Civic Intelligence

Alpha Omicron Pi Foundation

990 • Fiscal year 2019 • EIN 58-1343315

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 15, 2019

Organization ProfileWWW.AOIIFOUNDATION.ORG

View Organization Page

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

49th percentile

0.14x

Higher debt load relative to assets than 49% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

76th percentile

0.62x

Higher debt load relative to revenue than 76% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

44th percentile

1.3%

Higher net margin than 44% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

56th percentile

$135,605

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

60th percentile

6.4%

Faster asset growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

65th percentile

9.9%

Faster revenue growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$8,439,428

Up $505,706 (+6.4%) from 2018

Net Assets

Up

$7,260,968

Up $312,425 (+4.5%) from 2018

Liabilities

Up

$1,178,460

Up $193,281 (+20%) from 2018

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin44th percentile

Revenue

Up

$1,906,777

Up $172,322 (+9.9%) from 2018

Expenses

Down

$1,882,186

Down $7,245 (-0.4%) from 2018

Net Income

Up

$24,591

Up $179,567 (+116%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

2019

Assets$8,439,428
Liabilities$1,178,460
Net Assets$7,260,968
Open 2019 Filing

Operations Trend

Revenue Growth65th percentile

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

2019

Revenue$1,906,777
Expenses$1,882,186
Net Income$24,591
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$2,501,562
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.

Arthritis research & education: funding peer-reviewed research to find cause and cure, educational programming to families with children who have arthritis.scholarships: for undergraduate and graduate school members.ruby fund: benevolent assistance to members in need.leadership training grants: for educational programs for members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$7,264,692$7,407,000▲ $142,308
Cash and Non-Interest-Bearing Accounts$444,455$847,911▲ $403,456
Pledges and Grants Receivable$105,124$61,040▼ $44,084
Prepaid Expenses and Deferred Charges$11,280$9,820▼ $1,460
Land, Buildings, and Equipment, Net$5,620$5,296▼ $324
Accounts Receivable$300$0▼ $300
Total Assets$7,933,722$8,439,428▲ $505,706
Other Assets Total$102,251$108,361▲ $6,110
Liabilities
Grants Payable$662,892$853,562▲ $190,670
Other Liabilities$232,168$240,700▲ $8,532
Accounts Payable and Accrued Expenses$90,119$84,198▼ $5,921
Total Liabilities$985,179$1,178,460▲ $193,281
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,612,262$6,768,690▲ $5,156,428
Permanently Rstr Net Assets$5,462,191$0▼ $5,462,191
Unrestricted Net Assets$-125,910$492,278▲ $618,188
Total Net Assets Fund Balance$6,948,543$7,260,968▲ $312,425
Total Liabilities and Net Assets / Fund Balance$7,933,722$8,439,428▲ $505,706

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,296$21,206$26,502
Other Securities$228,572--
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristie RyanExecutive DirectorFT$124,830$10,775$135,605

Board Members and Trustees

NameTitle
Judy FlessnerPresident
Barbara BruningDirector
Kandy BernskoetterDirector
Meagan DaviesDirector
Rissa ReddanDirector
Gayle FitzpatrickAoii International Presidedent
Michelle LopezSecretary
Andrea DillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,459,805
Program Service Revenue
$0
Investment Income
$381,076
Other Revenue
$65,896
All Other Contributions
$1,459,805
Change in Net Assets
$24,591

