Civic Intelligence

Phi Gamma Delta Educational Foundation

EIN 52-6036185 • 501(c)3 • Lexington, KY

View Organization Page

Profile

To provide educational support and services for college students.

1201 Red Mile Rd PO Box 4599Lexington, KY 40544

n/A

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

17th percentile

0.06x

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

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

89th percentile

56%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$34,030,382

Up $4,227,067 (+14%) from 2024

Liabilities

Down

$409,544

Down $37,182 (-8.3%) from 2024

Net Assets

Up

$33,620,838

Up $4,264,249 (+15%) from 2024

Operations
Liabilities / Revenue17th percentileNet Margin92nd percentile

Revenue

Up

$6,572,974

Up $2,357,206 (+56%) from 2024

Expenses

Up

$2,783,317

Up $290,415 (+12%) from 2024

Net Income

Up

$3,789,657

Up $2,066,791 (+120%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$40M$30M$20M$10M$0Assets 2011: $11,830,448Liabilities 2011: $134,432Net Assets 2011: $11,696,0162011Assets 2012: $12,738,741Liabilities 2012: $148,835Net Assets 2012: $12,589,9062012Assets 2013: $14,786,107Liabilities 2013: $146,622Net Assets 2013: $14,639,4852013Assets 2014: $17,323,772Liabilities 2014: $309,398Net Assets 2014: $17,014,3742014Assets 2015: $18,343,985Liabilities 2015: $386,931Net Assets 2015: $17,957,0542015Assets 2016: $16,136,120Liabilities 2016: $483,234Net Assets 2016: $15,652,8862016Assets 2017: $18,183,463Liabilities 2017: $424,721Net Assets 2017: $17,758,7422017Assets 2018: $18,912,483Liabilities 2018: $329,916Net Assets 2018: $18,582,5672018Assets 2019: $20,516,558Liabilities 2019: $343,157Net Assets 2019: $20,173,4012019Assets 2020: $21,590,521Liabilities 2020: $307,557Net Assets 2020: $21,282,9642020Assets 2021: $28,007,260Liabilities 2021: $286,496Net Assets 2021: $27,720,7642021Assets 2022: $23,695,128Liabilities 2022: $335,921Net Assets 2022: $23,359,2072022Assets 2023: $26,268,904Liabilities 2023: $358,469Net Assets 2023: $25,910,4352023Assets 2024: $29,803,315Liabilities 2024: $446,726Net Assets 2024: $29,356,5892024Assets 2025: $34,030,382Liabilities 2025: $409,544Net Assets 2025: $33,620,8382025

Highlighted filing

2025

Assets$34,030,382
Liabilities$409,544
Net Assets$33,620,838
Open 2025 Filing

Operations Trend

Revenue Growth89th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,277,777Expenses 2011: $2,936,022Net Income 2011: -$658,2452011Revenue 2012: $3,437,152Expenses 2012: $2,299,223Net Income 2012: $1,137,9292012Expenses 2013: $1,704,7202013Revenue 2014: $4,853,744Expenses 2014: $2,943,556Net Income 2014: $1,910,1882014Revenue 2015: $3,552,124Expenses 2015: $2,130,090Net Income 2015: $1,422,0342015Revenue 2016: $2,931,084Expenses 2016: $4,882,166Net Income 2016: -$1,951,0822016Revenue 2017: $4,106,161Expenses 2017: $2,546,550Net Income 2017: $1,559,6112017Revenue 2018: $4,650,688Expenses 2018: $3,099,416Net Income 2018: $1,551,2722018Revenue 2019: $4,461,047Expenses 2019: $2,080,518Net Income 2019: $2,380,5292019Revenue 2020: $2,559,162Expenses 2020: $1,874,068Net Income 2020: $685,0942020Revenue 2021: $4,153,506Expenses 2021: $2,174,282Net Income 2021: $1,979,2242021Revenue 2022: $3,021,786Expenses 2022: $2,212,154Net Income 2022: $809,6322022Revenue 2023: $3,880,356Expenses 2023: $2,677,299Net Income 2023: $1,203,0572023Revenue 2024: $4,215,768Expenses 2024: $2,492,902Net Income 2024: $1,722,8662024Revenue 2025: $6,572,974Expenses 2025: $2,783,317Net Income 2025: $3,789,6572025

