Civic Intelligence

Phi Gamma Delta Educational Foundation Inc

990 • Fiscal year 2019 • EIN 52-6036185

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 16, 2019

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.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

24th percentile

0.08x

Higher debt load relative to revenue than 24% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

66th percentile

8.5%

Faster asset growth than 66% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

27th percentile

-4.1%

Faster revenue growth than 27% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$20,516,558

Up $1,604,075 (+8.5%) from 2018

Net Assets

Up

$20,173,401

Up $1,590,834 (+8.6%) from 2018

Liabilities

Up

$343,157

Up $13,241 (+4.0%) from 2018

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin92nd percentile

Revenue

Down

$4,461,047

Down $189,641 (-4.1%) from 2018

Expenses

Down

$2,080,518

Down $1,018,898 (-33%) from 2018

Net Income

Up

$2,380,529

Up $829,257 (+53%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2019

Assets$20,516,558
Liabilities$343,157
Net Assets$20,173,401
Open 2019 Filing

Operations Trend

Revenue Growth27th 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

2019

Revenue$4,461,047
Expenses$2,080,518
Net Income$2,380,529
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 16, 2019
Return Version
2018v3.1
Gross Receipts
$20,544,674
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$14,425,702$17,705,293▲ $3,279,591
Cash and Non-Interest-Bearing Accounts$670,032$1,369,589▲ $699,557
Investments Other Securities$3,644,651$1,271,478▼ $2,373,173
Land, Buildings, and Equipment, Net$130,000$130,000→ $0
Prepaid Expenses and Deferred Charges$31,198$29,298▼ $1,900
Total Assets$18,912,483$20,516,558▲ $1,604,075
Other Assets Total$10,900$10,900→ $0
Liabilities
Other Liabilities$286,828$233,379▼ $53,449
Accounts Payable and Accrued Expenses$43,088$109,778▲ $66,690
Total Liabilities$329,916$343,157▲ $13,241
Net Assets / Fund Balance
Temporarily Rstr Net Assets$6,502,965$7,216,207▲ $713,242
Permanently Rstr Net Assets$6,110,439$6,541,602▲ $431,163
Unrestricted Net Assets$5,969,163$6,415,592▲ $446,429
Total Net Assets Fund Balance$18,582,567$20,173,401▲ $1,590,834
Total Liabilities and Net Assets / Fund Balance$18,912,483$20,516,558▲ $1,604,075

Asset Categories

AssetBook ValueDepreciationBasis
Land$130,000-$130,000
Other Land Buildings$0$66,021$66,021
Other Securities$995,078--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$6,110,439$431,163--$6,541,602
2017$5,810,270$300,169--$6,110,439
2016$5,572,762$237,508--$5,810,270
2015$5,478,098$94,664--$5,572,762
2014$5,324,440$153,658--$5,478,098
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Benjamin E RobinsonExecutive DirectorFT$159,102$159,102

Board Members and Trustees

NameTitle
Kevin J HopperPresident
Matthew M AmendVice President
Donald J HermanDirector
Kevin W HagaDirector
Robert a Wunderluch JrDirector
Scott MowrerDirector
William BrandDirector
Michael J StewartExecutive Committee
G Carl GibsonSecretary
Glenn D MoorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,501,583
Program Service Revenue
$0
Investment Income
$1,822,942
Other Revenue
$136,522
All Other Contributions
$2,501,583
Change in Net Assets
$2,380,529

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 Traded3$10,432Quoted Market Prices
Total Noncash Contributions3$10,432-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,461,047
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-789,695
Total Revenue per Audited Statements
$3,671,352
Total Revenue per Form 990
$4,461,047
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,265,341
Other Expenses$425,427
Salaries, Compensation, and Employee Benefits$389,750
Total Fundraising Expense$263,410
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$833,468--$833,468
Grants to Domestic Individuals$431,873--$431,873
Other Salaries and Wages$93,456$124,608$93,456$311,520
Fees for Services Other$7,855$51,517$5,594$64,966
Occupancy$17,984$17,456$17,456$52,896
Travel$17,553$17,130$17,083$51,766
All Other Expenses$12,566$28,363$7,055$47,984
Fees for Service Investment Mgmnt Fees-$44,414-$44,414
Other Employee Benefits$10,817$10,499$10,499$31,815
Other Expenses$3,468$4,623$17,959$26,050
Pension Plan Contributions$8,473$8,224$8,224$24,921
Payroll Taxes$7,308$7,093$7,093$21,494
Information Technology-$13,745-$13,745
Office Expenses$1,429$953$2,382$4,764
Total Functional Expenses$1,488,483$328,625$263,410$2,080,518