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,906,777
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$343,534
Total Revenue per Audited Statements
$2,250,311
Total Revenue per Form 990
$1,906,777
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,043,377
Other Expenses$444,216
Total Fundraising Expense$408,452
Salaries, Compensation, and Employee Benefits$394,593
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$776,317--$776,317
Grants to Domestic Individuals$267,060--$267,060
Other Salaries and Wages$54,163$78,603$71,115$203,881
Current Officers, Directors, Trustees, and Key Employees$36,181$51,129$48,296$135,606
Office Expenses$4,753$8,840$86,598$100,191
Conferences and Meetings$1,050$10,248$72,737$84,035
Fees for Service Investment Mgmnt Fees-$33,496-$33,496
Advertising$522$863$27,591$28,976
Payroll Taxes$6,535$10,231$8,756$25,522
Other Employee Benefits$6,859$6,083$11,817$24,759
Other Expenses$-81$10,405$1,785$12,190
Occupancy$2,946$4,449$4,533$11,928
Fees for Services Legal-$3,939$6,950$10,889
Fees for Services Accounting-$10,750-$10,750
Information Technology$1,976$2,984$3,040$8,000
All Other Expenses$2,569$3,946-$6,515
Insurance$1,482$2,238$2,280$6,000
Pension Plan Contributions$1,380$1,643$1,802$4,825
Depreciation Depletion$379$573$583$1,535
Travel--$469$469
Total Functional Expenses$1,164,091$309,643$408,452$1,882,186

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,937,886
Expenses per Audited Statements$1,882,186
Total Expenses per Form 990$1,882,186
Expenses Not Reported on Form 990$55,700
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Arthritis FoundationAtlanta, GA501(c)3Arthritis Education$669,826
Alpha Omicron Pi FraternityBrentwood, TN501(c)3Educational Programs for Members$90,641
Alabama Arthritis FoundationBirmingham, AL501(c)3Arthritis Education$5,000
Arthritis Foundation - Michigan ChapterTroy, MI501(c)3Arthritis Education$5,000
Arthritis Foundation - Tn ChapterNashville, TN501(c)3Arthritis Education$5,000
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
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$240,700
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 11B

“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
Kristie Ryan
Title
Executive Director
Phone
6153700920
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristie Ryan
Formed
1978
Legal Domicile
Tn
Voting Board Members
8
Independent Board Members
8
Employees
9
Volunteers
60

Preparer

Firm
Mullins Clemmons & Mayes Pllc
Address
340 SEVEN SPRINGS WAY SUITE 720, BRENTWOOD, TN 37027
Preparer
Larry Mullins
Phone
6153708576
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Forfeited scholarships & grants 37,433. Reimbursed expenses of officers, employees, or volunteers 18,267.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Forfeited scholarships 37,433. Reimbursed expenses of officers, employees, or volunteers 18,267.”

