Civic Intelligence

Phi Gamma Delta Educational Foundation Inc

990 • Fiscal year 2015 • EIN 52-6036185

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 25, 2015

Organization ProfileN/A

View Organization Page

1201 Red Mile Road PO Box 4599Lexington, KY 40544

(859) 255-1848

Siviq Scores

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

Liabilities / Assets

17th percentile

0.02x

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

30th percentile

0.11x

Higher debt load relative to revenue than 30% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

38th percentile

$139,913

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

67th percentile

5.9%

Faster asset growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-27%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$18,343,985

Up $1,020,213 (+5.9%) from 2014

Net Assets

Up

$17,957,054

Up $942,680 (+5.5%) from 2014

Liabilities

Up

$386,931

Up $77,533 (+25%) from 2014

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin89th percentile

Revenue

Down

$3,552,124

Down $1,301,620 (-27%) from 2014

Expenses

Down

$2,130,090

Down $813,466 (-28%) from 2014

Net Income

Down

$1,422,034

Down $488,154 (-26%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$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

2015

Assets$18,343,985
Liabilities$386,931
Net Assets$17,957,054
Open 2015 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$3,552,124
Expenses$2,130,090
Net Income$1,422,034
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 25, 2015
Return Version
2014v5.0
Gross Receipts
$10,268,229
Mission and Program Overview

Mission

To provide educational support and services for college students.

To provide educational support and services for college students

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,355,551$11,951,163▲ $595,612
Investments Other Securities$3,764,835$3,825,755▲ $60,920
Cash and Non-Interest-Bearing Accounts$2,023,687$2,389,268▲ $365,581
Land, Buildings, and Equipment, Net$130,000$130,000→ $0
Prepaid Expenses and Deferred Charges$38,799$36,899▼ $1,900
Total Assets$17,323,772$18,343,985▲ $1,020,213
Other Assets Total$10,900$10,900→ $0
Liabilities
Other Liabilities$282,358$351,380▲ $69,022
Grants Payable-$35,551-
Accounts Payable and Accrued Expenses$27,040--
Total Liabilities$309,398$386,931▲ $77,533
Net Assets / Fund Balance
Unrestricted Net Assets$6,217,993$6,906,542▲ $688,549
Temporarily Rstr Net Assets$5,471,941$5,572,414▲ $100,473
Permanently Rstr Net Assets$5,324,440$5,478,098▲ $153,658
Total Net Assets Fund Balance$17,014,374$17,957,054▲ $942,680
Total Liabilities and Net Assets / Fund Balance$17,323,772$18,343,985▲ $1,020,213

Asset Categories

AssetBook ValueDepreciationBasis
Land$130,000-$130,000
Other Land Buildings$0$66,021$66,021
Other Securities$59,010--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$5,324,440$153,658--$5,478,098
2013$9,346,960$2,421,788▲ $1,306,446-$10,796,381
2012$8,529,403$1,572,904▲ $933,708$696,705$9,346,960
2011$8,094,278$2,293,830▼ $74,614$366,645$8,529,403
2010$7,663,328$1,049,547▲ $1,293,599$147,954$8,094,278
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ben RobsinsonExecutive DirectorFT$134,731$5,182$139,913

Board Members and Trustees

NameTitle
Roger W ParkhurstPresident
Malcolm B WallVice President
David R FrickDirector
Donald J HermanDirector
G Carl GibsonDirector
Matthew M AmendDirector
Peter L ClarkDirector
Samuel W RedwineDirector
Michael J StewartSecretary
Kevin J HopperTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,660,233
Program Service Revenue
$0
Investment Income
$806,693
Other Revenue
$85,198
All Other Contributions
$2,660,233
Change in Net Assets
$1,422,034

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 Traded23$525,841Quoted Market Prices
Total Noncash Contributions23$525,841-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,552,124
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-479,354
Total Revenue per Audited Statements
$3,072,770
Total Revenue per Form 990
$3,552,124
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,313,624
Other Expenses$434,122
Salaries, Compensation, and Employee Benefits$382,344
Total Fundraising Expense$224,378
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$936,689--$936,689
Grants to Domestic Individuals$376,935--$376,935
Other Salaries and Wages$88,944$118,592$88,944$296,480
Fees for Service Investment Mgmnt Fees-$136,682-$136,682
Travel$12,327$12,278$12,119$36,724
All Other Expenses$178$34,990-$35,168
Pension Plan Contributions$4,042$24,323$3,923$32,288
Fees for Services Other-$32,004-$32,004
Other Employee Benefits$10,810$10,492$10,492$31,794
Occupancy$9,665$9,381$9,381$28,427
Conferences and Meetings$23,384--$23,384
Payroll Taxes$7,406$7,188$7,188$21,782
Fees for Services Accounting$5,780$5,610$5,610$17,000
Other Expenses$22,965$9,362$16,058$16,058
Office Expenses$1,942$1,295$3,238$6,475
Fees for Services Legal$2,448--$2,448
Total Functional Expenses$1,503,515$402,197$224,378$2,130,090

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,130,090
Total Expenses per Audited Statements$2,130,090
Total Expenses per Form 990$2,130,090
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Gamma Delta Assn of IllinoisWheaton, IL501c7Educational Programs$259,500
Purple Owl House CorpAustin, TX501c7Educational Programs$211,097
Fraternity of Phi Gamma Delta IncLexington, KY501c7Educational Programs$182,808
Alpha Kappa Epsilon Fraternity IncLewiston, ID501c7Educational Programs$132,855
Knox CollegeGalesburg, IL501c3Educational Programs$49,172
Fraternity of Phi Gamma Delta (oregon St Chapter)Corvalis, OR501c7Educational Programs$47,000
Rpi House CorpBridgewater, NJ501c7Educational Programs$20,000
Upsilon Alpha Building Corp IncTucson, AZ501c7Educational Programs$17,774
Gamma Tau IncDunwoody, GA501c7Educational Programs$11,186
Lambda Iota House CorpLafayette, IN501c7Educational Programs$5,296
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$300,260
Deferred Compensation Payable$50,000
Donor Choice Payables$1,120
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 11

