Civic Intelligence

Sigma Phi Epsilon Educational Foundation

990 • Fiscal year 2023 • EIN 54-6053821

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 22, 2024

Organization ProfileWWW.SIGEP.ORG/FOUNDATION

View Organization Page

310 S Arthur Ashe BoulevardRichmond, VA 23220

(804) 353-1901

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$44,674,912

Up $1,094,011 (+2.5%) from 2022

Net Assets

Up

$44,432,508

Up $1,144,587 (+2.6%) from 2022

Liabilities

Down

$242,404

Down $50,576 (-17%) from 2022

Revenue And Expenses

Revenue

Down

$4,762,895

Down $14,118,002 (-75%) from 2022

Expenses

Up

$5,880,837

Up $3,434,159 (+140%) from 2022

Net Income

Down

-$1,117,942

Down $17,552,161 (-107%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2011: $14,337,275Liabilities 2011: $1,704,155Net Assets 2011: $12,633,1202011Assets 2012: $13,492,957Liabilities 2012: $1,859,673Net Assets 2012: $11,633,2842012Assets 2013: $14,378,189Liabilities 2013: $1,650,619Net Assets 2013: $12,727,5702013Assets 2015: $14,487,508Liabilities 2015: $1,504,357Net Assets 2015: $12,983,1512015Assets 2016: $15,141,516Liabilities 2016: $2,064,482Net Assets 2016: $13,077,0342016Assets 2017: $17,572,952Liabilities 2017: $961,906Net Assets 2017: $16,611,0462017Assets 2018: $19,329,212Liabilities 2018: $1,476,466Net Assets 2018: $17,852,7462018Assets 2019: $21,022,073Liabilities 2019: $1,687,714Net Assets 2019: $19,334,3592019Assets 2020: $23,364,201Liabilities 2020: $291,759Net Assets 2020: $23,072,4422020Assets 2021: $31,176,872Liabilities 2021: $224,732Net Assets 2021: $30,952,1402021Assets 2022: $43,580,901Liabilities 2022: $292,980Net Assets 2022: $43,287,9212022Assets 2023: $44,674,912Liabilities 2023: $242,404Net Assets 2023: $44,432,5082023Assets 2024: $48,071,697Liabilities 2024: $597,264Net Assets 2024: $47,474,4332024

Highlighted filing

2023

Assets$44,674,912
Liabilities$242,404
Net Assets$44,432,508
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MRevenue 2011: $4,304,875Expenses 2011: $4,699,903Net Income 2011: -$395,0282011Revenue 2012: $5,599,743Expenses 2012: $3,026,095Net Income 2012: $2,573,6482012Expenses 2013: $2,588,6032013Revenue 2015: $3,238,712Expenses 2015: $3,194,340Net Income 2015: $44,3722015Revenue 2016: $4,544,793Expenses 2016: $3,214,079Net Income 2016: $1,330,7142016Revenue 2017: $4,793,251Expenses 2017: $2,728,322Net Income 2017: $2,064,9292017Revenue 2018: $4,515,680Expenses 2018: $3,766,911Net Income 2018: $748,7692018Revenue 2019: $3,827,453Expenses 2019: $2,278,584Net Income 2019: $1,548,8692019Revenue 2020: $5,720,976Expenses 2020: $2,190,357Net Income 2020: $3,530,6192020Revenue 2021: $3,895,971Expenses 2021: $1,714,588Net Income 2021: $2,181,3832021Revenue 2022: $18,880,897Expenses 2022: $2,446,678Net Income 2022: $16,434,2192022Revenue 2023: $4,762,895Expenses 2023: $5,880,837Net Income 2023: -$1,117,9422023Revenue 2024: $4,893,173Expenses 2024: $6,186,908Net Income 2024: -$1,293,7352024

Highlighted filing

2023

Revenue$4,762,895
Expenses$5,880,837
Net Income-$1,117,942
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 22, 2024
Return Version
2022v5.0
Gross Receipts
$4,765,139
Mission and Program Overview

Mission

To stimulate intellectual achievement, promote morality and citizenship and encourage physical and social development at chapters of sigma phi epsilon fraternity.