Raw XML AppendixShowing 400 of 616 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/InformationTechnologyGrp/FundraisingAmt03040
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02984
IRS990/InformationTechnologyGrp/ProgramServicesAmt01976
IRS990/InformationTechnologyGrp/TotalAmt08000
IRS990/InsuranceGrp/FundraisingAmt02280
IRS990/InsuranceGrp/ManagementAndGeneralAmt02238
IRS990/InsuranceGrp/ProgramServicesAmt01482
IRS990/InsuranceGrp/TotalAmt06000
IRS990/InvestmentIncomeGrp/ExclusionAmt0210837
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0210837
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt07264692
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07407000
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021206
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05620
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05296
IRS990/LandBldgEquipCostOrOtherBssAmt026502
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0594785
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ALPHA OMICRON PI FOUNDATION INVESTS IN OUR SISTERS AND INSPIRES A LIFETIME OF GIVING TO INNOVATIVE LEADERSHIP, EDUCATIONAL AND PHILANTHROPIC CAUSES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06948543
IRS990/NetAssetsOrFundBalancesEOYAmt07260968
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0170239
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0170239
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0287834
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04533
IRS990/OccupancyGrp/ManagementAndGeneralAmt04449
IRS990/OccupancyGrp/ProgramServicesAmt02946
IRS990/OccupancyGrp/TotalAmt011928
IRS990/OfficeExpensesGrp/FundraisingAmt086598
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08840
IRS990/OfficeExpensesGrp/ProgramServicesAmt04753
IRS990/OfficeExpensesGrp/TotalAmt0100191
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0102251
IRS990/OtherAssetsTotalGrp/EOYAmt0108361
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011817
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06083
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06859
IRS990/OtherEmployeeBenefitsGrp/TotalAmt024759
IRS990/OtherExpensesGrp/Desc0ADMIN FEE
IRS990/OtherExpensesGrp/Desc1DONOR CULTIVATION
IRS990/OtherExpensesGrp/Desc2PROJECT MGT - RAISER'S
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/FundraisingAmt032175
IRS990/OtherExpensesGrp/FundraisingAmt127925
IRS990/OtherExpensesGrp/FundraisingAmt21785
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt069223
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110405
IRS990/OtherExpensesGrp/ProgramServicesAmt0-81
IRS990/OtherExpensesGrp/TotalAmt069223
IRS990/OtherExpensesGrp/TotalAmt132175
IRS990/OtherExpensesGrp/TotalAmt227844
IRS990/OtherExpensesGrp/TotalAmt312190
IRS990/OtherLiabilitiesGrp/BOYAmt0232168
IRS990/OtherLiabilitiesGrp/EOYAmt0240700
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt065896
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt065896
IRS990/OtherRevenueTotalAmt065896
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt071115
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt078603
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt054163
IRS990/OtherSalariesAndWagesGrp/TotalAmt0203881
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08756
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010231
IRS990/PayrollTaxesGrp/ProgramServicesAmt06535
IRS990/PayrollTaxesGrp/TotalAmt025522
IRS990/PensionPlanContributionsGrp/FundraisingAmt01802
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01643
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01380
IRS990/PensionPlanContributionsGrp/TotalAmt04825
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05462191
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0105124
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt061040
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011280
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09820
IRS990/PrincipalOfficerNm0KRISTIE RYAN
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/ExpenseAmt0265979
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0235800
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/ExpenseAmt0120820
IRS990/ProgSrvcAccomActy3Grp/GrantAmt069467
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/ExpenseAmt056537
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt026360
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01435554
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01107280
IRS990/PYInvestmentIncomeAmt0249475
IRS990/PYOtherExpensesAmt0371216
IRS990/PYOtherRevenueAmt049426
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-154976
IRS990/PYSalariesCompEmpBnftPaidAmt0410935
IRS990/PYTotalExpensesAmt01889431
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01734455
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt024591
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01510975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01526174
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01939409
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01268273
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01545330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07790161
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0209493
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0202135
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0186099
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0184481
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0164138
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0946346
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt021130
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt065896
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt049426
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt021182
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0-36
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0-1096
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0135372
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83800
IRS990ScheduleA/PublicSupportPY170Pct00.83930
IRS990ScheduleA/PublicSupportTotal170Amt07434789
IRS990ScheduleA/SubstantialContributorsTotAmt0355372
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01510975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01526174
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01939409
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01268273
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01545330
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07790161
IRS990ScheduleA/TotalSupportAmt08871879
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/BookValueAmt05296
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021206
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt026502
IRS990ScheduleD/ExpensesNotReportedAmt055700
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01882186
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0287834
IRS990ScheduleD/OtherExpensesIncludedAmt055700
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0240700
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SCHOLARSHIPS PAYABLE
IRS990ScheduleD/OtherRevenueAmt055700
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05084659
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12093769
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2228572
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FIXED INCOME BOND FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CASH EQUIVALENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt0343534
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01906777
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FORFEITED SCHOLARSHIPS & GRANTS 37,433. REIMBURSED EXPENSES OF OFFICERS, EMPLOYEES, OR VOLUNTEERS 18,267.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FORFEITED SCHOLARSHIPS 37,433. REIMBURSED EXPENSES OF OFFICERS, EMPLOYEES, OR VOLUNTEERS 18,267.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05296
IRS990ScheduleD/TotalBookValueSecuritiesAmt07407000
IRS990ScheduleD/TotalExpensesPerForm990Amt01882186
IRS990ScheduleD/TotalLiabilityAmt0240700
IRS990ScheduleD/TotalRevenuePerForm990Amt01906777
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02250311
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01937886
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0240700
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt15101
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2169

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,439,428
Liabilities
$1,178,460
Net assets
$7,260,968
Revenue
$1,906,777
Expenses
$1,882,186
Net income
$24,591
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
2019Detailed filing. Detailed filing data is available for this year.$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