Civic Intelligence

Phi Gamma Delta Educational Foundation Inc

990 • Fiscal year 2014 • EIN 52-6036185

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 15, 2014

Organization ProfileN/A

View Organization Page

1201 Red Mile Road Pobox 459940544

(859) 255-1848

Siviq Scores

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

Liabilities / Assets

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.06x

Higher debt load relative to revenue than 19% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$128,929

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

83rd percentile

17%

Faster asset growth than 83% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

76th percentile

19%

Faster revenue growth than 76% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$17,323,772

Up $2,537,665 (+17%) from 2013

Net Assets

Up

$17,014,374

Up $2,374,889 (+16%) from 2013

Liabilities

Up

$309,398

Up $162,776 (+111%) from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin88th percentile

Revenue

$4,853,744

No earlier filing loaded for comparison.

Expenses

Up

$2,943,556

Up $1,238,836 (+73%) from 2013

Net Income

$1,910,188

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2014

Assets$17,323,772
Liabilities$309,398
Net Assets$17,014,374
Open 2014 Filing

Operations Trend

Revenue Growth76th 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

2014

Revenue$4,853,744
Expenses$2,943,556
Net Income$1,910,188
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 15, 2014
Return Version
2013v3.1
Gross Receipts
$13,883,685
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$9,559,572$11,355,551▲ $1,795,979
Investments Other Securities$2,700,659$3,764,835▲ $1,064,176
Cash and Non-Interest-Bearing Accounts$2,344,277$2,023,687▼ $320,590
Land, Buildings, and Equipment, Net$130,000$130,000→ $0
Prepaid Expenses and Deferred Charges$40,699$38,799▼ $1,900
Total Assets$14,786,107$17,323,772▲ $2,537,665
Other Assets Total$10,900$10,900→ $0
Liabilities
Other Liabilities$127,425$282,358▲ $154,933
Accounts Payable and Accrued Expenses$19,197$27,040▲ $7,843
Total Liabilities$146,622$309,398▲ $162,776
Net Assets / Fund Balance
Unrestricted Net Assets$5,292,525$6,217,993▲ $925,468
Temporarily Rstr Net Assets$3,939,853$5,471,941▲ $1,532,088
Permanently Rstr Net Assets$5,407,107$5,324,440▼ $82,667
Total Net Assets Fund Balance$14,639,485$17,014,374▲ $2,374,889
Total Liabilities and Net Assets / Fund Balance$14,786,107$17,323,772▲ $2,537,665

Asset Categories

AssetBook ValueDepreciationBasis
Land$130,000-$130,000
Equipment-$66,021$66,021
Other Securities$67,440--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2009$7,039,616$1,924,731▲ $676,480-$7,663,328
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ben RobinsonExecutive DiFT$123,970$4,959$128,929

Board Members and Trustees

NameTitle
Peter L ClarkPresident
Donald J HermanDirector
F Norman DundasDirector
Kevin J HopperDirector
Malcom B WallDirector
Matthew M AmendDirector
Michael J StewartDirector
Robert C Orr JrDirector
David R FrickSecretary
Roger W ParkhurstTreasurer
Dr Samuel W Richwine JrVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$3,370,303
Program Service Revenue
$0
Investment Income
$1,342,975
Other Revenue
$140,466
All Other Contributions
$3,370,303
Change in Net Assets
$1,910,188

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 Traded22$140,693Quoted Prices
Total Noncash Contributions22$140,693-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,853,744
Revenue Not Reported on Form 990
$464,701
Total Revenue per Audited Statements
$5,318,445
Total Revenue per Form 990
$4,853,744
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,170,784
Other Expenses$412,936
Salaries, Compensation, and Employee Benefits$359,836
Total Fundraising Expense$227,606
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,775,134--$1,775,134
Grants to Domestic Individuals$395,650--$395,650
Other Salaries and Wages$82,054$109,404$82,053$273,511
Fees for Service Investment Mgmnt Fees-$114,879-$114,879
All Other Expenses$4,932$25,265$16,688$46,885
Other Employee Benefits$11,435$11,100$11,100$33,635
Travel$11,134$11,004$10,901$33,039
Pension Plan Contributions$3,718$24,009$3,609$31,336
Occupancy$10,064$9,767$9,767$29,598
Fees for Services Other-$28,914-$28,914
Payroll Taxes$7,260$7,047$7,047$21,354
Fees for Services Accounting$5,678$5,511$5,511$16,700
Other Expenses$8,032$25,399$8,032$16,064
Conferences and Meetings$8,086--$8,086
Fees for Services Legal$2,196--$2,196
Office Expenses$595$397$993$1,985
Total Functional Expenses$2,343,254$372,696$227,606$2,943,556

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,943,556
Total Expenses per Audited Statements$2,943,556
Total Expenses per Form 990$2,943,556
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
74-2688356-501c7Educational Programs$1,050,110
37-6036048-501c7Educational Programs$205,000
53-0125862-501c7Educational Programs$177,952
14-1763764-501c7Educational Programs$98,691
42-0469525-501c7Educational Programs$65,000
58-6035308-501c7Educational Programs$59,000
48-0893869-501c7Educational Programs$32,500
73-1448926-501c7Educational Programs$25,608
41-2054806-501c7Educational Programs$17,652
35-6046095-501c7Educational Programs$14,719
35-1521887-501c7Educational Programs$13,593
48-0730239-501c7Educational Programs$6,998
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$186,469
Deferred Compensation Payable$50,684
Donor Choice Payables$45,205
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, Page 6, Part VI, Line 6

“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, Page 6, Part VI, Line 11B

“A draft copy of form 990 is reviewed by organization for completeness and accuracy.”

