Civic Intelligence

Phi Gamma Delta Educational Foundation Inc

990 • Fiscal year 2024 • EIN 52-6036185

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 07, 2024

Organization ProfileN/A

View Organization Page

1201 Red Mile Rd 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

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.11x

Higher debt load relative to revenue than 25% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

30th percentile

$185,096

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

8.6%

Faster revenue growth than 51% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$29,803,315

Up $3,534,411 (+13%) from 2023

Net Assets

Up

$29,356,589

Up $3,446,154 (+13%) from 2023

Liabilities

Up

$446,726

Up $88,257 (+25%) from 2023

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin86th percentile

Revenue

Up

$4,215,768

Up $335,412 (+8.6%) from 2023

Expenses

Down

$2,492,902

Down $184,397 (-6.9%) from 2023

Net Income

Up

$1,722,866

Up $519,809 (+43%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2024

Assets$29,803,315
Liabilities$446,726
Net Assets$29,356,589
Open 2024 Filing

Operations Trend

Revenue Growth51st 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

2024

Revenue$4,215,768
Expenses$2,492,902
Net Income$1,722,866
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 7, 2024
Return Version
2023v5.1
Gross Receipts
$6,056,850
Mission and Program Overview

Mission

To provide educational support and services for college students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$23,247,202$26,432,650▲ $3,185,448
Cash and Non-Interest-Bearing Accounts$1,425,507$1,711,975▲ $286,468
Investments Other Securities$1,433,597$1,489,630▲ $56,033
Land, Buildings, and Equipment, Net$130,000$130,000→ $0
Prepaid Expenses and Deferred Charges$21,698$28,160▲ $6,462
Total Assets$26,268,904$29,803,315▲ $3,534,411
Other Assets Total$10,900$10,900→ $0
Liabilities
Accounts Payable and Accrued Expenses$155,772$240,935▲ $85,163
Other Liabilities$202,697$205,791▲ $3,094
Total Liabilities$358,469$446,726▲ $88,257
Net Assets / Fund Balance
Net Assets With Donor Restrictions$16,844,315$18,736,874▲ $1,892,559
Net Assets Without Donor Restrictions$9,066,120$10,619,715▲ $1,553,595
Total Net Assets Fund Balance$25,910,435$29,356,589▲ $3,446,154
Total Liabilities and Net Assets / Fund Balance$26,268,904$29,803,315▲ $3,534,411

Asset Categories

AssetBook ValueDepreciationBasis
Land$130,000-$130,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$7,484,097$148,995--$7,633,092
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
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Benjamin E RobinsonExecutive DirectorFT$185,096$185,096

Board Members and Trustees

NameTitle
Glenn D MoorChairman
Donald M HeinrichFinance Committee Chairman
Michael a LucasVice Chairman
A Peter RimsansDirector
D Michael AinsworthDirector
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
$2,726,567
Program Service Revenue
$0
Investment Income
$1,424,947
Other Revenue
$64,254
All Other Contributions
$2,726,567
Change in Net Assets
$1,722,866

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 Traded1,704$154,563Quoted Market Prices
Total Noncash Contributions1,704$154,563-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,215,768
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,723,288
Total Revenue per Audited Statements
$5,939,056
Total Revenue per Form 990
$4,215,768
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,546,446
Other Expenses$581,134
Salaries, Compensation, and Employee Benefits$365,322
Total Fundraising Expense$273,139
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$869,408--$869,408
Grants to Domestic Individuals$677,038--$677,038
Current Officers, Directors, Trustees, and Key Employees$55,529$74,038$55,529$185,096
Fees for Services Other$48,211$59,781$5,264$113,256
Other Salaries and Wages$33,801$45,069$33,801$112,671
Occupancy$33,484$32,499$32,499$98,482
Fees for Service Investment Mgmnt Fees-$61,836-$61,836
Information Technology-$52,670-$52,670
All Other Expenses$21,840$23,732-$45,572
Travel$13,873$13,747$13,604$41,224
Other Employee Benefits$8,149$7,909$7,909$23,967
Pension Plan Contributions$7,721$7,494$7,494$22,709
Payroll Taxes$7,099$6,890$6,890$20,879
Other Expenses$6,437$4,069$19,731$19,731
Insurance-$12,093-$12,093
Office Expenses$808$538$1,346$2,692
Total Functional Expenses$1,817,398$402,365$273,139$2,492,902

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,492,902
Total Expenses per Audited Statements$2,492,902
Total Expenses per Form 990$2,492,902
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.$676,649
Lambda CorporationSt Louis, MO501c7Assistance for Members or Related Organizations$114,300
Upsilon Alpha Building Corp IncScottsdale, AZ501c7Assistance for Members or Related Organizations$30,000
Lambda Iota Graduate CorporationWest Lafayette, IN501c7Assistance for Members or Related Organizations$26,237
Fa Morse Association IncWorcester, MA501c7Assistance for Members or Related Organizations$8,700
Fiji House Corporation of AkronAkron, OH501c7Assistance for Members or Related Organizations$8,113
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$4,079
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 RD PO BOX 4599, LEXINGTON, KY 40544

Signing Officer

Name
Benjamin E Robinson
Title
Executive Director
Phone
8592551848
Signed
2024-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Benjamin E Robinson
Formed
1945
Legal Domicile
Ky
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
11

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 -4,834.”

