Civic Intelligence

Phi Gamma Delta Educational Foundation Inc

990 • Fiscal year 2016 • EIN 52-6036185

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 16, 2016

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

20th percentile

0.03x

Higher debt load relative to assets than 20% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

40th percentile

0.16x

Higher debt load relative to revenue than 40% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

5th percentile

-67%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

36th percentile

$137,199

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

7th percentile

-12%

Faster asset growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-17%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$16,136,120

Down $2,207,865 (-12%) from 2015

Net Assets

Down

$15,652,886

Down $2,304,168 (-13%) from 2015

Liabilities

Up

$483,234

Up $96,303 (+25%) from 2015

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin5th percentile

Revenue

Down

$2,931,084

Down $621,040 (-17%) from 2015

Expenses

Up

$4,882,166

Up $2,752,076 (+129%) from 2015

Net Income

Down

-$1,951,082

Down $3,373,116 (-237%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2016

Assets$16,136,120
Liabilities$483,234
Net Assets$15,652,886
Open 2016 Filing

Operations Trend

Revenue Growth16th 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

2016

Revenue$2,931,084
Expenses$4,882,166
Net Income-$1,951,082
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 16, 2016
Return Version
2015v2.1
Gross Receipts
$9,908,828
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$11,951,163$12,039,967▲ $88,804
Investments Other Securities$3,825,755$3,545,535▼ $280,220
Cash and Non-Interest-Bearing Accounts$2,389,268$374,719▼ $2,014,549
Land, Buildings, and Equipment, Net$130,000$130,000→ $0
Prepaid Expenses and Deferred Charges$36,899$34,999▼ $1,900
Total Assets$18,343,985$16,136,120▼ $2,207,865
Other Assets Total$10,900$10,900→ $0
Liabilities
Other Liabilities$351,380$335,735▼ $15,645
Grants Payable$35,551$130,080▲ $94,529
Accounts Payable and Accrued Expenses-$17,419-
Total Liabilities$386,931$483,234▲ $96,303
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,478,098$5,572,762▲ $94,664
Temporarily Rstr Net Assets$5,572,414$5,243,876▼ $328,538
Unrestricted Net Assets$6,906,542$4,836,248▼ $2,070,294
Total Net Assets Fund Balance$17,957,054$15,652,886▼ $2,304,168
Total Liabilities and Net Assets / Fund Balance$18,343,985$16,136,120▼ $2,207,865

Asset Categories

AssetBook ValueDepreciationBasis
Land$130,000-$130,000
Other Land Buildings$0$66,021$66,021
Other Securities$50,580--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$5,478,098$94,664--$5,572,762
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
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ben RobinsonExecutive DirectorFT$137,199$137,199

Board Members and Trustees

NameTitle
Malcolm B WallPresident
Michael J StewartVice President
David R FrickDirector
Donald J HermanDirector
G Carl GibsonDirector
Kevin W HagaDirector
Roger W ParkhurstDirector
Matthew M AmendSecretary
Kevin J HopperTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,812,313
Program Service Revenue
$0
Investment Income
$28,343
Other Revenue
$90,428
All Other Contributions
$2,812,313
Change in Net Assets
$-1,951,082

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$468,910Quoted Market Prices
Total Noncash Contributions23$468,910-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,931,084
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-353,086
Total Revenue per Audited Statements
$2,577,998
Total Revenue per Form 990
$2,931,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,060,033
Other Expenses$457,400
Salaries, Compensation, and Employee Benefits$364,733
Total Fundraising Expense$211,318
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,603,508--$3,603,508
Grants to Domestic Individuals$456,525--$456,525
Other Salaries and Wages$84,060$112,080$84,060$280,200
Fees for Service Investment Mgmnt Fees-$128,827-$128,827
Fees for Services Other$7,409$36,586$4,769$48,764
All Other Expenses$8,749$14,592$22,779$46,120
Travel$13,341$13,039$12,993$39,373
Other Employee Benefits$11,131$10,804$10,804$32,739
Pension Plan Contributions$3,780$24,069$3,669$31,518
Occupancy$9,912$9,622$9,622$29,156
Other Expenses$34,481$20,354$53,737$20,354
Payroll Taxes$6,894$6,691$6,691$20,276
Office Expenses$1,316$877$2,194$4,387
Total Functional Expenses$4,241,106$429,742$211,318$4,882,166

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,882,166
Total Expenses per Audited Statements$4,882,166
Total Expenses per Form 990$4,882,166
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sigma Omicron Housing Association (oklahoma State)Jenks, OK501c7Assistance for Members or Related Organizations.$1,350,000
Mu Upsilon Association (miami)Oxford, OH501c7Assistance for Members or Related Organizations.$800,000
Phi Gamma Delta House Association Inc (kansas)Lawrence, KS501c7Assistance for Members or Related Organizations.$632,956
Purple Owl House CorpAustin, TX501c7Assistance for Members or Related Organizations.$313,000
Fraternity of Phi Gamma Delta IncLexington, KY501c7Assistance for Members or Related Organizations.$311,434
Alpha Iota Association of Phi Gamma Delta (iowa State)Eldridge, IA501c7Assistance for Members or Related Organizations.$51,184
South College Foundation (oklahoma)Oklahoma City, OK501c7Assistance for Members or Related Organizations.$35,391
Kappa Deuteron Foundation (georgia)Watkinsville, GA501c7Assistance for Members or Related Organizations.$28,973
Beechwood Educational FoundationThe Villages, FL501c3Assistance for Members or Related Organizations.$21,300
Gamma Tau IncDunwoody, GA501c7Assistance for Members or Related Organizations.$17,260
Rpi House CorpBridgewater, NJ501c7Assistance for Members or Related Organizations.$16,000
Upsilon Alpha Building Corp IncTucson, AZ501c7Assistance for Members or Related Organizations.$13,099
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$284,420
Deferred Compensation Payable$50,000
Donor Choice Payables$1,315
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
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
2016-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ben Robinson
Formed
1945
Legal Domicile
Ky
Voting Board Members
9
Independent Board Members
9
Employees
4
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 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.”

