Civic Intelligence

Alpha Delta Pi Foundation Inc.

990 • Fiscal year 2016 • EIN 58-1507941

Aug 01, 2015 to Jul 31, 2016 • Filed on Apr 05, 2017

1386 Ponce DE Leon Ave NEAtlanta, GA 30306

(404) 378-3164

Siviq Scores

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

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

9th percentile

0.02x

Higher debt load relative to revenue than 9% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

89th percentile

28%

Faster asset growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

32%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Up

$10,378,854

Up $2,258,692 (+28%) from 2015

Net Assets

Up

$10,318,968

Up $2,274,025 (+28%) from 2015

Liabilities

Down

$59,886

Down $15,333 (-20%) from 2015

Revenue

Up

$3,819,522

Up $920,515 (+32%) from 2015

Expenses

Up

$1,719,262

Up $379,715 (+28%) from 2015

Net Income

Up

$2,100,260

Up $540,800 (+35%) from 2015

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $4,148,250Liabilities 2011: $1,221Net Assets 2011: $4,147,0292011Assets 2012: $4,414,764Liabilities 2012: $10,228Net Assets 2012: $4,404,5362012Assets 2013: $5,328,709Liabilities 2013: $28,848Net Assets 2013: $5,299,8612013Assets 2014: $6,431,499Liabilities 2014: $4,606Net Assets 2014: $6,426,8932014Assets 2015: $8,120,162Liabilities 2015: $75,219Net Assets 2015: $8,044,9432015Assets 2016: $10,378,854Liabilities 2016: $59,886Net Assets 2016: $10,318,9682016Assets 2017: $12,392,860Liabilities 2017: $84,816Net Assets 2017: $12,308,0442017Assets 2018: $14,521,913Liabilities 2018: $133,028Net Assets 2018: $14,388,8852018Assets 2019: $15,452,559Liabilities 2019: $110,824Net Assets 2019: $15,341,7352019Assets 2020: $17,615,748Liabilities 2020: $195,191Net Assets 2020: $17,420,5572020Assets 2021: $22,074,561Liabilities 2021: $89,883Net Assets 2021: $21,984,6782021Assets 2022: $21,876,237Liabilities 2022: $127,089Net Assets 2022: $21,749,1482022Assets 2023: $23,469,479Liabilities 2023: $115,510Net Assets 2023: $23,353,9692023Assets 2024: $27,500,077Liabilities 2024: $485,433Net Assets 2024: $27,014,6442024Assets 2025: $27,646,752Liabilities 2025: $176,358Net Assets 2025: $27,470,3942025

Highlighted filing

2016

Assets$10,378,854
Liabilities$59,886
Net Assets$10,318,968

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $783,270Expenses 2011: $620,073Net Income 2011: $163,1972011Revenue 2012: $1,047,030Expenses 2012: $661,152Net Income 2012: $385,8782012Revenue 2013: $1,505,724Expenses 2013: $864,510Net Income 2013: $641,2142013Revenue 2014: $2,479,728Expenses 2014: $996,882Net Income 2014: $1,482,8462014Revenue 2015: $2,899,007Expenses 2015: $1,339,547Net Income 2015: $1,559,4602015Revenue 2016: $3,819,522Expenses 2016: $1,719,262Net Income 2016: $2,100,2602016Revenue 2017: $2,513,117Expenses 2017: $1,008,156Net Income 2017: $1,504,9612017Revenue 2018: $3,165,930Expenses 2018: $1,173,833Net Income 2018: $1,992,0972018Revenue 2019: $3,672,144Expenses 2019: $2,614,428Net Income 2019: $1,057,7162019Revenue 2020: $4,304,680Expenses 2020: $2,463,989Net Income 2020: $1,840,6912020Revenue 2021: $6,779,700Expenses 2021: $3,318,909Net Income 2021: $3,460,7912021Revenue 2022: $5,695,284Expenses 2022: $3,156,254Net Income 2022: $2,539,0302022Revenue 2023: $3,734,496Expenses 2023: $2,973,562Net Income 2023: $760,9342023Revenue 2024: $5,162,881Expenses 2024: $3,318,978Net Income 2024: $1,843,9032024Revenue 2025: $4,668,365Expenses 2025: $4,770,382Net Income 2025: -$102,0172025

Highlighted filing

2016

Revenue$3,819,522
Expenses$1,719,262
Net Income$2,100,260
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Apr 5, 2017
Return Version
2015v3.0
Gross Receipts
$6,147,644
Mission and Program Overview

