Civic Intelligence

Phi Gamma Delta Educational Foundation Inc

990 • Fiscal year 2021 • EIN 52-6036185

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 21, 2021

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

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

19th percentile

0.07x

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

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

85th percentile

48%

Higher net margin than 85% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

23rd percentile

$152,044

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

84th percentile

30%

Faster asset growth than 84% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

62%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$28,007,260

Up $6,416,739 (+30%) from 2020

Net Assets

Up

$27,720,764

Up $6,437,800 (+30%) from 2020

Liabilities

Down

$286,496

Down $21,061 (-6.8%) from 2020

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin85th percentile

Revenue

Up

$4,153,506

Up $1,594,344 (+62%) from 2020

Expenses

Up

$2,174,282

Up $300,214 (+16%) from 2020

Net Income

Up

$1,979,224

Up $1,294,130 (+189%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2021

Assets$28,007,260
Liabilities$286,496
Net Assets$27,720,764
Open 2021 Filing

Operations Trend

Revenue Growth83rd 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

2021

Revenue$4,153,506
Expenses$2,174,282
Net Income$1,979,224
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 21, 2021
Return Version
2020v4.1
Gross Receipts
$9,585,024
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$18,952,423$24,671,192▲ $5,718,769
Investments Other Securities$1,165,456$1,689,471▲ $524,015
Cash and Non-Interest-Bearing Accounts$1,304,344$1,480,199▲ $175,855
Land, Buildings, and Equipment, Net$130,000$130,000→ $0
Prepaid Expenses and Deferred Charges$27,398$25,498▼ $1,900
Total Assets$21,590,521$28,007,260▲ $6,416,739
Other Assets Total$10,900$10,900→ $0
Liabilities
Other Liabilities$234,414$239,060▲ $4,646
Mortgage Notes Payable Secured by Investment Property$54,452$0▼ $54,452
Accounts Payable and Accrued Expenses$18,691$47,436▲ $28,745
Total Liabilities$307,557$286,496▼ $21,061
Net Assets / Fund Balance
Net Assets With Donor Restrictions$14,321,497$18,352,216▲ $4,030,719
Net Assets Without Donor Restrictions$6,961,467$9,368,548▲ $2,407,081
Total Net Assets Fund Balance$21,282,964$27,720,764▲ $6,437,800
Total Liabilities and Net Assets / Fund Balance$21,590,521$28,007,260▲ $6,416,739

Asset Categories

AssetBook ValueDepreciationBasis
Land$130,000-$130,000
Other Securities$1,437,461--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$6,738,709$188,158--$6,926,867
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
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Benjamin E RobinsonExecutive DirectorFT$152,044$152,044

Board Members and Trustees

NameTitle
Matthew M AmendChairman
Kevin W HagaFinance Committee Chairman
Glenn D MoorVice Chairman
D Michael AinsworthDirector
G Carl GibsonDirector
Kevin J HopperDirector
Michael J StewartDirector
Michael a LucasDirector
Mitchell I HennDirector
Robert a Wunderluch JrDirector
Scott MowrerDirector
William BrandSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,395,305
Program Service Revenue
$0
Investment Income
$1,627,424
Other Revenue
$130,777
All Other Contributions
$2,395,305
Change in Net Assets
$1,979,224

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$216,589Quoted Market Prices
Total Noncash Contributions4$216,589-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,153,506
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$4,458,576
Total Revenue per Audited Statements
$8,612,082
Total Revenue per Form 990
$4,153,506
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,383,672
Other Expenses$415,142
Salaries, Compensation, and Employee Benefits$375,468
Total Fundraising Expense$248,481
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$923,897--$923,897
Grants to Domestic Individuals$459,775--$459,775
Other Salaries and Wages$88,567$118,089$88,567$295,223
Fees for Services Other$6,477$60,283$5,016$71,776
Occupancy$22,122$21,472$21,472$65,066
All Other Expenses$13,278$40,176$8,332$61,786
Fees for Service Investment Mgmnt Fees-$52,170-$52,170
Other Employee Benefits$12,064$11,709$11,709$35,482
Pension Plan Contributions$8,030$7,794$7,794$23,618
Payroll Taxes$7,189$6,978$6,978$21,145
Other Expenses$42,733$11,038$18,022$18,022
Information Technology-$9,388-$9,388
Office Expenses$1,379$919$2,299$4,597
Travel$135$139$135$409
Total Functional Expenses$1,585,646$340,155$248,481$2,174,282

