Civic Intelligence

Alpha Omicron Pi Foundation

990 • Fiscal year 2015 • EIN 58-1343315

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 07, 2016

5390 Virginia WayBrentwood, TN 37027

(615) 370-0920

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

43rd percentile

0.12x

Higher debt load relative to assets than 43% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

70th percentile

0.49x

Higher debt load relative to revenue than 70% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

23rd percentile

$48,538

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

71st percentile

7.9%

Faster asset growth than 71% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

90th percentile

56%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Up

$7,069,596

Up $517,377 (+7.9%) from 2014

Net Assets

Up

$6,198,952

Up $263,070 (+4.4%) from 2014

Liabilities

Up

$870,644

Up $254,307 (+41%) from 2014

Revenue

Up

$1,771,237

Up $637,109 (+56%) from 2014

Expenses

Up

$1,459,571

Up $259,142 (+22%) from 2014

Net Income

Up

$311,666

Up $377,967 (+570%) from 2014

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $5,127,915Liabilities 2011: $521,869Net Assets 2011: $4,606,0462011Assets 2012: $5,553,157Liabilities 2012: $684,383Net Assets 2012: $4,868,7742012Assets 2013: $5,905,634Liabilities 2013: $610,141Net Assets 2013: $5,295,4932013Assets 2014: $6,552,219Liabilities 2014: $616,337Net Assets 2014: $5,935,8822014Assets 2015: $7,069,596Liabilities 2015: $870,644Net Assets 2015: $6,198,9522015Assets 2016: $6,995,157Liabilities 2016: $846,088Net Assets 2016: $6,149,0692016Assets 2017: $7,984,168Liabilities 2017: $939,680Net Assets 2017: $7,044,4882017Assets 2018: $7,933,722Liabilities 2018: $985,179Net Assets 2018: $6,948,5432018Assets 2019: $8,439,428Liabilities 2019: $1,178,460Net Assets 2019: $7,260,9682019Assets 2020: $8,687,679Liabilities 2020: $956,235Net Assets 2020: $7,731,4442020Assets 2021: $10,984,068Liabilities 2021: $816,915Net Assets 2021: $10,167,1532021Assets 2022: $11,581,275Liabilities 2022: $1,061,566Net Assets 2022: $10,519,7092022Assets 2023: $12,663,765Liabilities 2023: $1,742,564Net Assets 2023: $10,921,2012023Assets 2024: $13,901,105Liabilities 2024: $1,362,026Net Assets 2024: $12,539,0792024Assets 2025: $14,918,951Liabilities 2025: $1,872,789Net Assets 2025: $13,046,1622025

Highlighted filing

2015

Assets$7,069,596
Liabilities$870,644
Net Assets$6,198,952

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,305,757Expenses 2011: $1,101,985Net Income 2011: $203,7722011Revenue 2012: $1,441,419Expenses 2012: $1,043,675Net Income 2012: $397,7442012Expenses 2013: $1,125,8032013Revenue 2014: $1,134,128Expenses 2014: $1,200,429Net Income 2014: -$66,3012014Revenue 2015: $1,771,237Expenses 2015: $1,459,571Net Income 2015: $311,6662015Revenue 2016: $1,393,907Expenses 2016: $1,505,133Net Income 2016: -$111,2262016Revenue 2017: $2,229,330Expenses 2017: $1,674,003Net Income 2017: $555,3272017Revenue 2018: $1,734,455Expenses 2018: $1,889,431Net Income 2018: -$154,9762018Revenue 2019: $1,906,777Expenses 2019: $1,882,186Net Income 2019: $24,5912019Revenue 2020: $2,486,926Expenses 2020: $1,679,685Net Income 2020: $807,2412020Revenue 2021: $2,374,665Expenses 2021: $1,512,727Net Income 2021: $861,9382021Revenue 2022: $2,850,904Expenses 2022: $1,758,702Net Income 2022: $1,092,2022022Revenue 2023: $2,500,147Expenses 2023: $3,007,686Net Income 2023: -$507,5392023Revenue 2024: $3,048,344Expenses 2024: $2,075,111Net Income 2024: $973,2332024Revenue 2025: $3,423,635Expenses 2025: $2,648,242Net Income 2025: $775,3932025

Highlighted filing

2015

Revenue$1,771,237
Expenses$1,459,571
Net Income$311,666
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 7, 2016
Return Version
2014v6.0
Gross Receipts
$2,376,385
Mission and Program Overview

Mission

The alpha omicron pi foundation invests in our sisters and inspires a lifetime of giving to innovative leadership, educational and philanthropic causes.