The sigma phi epsilon educational foundation advances the mission of the higher education by providing scholarships and grants that support healthy living environments and programs focused on the academic and moral development of undergraduate men.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$33,717,147$36,213,078▲ $2,495,931
Investments Other Securities$5,726,783$5,482,358▼ $244,425
Cash and Non-Interest-Bearing Accounts$2,421,823$1,392,815▼ $1,029,008
Land, Buildings, and Equipment, Net$830,848$784,474▼ $46,374
Other Notes and Loans Receivable, Net$500,225$476,702▼ $23,523
Pledges and Grants Receivable$345,553$294,224▼ $51,329
Prepaid Expenses and Deferred Charges$25,842$31,261▲ $5,419
Total Assets$43,580,901$44,674,912▲ $1,094,011
Other Assets Total$12,680$0▼ $12,680
Liabilities
Accounts Payable and Accrued Expenses$292,980$191,328▼ $101,652
Other Liabilities$0$46,272▲ $46,272
Deferred Revenue-$4,804-
Total Liabilities$292,980$242,404▼ $50,576
Net Assets / Fund Balance
Net Assets With Donor Restrictions$40,121,823$41,223,512▲ $1,101,689
Net Assets Without Donor Restrictions$3,166,098$3,208,996▲ $42,898
Total Net Assets Fund Balance$43,287,921$44,432,508▲ $1,144,587
Total Liabilities and Net Assets / Fund Balance$43,580,901$44,674,912▲ $1,094,011

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$731,558$4,124$735,682
Equipment$40,263$117,052$157,315
Other Land Buildings$-23,148$139,676$116,528
Leasehold Improvements$28,701-$28,701
Land$7,100--
Other Securities$5,482,358--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$26,577,059---$26,577,059
2021$14,733,835$15,591,266▼ $3,160,149-$26,577,059
2020$10,952,784$745,982▲ $3,482,185-$14,733,835
2019$10,939,038$295,705▲ $79,735-$10,952,784
2018$9,860,193$932,607▲ $428,695-$10,939,038
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard W Bennett IiiPresident
Bill MccauslandTrustee
Christopher BittmanTrustee
Dr Perry MouldsTrustee
Garry C KiefTrustee
Matt EngelhardtTrustee
Michael WatfordTrustee
Tom AllardyceTrustee
Grant ButtramSecretary
Matthieu DuncanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,283,657
Program Service Revenue
$0
Investment Income
$190,455
Other Revenue
$288,783
All Other Contributions
$4,283,657
Change in Net Assets
$-1,117,942

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,486,495
Revenue Not Reported on Financial Statements
$276,400
Revenue Not Reported on Form 990
$2,594,706
Other Revenue Adjustments
$276,400
Total Revenue per Audited Statements
$7,081,201
Total Revenue per Form 990
$4,762,895
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,662,930
Other Expenses$783,143
Salaries, Compensation, and Employee Benefits$434,764
Total Fundraising Expense$188,494
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,245,430--$4,245,430
Grants to Domestic Individuals$417,500--$417,500
Other Salaries and Wages-$379,788-$379,788
Fees for Service Investment Mgmnt Fees-$276,400-$276,400
Fees for Services Other-$37,616$119,172$156,788
Advertising--$64,071$64,071
Depreciation Depletion-$46,371-$46,371
Other Expenses-$42,184-$42,184
Occupancy-$28,755$5,251$34,006
Fees for Services Accounting-$31,750-$31,750
Payroll Taxes-$30,219-$30,219
Travel-$28,881-$28,881
Other Employee Benefits-$24,757-$24,757
Fees for Services Legal-$16,179-$16,179
Office Expenses-$4,750-$4,750
Insurance-$751-$751
Total Functional Expenses$4,662,930$1,029,413$188,494$5,880,837

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,936,614
Total Expenses per Form 990$5,880,837
Expenses per Audited Statements$5,604,437
Expenses Not Reported on Form 990$332,177
Expenses Not Reported on Financial Statements$276,400
Other Expense Adjustments$276,400
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sigma Phi Epsilon FraternityRichmond, VA501(c)(7)Programs$3,018,819
Sigep Lead FundRichmond, VA501(c)(3)Programs$1,201,611
Penn State UniversityState College, PA501(c)(3)Piazza Center$25,000
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
Due to Affiliates$46,272
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7B

“The foundation's board of trustees is named by the national board of directors for the fraternity.”