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.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in cash value of life insurance -4,834.”

Raw XML AppendixShowing 400 of 632 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/GrossReceiptsAmt06056850
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt052670
IRS990/InformationTechnologyGrp/TotalAmt052670
IRS990/InsuranceGrp/ManagementAndGeneralAmt012093
IRS990/InsuranceGrp/TotalAmt012093
IRS990/InvestmentIncomeGrp/ExclusionAmt0877479
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0877479
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01433597
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01489630
IRS990/InvestmentsPubTradedSecGrp/BOYAmt023247202
IRS990/InvestmentsPubTradedSecGrp/EOYAmt026432650
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0130000
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0130000
IRS990/LandBldgEquipCostOrOtherBssAmt0130000
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01841082
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/NetAssetsOrFundBalancesBOYAmt025910435
IRS990/NetAssetsOrFundBalancesEOYAmt029356589
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0547468
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0547468
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01728122
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09066120
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010619715
IRS990/NoncashContributionsAmt0154563
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/FundraisingAmt032499
IRS990/OccupancyGrp/ManagementAndGeneralAmt032499
IRS990/OccupancyGrp/ProgramServicesAmt033484
IRS990/OccupancyGrp/TotalAmt098482
IRS990/OfficeExpensesGrp/FundraisingAmt01346
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0538
IRS990/OfficeExpensesGrp/ProgramServicesAmt0808
IRS990/OfficeExpensesGrp/TotalAmt02692
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010900
IRS990/OtherAssetsTotalGrp/EOYAmt010900
IRS990/OtherChangesInNetAssetsAmt0-4834
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07909
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07909
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08149
IRS990/OtherEmployeeBenefitsGrp/TotalAmt023967
IRS990/OtherExpensesGrp/Desc0DIRECT MAIL HOUSE SERVI
IRS990/OtherExpensesGrp/Desc1LIFE INCOME DISTRIBUTIO
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc3PLANNED GIVING
IRS990/OtherExpensesGrp/FundraisingAmt076157
IRS990/OtherExpensesGrp/FundraisingAmt112915
IRS990/OtherExpensesGrp/FundraisingAmt219731
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04069
IRS990/OtherExpensesGrp/ProgramServicesAmt034000
IRS990/OtherExpensesGrp/ProgramServicesAmt16437
IRS990/OtherExpensesGrp/TotalAmt076157
IRS990/OtherExpensesGrp/TotalAmt134000
IRS990/OtherExpensesGrp/TotalAmt223421
IRS990/OtherExpensesGrp/TotalAmt319731
IRS990/OtherLiabilitiesGrp/BOYAmt0202697
IRS990/OtherLiabilitiesGrp/EOYAmt0205791
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt064254
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt064254
IRS990/OtherRevenueTotalAmt064254
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt033801
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt045069
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt033801
IRS990/OtherSalariesAndWagesGrp/TotalAmt0112671
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06890
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06890
IRS990/PayrollTaxesGrp/ProgramServicesAmt07099
IRS990/PayrollTaxesGrp/TotalAmt020879
IRS990/PensionPlanContributionsGrp/FundraisingAmt07494
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07494
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07721
IRS990/PensionPlanContributionsGrp/TotalAmt022709
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021698
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt028160
IRS990/PrincipalOfficerNm0BENJAMIN E ROBINSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0UNDERGRADUATE AND AAA SCHOLARSHIPS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0677038
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0677038
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02923502
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01788005
IRS990/PYInvestmentIncomeAmt0887203
IRS990/PYOtherExpensesAmt0532455
IRS990/PYOtherRevenueAmt069651
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01203057
IRS990/PYSalariesCompEmpBnftPaidAmt0356839
IRS990/PYTotalExpensesAmt02677299
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03880356
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01722866
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt064254
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02726567
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02923502
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01834547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02395305
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01766921
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011646842
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0877479
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0887203
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01094978
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0424709
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0415960
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03700329
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt064254
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt069651
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt092261
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0130777
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt094620
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0451563
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71180
IRS990ScheduleA/PublicSupportPY170Pct00.72990
IRS990ScheduleA/PublicSupportTotal170Amt011245355
IRS990ScheduleA/SubstantialContributorsTotAmt0401487
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02726567
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02923502
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01834547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02395305
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01766921
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011646842
IRS990ScheduleA/TotalSupportAmt015798734
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/BeginningYearBalanceAmt07484097
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0148995
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07633092
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07277147
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0206950
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07484097
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06926867
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0350280
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07277147
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06738709
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0188158
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06926867
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06541602
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0197107
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06738709
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02492902
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0130000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0130000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01728122
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0201712
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14079
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIFE INCOME GIFT LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER ACCRUED LIABILITIES
IRS990ScheduleD/OtherRevenueAmt0-4834
IRS990ScheduleD/RevenueNotReportedAmt01723288
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04215768
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN CASH VALUE OF LIFE INSURANCE -4,834.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0130000
IRS990ScheduleD/TotalExpensesPerForm990Amt02492902
IRS990ScheduleD/TotalLiabilityAmt0205791

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,803,315
Liabilities
$446,726
Net assets
$29,356,589
Revenue
$4,215,768
Expenses
$2,492,902
Net income
$1,722,866
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