“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 Inc
EIN
52-6036185
Phone
8592551848
Address
1201 RED MILE ROAD PO BOX 4599, LEXINGTON, KY 40544

Signing Officer

Name
Ben Robinson Executive Director
Title
Executive Director
Phone
8592551848
Signed
2015-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ben Robinson
Formed
1945
Legal Domicile
Ky
Voting Board Members
10
Independent Board Members
10
Employees
5
Volunteers
0

Preparer

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

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The oversight process for the audit is unchanged from the prior year.”

Financial Statement Notes

PART X, LINE 2:

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

Raw XML AppendixShowing 400 of 628 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/TitleTxt4DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03764835
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03825755
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011355551
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011951163
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt066021
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0130000
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0130000
IRS990/LandBldgEquipCostOrOtherBssAmt0196021
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06716105
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/NetAssetsOrFundBalancesBOYAmt017014374
IRS990/NetAssetsOrFundBalancesEOYAmt017957054
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0416996
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0416996
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-479354
IRS990/NoncashContributionsAmt0525841
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/FundraisingAmt09381
IRS990/OccupancyGrp/ManagementAndGeneralAmt09381
IRS990/OccupancyGrp/ProgramServicesAmt09665
IRS990/OccupancyGrp/TotalAmt028427
IRS990/OfficeExpensesGrp/FundraisingAmt03238
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01295
IRS990/OfficeExpensesGrp/ProgramServicesAmt01942
IRS990/OfficeExpensesGrp/TotalAmt06475
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010900
IRS990/OtherAssetsTotalGrp/EOYAmt010900
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010492
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010492
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt010810
IRS990/OtherEmployeeBenefitsGrp/TotalAmt031794
IRS990/OtherExpensesGrp/Desc0DIRECT MAIL HOUSE SERVI
IRS990/OtherExpensesGrp/Desc1LIFE INCOME DISTRIBUTIO
IRS990/OtherExpensesGrp/Desc2MAGAZINE
IRS990/OtherExpensesGrp/Desc3PLANNED GIVING
IRS990/OtherExpensesGrp/FundraisingAmt058063
IRS990/OtherExpensesGrp/FundraisingAmt19362
IRS990/OtherExpensesGrp/FundraisingAmt216058
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09362
IRS990/OtherExpensesGrp/ProgramServicesAmt022965
IRS990/OtherExpensesGrp/TotalAmt058063
IRS990/OtherExpensesGrp/TotalAmt122965
IRS990/OtherExpensesGrp/TotalAmt218724
IRS990/OtherExpensesGrp/TotalAmt316058
IRS990/OtherLiabilitiesGrp/BOYAmt0282358
IRS990/OtherLiabilitiesGrp/EOYAmt0351380
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt085198
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt085198
IRS990/OtherRevenueTotalAmt085198
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt088944
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0118592
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt088944
IRS990/OtherSalariesAndWagesGrp/TotalAmt0296480
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07188
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07188
IRS990/PayrollTaxesGrp/ProgramServicesAmt07406
IRS990/PayrollTaxesGrp/TotalAmt021782
IRS990/PensionPlanContributionsGrp/FundraisingAmt03923
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt024323
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04042
IRS990/PensionPlanContributionsGrp/TotalAmt032288
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05324440
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05478098
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt038799
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt036899
IRS990/PrincipalOfficerNm0BEN ROBINSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0UNDERGRADUATE SCHOLARSHIPS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0373935
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0373935
IRS990/ProgSrvcAccomActy3Grp/Desc0GRADUATE FELLOWSHIP AWARDS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt03000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03370303
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02170784
IRS990/PYInvestmentIncomeAmt01342975
IRS990/PYOtherExpensesAmt0412936
IRS990/PYOtherRevenueAmt0140466
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01910188
IRS990/PYSalariesCompEmpBnftPaidAmt0359836
IRS990/PYTotalExpensesAmt02943556
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04853744
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01422034
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02660233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03370303
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02464013
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03264630
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01755765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013514944
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0389697
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0336803
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0320054
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0255927
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0355772
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01658253
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt085198
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0140466
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0225664
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87770
IRS990ScheduleA/PublicSupportPY170Pct00.86930
IRS990ScheduleA/PublicSupportTotal170Amt013514944
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02660233
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03370303
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02464013
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03264630
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01755765
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013514944
IRS990ScheduleA/TotalSupportAmt015398861
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/BeginningYearBalanceAmt05324440
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0153658
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05478098
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0108029
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09346960
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02421788
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010796381
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt02170784
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01306446
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0102582
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08529403
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01572904
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09346960
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0889768
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0933708
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0696705
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt064277
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08094278
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02293830
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08529403
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01353169
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-74614
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0366645
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt059722
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07663328
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01049547
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08094278
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01704520
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01293599
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0147954
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02130090
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0130000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0130000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-479354
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt066021
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt066021
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0300260
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt150000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21120
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIFE INCOME GIFT LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED COMPENSATION PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DONOR CHOICE PAYABLES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02020649
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11042367
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2473867
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3229862
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt459010
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALTERNATIVE STRATEGIES INVESTMENT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1REAL ESTATE INVESTMENTS

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,343,985
Liabilities
$386,931
Net assets
$17,957,054
Revenue
$3,552,124
Expenses
$2,130,090
Net income
$1,422,034
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