Mission

Established in 1983, the alpha delta pi foundation accepts tax deductible gifts to provide essential resources for alpha delta pi sorority's educational, leadership and philanthropic activities. The foundation funds a variety of opportunities that benefit alpha delta pi sorority and its members as well as the preservation of monuments and memorials that are unique to alpha delta pi sorority's place in history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,658,302$7,659,118▲ $1,000,816
Pledges and Grants Receivable$1,012,351$1,726,389▲ $714,038
Savings and Temporary Cash Investments$228,217$825,629▲ $597,412
Cash and Non-Interest-Bearing Accounts$205,308$160,027▼ $45,281
Prepaid Expenses and Deferred Charges$10,576--
Land, Buildings, and Equipment, Net$2,016$1,341▼ $675
Total Assets$8,120,162$10,378,854▲ $2,258,692
Other Assets Total$3,392$6,350▲ $2,958
Liabilities
Other Liabilities$27,879$47,198▲ $19,319
Accounts Payable and Accrued Expenses$47,340$12,688▼ $34,652
Total Liabilities$75,219$59,886▼ $15,333
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,562,233$4,524,878▲ $962,645
Temporarily Rstr Net Assets$2,630,847$4,327,802▲ $1,696,955
Unrestricted Net Assets$1,851,863$1,466,288▼ $385,575
Total Net Assets Fund Balance$8,044,943$10,318,968▲ $2,274,025
Total Liabilities and Net Assets / Fund Balance$8,120,162$10,378,854▲ $2,258,692

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,341$10,744$12,085

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$6,484,048$3,018,584▲ $260,951-$9,234,316
2014$5,082,250$1,387,659▲ $175,710-$6,484,048
2013$4,236,465$755,159▲ $247,713-$5,082,250
2012$3,609,114$420,712▲ $476,062-$4,236,465
2011$3,355,998$444,867▲ $13,755-$3,609,114
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$3,691,568
Program Service Revenue
$0
Investment Income
$127,954
Other Revenue
$0
All Other Contributions
$3,691,568
Change in Net Assets
$2,100,260

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded8$155,305
Total Noncash Contributions8$155,305

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,819,522
Revenue Not Reported on Form 990
$173,765
Total Revenue per Audited Statements
$3,993,287
Total Revenue per Form 990
$3,819,522
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$727,756
Grants and Similar Amounts Paid$549,285
Salaries, Compensation, and Employee Benefits$356,576
Total Fundraising Expense$325,652
Professional Fundraising Fees$85,645

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$383,585--$383,585
Other Salaries and Wages$158,738$96,488$56,025$311,251
Grants to Domestic Individuals$165,700--$165,700
All Other Expenses$2,026$73,842$27,875$103,743
Fees for Services Professional Fundraising--$85,645$85,645
Fees for Service Investment Mgmnt Fees-$64,566-$64,566
Office Expenses-$7,002$48,998$56,000
Travel$3,126$19,891$21,397$44,414
Fees for Services Other--$43,770$43,770
Other Employee Benefits$12,186$7,407$4,300$23,893
Fees for Services Accounting-$22,000-$22,000
Payroll Taxes$10,930$6,644$3,858$21,432
Other Expenses$1,632$1,697$17,302$17,302
Conferences and Meetings$3,276$6,029-$9,305
Fees for Services Legal-$6,201-$6,201
Occupancy-$4,092-$4,092
Depreciation Depletion-$1,819-$1,819
Total Functional Expenses$762,727$630,883$325,652$1,719,262

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,719,262
Total Expenses per Audited Statements$1,719,262
Total Expenses per Form 990$1,719,262
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Delta Pi International HousinAtlanta, GA2Educationalhousing$221,181
Alpha Delta Pi SororityAtlanta, GA7Support Educ Program$145,279
Other Orgs Less Than 5000---$17,125
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$85,645
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Obligations$47,198
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 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, Page 6, Part VI, Line 11B

Form 990 is reviewed by the executive director, business manager, vice president of finance and investment committee chair and then submitted to the board for approval.

Form 990, Page 6, Part VI, Line 12C

The board of trustees is very aware of conflict of interest as it helps maintain the reputation of excellence and high standards that is instilled in its members. Board members are well versed in policy protocol, and are conscientious in bringing the subject up at meetings.