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

“The staff reviews and recommends filing. Chief executive officer and foundation treasurer receive a full copy of the return for review.”

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

“The organization follows the conflict of interest policy set forth by sigma phi epsilon fraternity. Organization members must file a disclosure listing conflicts of interest at the beginning of their service, and annually. When a conflict of interest arises, the staff must withdraw from the decision-making process.”

Form 990, Part VI, Section B, Line 15

“The foundation has no full time employees. All personnel in support of the foundation are employees of the sigma phi epsilon fraternity, a related organization, and are subject to the compensation policies of the fraternity.”

Form 990, Part VI, Section C, Line 19

“Sigma phi epsilon education foundation makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon Educational Foundation
EIN
54-6053821
Phone
8043531901
Address
310 S ARTHUR ASHE BOULEVARD, RICHMOND, VA 23220

Signing Officer

Name
Brian Warren
Title
Chief Executive Officer
Phone
8043531901
Signed
2024-04-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward H Hammond Phd
Formed
1943
Legal Domicile
Va
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
10

Preparer

Firm
Keiter Stephens Hurst Gary & Shreaves
Address
4401 DOMINION BLVD, GLEN ALLEN, VA 23060
Preparer
Virginia R Belcher
Phone
8047470000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Adj of actuarial liability for annuities and trusts -23,355.”

Financial Statement Notes

PART X, LINE 2:

“The foundation qualifies as a tax-exempt organization under the internal revenue service code section 501(c)(3). Income which is not related to exempt purposes, less applicable deductions, is subject to federal and state corporate taxes. The foundation did not have net unrelated business income for the year ended june 30, 2023. Management has evaluated the effect of the guidance provided by u.s. Gaap on accounting for uncertainty in income taxes. Management believes the foundation continues to satisfy the requirements of a tax-exempt organization at june 30, 2023. Management has evaluated all other tax positions that could have a significant effect on the financial statements and determined the foundation had no uncertain income tax positions at june 30, 2023.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Changes in annuity liability -23,355.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Management fees netted against investment income 276,400.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Management fees netted against investment income 276,400.”

Part V, Line 4

“The foundation's endowment consists of approximately 2266 individual named funds established for a variety of purposes including funding scholarships, chapter support and leadership initiatives.”