To enhance the lives of alpha omicron pi members and to secure the future of the fraternity through leadership development, scholarships and philanthropic endeavors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,764,947$5,906,763▲ $141,816
Cash and Non-Interest-Bearing Accounts$433,700$810,556▲ $376,856
Pledges and Grants Receivable$280,587$273,120▼ $7,467
Land, Buildings, and Equipment, Net$153$2,050▲ $1,897
Total Assets$6,552,219$7,069,596▲ $517,377
Other Assets Total$72,832$77,107▲ $4,275
Liabilities
Grants Payable$369,721$618,333▲ $248,612
Other Liabilities$176,500$194,500▲ $18,000
Accounts Payable and Accrued Expenses$70,116$57,811▼ $12,305
Total Liabilities$616,337$870,644▲ $254,307
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,363,490$4,570,939▲ $207,449
Temporarily Rstr Net Assets$1,696,507$1,618,698▼ $77,809
Unrestricted Net Assets$-124,115$9,315▲ $133,430
Total Net Assets Fund Balance$5,935,882$6,198,952▲ $263,070
Total Liabilities and Net Assets / Fund Balance$6,552,219$7,069,596▲ $517,377

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,050$67,731$69,781
Other Securities$340,559--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beverly RevoExecutive DirectorFT$41,863$6,675$48,538
Barbara ChadwickExecutive DirectorFT$28,156$3,959$32,115

Board Members and Trustees

NameTitle
Crystal Grafton CombsPresident
Judy FlessnerDirector
Kathleen DonohueDirector
Linda Schwartz GrandolfoDirector
Phyllis AustinDirector
Allison AllgierAoii International Preside
Jessie Wang-grimmSecretary
Koren PhillipsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,535,070
Program Service Revenue
$0
Investment Income
$217,020
Other Revenue
$19,147
All Other Contributions
$1,535,070
Change in Net Assets
$311,666

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,771,237
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-25,996
Total Revenue per Audited Statements
$1,745,241
Total Revenue per Form 990
$1,771,237
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$870,651
Total Fundraising Expense$323,396
Other Expenses$313,476
Salaries, Compensation, and Employee Benefits$275,444
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$645,650--$645,650
Grants to Domestic Individuals$225,001--$225,001
Other Salaries and Wages$18,580$69,009$69,940$157,529
Office Expenses$3,510$14,569$103,726$121,805
Current Officers, Directors, Trustees, and Key Employees$10,158$35,465$35,030$80,653
Advertising$263$926$33,744$34,933
Conferences and Meetings$84$20,381$12,597$33,062
Fees for Service Investment Mgmnt Fees-$29,587-$29,587
Other Employee Benefits$3,330$8,573$7,150$19,053
Payroll Taxes$2,053$8,426$7,730$18,209
Occupancy$1,375$5,482$7,016$13,873
Fees for Services Accounting-$10,750-$10,750
Insurance$708$2,628$2,664$6,000
Fees for Services Legal-$5,126$70$5,196
All Other Expenses-$2,902$76$2,978
Other Expenses$2,500$4,904$126$2,500
Fees for Services Other-$1,500-$1,500
Travel--$713$713
Depreciation Depletion$50$185$188$423
Total Functional Expenses$913,262$222,913$323,396$1,459,571

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,482,171
Expenses per Audited Statements$1,459,571
Total Expenses per Form 990$1,459,571
Expenses Not Reported on Form 990$22,600
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Arthritis FoundationAtlanta, GA501(c)3Arthritis Education$391,042
Alpha Omicron Pi FraternityBrentwood, TN501(c)3Educational Programs for Members$144,600
Vanderbilt University School of MedicineNashville, TN501(c)3Arthritis Education$47,094
Arthritis Foundation - Southeast RegionBirmingham, AL501(c)3Arthritis Education$18,032
Arthritis Foundation - Tn ChapterNashville, TN501(c)3Arthritis Education$16,980
Arthritis Foundation - San Diego BranchSan Diego, CA501(c)3Arthritis Education$13,866
Arthritis Foundation - Michigan ChapterTroy, MI501(c)3Arthritis Education$8,200
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,130
Fundraising Direct Expenses$887
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sales of Rose Tributes & Dmnd Accld$21,130$21,130$887$20,243
Total Events$21,130$21,130$887$20,243
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Gayle FitzpatrickFraternity National PresidentInternational President of Aoii Fraternity, Sits on the Foundation Board as Well as All of the Fraternity Boards.No-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholarships Payable$194,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
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

There is a member council of 400+

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

A member council of 400+ elect the foundation board at a public election.

