Civic Intelligence

Phi Gamma Delta Educational Foundation Inc

990 • Fiscal year 2020 • EIN 52-6036185

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 23, 2020

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

16th percentile

0.01x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.12x

Higher debt load relative to revenue than 27% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

81st percentile

27%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$147,556

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

45th percentile

5.2%

Faster asset growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-43%

Faster revenue growth than 8% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$21,590,521

Up $1,073,963 (+5.2%) from 2019

Net Assets

Up

$21,282,964

Up $1,109,563 (+5.5%) from 2019

Liabilities

Down

$307,557

Down $35,600 (-10%) from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin81st percentile

Revenue

Down

$2,559,162

Down $1,901,885 (-43%) from 2019

Expenses

Down

$1,874,068

Down $206,450 (-9.9%) from 2019

Net Income

Down

$685,094

Down $1,695,435 (-71%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2020

Assets$21,590,521
Liabilities$307,557
Net Assets$21,282,964
Open 2020 Filing

Operations Trend

Revenue Growth8th 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

2020

Revenue$2,559,162
Expenses$1,874,068
Net Income$685,094
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 23, 2020
Return Version
2019v5.1
Gross Receipts
$3,966,076
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$17,705,293$18,952,423▲ $1,247,130
Cash and Non-Interest-Bearing Accounts$1,369,589$1,304,344▼ $65,245
Investments Other Securities$1,271,478$1,165,456▼ $106,022
Land, Buildings, and Equipment, Net$130,000$130,000→ $0
Prepaid Expenses and Deferred Charges$29,298$27,398▼ $1,900
Total Assets$20,516,558$21,590,521▲ $1,073,963
Other Assets Total$10,900$10,900→ $0
Liabilities
Other Liabilities$233,379$234,414▲ $1,035
Mortgage Notes Payable Secured by Investment Property$0$54,452▲ $54,452
Accounts Payable and Accrued Expenses$109,778$18,691▼ $91,087
Total Liabilities$343,157$307,557▼ $35,600
Net Assets / Fund Balance
Net Assets With Donor Restrictions$13,757,809$14,321,497▲ $563,688
Net Assets Without Donor Restrictions$6,415,592$6,961,467▲ $545,875
Total Net Assets Fund Balance$20,173,401$21,282,964▲ $1,109,563
Total Liabilities and Net Assets / Fund Balance$20,516,558$21,590,521▲ $1,073,963

Asset Categories

AssetBook ValueDepreciationBasis
Land$130,000-$130,000
Other Land Buildings$0$66,021$66,021
Other Securities$897,329--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$6,541,602$197,107--$6,738,709
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
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Benjamin E RobinsonExecutive DirectorFT$147,556$147,556

Board Members and Trustees

NameTitle
Kevin J HopperPresident
Matthew M AmendVice President
Donald J HermanDirector
Kevin W HagaDirector
Mitchell I HennDirector
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
$1,766,921
Program Service Revenue
$0
Investment Income
$697,621
Other Revenue
$94,620
All Other Contributions
$1,766,921
Change in Net Assets
$685,094

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 Traded4$35,714Quoted Market Prices
Total Noncash Contributions4$35,714-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,559,162
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$424,469
Total Revenue per Audited Statements
$2,983,631
Total Revenue per Form 990
$2,559,162
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,124,627
Salaries, Compensation, and Employee Benefits$385,171
Other Expenses$364,270
Total Fundraising Expense$218,657
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$705,126--$705,126
Grants to Domestic Individuals$419,501--$419,501
Other Salaries and Wages$89,742$119,656$89,742$299,140
Fees for Services Other$7,027$55,360$5,016$67,403
Occupancy$17,417$16,906$16,906$51,229
Other Employee Benefits$13,917$13,507$13,507$40,931
Fees for Service Investment Mgmnt Fees-$40,389-$40,389
All Other Expenses$10,822$23,154$2,578$36,554
Travel$10,421$10,345$10,228$30,994
Pension Plan Contributions$8,081$7,843$7,843$23,767
Payroll Taxes$7,253$7,040$7,040$21,333
Information Technology-$16,686-$16,686
Other Expenses$2,843$9,046$3,969$15,858
Office Expenses$658$438$1,098$2,194
Total Functional Expenses$1,335,041$320,370$218,657$1,874,068

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,874,068
Total Expenses per Audited Statements$1,874,068
Total Expenses per Form 990$1,874,068
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.$295,488
Mu Upsilon AssociationOxford, OH501c7Assistance for Members or Related Organizations$60,000
Purple Owl House CorporationAustin, TX501c7Assistance for Members or Related Organizations$47,500
Gamma Tau IncDunwoody, GA501c7Assistance for Members or Related Organizations$36,000
Xi Chapter House Association GettysburgGettysburg, PA501c7Assistance for Members or Related Organizations$35,000
Phi Gamma Delta Association of IllinoisWheaton, IL501c7Assistance for Members or Related Organizations$34,229
South College FoundationNichols Hills, OK501c7Assistance for Members or Related Organizations$32,761
Upsilon Alpha Building Corp IncScottsdale, AZ501c7Assistance for Members or Related Organizations$30,782
Lambda CorporationFrankfort, IN501c7Assistance for Members or Related Organizations$30,000
Kappa Deuteron Foundation IncWatkinsville, GA501c7Assistance for Members or Related Organizations$26,586
Lambda Iota Graduate CorporationWest Lafayette, IN501c7Assistance for Members or Related Organizations$23,000
House Corporation of Phi Gamma Delta at RpiHavana, FL501c7Assistance for Members or Related Organizations$22,500
Ohio Wesleyan UniversityDelaware, OH501c3Assistance for Members or Related Organizations$12,500
Fiji House Corporation of AkronAkron, OH501c7Assistance for Members or Related Organizations$8,450
Manhattan Fiji Chapter House AssociationWichita, KS501c7Assistance for Members or Related Organizations$8,200
White Owl Housing Foundation IncLubbock, TX501c7Assistance for Members or Related Organizations$2,130
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$3,049
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