Highlighted filing

2025

Revenue$6,572,974
Expenses$2,783,317
Net Income$3,789,657
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,030,382
Liabilities
$409,544
Net assets
$33,620,838
Revenue
$6,572,974
Expenses
$2,783,317
Net income
$3,789,657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.0$0.41$33.6$6.57$2.78$3.79
2024Detailed filing. Detailed filing data is available for this year.$29.8$0.45$29.4$4.22$2.49$1.72
2023Detailed filing. Detailed filing data is available for this year.$26.3$0.36$25.9$3.88$2.68$1.20
2022Detailed filing. Detailed filing data is available for this year.$23.7$0.34$23.4$3.02$2.21$0.81
2021Detailed filing. Detailed filing data is available for this year.$28.0$0.29$27.7$4.15$2.17$1.98
2020Detailed filing. Detailed filing data is available for this year.$21.6$0.31$21.3$2.56$1.87$0.69
2019Detailed filing. Detailed filing data is available for this year.$20.5$0.34$20.2$4.46$2.08$2.38
2018Detailed filing. Detailed filing data is available for this year.$18.9$0.33$18.6$4.65$3.10$1.55
2017Detailed filing. Detailed filing data is available for this year.$18.2$0.42$17.8$4.11$2.55$1.56
2016Detailed filing. Detailed filing data is available for this year.$16.1$0.48$15.7$2.93$4.88$1.95
2015Detailed filing. Detailed filing data is available for this year.$18.3$0.39$18.0$3.55$2.13$1.42
2014Detailed filing. Detailed filing data is available for this year.$17.3$0.31$17.0$4.85$2.94$1.91
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$0.15$14.6$1.70
2012Summary only. Only limited summary data is available for this year.$12.7$0.15$12.6$3.44$2.30$1.14
2011Summary only. Only limited summary data is available for this year.$11.8$0.13$11.7$2.28$2.94$0.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 22, 2025
Return Version
2024v5.2
Gross Receipts
$28,643,324
Mission and Program Overview

Mission

To provide educational support and services for college students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$26,432,650$31,700,254▲ $5,267,604
Cash and Non-Interest-Bearing Accounts$1,711,975$2,040,619▲ $328,644
Investments Other Securities$1,489,630$130,711▼ $1,358,919
Land, Buildings, and Equipment, Net$130,000$130,000→ $0
Prepaid Expenses and Deferred Charges$28,160$17,898▼ $10,262
Total Assets$29,803,315$34,030,382▲ $4,227,067
Other Assets Total$10,900$10,900→ $0
Liabilities
Other Liabilities$205,791$209,561▲ $3,770
Accounts Payable and Accrued Expenses$240,935$199,983▼ $40,952
Total Liabilities$446,726$409,544▼ $37,182
Net Assets / Fund Balance
Net Assets With Donor Restrictions$18,736,874$21,063,033▲ $2,326,159
Net Assets Without Donor Restrictions$10,619,715$12,557,805▲ $1,938,090
Total Net Assets Fund Balance$29,356,589$33,620,838▲ $4,264,249
Total Liabilities and Net Assets / Fund Balance$29,803,315$34,030,382▲ $4,227,067

Asset Categories

AssetBook ValueDepreciationBasis
Land$130,000-$130,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$7,633,092$728,549--$8,361,641
2023$7,484,097$148,995--$7,633,092
2022$7,277,147$206,950--$7,484,097
2021$6,926,867$350,280--$7,277,147
2020$6,738,709$188,158--$6,926,867
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Benjamin E RobinsonExecutive DirectorFT$194,172$194,172