Form 990, Part VI, Section B, Line 11

The form 990 is provided electronically to the board in advance of a board meeting. At the board meeting, the auditor reviews key points and invites questions or any discussion.

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

The board and staff maintain transparencies of all business decisions, vendor contracts, etc. Any perceived conflict would be noted in the minutes. Biennially, board members are required to sign a conflict of interest agreement.

Form 990, Part VI, Section B, Line 15A

The executive director is given an annual review by the board president and another board member, and is reviewed in march of each year.

Form 990, Part VI, Section C, Line 19

The bylaws and conflict of interest policy are on the organizations website and the form 990 is available for public review.

Filing and Contact Details

Filer

Filer Name
Alpha Omicron Pi Foundation
EIN
58-1343315
Phone
6153700920
Address
5390 VIRGINIA WAY, BRENTWOOD, TN 37027

Signing Officer

Name
Judy Flessner
Title
Director
Phone
6153700920
Signed
2016-02-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judy Flessner
Formed
1978
Legal Domicile
Tn
Voting Board Members
8
Independent Board Members
8
Employees
9
Volunteers
40

Preparer

Firm
Mullins Clemmons & Mayes Pllc
Address
320 SEVEN SPRINGS WAY SUITE 120, BRENTWOOD, TN 37027
Preparer
Larry Mullins
Phone
6153708576
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Forfeited scholarships 9,505. Reimbursed expenses of officers, employees, or volunteers 12,208. Fundraising expenses 887.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Forfeited scholarships 9,505. Reimbursed expenses of officers, employees, or volunteers 12,208. Fundraising expenses 887.