Form 990, Page 6, Part VI, Line 15A

The board must approve and vote on the salaries of all officers and key employees who receive a salary.

Form 990, Page 6, Part VI, Line 17

Kentucky, louisiana, maine, maryland, massachusetts, michigan, minnesota, mississippi, missouri, new hampshire, new jersey, new mexico, new york, north carolina, ohio, oklahoma, oregon, pennsylvania, rhode island, south carolina, tennessee, utah, virginia, washington, west virginia, wisconsin

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Alpha Delta Pi Foundation
EIN
58-1507941
Phone
4043783164
Address
1386 PONCE DE LEON AVE NE, ATLANTA, GA 30306

Signing Officer

Name
Barbara Kinter Kunkel
Title
VP of Finance
Phone
4043783164
Signed
2017-04-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawn Victor-herring
Formed
1983
Legal Domicile
Ga
Voting Board Members
8
Independent Board Members
8
Employees
5
Volunteers
62

Preparer

Firm
Mckelvey and Russell LLC
Address
PO BOX 1026, DECATUR, GA 30031-1026
Preparer
Ron Russell
Phone
4043789077
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Established in 1983, the alpha delta pi foundation accepts tax deductible gifts to provide essential resources for alpha delta pi sorority's educational, leadership and philanthropic activities. The foundation funds a variety of opportunities that benefit alpha delta pi sorority and its members as well as the preservation of monuments and memorials that are unique to alpha delta pi sorority's place in history.

Form 990, Page 1, Part I, Line 6

Volunteers support various fundraising activities

Form 990, Page 2, Part III, Line 4D

The foundation made grants supporting chapter specific leadership and educational programming; grants to support the needy and gifts to universities