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,174,282
Total Expenses per Audited Statements$2,174,282
Total Expenses per Form 990$2,174,282
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lambda Iota Graduate CorporationWest Lafayette, IN501c7Assistance for Members or Related Organizations$337,663
Fraternity of Phi Gamma Delta IncLexington, KY501c7Assistance for Members or Related Organizations.$234,486
South College FoundationNichols Hills, OK501c7Assistance for Members or Related Organizations$98,317
Upsilon Alpha Building Corp IncScottsdale, AZ501c7Assistance for Members or Related Organizations$77,376
Lambda CorporationFrankfort, IN501c7Assistance for Members or Related Organizations$61,500
Mu Upsilon AssociationOxford, OH501c7Assistance for Members or Related Organizations$60,000
Kappa Deuteron Foundation IncWatkinsville, GA501c7Assistance for Members or Related Organizations$30,479
Kansas House CorporationLawrence, KS501c7Assistance for Members or Related Organizations$10,000
House Corporation of Phi Gamma Delta at RpiHavana, FL501c7Assistance for Members or Related Organizations$8,700
Fiji House Corporation of AkronAkron, OH501c7Assistance for Members or Related Organizations$4,376
Ohio Wesleyan UniversityDelaware, OH501c3Assistance for Members or Related Organizations$1,000
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$7,695
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
2021-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ben Robinson
Formed
1945
Legal Domicile
Ky
Voting Board Members
12
Independent Board Members
12
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 656 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/GrantsToDomesticIndividualsGrp/TotalAmt0459775
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0923897
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0923897
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06634233
IRS990/GrossReceiptsAmt09585024
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt09388
IRS990/InformationTechnologyGrp/TotalAmt09388
IRS990/InvestmentIncomeGrp/ExclusionAmt0424709
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0424709
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01165456
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01689471
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018952423
IRS990/InvestmentsPubTradedSecGrp/EOYAmt024671192
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0130000
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0130000
IRS990/LandBldgEquipCostOrOtherBssAmt0130000
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05431518
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/BOYAmt054452
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt021282964
IRS990/NetAssetsOrFundBalancesEOYAmt027720764
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01202715
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01202715
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04458576
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06961467
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09368548
IRS990/NoncashContributionsAmt0216589
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/FundraisingAmt021472
IRS990/OccupancyGrp/ManagementAndGeneralAmt021472
IRS990/OccupancyGrp/ProgramServicesAmt022122
IRS990/OccupancyGrp/TotalAmt065066
IRS990/OfficeExpensesGrp/FundraisingAmt02299
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0919
IRS990/OfficeExpensesGrp/ProgramServicesAmt01379
IRS990/OfficeExpensesGrp/TotalAmt04597
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010900
IRS990/OtherAssetsTotalGrp/EOYAmt010900
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011709
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011709
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt012064
IRS990/OtherEmployeeBenefitsGrp/TotalAmt035482
IRS990/OtherExpensesGrp/Desc0DIRECT MAIL HOUSE SERVI
IRS990/OtherExpensesGrp/Desc1LIFE INCOME DISTRIBUTIO
IRS990/OtherExpensesGrp/Desc2MAGAZINE
IRS990/OtherExpensesGrp/Desc3PLANNED GIVING
IRS990/OtherExpensesGrp/FundraisingAmt067119
IRS990/OtherExpensesGrp/FundraisingAmt111038
IRS990/OtherExpensesGrp/FundraisingAmt218022
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011038
IRS990/OtherExpensesGrp/ProgramServicesAmt042733
IRS990/OtherExpensesGrp/TotalAmt067119
IRS990/OtherExpensesGrp/TotalAmt142733
IRS990/OtherExpensesGrp/TotalAmt222076
IRS990/OtherExpensesGrp/TotalAmt318022
IRS990/OtherLiabilitiesGrp/BOYAmt0234414
IRS990/OtherLiabilitiesGrp/EOYAmt0239060
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc1SBA PPP LOAN FORGIVENESS
IRS990/OtherRevenueMiscGrp/Desc2CHANGE IN CASH VALUE OF LIFE INSU
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt075582
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt154452
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2743
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt075582
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt154452
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2743
IRS990/OtherRevenueTotalAmt0130777
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt088567
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0118089
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt088567
IRS990/OtherSalariesAndWagesGrp/TotalAmt0295223
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06978
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06978
IRS990/PayrollTaxesGrp/ProgramServicesAmt07189
IRS990/PayrollTaxesGrp/TotalAmt021145
IRS990/PensionPlanContributionsGrp/FundraisingAmt07794
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07794
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08030
IRS990/PensionPlanContributionsGrp/TotalAmt023618
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt027398
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025498
IRS990/PrincipalOfficerNm0BEN ROBINSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0UNDERGRADUATE AND AAA SCHOLARSHIPS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0459775
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0459775
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01766921
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01124627
IRS990/PYInvestmentIncomeAmt0697621
IRS990/PYOtherExpensesAmt0364270
IRS990/PYOtherRevenueAmt094620
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0685094
IRS990/PYSalariesCompEmpBnftPaidAmt0385171
IRS990/PYTotalExpensesAmt01874068
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02559162
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01979224
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01333492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02395305
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01766921
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02501586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02543547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02883681
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012091040
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0424709
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0415960
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0469770
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0597755
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0428170
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02336364
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0130777
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt094620
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0137394
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0105806
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0105760
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0574357
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80600
IRS990ScheduleA/PublicSupportPY170Pct00.81490
IRS990ScheduleA/PublicSupportTotal170Amt012091040
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02395305
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01766921
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02501586
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02543547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02883681
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012091040
IRS990ScheduleA/TotalSupportAmt015001761
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/BeginningYearBalanceAmt06738709
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0188158
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06926867
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06541602
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0197107
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06738709
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06110439
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0431163
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06541602
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05810270
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0300169
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06110439
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05572762
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0237508
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05810270
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02174282
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0130000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0130000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04458576
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0231365
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17695
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIFE INCOME GIFT LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER ACCRUED LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0252010

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,007,260
Liabilities
$286,496
Net assets
$27,720,764
Revenue
$4,153,506
Expenses
$2,174,282
Net income
$1,979,224
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