Raw XML AppendixShowing 400 of 625 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/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06977744
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/NetAssetsOrFundBalancesBOYAmt017957054
IRS990/NetAssetsOrFundBalancesEOYAmt015652886
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-366477
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-366477
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-353086
IRS990/NoncashContributionsAmt0468910
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/FundraisingAmt09622
IRS990/OccupancyGrp/ManagementAndGeneralAmt09622
IRS990/OccupancyGrp/ProgramServicesAmt09912
IRS990/OccupancyGrp/TotalAmt029156
IRS990/OfficeExpensesGrp/FundraisingAmt02194
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0877
IRS990/OfficeExpensesGrp/ProgramServicesAmt01316
IRS990/OfficeExpensesGrp/TotalAmt04387
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010900
IRS990/OtherAssetsTotalGrp/EOYAmt010900
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010804
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010804
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt011131
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032739
IRS990/OtherExpensesGrp/Desc0DIRECT MAIL HOUSE SERVI
IRS990/OtherExpensesGrp/Desc1DISTRIBUTION FEES
IRS990/OtherExpensesGrp/Desc2LIFE INCOME DISTRIBUTIO
IRS990/OtherExpensesGrp/Desc3EQUIPMENT AND MAINTENAN
IRS990/OtherExpensesGrp/FundraisingAmt053737
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt052201
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120354
IRS990/OtherExpensesGrp/ProgramServicesAmt034481
IRS990/OtherExpensesGrp/TotalAmt053737
IRS990/OtherExpensesGrp/TotalAmt152201
IRS990/OtherExpensesGrp/TotalAmt234481
IRS990/OtherExpensesGrp/TotalAmt320354
IRS990/OtherLiabilitiesGrp/BOYAmt0351380
IRS990/OtherLiabilitiesGrp/EOYAmt0335735
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt090428
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt090428
IRS990/OtherRevenueTotalAmt090428
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt084060
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0112080
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt084060
IRS990/OtherSalariesAndWagesGrp/TotalAmt0280200
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06691
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06691
IRS990/PayrollTaxesGrp/ProgramServicesAmt06894
IRS990/PayrollTaxesGrp/TotalAmt020276
IRS990/PensionPlanContributionsGrp/FundraisingAmt03669
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt024069
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03780
IRS990/PensionPlanContributionsGrp/TotalAmt031518
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05478098
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05572762
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt036899
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt034999
IRS990/PrincipalOfficerNm0BEN ROBINSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0UNDERGRADUATE AND AAA SCHOLARSHIPS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0453275
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0453275
IRS990/ProgSrvcAccomActy3Grp/Desc0GRADUATE FELLOWSHIP AWARDS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03250
IRS990/ProgSrvcAccomActy3Grp/GrantAmt03250
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02660233
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01313624
IRS990/PYInvestmentIncomeAmt0806693
IRS990/PYOtherExpensesAmt0434122
IRS990/PYOtherRevenueAmt085198
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01422034
IRS990/PYSalariesCompEmpBnftPaidAmt0382344
IRS990/PYTotalExpensesAmt02130090
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03552124
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1951082
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02812313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02660233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03370303
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02464013
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03264630
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014571492
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0402231
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0389697
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0336803
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0320054
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0255927
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01704712
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt083017
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt085198
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0140466
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0308681
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87860
IRS990ScheduleA/PublicSupportPY170Pct00.87770
IRS990ScheduleA/PublicSupportTotal170Amt014571492
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02812313
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02660233
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03370303
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02464013
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03264630
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014571492
IRS990ScheduleA/TotalSupportAmt016584885
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/BeginningYearBalanceAmt05478098
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt094664
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05572762
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05324440
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0153658
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05478098
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0108029
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt09346960
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02421788
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010796381
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt02170784
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01306446
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0102582
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08529403
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01572904
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt09346960
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0889768
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0933708
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0696705
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt064277
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08094278
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02293830
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08529403
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01353169
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-74614
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0366645
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04882166
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0130000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0130000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-353086
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt066021
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt066021
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0284420
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt150000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21315
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIFE INCOME GIFT LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED COMPENSATION PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DONOR CHOICE PAYABLES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01567589
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11143976
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2546117
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3237273
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt450580
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALTERNATIVE STRATEGIES INVESTMENT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1REAL ESTATE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MONEY MARKET ACCOUNT
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CASH SURRENDER VALUE OF LIFE INSURANCE
IRS990ScheduleD/OtherSecuritiesGrp/Desc4CHAPTER MORTGAGE LOAN
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/RevenueNotReportedAmt0-353086
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02931084
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0130000
IRS990ScheduleD/TotalBookValueSecuritiesAmt03545535
IRS990ScheduleD/TotalExpensesPerForm990Amt04882166

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$16,136,120
Liabilities
$483,234
Net assets
$15,652,886
Revenue
$2,931,084
Expenses
$4,882,166
Net income
-$1,951,082
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