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IRS990/NetAssetsOrFundBalancesEOYAmt010318968
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-34750
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-34750
IRS990/NetUnrlzdGainsLossesInvstAmt0173765
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0155305
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IRS990/OccupancyGrp/TotalAmt04092
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IRS990/OfficeExpensesGrp/TotalAmt056000
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03392
IRS990/OtherAssetsTotalGrp/EOYAmt06350
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04300
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07407
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt012186
IRS990/OtherEmployeeBenefitsGrp/TotalAmt023893
IRS990/OtherExpensesGrp/Desc0UNFULFILLED PLEDGES
IRS990/OtherExpensesGrp/Desc1MARKETING AND MEMBERSHIP
IRS990/OtherExpensesGrp/Desc2POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/Desc3DONOR CULTIVATION
IRS990/OtherExpensesGrp/FundraisingAmt016482
IRS990/OtherExpensesGrp/FundraisingAmt117302
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0313205
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11697
IRS990/OtherExpensesGrp/ProgramServicesAmt021528
IRS990/OtherExpensesGrp/ProgramServicesAmt11632
IRS990/OtherExpensesGrp/TotalAmt0313205
IRS990/OtherExpensesGrp/TotalAmt121528
IRS990/OtherExpensesGrp/TotalAmt219811
IRS990/OtherExpensesGrp/TotalAmt317302
IRS990/OtherLiabilitiesGrp/BOYAmt027879
IRS990/OtherLiabilitiesGrp/EOYAmt047198
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt056025
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt096488
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0158738
IRS990/OtherSalariesAndWagesGrp/TotalAmt0311251
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03858
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06644
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IRS990/PayrollTaxesGrp/TotalAmt021432
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03562233
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04524878
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01012351
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01726389
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IRS990/PrincipalOfficerNm0DAWN VICTOR-HERRING
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt0160379
IRS990/ProgSrvcAccomActy3Grp/Desc0THE FOUNDATION MADE AN EDUCATIONAL HOUSING CONSTRUCTION GRANT TO ALPHA DELTA PI INTERNATIONAL HOUSING, INC.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0307128
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0221181
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IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt066775
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IRS990/PYContributionsGrantsAmt02738858
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0231750
IRS990/PYInvestmentIncomeAmt0160149
IRS990/PYOtherExpensesAmt0664746
IRS990/PYRevenuesLessExpensesAmt01559460
IRS990/PYSalariesCompEmpBnftPaidAmt0326922
IRS990/PYTotalExpensesAmt01339547
IRS990/PYTotalProfFndrsngExpnsAmt0116129
IRS990/PYTotalRevenueAmt02899007
IRS990/ReconcilationRevenueExpnssAmt02100260
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0228217
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0825629
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03691568
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02738858
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01791955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01128879
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0910221
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010261481
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0162704
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0136373
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0168972
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0123934
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0124000
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0715983
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0162704
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0136373
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0168972
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0123934
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0124000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0715983
IRS990ScheduleA/InvestmentIncomeCYPct00.07000
IRS990ScheduleA/InvestmentIncomePYPct00.08000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93480
IRS990ScheduleA/PublicSupportPY509Pct00.91820
IRS990ScheduleA/PublicSupportTotal509Amt010261481
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03691568
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02738858
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01791955
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01128879
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0910221
IRS990ScheduleA/Total509Grp/TotalAmt010261481
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03854272
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02875231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01960927
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01252813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01034221
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010977464
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.04130
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06484048
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03018584
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09234316
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0529267
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0260951
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05082250
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01387659
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06484048
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0161571
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0175710
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04236465
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0755159
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05082250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0157087
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0247713
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03609114
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0420712
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04236465
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0269423
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0476062
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03355998
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0444867
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03609114
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0205506
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt013755
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01719262
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0173765
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01341
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010744
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012085
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt047198
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY OBLIGATIONS
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IRS990ScheduleD/RevenueNotReportedAmt0173765
IRS990ScheduleD/RevenueSubtotalAmt03819522
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.46870
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01341
IRS990ScheduleD/TotalExpensesPerForm990Amt01719262
IRS990ScheduleD/TotalLiabilityAmt047198
IRS990ScheduleD/TotalRevenuePerForm990Amt03819522
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03993287
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01719262
IRS990ScheduleG/AgrmtProfFundraisingActyInd0true
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0PLEDGES
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt01635156
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt01549511
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0SINCLAIR TOWNES AND COMPANY
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt085645
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0670 VILLAGE TRACE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine2Txt0NO 19 A
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0MARIETTA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0GA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd030067
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0GA
IRS990ScheduleG/LicensedStatesCd1AL
IRS990ScheduleG/LicensedStatesCd2AK
IRS990ScheduleG/LicensedStatesCd3AZ
IRS990ScheduleG/LicensedStatesCd4AR
IRS990ScheduleG/LicensedStatesCd5CA
IRS990ScheduleG/LicensedStatesCd6CO
IRS990ScheduleG/LicensedStatesCd7CT
IRS990ScheduleG/LicensedStatesCd8DC
IRS990ScheduleG/LicensedStatesCd9FL
IRS990ScheduleG/LicensedStatesCd10HI
IRS990ScheduleG/LicensedStatesCd11IL
IRS990ScheduleG/LicensedStatesCd12KS
IRS990ScheduleG/LicensedStatesCd13KY
IRS990ScheduleG/LicensedStatesCd14LA
IRS990ScheduleG/LicensedStatesCd15ME
IRS990ScheduleG/LicensedStatesCd16MD

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.6$0.18$27.5$4.67$4.77$0.10
2024Detailed filing. Detailed filing data is available for this year.$27.5$0.49$27.0$5.16$3.32$1.84
2023Detailed filing. Detailed filing data is available for this year.$23.5$0.12$23.4$3.73$2.97$0.76
2022Detailed filing. Detailed filing data is available for this year.$21.9$0.13$21.7$5.70$3.16$2.54
2021Detailed filing. Detailed filing data is available for this year.$22.1$0.09$22.0$6.78$3.32$3.46
2020Detailed filing. Detailed filing data is available for this year.$17.6$0.20$17.4$4.30$2.46$1.84
2019Detailed filing. Detailed filing data is available for this year.$15.5$0.11$15.3$3.67$2.61$1.06
2018Detailed filing. Detailed filing data is available for this year.$14.5$0.13$14.4$3.17$1.17$1.99
2017Detailed filing. Detailed filing data is available for this year.$12.4$0.08$12.3$2.51$1.01$1.50
2016Detailed filing. Detailed filing data is available for this year.$10.4$0.06$10.3$3.82$1.72$2.10
2015Detailed filing. Detailed filing data is available for this year.$8.12$0.08$8.04$2.90$1.34$1.56
2014Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$2.48$1.00$1.48
2013Summary only. Only limited summary data is available for this year.$5.33$0.03$5.30$1.51$0.86$0.64
2012Summary only. Only limited summary data is available for this year.$4.41$0.01$4.40$1.05$0.66$0.39
2011Summary only. Only limited summary data is available for this year.$4.15$0.00$4.15$0.78$0.62$0.16