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IRS990/ActivityOrMissionDesc0THE SIGMA PHI EPSILON EDUCATIONAL FOUNDATION ADVANCES THE MISSION OF THE HIGHER EDUCATION BY PROVIDING SCHOLARSHIPS AND GRANTS THAT SUPPORT HEALTHY LIVING ENVIRONMENTS AND PROGRAMS FOCUSED ON THE ACADEMIC AND MORAL DEVELOPMENT OF UNDERGRADUATE MEN.
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IRS990/Desc0TO ADVANCE THE MISSION OF SIGMA PHI EPSILON FRATERNITY OF "BUILDING BALANCED MEN" BY PROVIDING GRANTS TO SIG EP LEAD FUND TO FUND THE FOLLOWING PROGRAMS:PROGRAMS AND EVENT STAFFINGCARLSON LEADERSHIP ACADEMIES: FOR BROTHERS WHO HAVE SHOWN A DESIRE TO LEAD THEIR CHAPTER, CARLSON OFFERS TRAINING IN LEADERSHIP TECHNIQUES, PROBLEM-SOLVING AS A TEAM, GOAL-SETTING AND EXECUTION. THE ACADEMY IS FACILITATED BY ALUMNI WITH YEARS OF SIGEP INVOLVEMEN AND SENIOR LEADERSHIP EXPERIENCE. CHAPTER LEADERS LEAVE WITH INCREASED KNOWLEDGE AND CONFIDENCE IN THEIR ABILITY TO CREATE A POSITIVE ENVIRONMENT FOR THEIR BROTHERS TO GROW.RUCK LEADERSHIP INSTITUTE: AN INTENSE 5-DAY EVENT FOR THE FRATERNITY'S TOP RISING LEADERS. CURRICULUM IS BASED ON THE LEADERSHIP CHALLENGE AND FOCUSES ON TEACHING THE FEW TO IMPACT THE MANY THAT WILL FOLLOW THEM.TRAGOS QUEST TO GREECE SCHOLARS: TRAGOS QUEST TO GREECE: AN INTERNATIONAL EXPERIENCE TO DISCOVER THE BIRTHPLACE OF WESTERN CIVILIZATION AND SOUND MIND AND BODY.LIFE AFTER COLLEGE: LIFE AFTER COLLEGE ENGAGES INDUSTRY-LEADING PROFESSIONALS TO PREPARE UNDERGRADUATES FOR THEIR FUTURE CAREERS. GOING BEYOND A TYPICAL CAMPUS CAREER CENTER, BROTHERS RECEIVE CRUCIAL SKILLS TRAINING AND AN UNDERSTANDING OF HOW TO TRANSLATE THEIR SIGEP INVOLVEMENT TO THE PROFESSIONAL WORLD. ATTENDESS RECEIVE ONE-ON-ONE CAREER COACHING AS WELL AS EDUCATION ON TOPICS LIKE FINANIAL RESPONSIBILITY, INTERVIEW SKILLS, RESUME BUILDING AND PERSONAL GOALS.
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IRS990/InvestmentIncomeGrp/ExclusionAmt0192699
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0192699
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05726783
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05482358
IRS990/InvestmentsPubTradedSecGrp/BOYAmt033717147
IRS990/InvestmentsPubTradedSecGrp/EOYAmt036213078
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0260852
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0830848
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0784474
IRS990/LandBldgEquipCostOrOtherBssAmt01045326
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02244
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO STIMULATE INTELLECTUAL ACHIEVEMENT, PROMOTE MORALITY AND CITIZENSHIP AND ENCOURAGE PHYSICAL AND SOCIAL DEVELOPMENT AT CHAPTERS OF SIGMA PHI EPSILON FRATERNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt043287921
IRS990/NetAssetsOrFundBalancesEOYAmt044432508
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2244
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2244
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02285884
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03166098
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03208996
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05251
IRS990/OccupancyGrp/ManagementAndGeneralAmt028755
IRS990/OccupancyGrp/TotalAmt034006
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04750
IRS990/OfficeExpensesGrp/TotalAmt04750
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt012680
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-23355
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt024757
IRS990/OtherEmployeeBenefitsGrp/TotalAmt024757
IRS990/OtherExpensesGrp/Desc0CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt081012
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt142184
IRS990/OtherExpensesGrp/TotalAmt081012
IRS990/OtherExpensesGrp/TotalAmt142184
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt046272
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CHAPTER INVESTMET FUND
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0288783
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0288783
IRS990/OtherRevenueTotalAmt0288783
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0379788
IRS990/OtherSalariesAndWagesGrp/TotalAmt0379788
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0500225
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0476702
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt030219
IRS990/PayrollTaxesGrp/TotalAmt030219
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0345553
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0294224
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025842
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031261
IRS990/PrincipalOfficerNm0EDWARD H HAMMOND PHD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0CHAPTER RESTRICTED & ENDOWED SCHOLARSHIPS - SCHOLARSHIP AWARDS FOR TUITION, BOOKS AND ROOM AND BOARD TO STUDENTS AT CAMPUSES NATIONWIDE, BASED ON ACADEMIC ACHIEVEMENT, CHAPTER LEADERSHIP, CAMPUS AND COMMUNITY SERVICE, AND FINANCIAL NEED. SCHOLARSHIP AWARDS MADE FROM ENDOWMENTS ESTABLISHED FOR A SPECIFIC PURPOSE ARE MADE TO STUDENTS NATIONWIDE FOR TUITION, BOOKS AND ROOM AND BOARD AWARDS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0613811
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0613811
IRS990/ProgSrvcAccomActy3Grp/Desc0RESIDENTIAL LEARNING COMMUNITY GRANTS - GRANTS MADE FOR CHAPTER HOUSING THAT EXPANDS FACULTY CONNECTION AND IMPLEMENTS NEW INITIATIVES TO CREATE A LEARNING ENVIRONMENT WHERE STUDENTS ARE SURROUNDED BY RESPONSIBLE PEERS AND UNIVERSITY FACULTY WHO ARE COMMITTED TO HELPING THEM SUCCEED INSIDE AND OUTSIDE THE CLASSROOM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02847508
IRS990/ProgSrvcAccomActy3Grp/GrantAmt02847508
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt018837542
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01940341
IRS990/PYInvestmentIncomeAmt030337
IRS990/PYOtherExpensesAmt0506337
IRS990/PYOtherRevenueAmt013018
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt016434219
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02446678
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt018880897
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1117942
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04283657
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018837542
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03876042
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05571272
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03136704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt035705217
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0192699
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt032253
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt021678
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt080448
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0405431
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0732509
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0288783
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt013018
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0301801
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97180
IRS990ScheduleA/PublicSupportPY170Pct00.96960
IRS990ScheduleA/PublicSupportTotal170Amt035705217
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04283657
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018837542
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03876042
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05571272
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03136704
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt035705217
IRS990ScheduleA/TotalSupportAmt036739527
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/BuildingsGrp/BookValueAmt0731558
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04124
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0735682
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt026577059
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt026577059
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt014733835
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt015591266
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt026577059
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0587893
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-3160149
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010952784
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0745982
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt014733835
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0447116
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03482185
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt010939038
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0295705
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010952784
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0361694
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt079735
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt09860193
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0932607
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt010939038
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0282457
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0428695
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0332177
IRS990ScheduleD/DonatedServicesUseFcltsAmt0332177
IRS990ScheduleD/DonorAdvisedFundsContriAmt00
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt00
IRS990ScheduleD/DonorAdvisedFundsHeldCnt05
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0275387
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt040263
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0117052
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0157315
IRS990ScheduleD/ExpensesNotReportedAmt0332177
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0276400
IRS990ScheduleD/ExpensesSubtotalAmt05604437
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt07100
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt07100
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt028701
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt028701
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02285884
IRS990ScheduleD/OtherExpensesNotIncludedAmt0276400
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-23148
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0139676
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0116528
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt046272
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherRevenueAmt0-23355
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0276400
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05482358
IRS990ScheduleD/OtherSecuritiesGrp/Desc0OTHER INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt02594706
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0276400
IRS990ScheduleD/RevenueSubtotalAmt04486495
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER THE INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3). INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE TAXES. THE FOUNDATION DID NOT HAVE NET UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2023. MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY U.S. GAAP ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES THE FOUNDATION CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT JUNE 30, 2023. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE FOUNDATION HAD NO UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2023.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGES IN ANNUITY LIABILITY -23,355.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT FEES NETTED AGAINST INVESTMENT INCOME 276,400.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3MANAGEMENT FEES NETTED AGAINST INVESTMENT INCOME 276,400.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 2266 INDIVIDUAL NAMED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING FUNDING SCHOLARSHIPS, CHAPTER SUPPORT AND LEADERSHIP INITIATIVES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0784474
IRS990ScheduleD/TotalBookValueSecuritiesAmt05482358
IRS990ScheduleD/TotalExpensesPerForm990Amt05880837
IRS990ScheduleD/TotalLiabilityAmt046272