Board Members and Trustees

NameTitle
Michael a LucasChairman
Ronald C NelsonFinance Committee Chairman
Donald M HeinrichVice Chairman
D Michael AinsworthDirector
Douglas H BanksDirector
Glenn D MoorDirector
JOHN P O'NEILLDirector
James E ArnoldDirector
Kirk D WaldenDirector
Mitchell I HennDirector
Robert a Wunderluch JrDirector
A Peter RimsansSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,501,769
Program Service Revenue
$0
Investment Income
$2,987,940
Other Revenue
$83,265
All Other Contributions
$3,501,769
Change in Net Assets
$3,789,657

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5,225$501,318Quoted Market Prices
Total Noncash Contributions5,225$501,318-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,572,974
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$474,592
Total Revenue per Audited Statements
$7,047,566
Total Revenue per Form 990
$6,572,974
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,764,010
Other Expenses$635,873
Salaries, Compensation, and Employee Benefits$383,434
Total Fundraising Expense$289,440
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,154,624--$1,154,624
Grants to Domestic Individuals$609,386--$609,386
Current Officers, Directors, Trustees, and Key Employees$58,252$77,669$58,251$194,172
Fees for Services Other$67,334$70,706$5,264$143,304
Other Salaries and Wages$33,484$44,645$33,485$111,614
All Other Expenses$21,548$27,251$13,976$62,775
Occupancy$18,848$18,294$18,294$55,436
Fees for Service Investment Mgmnt Fees-$40,677-$40,677
Other Expenses$34,000$3,842$47,564$34,000
Other Employee Benefits$11,099$10,773$10,773$32,645
Travel$9,529$9,587$9,416$28,532
Pension Plan Contributions$7,952$7,718$7,718$23,388
Payroll Taxes$7,349$7,133$7,133$21,615
Information Technology-$8,834-$8,834
Office Expenses$351$234$586$1,171
Insurance-$991-$991
Total Functional Expenses$2,165,523$328,354$289,440$2,783,317

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,783,317
Total Expenses per Audited Statements$2,783,317
Total Expenses per Form 990$2,783,317
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Fraternity of Phi Gamma Delta IncLexington, KY501c7Assistance for Members or Related Organizations.$647,060
The Alpha Iota AssociationAmes, IA501c7Assistance for Members or Related Organizations$141,455
Mu Upsilon AssociationOxford, OH501c7Assistance for Members or Related Organizations$96,225
Gamma Tau Chapter of Phi Gamma DeltaAtlanta, GA501c7Assistance for Members or Related Organizations$69,000
Sigma Omicron HousingJenks, OK501c7Assistance for Members or Related Organizations$58,500
Foundation for Fraternal ExcellenceFishers, IN501c7Assistance for Members or Related Organizations$50,000
Lambda CorporationSt Louis, MO501c7Assistance for Members or Related Organizations$31,000
Upsilon Alpha Building Corp IncScottsdale, AZ501c7Assistance for Members or Related Organizations$30,000
House Corporation of Phi Gamma Delta at RpiHavana, FL501c7Assistance for Members or Related Organizations$23,500
Fiji House Corporation of AkronAkron, OH501c7Assistance for Members or Related Organizations$6,722
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

Other Reported Liabilities

LiabilityAmount
Life Income Gift Liability$201,712
Other Accrued Liabilities$7,849
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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, Section A, Line 6

“Classes of members or stockholders - all members in good standing of the fraternity of phi gamma delta, inc. Are also the members of phi gamma delta educational foundation, inc. The organization has only one class of members.”

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

“Organization's process to review form 990 - a draft copy of form 990 is reviewed by organization for completeness and accuracy.”

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

“Enforcement of conflicts policy - the organization re-adopts the conflict policy each year so that it is discussed and made clear that disclosure is required. Staff verify that vendors are not connected with any board members.”