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IRS990/InsuranceGrp/ManagementAndGeneralAmt02628
IRS990/InsuranceGrp/ProgramServicesAmt0708
IRS990/InsuranceGrp/TotalAmt06000
IRS990/InvestmentIncomeGrp/ExclusionAmt0165203
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0165203
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05764947
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05906763
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt067731
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0153
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02050
IRS990/LandBldgEquipCostOrOtherBssAmt069781
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0604261
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ALPHA OMICRON PI FOUNDATION IS COMMITTED TO ENHANCING THE LIVES OF OUR MEMBERS AND SECURING THE FUTURE OF OUR FRATERNITY THROUGH LEADERSHIP DEVELOPMENT, SCHOLARSHIPS, AND PHILANTHROPIC ENDEAVORS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05935882
IRS990/NetAssetsOrFundBalancesEOYAmt06198952
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt051817
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt051817
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt020243
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt020243
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-48596
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt07016
IRS990/OccupancyGrp/ManagementAndGeneralAmt05482
IRS990/OccupancyGrp/ProgramServicesAmt01375
IRS990/OccupancyGrp/TotalAmt013873
IRS990/OfficeExpensesGrp/FundraisingAmt0103726
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014569
IRS990/OfficeExpensesGrp/ProgramServicesAmt03510
IRS990/OfficeExpensesGrp/TotalAmt0121805
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt072832
IRS990/OtherAssetsTotalGrp/EOYAmt077107
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07150
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08573
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03330
IRS990/OtherEmployeeBenefitsGrp/TotalAmt019053
IRS990/OtherExpensesGrp/Desc0DONOR CULTIVATION
IRS990/OtherExpensesGrp/Desc1BAD DEBT
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/Desc3SCHOLARSHIP EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt031866
IRS990/OtherExpensesGrp/FundraisingAmt110760
IRS990/OtherExpensesGrp/FundraisingAmt2126
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14904
IRS990/OtherExpensesGrp/ProgramServicesAmt02500
IRS990/OtherExpensesGrp/TotalAmt034366
IRS990/OtherExpensesGrp/TotalAmt110760
IRS990/OtherExpensesGrp/TotalAmt25030
IRS990/OtherExpensesGrp/TotalAmt32500
IRS990/OtherLiabilitiesGrp/BOYAmt0176500
IRS990/OtherLiabilitiesGrp/EOYAmt0194500
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-1096
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-1096
IRS990/OtherRevenueTotalAmt0-1096
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt069940
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt069009
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt018580
IRS990/OtherSalariesAndWagesGrp/TotalAmt0157529
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07730
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08426
IRS990/PayrollTaxesGrp/ProgramServicesAmt02053
IRS990/PayrollTaxesGrp/TotalAmt018209
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04363490
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04570939
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0280587
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0273120
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JUDY FLESSNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS AWARDED TO MEMBERS OF AOII FOR UNDERGRADUATE OR GRADUATE LEVEL TUITION AND BOOKS. THE NUMBER AND AMOUNT OF SCHOLARSHIPS AWARDED DEPENDS ON FUNDS RAISED AND INVESTMENT EARNINGS. GOAL IS TO CONTINUALLY INCREASE THE AMOUNT GIVEN.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0195648
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0184995
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATIONAL GRANTS ARE AWARDED TO AOII FRATERNITY TO HELP FUND CONVENTION SPEAKER FEES, LEADERSHIP ACADEMIES FOR COLLEGIATE OFFICERS, AWARD SCHOLARSHIPS FOR COLLEGIATE CHAPTER LEADERS, AND ACQUIRE DIGITAL EQUIPMENT FOR EDUCATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0155253
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0144600
IRS990/ProgSrvcAccomActyOtherGrp/Desc0BENEVOLENT FUNDING FOR AOII MEMBERS WHO HAVE EXHAUSTED ALL OTHER SOURCES OF ASSISTANCE. THE MAXIMUM GRANT IS $5,000 AND MUST BE FOR DIRE NEED, I.E. RENT, FOOD, UNINSURED MEDICAL EXPENSES. STRICT SCREENING AND FINANCIAL HISTORY REQUIRED.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt041154
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt030501
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0928586
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0576048
IRS990/PYInvestmentIncomeAmt0181295
IRS990/PYOtherExpensesAmt0352909
IRS990/PYOtherRevenueAmt024247
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-66301
IRS990/PYSalariesCompEmpBnftPaidAmt0271472
IRS990/PYTotalExpensesAmt01200429
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01134128
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0311666
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01545330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01062788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01017538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01094493
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01215924
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05936073
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0164138
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0174447
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0173578
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0186636
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0110875
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0809674
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0110973
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0-1096
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01616
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0759
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01914
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03193
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80290
IRS990ScheduleA/PublicSupportPY170Pct00.80670
IRS990ScheduleA/PublicSupportTotal170Amt05418914
IRS990ScheduleA/SubstantialContributorsTotAmt0517159
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01545330
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01062788
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01017538
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01094493
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01215924
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05936073
IRS990ScheduleA/TotalSupportAmt06748940
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/EquipmentGrp/BookValueAmt02050
IRS990ScheduleD/EquipmentGrp/DepreciationAmt067731
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt069781
IRS990ScheduleD/ExpensesNotReportedAmt022600
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01459571
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-48596
IRS990ScheduleD/OtherExpensesIncludedAmt022600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0194500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SCHOLARSHIPS PAYABLE
IRS990ScheduleD/OtherRevenueAmt022600
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03928509
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11637695
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2340559
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FIXED INCOME BOND FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CASH EQUIVALENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt0-25996
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01771237
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FORFEITED SCHOLARSHIPS 9,505. REIMBURSED EXPENSES OF OFFICERS, EMPLOYEES, OR VOLUNTEERS 12,208. FUNDRAISING EXPENSES 887.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FORFEITED SCHOLARSHIPS 9,505. REIMBURSED EXPENSES OF OFFICERS, EMPLOYEES, OR VOLUNTEERS 12,208. FUNDRAISING EXPENSES 887.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02050
IRS990ScheduleD/TotalBookValueSecuritiesAmt05906763
IRS990ScheduleD/TotalExpensesPerForm990Amt01459571
IRS990ScheduleD/TotalLiabilityAmt0194500
IRS990ScheduleD/TotalRevenuePerForm990Amt01771237
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01745241
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01482171
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0887
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SALES OF ROSE TRIBUTES & DMND ACCLD
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021130
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021130
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021130
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021130
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020243
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0887
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0887

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.9$1.87$13.0$3.42$2.65$0.78
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$1.36$12.5$3.05$2.08$0.97
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$1.74$10.9$2.50$3.01$0.51
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$1.06$10.5$2.85$1.76$1.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.82$10.2$2.37$1.51$0.86
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.69$0.96$7.73$2.49$1.68$0.81
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.44$1.18$7.26$1.91$1.88$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.93$0.99$6.95$1.73$1.89$0.15
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.98$0.94$7.04$2.23$1.67$0.56
2016Summary only. Only limited summary data is available for this year.$7.00$0.85$6.15$1.39$1.51$0.11
2015Detailed filing. Detailed filing data is available for this year.$7.07$0.87$6.20$1.77$1.46$0.31
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.55$0.62$5.94$1.13$1.20$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.91$0.61$5.30$1.13
2012Summary only. Only limited summary data is available for this year.$5.55$0.68$4.87$1.44$1.04$0.40
2011Summary only. Only limited summary data is available for this year.$5.13$0.52$4.61$1.31$1.10$0.20