Civic Intelligence

Phi Gamma Delta Educational Foundation Inc

990 • Fiscal year 2023 • EIN 52-6036185

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 27, 2023

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.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.09x

Higher debt load relative to revenue than 21% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

28th percentile

$177,904

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

62nd percentile

11%

Faster asset growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

80th percentile

28%

Faster revenue growth than 80% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$26,268,904

Up $2,573,776 (+11%) from 2022

Net Assets

Up

$25,910,435

Up $2,551,228 (+11%) from 2022

Liabilities

Up

$358,469

Up $22,548 (+6.7%) from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin84th percentile

Revenue

Up

$3,880,356

Up $858,570 (+28%) from 2022

Expenses

Up

$2,677,299

Up $465,145 (+21%) from 2022

Net Income

Up

$1,203,057

Up $393,425 (+49%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2023

Assets$26,268,904
Liabilities$358,469
Net Assets$25,910,435
Open 2023 Filing

Operations Trend

Revenue Growth80th 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

2023

Revenue$3,880,356
Expenses$2,677,299
Net Income$1,203,057
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 27, 2023
Return Version
2022v5.0
Gross Receipts
$3,978,300
Mission and Program Overview

Mission

To provide educational support and services for college students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$20,806,488$23,247,202▲ $2,440,714
Investments Other Securities$1,571,123$1,433,597▼ $137,526
Cash and Non-Interest-Bearing Accounts$1,153,019$1,425,507▲ $272,488
Land, Buildings, and Equipment, Net$130,000$130,000→ $0
Prepaid Expenses and Deferred Charges$23,598$21,698▼ $1,900
Total Assets$23,695,128$26,268,904▲ $2,573,776
Other Assets Total$10,900$10,900→ $0
Liabilities
Other Liabilities$203,049$202,697▼ $352
Accounts Payable and Accrued Expenses$132,872$155,772▲ $22,900
Total Liabilities$335,921$358,469▲ $22,548
Net Assets / Fund Balance
Net Assets With Donor Restrictions$15,726,648$16,844,315▲ $1,117,667
Net Assets Without Donor Restrictions$7,632,559$9,066,120▲ $1,433,561
Total Net Assets Fund Balance$23,359,207$25,910,435▲ $2,551,228
Total Liabilities and Net Assets / Fund Balance$23,695,128$26,268,904▲ $2,573,776

Asset Categories

AssetBook ValueDepreciationBasis
Land$130,000-$130,000
Other Securities$1,269,719--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$7,277,147$206,950--$7,484,097
2021$6,926,867$350,280--$7,277,147
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
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Benjamin E RobinsonExecutive DirectorFT$177,904$177,904

Board Members and Trustees

NameTitle
Glenn D MoorChairman
Kevin W HagaFinance Committee Chairman
Michael a LucasVice Chairman
A Peter RimsanDirector
D Michael AinsworthDirector
Donald M HeinrichDirector
JOHN P O'NEILLDirector
Kirk D WaldenDirector
Mitchell I HennDirector
Robert a Wunderluch JrDirector
Ronald C NelsonDirector
William R BrandSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,923,502
Program Service Revenue
$0
Investment Income
$887,203
Other Revenue
$69,651
All Other Contributions
$2,923,502
Change in Net Assets
$1,203,057

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 Traded11$123,055Quoted Market Prices
Total Noncash Contributions11$123,055-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,880,356
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,433,606
Total Revenue per Audited Statements
$5,313,962
Total Revenue per Form 990
$3,880,356
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,788,005
Other Expenses$532,455
Salaries, Compensation, and Employee Benefits$356,839
Total Fundraising Expense$250,147
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,223,154--$1,223,154
Grants to Domestic Individuals$564,851--$564,851
Other Salaries and Wages$86,558$115,410$86,558$288,526
Fees for Services Other$7,040$122,007$5,264$134,311
All Other Expenses$22$37,622$19,849$57,493
Fees for Service Investment Mgmnt Fees-$55,274-$55,274
Occupancy$13,998$13,587$13,587$41,172
Information Technology-$38,885-$38,885
Travel$9,637$9,500$9,426$28,563
Other Employee Benefits$9,164$8,894$8,894$26,952
Other Expenses$25,813$8,521$18,521$25,813
Pension Plan Contributions$7,336$7,120$7,120$21,576
Payroll Taxes$6,727$6,529$6,529$19,785
Insurance-$11,258-$11,258
Office Expenses$747$498$1,246$2,491
Total Functional Expenses$1,992,047$435,105$250,147$2,677,299

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,677,299
Total Expenses per Audited Statements$2,677,299
Total Expenses per Form 990$2,677,299
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.$528,594
Fa Morse Association IncWorcester, MA501c7Assistance for Members or Related Organizations$362,000
Mu Upsilon AssociationOxford, OH501c7Assistance for Members or Related Organizations$95,000
South College FoundationOklahoma City, OK501c7Assistance for Members or Related Organizations$59,160
Foundation for Fraternal ExcellenceFishers, IN501c7Assistance for Members or Related Organizations$50,000
Lambda CorporationSt Louis, MO501c7Assistance for Members or Related Organizations$41,700
Upsilon Alpha Building Corp IncScottsdale, AZ501c7Assistance for Members or Related Organizations$24,705
Tech Fijis IncHermitage, TN501c7Assistance for Members or Related Organizations$8,750
Fiji House Corporation of AkronAkron, OH501c7Assistance for Members or Related Organizations$8,059
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$201,712
Other Accrued Liabilities$985
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
Title
Executive Director
Phone
8592551848
Signed
2023-09-27
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
2
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 XI, LINE 9:

“Change in cash value of life insurance -85,435.”