Form 990, Part VI, Section B, Line 15

“Compensation process for officers - the board determines the executive director's compensation. The executive director determines all other compensation. Compensation process for top official - the board determines the executive director's compensation. The executive director determines all other compensation.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation - available upon request to organization”

Filing and Contact Details

Filer

Filer Name
Phi Gamma Delta Educational Foundation
EIN
52-6036185
Phone
8592551848
Address
1201 RED MILE RD PO BOX 4599, LEXINGTON, KY 40544

Signing Officer

Name
Benjamin E Robinson
Title
Executive Director
Phone
8592551848
Signed
2025-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Benjamin E Robinson
Formed
1945
Legal Domicile
Ky
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
0

Preparer

Firm
Besten & Dieruf Pllc
Address
190 MARKET STREET, LEXINGTON, KY 40507
Preparer
Andrew H Dieruf CPA
Phone
8592544427
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in cash value of life insurance -28,283.”

FORM 990, PART XII, LINE 2C:

“The process is unchanged from the previous year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation has no uncertain tax positions that qualify for disclosure in the financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in cash value of life insurance -28,283.”

Raw XML AppendixShowing 400 of 675 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0240935
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0199983
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE EDUCATIONAL SUPPORT AND SERVICES FOR COLLEGE STUDENTS.
IRS990/AllOtherContributionsAmt03501769
IRS990/AllOtherExpensesGrp/FundraisingAmt013976
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt027251
IRS990/AllOtherExpensesGrp/ProgramServicesAmt021548
IRS990/AllOtherExpensesGrp/TotalAmt062775
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WILL SHIER
IRS990/BooksInCareOfDetail/PhoneNum08592551848
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01201 RED MILE RD PO BOX 4599
IRS990/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040544
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01711975
IRS990/CashNonInterestBearingGrp/EOYAmt02040619
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt058251
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt077669
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt058252
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0194172
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03501769
IRS990/CYGrantsAndSimilarPaidAmt01764010
IRS990/CYInvestmentIncomeAmt02987940
IRS990/CYOtherExpensesAmt0635873
IRS990/CYOtherRevenueAmt083265
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt03789657
IRS990/CYSalariesCompEmpBnftPaidAmt0383434
IRS990/CYTotalExpensesAmt02783317
IRS990/CYTotalFundraisingExpenseAmt0289440
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06572974
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0EDUCATIONAL GRANTS AND RELATED EXPENSES
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt018736874
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt021063033
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01556137
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/FundraisingAmt05264
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt070706
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt067334
IRS990/FeesForServicesOtherGrp/TotalAmt0143304
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt040677
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt040677
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
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/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL A LUCAS
IRS990/Form990PartVIISectionAGrp/PersonNm1DONALD M HEINRICH
IRS990/Form990PartVIISectionAGrp/PersonNm2RONALD C NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm3A PETER RIMSANS
IRS990/Form990PartVIISectionAGrp/PersonNm4D MICHAEL AINSWORTH
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES E ARNOLD
IRS990/Form990PartVIISectionAGrp/PersonNm6DOUGLAS H BANKS
IRS990/Form990PartVIISectionAGrp/PersonNm7MITCHELL I HENN
IRS990/Form990PartVIISectionAGrp/PersonNm8GLENN D MOOR
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN P O'NEILL
IRS990/Form990PartVIISectionAGrp/PersonNm10KIRK D WALDEN
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBERT A WUNDERLUCH JR
IRS990/Form990PartVIISectionAGrp/PersonNm12BENJAMIN E ROBINSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12194172
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/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2FINANCE COMMITTEE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01945
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02246192
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt01154624
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0609386
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0609386
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01154624
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01154624
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt024316542
IRS990/GrossReceiptsAmt028643324
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt08834
IRS990/InformationTechnologyGrp/TotalAmt08834
IRS990/InsuranceGrp/ManagementAndGeneralAmt0991
IRS990/InsuranceGrp/TotalAmt0991
IRS990/InvestmentIncomeGrp/ExclusionAmt0741748
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0741748
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01489630
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0130711
IRS990/InvestmentsPubTradedSecGrp/BOYAmt026432650
IRS990/InvestmentsPubTradedSecGrp/EOYAmt031700254
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0130000
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0130000
IRS990/LandBldgEquipCostOrOtherBssAmt0130000
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt022070350
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE EDUCATIONAL SUPPORT AND SERVICES FOR COLLEGE STUDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt029356589
IRS990/NetAssetsOrFundBalancesEOYAmt033620838
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02246192
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02246192
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0502875
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010619715
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt012557805
IRS990/NoncashContributionsAmt0501318
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt018294
