grp/GrantAmt092964
IRS990/ProgSrvcAccomActy3Grp/Desc0LEADERSHIP GRANTS SUPPORT UNDERGRADUATE ATTENDANCE AT EDUCATIONAL AND LEADERSHIP PROGRAMS AND GRANTS TO PURCHASE, BUILD, REMODEL OR PROVIDE RESOURCES FOR EDUCATIONAL AREAS OF CHAPTER HOUSES FOR THE BENEFIT OF UNDERGRADUATE MEMBERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0104983
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0104982
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0605597
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0356781
IRS990/PYInvestmentIncomeAmt0173663
IRS990/PYOtherExpensesAmt0322163
IRS990/PYOtherRevenueAmt0390
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt086028
IRS990/PYSalariesCompEmpBnftPaidAmt014678
IRS990/PYTotalExpensesAmt0693622
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0779650
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0627549
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS - 2020 AMOUNT: $ 14,665. 2021 AMOUNT: $ 14,614. 2022 AMOUNT: $ 513. 2023 AMOUNT: $ 390. 2024 AMOUNT: $ 11,656.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0997483
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0605597
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01019168
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02538729
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0931202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06092179
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0149656
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0166811
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0114009
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt062517
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt044200
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0537193
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt011656
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0390
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0513
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt014614
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt014665
IRS990ScheduleA/OtherIncome170Grp/TotalAmt041838
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85800
IRS990ScheduleA/PublicSupportPY170Pct00.89620
IRS990ScheduleA/PublicSupportTotal170Amt05723716
IRS990ScheduleA/SubstantialContributorsTotAmt0368463
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0997483
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0605597
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01019168
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02538729
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0931202
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06092179
IRS990ScheduleA/TotalSupportAmt06671210
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01282064
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0420
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01323521
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0205093
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0164056
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01159729
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0260
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01282064
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0213565
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt091490
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01018578
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0237
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01159729
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0140914
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01221294
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt020315
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01018578
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-64019
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0159012
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0612118
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0284981
IRS990ScheduleD/RevenueNotReportedAmt0284981
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01239667
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HOLDS TWO FUNDS WITHOUT DONOR RESTICTIONS THAT HAVE BEEN DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS WITH THE PRIMARY PURPOSES OF PROVIDING ANNUAL SUPPORT TO THE GENERAL FUND.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS A NON-PROFIT FOUNDATION AND IS EXEMPT, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), FROM FEDERAL, STATE AND LOCAL INCOME TAXES WHEREBY ONLY RELATED BUSINESS INCOME, IF ANY, AS DEFINED BY SECTION 512(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE FOUNDATION DID NOT HAVE ANY UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. MANAGEMENT OF THE FOUNDATION CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS INCOME TAX REUTRNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKLEY THAN NOT TO OCCUR, INCLUDING CHANGES TO THE FOUNDATION'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THAT THE FOUNDATION MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX; THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENS. THE FOUNDATION'S INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES AND MAY CHANGE UPON EXAMINATION.

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.39$0.02$6.36$1.24$0.61$0.63
2024Detailed filing. Detailed filing data is available for this year.$5.68$0.23$5.45$0.78$0.69$0.09
2023Detailed filing. Detailed filing data is available for this year.$5.20$0.10$5.10$1.09$1.66$0.57
2022Detailed filing. Detailed filing data is available for this year.$6.10$0.13$5.96$2.64$0.88$1.76
2021Detailed filing. Detailed filing data is available for this year.$4.66$0.03$4.62$1.01$0.78$0.23
2020Detailed filing. Detailed filing data is available for this year.$4.02$0.03$3.99$0.81$0.73$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.92$0.02$3.91$1.07$1.05$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.91$0.01$3.91$1.21$0.54$0.67
2017Detailed filing. Detailed filing data is available for this year.$3.17$0.01$3.15$1.11$0.23$0.88
2016Detailed filing. Detailed filing data is available for this year.$2.32$0.10$2.22$0.63$0.30$0.32
2015Detailed filing. Detailed filing data is available for this year.$1.92$0.07$1.85$0.68$0.27$0.40
2014Detailed filing. Detailed filing data is available for this year.$1.80$0.02$1.78$0.49$0.42$0.08
2013Summary only. Only limited summary data is available for this year.$1.73$0.00$1.73$0.00$0.03$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.01$1.55$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.02$1.34$0.30