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 649 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/TotalAmt0564851
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01223154
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01223154
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt094447
IRS990/GrossReceiptsAmt03978300
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt038885
IRS990/InformationTechnologyGrp/TotalAmt038885
IRS990/InsuranceGrp/ManagementAndGeneralAmt011258
IRS990/InsuranceGrp/TotalAmt011258
IRS990/InvestmentIncomeGrp/ExclusionAmt0890700
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0890700
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01571123
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01433597
IRS990/InvestmentsPubTradedSecGrp/BOYAmt020806488
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023247202
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0130000
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0130000
IRS990/LandBldgEquipCostOrOtherBssAmt0130000
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt097944
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/NetAssetsOrFundBalancesBOYAmt023359207
IRS990/NetAssetsOrFundBalancesEOYAmt025910435
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-3497
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3497
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01433606
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07632559
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09066120
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0123055
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/FundraisingAmt013587
IRS990/OccupancyGrp/ManagementAndGeneralAmt013587
IRS990/OccupancyGrp/ProgramServicesAmt013998
IRS990/OccupancyGrp/TotalAmt041172
IRS990/OfficeExpensesGrp/FundraisingAmt01246
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0498
IRS990/OfficeExpensesGrp/ProgramServicesAmt0747
IRS990/OfficeExpensesGrp/TotalAmt02491
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010900
IRS990/OtherAssetsTotalGrp/EOYAmt010900
IRS990/OtherChangesInNetAssetsAmt0-85435
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08894
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08894
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09164
IRS990/OtherEmployeeBenefitsGrp/TotalAmt026952
IRS990/OtherExpensesGrp/Desc0DIRECT MAIL HOUSE SERVI
IRS990/OtherExpensesGrp/Desc1LIFE INCOME DISTRIBUTIO
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc3EKKLESIA/ACADEMY
IRS990/OtherExpensesGrp/FundraisingAmt073153
IRS990/OtherExpensesGrp/FundraisingAmt118521
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08521
IRS990/OtherExpensesGrp/ProgramServicesAmt034000
IRS990/OtherExpensesGrp/ProgramServicesAmt13000
IRS990/OtherExpensesGrp/ProgramServicesAmt225813
IRS990/OtherExpensesGrp/TotalAmt073153
IRS990/OtherExpensesGrp/TotalAmt134000
IRS990/OtherExpensesGrp/TotalAmt230042
IRS990/OtherExpensesGrp/TotalAmt325813
IRS990/OtherLiabilitiesGrp/BOYAmt0203049
IRS990/OtherLiabilitiesGrp/EOYAmt0202697
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt069651
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt069651
IRS990/OtherRevenueTotalAmt069651
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt086558
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0115410
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt086558
IRS990/OtherSalariesAndWagesGrp/TotalAmt0288526
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06529
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06529
IRS990/PayrollTaxesGrp/ProgramServicesAmt06727
IRS990/PayrollTaxesGrp/TotalAmt019785
IRS990/PensionPlanContributionsGrp/FundraisingAmt07120
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07120
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07336
IRS990/PensionPlanContributionsGrp/TotalAmt021576
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023598
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021698
IRS990/PrincipalOfficerNm0BEN ROBINSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0UNDERGRADUATE AND AAA SCHOLARSHIPS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0564851
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0564851
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01834547
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01344495
IRS990/PYInvestmentIncomeAmt01094978
IRS990/PYOtherExpensesAmt0517667
IRS990/PYOtherRevenueAmt092261
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0809632
IRS990/PYSalariesCompEmpBnftPaidAmt0349992
IRS990/PYTotalExpensesAmt02212154
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03021786
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01203057
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt069651
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02923502
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01834547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02395305
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01766921
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02501586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011421861
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0887203
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01094978
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0424709
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0415960
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0469770
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03292620
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt069651
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt092261
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0130777
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt094620
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0137394
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0524703
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72990
IRS990ScheduleA/PublicSupportPY170Pct00.75600
IRS990ScheduleA/PublicSupportTotal170Amt011122645
IRS990ScheduleA/SubstantialContributorsTotAmt0299216
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02923502
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01834547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02395305
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01766921
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02501586
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011421861
IRS990ScheduleA/TotalSupportAmt015239184
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/BeginningYearBalanceAmt07277147
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0206950
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07484097
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06926867
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0350280
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07277147
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06738709
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0188158
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06926867
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06541602
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0197107
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06738709
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06110439
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0431163
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06541602
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02677299
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0130000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0130000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01433606
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0201712
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1985
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIFE INCOME GIFT LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER ACCRUED LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0163878
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11269719
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CASH SURRENDER VALUE OF LIFE INSURANCE
IRS990ScheduleD/OtherSecuritiesGrp/Desc1REAL ESTATE INVESTMENTS

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,268,904
Liabilities
$358,469
Net assets
$25,910,435
Revenue
$3,880,356
Expenses
$2,677,299
Net income
$1,203,057
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