IRS990/OccupancyGrp/ManagementAndGeneralAmt018294
IRS990/OccupancyGrp/ProgramServicesAmt018848
IRS990/OccupancyGrp/TotalAmt055436
IRS990/OfficeExpensesGrp/FundraisingAmt0586
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0234
IRS990/OfficeExpensesGrp/ProgramServicesAmt0351
IRS990/OfficeExpensesGrp/TotalAmt01171
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010900
IRS990/OtherAssetsTotalGrp/EOYAmt010900
IRS990/OtherChangesInNetAssetsAmt0-28283
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010773
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010773
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt011099
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032645
IRS990/OtherExpensesGrp/Desc0EKKLESIA/ACADEMY
IRS990/OtherExpensesGrp/Desc1DIRECT MAIL HOUSE SERVI
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc3LIFE INCOME DISTRIBUTIO
IRS990/OtherExpensesGrp/FundraisingAmt076980
IRS990/OtherExpensesGrp/FundraisingAmt147564
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03842
IRS990/OtherExpensesGrp/ProgramServicesAmt0116448
IRS990/OtherExpensesGrp/ProgramServicesAmt115319
IRS990/OtherExpensesGrp/ProgramServicesAmt234000
IRS990/OtherExpensesGrp/TotalAmt0116448
IRS990/OtherExpensesGrp/TotalAmt176980
IRS990/OtherExpensesGrp/TotalAmt266725
IRS990/OtherExpensesGrp/TotalAmt334000
IRS990/OtherLiabilitiesGrp/BOYAmt0205791
IRS990/OtherLiabilitiesGrp/EOYAmt0209561
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt083265
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt083265
IRS990/OtherRevenueTotalAmt083265
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt033485
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt044645
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt033484
IRS990/OtherSalariesAndWagesGrp/TotalAmt0111614
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07133
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07133
IRS990/PayrollTaxesGrp/ProgramServicesAmt07349
IRS990/PayrollTaxesGrp/TotalAmt021615
IRS990/PensionPlanContributionsGrp/FundraisingAmt07718
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07718
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07952
IRS990/PensionPlanContributionsGrp/TotalAmt023388
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt028160
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017898
IRS990/PrincipalOfficerNm0BENJAMIN E ROBINSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0UNDERGRADUATE AND AAA SCHOLARSHIPS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0609386
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0609386
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02726567
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01546446
IRS990/PYInvestmentIncomeAmt01424947
IRS990/PYOtherExpensesAmt0581134
IRS990/PYOtherRevenueAmt064254
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01722866
IRS990/PYSalariesCompEmpBnftPaidAmt0365322
IRS990/PYTotalExpensesAmt02492902
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04215768
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03789657
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt083265
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03501769
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02726567
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02923502
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01834547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02395305
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013381690
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02987940
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0877479
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0887203
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01094978
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0424709
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06272309
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt083265
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt064254
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt069651
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt092261
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0130777
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0440208
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.64960
IRS990ScheduleA/PublicSupportPY170Pct00.71180
IRS990ScheduleA/PublicSupportTotal170Amt013052307
IRS990ScheduleA/SubstantialContributorsTotAmt0329383
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03501769
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02726567
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02923502
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01834547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02395305
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013381690
IRS990ScheduleA/TotalSupportAmt020094207
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/CYEndwmtFundGrp/BeginningYearBalanceAmt07633092
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0728549
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08361641
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07484097
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0148995
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07633092
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07277147
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0206950
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07484097
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06926867
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0350280
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07277147
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06738709
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0188158
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06926867
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02783317
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0130000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0130000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0502875
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0201712
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17849
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIFE INCOME GIFT LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER ACCRUED LIABILITIES
IRS990ScheduleD/OtherRevenueAmt0-28283
IRS990ScheduleD/RevenueNotReportedAmt0474592
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06572974
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN CASH VALUE OF LIFE INSURANCE -28,283.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.