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

“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, Page 6, Part VI, Line 15A

“The board determines the executive director's compensation. The executive director determines all other compensation.”

Form 990, Page 6, Part VI, Line 15B

“The board determines the executive director's compensation. The executive director determines all other compensation.”

Form 990, Page 6, Part VI, Line 19

“Available upon request to organization”

Filing and Contact Details

Filer

EIN
52-6036185
Phone
8592551848

Signing Officer

Name
Ben Robinson
Title
Executive Director
Phone
8592551848
Signed
2014-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Executive Director
Formed
1945
Legal Domicile
Ky
Voting Board Members
11
Independent Board Members
11
Employees
5

Preparer

Preparer
Jimmy E Webster CPA
Phone
8597211820
Raw XML AppendixShowing 400 of 642 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/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetUnrlzdGainsLossesInvstAmt0464701
IRS990/NoncashContributionsAmt0140693
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IRS990/OccupancyGrp/FundraisingAmt09767
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IRS990/OccupancyGrp/TotalAmt029598
IRS990/OfficeExpensesGrp/FundraisingAmt0993
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0397
IRS990/OfficeExpensesGrp/ProgramServicesAmt0595
IRS990/OfficeExpensesGrp/TotalAmt01985
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/BOYAmt010900
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011100
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt033635
IRS990/OtherExpensesGrp/Desc0DIRECT MAILHOUSE SERVICES
IRS990/OtherExpensesGrp/Desc1DISTRIBUTION FEES
IRS990/OtherExpensesGrp/Desc2LIFE INCOME DISTRIBUTION
IRS990/OtherExpensesGrp/Desc3MAGAZINE
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt025399
IRS990/OtherExpensesGrp/ProgramServicesAmt017286
IRS990/OtherExpensesGrp/ProgramServicesAmt18032
IRS990/OtherExpensesGrp/TotalAmt071905
IRS990/OtherExpensesGrp/TotalAmt125399
IRS990/OtherExpensesGrp/TotalAmt217286
IRS990/OtherExpensesGrp/TotalAmt316064
IRS990/OtherLiabilitiesGrp/BOYAmt0127425
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IRS990/OtherRevenueTotalAmt0140466
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt082053
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0109404
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt082054
IRS990/OtherSalariesAndWagesGrp/TotalAmt0273511
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt07047
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07047
IRS990/PayrollTaxesGrp/ProgramServicesAmt07260
IRS990/PayrollTaxesGrp/TotalAmt021354
IRS990/PensionPlanContributionsGrp/FundraisingAmt03609
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt024009
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03718
IRS990/PensionPlanContributionsGrp/TotalAmt031336
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05407107
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05324440
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt040699
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt038799
IRS990/PrincipalOfficerNm0EXECUTIVE DIRECTOR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0UNDERGRADUATE SCHOLARSHIPS-1,252
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0387450
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0387450
IRS990/ProgSrvcAccomActy3Grp/Desc0GRADUATE FELLOWSHIP AWARDS-9
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt08200
IRS990/ProgSrvcAccomActy3Grp/GrantAmt08200
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02464013
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0889768
IRS990/PYInvestmentIncomeAmt0417339
IRS990/PYOtherExpensesAmt0391020
IRS990/PYOtherRevenueAmt072131
IRS990/PYRevenuesLessExpensesAmt01248763
IRS990/PYSalariesCompEmpBnftPaidAmt0423932
IRS990/PYTotalExpensesAmt01704720
IRS990/PYTotalRevenueAmt02953483
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01910188
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03370303
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02464013
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03264630
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01755765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01927371
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012782082
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0336803
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0320054
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0255927
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0355772
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0287517
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01556073
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0140466
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86930
IRS990ScheduleA/PublicSupportPY170Pct00.85860
IRS990ScheduleA/PublicSupportTotal170Amt012463871
IRS990ScheduleA/SubstantialContributorsTotAmt0318211
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03370303
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02464013
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03264630
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01755765
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01927371
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012782082
IRS990ScheduleA/TotalSupportAmt014338155
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0108029
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt09346960
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02421788
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010796381
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt02170784
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01306446
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0102582
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08529403
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01572904
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt09346960
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0889768
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0933708
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0696705
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt064277
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08094278
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02293830
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08529403
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01353169
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-74614
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0366645
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt059722
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01049547
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08094278
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01704520
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01293599
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0147954
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01924731
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01977499
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0676480
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt066021
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt066021
IRS990ScheduleD/ExpensesSubtotalAmt02943556
IRS990ScheduleD/LandGrp/BookValueAmt0130000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0130000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0464701
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0186469
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt150684
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt245205
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIFE INCOME GIFT LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED COMPENSATION PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DONOR CHOICE PAYABLES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01967622
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1929908
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2574592
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3225273
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt467440
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALTERNATIVE STRATEGY INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1REAL ESTATE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MONEY MARKET ACCOUNT

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,323,772
Liabilities
$309,398
Net assets
$17,014,374
Revenue
$4,853,744
Expenses
$2,943,556
Net income
$1,910,188
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