Civic Intelligence

Chi Phi Educational Trust

990 • Fiscal year 2015 • EIN 58-6035103

Jul 01, 2014 to Jun 30, 2015 • Filed on May 14, 2016

Organization ProfileWWW.CHIPHI.ORG

View Organization Page

1160 Satellite BlvdSuwanee, GA 30024

(404) 231-1824

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

35th percentile

0.05x

Higher debt load relative to revenue than 35% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

18th percentile

-14%

Higher net margin than 18% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

28th percentile

-3.6%

Faster asset growth than 28% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

16th percentile

-17%

Faster revenue growth than 16% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$4,874,554

Down $181,336 (-3.6%) from 2014

Net Assets

Down

$4,837,371

Down $59,889 (-1.2%) from 2014

Liabilities

Down

$37,183

Down $121,447 (-77%) from 2014

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin18th percentile

Revenue

Down

$744,204

Down $154,540 (-17%) from 2014

Expenses

Down

$846,323

Down $255,991 (-23%) from 2014

Net Income

Up

-$102,119

Up $101,451 (+50%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,586,710Liabilities 2011: $126,254Net Assets 2011: $5,460,4562011Assets 2012: $4,820,159Liabilities 2012: $76,694Net Assets 2012: $4,743,4652012Assets 2013: $4,877,014Liabilities 2013: $131,727Net Assets 2013: $4,745,2872013Assets 2014: $5,055,890Liabilities 2014: $158,630Net Assets 2014: $4,897,2602014Assets 2015: $4,874,554Liabilities 2015: $37,183Net Assets 2015: $4,837,3712015Assets 2016: $4,576,441Liabilities 2016: $84,457Net Assets 2016: $4,491,9842016Assets 2017: $4,931,788Liabilities 2017: $42,201Net Assets 2017: $4,889,5872017Assets 2018: $5,111,127Liabilities 2018: $65,246Net Assets 2018: $5,045,8812018Assets 2019: $5,118,087Liabilities 2019: $91,536Net Assets 2019: $5,026,5512019Assets 2020: $4,880,367Liabilities 2020: $69,114Net Assets 2020: $4,811,2532020Assets 2021: $5,395,121Liabilities 2021: $40,879Net Assets 2021: $5,354,2422021Assets 2022: $4,382,134Liabilities 2022: $24,338Net Assets 2022: $4,357,7962022Assets 2023: $5,692,040Liabilities 2023: $84,532Net Assets 2023: $5,607,5082023Assets 2024: $6,260,389Liabilities 2024: $193,810Net Assets 2024: $6,066,5792024

Highlighted filing

2015

Assets$4,874,554
Liabilities$37,183
Net Assets$4,837,371
Open 2015 Filing

Operations Trend

Revenue Growth16th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $656,505Expenses 2011: $950,454Net Income 2011: -$293,9492011Revenue 2012: $1,520,592Expenses 2012: $1,783,248Net Income 2012: -$262,6562012Revenue 2013: $921,239Expenses 2013: $1,187,739Net Income 2013: -$266,5002013Revenue 2014: $898,744Expenses 2014: $1,102,314Net Income 2014: -$203,5702014Revenue 2015: $744,204Expenses 2015: $846,323Net Income 2015: -$102,1192015Revenue 2016: $863,023Expenses 2016: $1,209,541Net Income 2016: -$346,5182016Revenue 2017: $1,224,658Expenses 2017: $833,519Net Income 2017: $391,1392017Revenue 2018: $913,795Expenses 2018: $777,725Net Income 2018: $136,0702018Revenue 2019: $815,619Expenses 2019: $834,949Net Income 2019: -$19,3302019Revenue 2020: $563,234Expenses 2020: $677,731Net Income 2020: -$114,4972020Revenue 2021: $556,998Expenses 2021: $899,460Net Income 2021: -$342,4622021Revenue 2022: $583,650Expenses 2022: $868,936Net Income 2022: -$285,2862022Revenue 2023: $893,446Expenses 2023: $1,075,509Net Income 2023: -$182,0632023Revenue 2024: $1,361,156Expenses 2024: $1,164,874Net Income 2024: $196,2822024

Highlighted filing

2015

Revenue$744,204
Expenses$846,323
Net Income-$102,119
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 14, 2016
Return Version
2014v6.0
Gross Receipts
$817,070
Mission and Program Overview

Mission

To build better men and change lives by promoting scholarship, developing character, improving educational facilities and supporting charitable causes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,939,582$1,944,599▲ $5,017
Investments Other Securities$1,669,701$1,696,731▲ $27,030
Land, Buildings, and Equipment, Net$979,163$948,160▼ $31,003
Other Notes and Loans Receivable, Net$333,909$164,868▼ $169,041
Prepaid Expenses and Deferred Charges$15,810$15,738▼ $72
Cash and Non-Interest-Bearing Accounts$28,470$13,072▼ $15,398
Total Assets$5,055,890$4,874,554▼ $181,336
Other Assets Total$89,255$91,386▲ $2,131
Liabilities
Accounts Payable and Accrued Expenses$104,862$19,337▼ $85,525
Deferred Revenue$11,000$11,000→ $0
Other Liabilities$42,768$6,846▼ $35,922
Total Liabilities$158,630$37,183▼ $121,447
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,161,099$3,354,816▲ $193,717
Unrestricted Net Assets$1,373,480$1,098,683▼ $274,797
Permanently Rstr Net Assets$362,681$383,872▲ $21,191
Total Net Assets Fund Balance$4,897,260$4,837,371▼ $59,889
Total Liabilities and Net Assets / Fund Balance$5,055,890$4,874,554▼ $181,336