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

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

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

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

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

Form 990, Part VI, Section B, Line 15

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

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

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

Signing Officer

Name
Ben Robinson Executive Director
Title
Executive Director
Phone
8592551848
Signed
2020-09-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ben Robinson
Formed
1945
Legal Domicile
Ky
Voting Board Members
11
Independent Board Members
11
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

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 673 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/TitleTxt2VICE PRESIDENT
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt0705126
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01688575
IRS990/GrossReceiptsAmt03966076
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt016686
IRS990/InformationTechnologyGrp/TotalAmt016686
IRS990/InvestmentIncomeGrp/ExclusionAmt0415960
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0415960
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01271478
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01165456
IRS990/InvestmentsPubTradedSecGrp/BOYAmt017705293
IRS990/InvestmentsPubTradedSecGrp/EOYAmt018952423
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt066021
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0130000
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0130000
IRS990/LandBldgEquipCostOrOtherBssAmt0196021
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01406914
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/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt054452
IRS990/NetAssetsOrFundBalancesBOYAmt020173401
IRS990/NetAssetsOrFundBalancesEOYAmt021282964
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0281661
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0281661
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0424469
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06415592
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06961467
IRS990/NoncashContributionsAmt035714
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/FundraisingAmt016906
IRS990/OccupancyGrp/ManagementAndGeneralAmt016906
IRS990/OccupancyGrp/ProgramServicesAmt017417
IRS990/OccupancyGrp/TotalAmt051229
IRS990/OfficeExpensesGrp/FundraisingAmt01098
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0438
IRS990/OfficeExpensesGrp/ProgramServicesAmt0658
IRS990/OfficeExpensesGrp/TotalAmt02194
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010900
IRS990/OtherAssetsTotalGrp/EOYAmt010900
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt013507
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013507
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt013917
IRS990/OtherEmployeeBenefitsGrp/TotalAmt040931
IRS990/OtherExpensesGrp/Desc0LIFE INCOME DISTRIBUTIO
IRS990/OtherExpensesGrp/Desc1DIRECT MAIL HOUSE SERVI
IRS990/OtherExpensesGrp/Desc2PLANNED GIVING
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt041464
IRS990/OtherExpensesGrp/FundraisingAmt119266
IRS990/OtherExpensesGrp/FundraisingAmt23969
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09046
IRS990/OtherExpensesGrp/ProgramServicesAmt042233
IRS990/OtherExpensesGrp/ProgramServicesAmt12843
IRS990/OtherExpensesGrp/TotalAmt042233
IRS990/OtherExpensesGrp/TotalAmt141464
IRS990/OtherExpensesGrp/TotalAmt219266
IRS990/OtherExpensesGrp/TotalAmt315858
IRS990/OtherLiabilitiesGrp/BOYAmt0233379
IRS990/OtherLiabilitiesGrp/EOYAmt0234414
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc1CHANGE IN CASH VALUE OF LIFE INSU
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt092115
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12505
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt092115
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12505
IRS990/OtherRevenueTotalAmt094620
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt089742
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0119656
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt089742
IRS990/OtherSalariesAndWagesGrp/TotalAmt0299140
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07040
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07040
IRS990/PayrollTaxesGrp/ProgramServicesAmt07253
IRS990/PayrollTaxesGrp/TotalAmt021333
IRS990/PensionPlanContributionsGrp/FundraisingAmt07843
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07843
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08081
IRS990/PensionPlanContributionsGrp/TotalAmt023767
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt029298
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027398
IRS990/PrincipalOfficerNm0BEN ROBINSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0UNDERGRADUATE AND AAA SCHOLARSHIPS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0419501
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0419501
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02501583
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01265341
IRS990/PYInvestmentIncomeAmt01822942
IRS990/PYOtherExpensesAmt0425427
IRS990/PYOtherRevenueAmt0136522
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02380529
IRS990/PYSalariesCompEmpBnftPaidAmt0389750
IRS990/PYTotalExpensesAmt02080518
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04461047
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0685094
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0376281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01766921
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02501586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02543547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02883681
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02812313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012508048
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0415960
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0469770
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0597755
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0428170
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0402231
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02313886
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt094620
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0137394
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0105806
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0105760
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt083017
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0526597
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81490
IRS990ScheduleA/PublicSupportPY170Pct00.82690
IRS990ScheduleA/PublicSupportTotal170Amt012508048
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01766921
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02501586
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02543547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02883681
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02812313
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012508048
IRS990ScheduleA/TotalSupportAmt015348531
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/BeginningYearBalanceAmt06541602
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0197107
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06738709
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06110439
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0431163
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06541602
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05810270
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0300169
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06110439
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05572762
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0237508
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05810270
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05478098
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt094664
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05572762
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01874068
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0130000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0130000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0424469
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt066021
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt066021
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0231365
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13049
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIFE INCOME GIFT LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER ACCRUED LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt016860
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1251267
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2897329
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHAPTER MORTGAGE LOAN
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CASH SURRENDER VALUE OF LIFE INSURANCE
IRS990ScheduleD/OtherSecuritiesGrp/Desc2REAL ESTATE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,590,521
Liabilities
$307,557
Net assets
$21,282,964
Revenue
$2,559,162
Expenses
$1,874,068
Net income
$685,094
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