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$44,674,912
Liabilities
$242,404
Net assets
$44,432,508
Revenue
$4,762,895
Expenses
$5,880,837
Net income
-$1,117,942
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$48.1$0.60$47.5$4.89$6.19$1.29
2023Detailed filing. Detailed filing data is available for this year.$44.7$0.24$44.4$4.76$5.88$1.12
2022Detailed filing. Detailed filing data is available for this year.$43.6$0.29$43.3$18.9$2.45$16.4
2021Detailed filing. Detailed filing data is available for this year.$31.2$0.22$31.0$3.90$1.71$2.18
2020Detailed filing. Detailed filing data is available for this year.$23.4$0.29$23.1$5.72$2.19$3.53
2019Detailed filing. Detailed filing data is available for this year.$21.0$1.69$19.3$3.83$2.28$1.55
2018Detailed filing. Detailed filing data is available for this year.$19.3$1.48$17.9$4.52$3.77$0.75
2017Detailed filing. Detailed filing data is available for this year.$17.6$0.96$16.6$4.79$2.73$2.06
2016Detailed filing. Detailed filing data is available for this year.$15.1$2.06$13.1$4.54$3.21$1.33
2015Summary only. Only limited summary data is available for this year.$14.5$1.50$13.0$3.24$3.19$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$1.65$12.7$2.59
2012Summary only. Only limited summary data is available for this year.$13.5$1.86$11.6$5.60$3.03$2.57
2011Summary only. Only limited summary data is available for this year.$14.3$1.70$12.6$4.30$4.70$0.40