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,080,518
Total Expenses per Audited Statements$2,080,518
Total Expenses per Form 990$2,080,518
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.$396,654
Alpha Kappa Epsilon Fraternity IncReardon, WA501c7Assistance for Members or Related Organizations.$156,642
Ohio Wesleyan UniversityDelaware, OH501c3Assistance for Members or Related Organizations.$75,000
South College FoundationNichols Hills, OK501c7Assistance for Members or Related Organizations.$66,818
University of KentuckyLexington, KY501c3Assistance for Members or Related Organizations.$47,000
Kappa Deuteron Foundation (georgia)Watkinsville, GA501c7Assistance for Members or Related Organizations.$23,081
Purple Owl House CorpAustin, TX501c7Assistance for Members or Related Organizations.$23,000
Upsilon Alpha Building Corp IncTucson, AZ501c7Assistance for Members or Related Organizations.$18,087
Lambda Corporation (depauw)Ithaca, NY501c7Assistance for Members or Related Organizations.$17,500
Fiji House Corporation of AkronAkron, OH501c7Assistance for Members or Related Organizations.$5,941
Mu Deuteron Chapter House CorporationAnkeny, IA501c7Assistance for Members or Related Organizations.$3,745
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$231,365
Other Accrued Liabilities$2,014
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 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 ROAD PO BOX 4599, LEXINGTON, KY 40544

Signing Officer

Name
Ben Robinson Executive Director
Title
Executive Director
Phone
8592551848
Signed
2019-09-16
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
3
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 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 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/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd01
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IRS990/MinutesOfCommitteesInd01
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt093456
IRS990/OtherSalariesAndWagesGrp/TotalAmt0311520
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07093
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07093
IRS990/PayrollTaxesGrp/ProgramServicesAmt07308
IRS990/PayrollTaxesGrp/TotalAmt021494
IRS990/PensionPlanContributionsGrp/FundraisingAmt08224
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08224
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08473
IRS990/PensionPlanContributionsGrp/TotalAmt024921
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt06110439
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt06541602
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt031198
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt029298
IRS990/PrincipalOfficerNm0BEN ROBINSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0UNDERGRADUATE AND AAA SCHOLARSHIPS
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt0431873
IRS990/ProgSrvcAccomActy3Grp/Desc0GRADUATE FELLOWSHIP AWARDS
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02543547
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02287831
IRS990/PYInvestmentIncomeAmt01990762
IRS990/PYOtherExpensesAmt0450092
IRS990/PYOtherRevenueAmt0116379
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01551272
IRS990/PYSalariesCompEmpBnftPaidAmt0361493
IRS990/PYTotalExpensesAmt03099416
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04650688
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02380529
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01488821
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02501586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02543547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02883681
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02812313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02660233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013401360
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0469770
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0597755
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0428170
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0402231
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0389697
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02287623
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0137394
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0105806
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0105760
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt083017
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt085198
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0517175
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82690
IRS990ScheduleA/PublicSupportPY170Pct00.84210
IRS990ScheduleA/PublicSupportTotal170Amt013401360
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02501586
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02543547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02883681
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02812313
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02660233
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013401360
IRS990ScheduleA/TotalSupportAmt016206158
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/BeginningYearBalanceAmt06110439
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0431163
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06541602
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05810270
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0300169
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06110439
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05572762
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0237508
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05810270
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05478098
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt094664
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05572762
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05324440
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0153658
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05478098
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1248762
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2995078
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHAPTER MORTGAGE LOAN
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CASH SURRENDER VALUE OF LIFE INSURANCE
IRS990ScheduleD/OtherSecuritiesGrp/Desc2REAL ESTATE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04461047
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02080518
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0426290
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0UNDERGRADUATE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01023

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,516,558
Liabilities
$343,157
Net assets
$20,173,401
Revenue
$4,461,047
Expenses
$2,080,518
Net income
$2,380,529
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