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$732,830$266,636$999,466
Leasehold Improvements$105,376$26,264$131,640
Equipment$46,054$36,893$82,947
Land$63,900-$63,900
Other Securities$376,935--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$591,153$43,366▲ $19,491$0$593,179
2013$585,761$250,358▲ $162,914$0$591,153
2012$524,727$26,868▲ $51,190$597$584,567
2011$527,430$25,936▼ $14,971$8,176$508,375
2010$474,999$10,832▲ $65,903$0$527,430
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
John McelderryVice-chairman
Dan TurnerTrustee
Dave SkeltonTrustee
Fran NolanTrustee
Ken FredericksTrustee
Mark OrdeskyTrustee
Michael DeverTrustee
Perry PirschTrustee
Scott HendersonTrustee
Christopher ShulerChariman
Hans U StuckiSecretary
John HutzlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$584,257
Program Service Revenue
$8,397
Investment Income
$134,148
Other Revenue
$17,402
All Other Contributions
$584,257
Change in Net Assets
$-102,119

Audited Revenue Reconciliation

Revenue per Audited Statements
$806,887
Revenue Not Reported on Financial Statements
$-62,683
Revenue Not Reported on Form 990
$42,230
Other Revenue Adjustments
$-62,683
Total Revenue per Audited Statements
$849,117
Total Revenue per Form 990
$744,204
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$377,119
Other Expenses$278,090
Total Fundraising Expense$237,681
Salaries, Compensation, and Employee Benefits$111,452
Professional Fundraising Fees$79,662

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$203,797--$203,797
Grants to Domestic Individuals$173,322--$173,322
Other Salaries and Wages$29,801$29,420$50,681$109,902
Fees for Services Professional Fundraising--$79,662$79,662
Fees for Services Accounting$6,234$32,709$3,920$42,863
Information Technology$11,210$11,709$9,986$32,905
Office Expenses$10,091$8,539$13,806$32,436
Travel$4,012$5,291$18,589$27,892
Fees for Service Investment Mgmnt Fees$1,384$18,656-$20,040
Occupancy$5,690$10,296$1,174$17,160
All Other Expenses$2,133$11,368$3,276$16,777
Conferences and Meetings$9,435$3,884-$13,319
Depreciation Depletion-$9,462-$9,462
Other Expenses$0$6,558$1,860$8,418
Insurance$490$1,303-$1,793
Pension Plan Contributions-$1,550-$1,550
Total Functional Expenses$457,599$151,043$237,681$846,323

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$909,006
Expenses per Audited Statements$846,323
Total Expenses per Form 990$846,323
Expenses Not Reported on Form 990$62,683
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Chi Phi Fraternity IncSuwanee, GA501(c)(7)Trust Administrative Support and Educational Purposes$199,643
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$79,662
Fundraising Gross Income$8,585
Fundraising Direct Expenses$3,068
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 Fraternity$6,846
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
No
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 B, Line 11

“After a draft version of the form 990 has been prepared, the draft is sent to the board of trustees. Subsequent to the distribution of the draft form 990, trustees discuss any issues or concerns they may have with the draft form 990. Once approved, the preparer is then notified and authorized to prepare the final version of the form 990. The final form 990 is signed by an officer and filed with the irs.”

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

“The board of trustees must complete the conflict of interest form annually acknowledging that no conflicts of interest exist. The trust acts appropriately when a conflict is identified by any trustee.”

Form 990, Part VI, Section C, Line 19

“This information is made available upon request and on the trust's website.”

Filing and Contact Details

Filer

Filer Name
Chi Phi Educational Trust
EIN
58-6035103
Phone
4042311824
Address
1160 SATELLITE BLVD, SUWANEE, GA 30024

Signing Officer

Name
Christopher Shuler
Title
Chairman
Phone
4042311824
Signed
2016-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Shuler
Formed
1930
Legal Domicile
Ga
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
84

Preparer

Firm
Warren Averett LLC
Address
SIX CONCOURSE PARKWAY SUITE 600, ATLANTA, GA 30328
Preparer
E Wayne Williams Jr
Phone
7703961100
Supplemental Narrative

Additional Explanations

FORM 990, PART V, LINES 2A AND 2B:

“The trust utilizes two employees but does not report any employees on form w-3. The trust utilizes an employee of the chi phi national fraternity and an employee of omega financial. The chi phi national fraternity and omega financial file all required federal employment tax returns for these employees.”

Financial Statement Notes

PART V, LINE 4:

“The trust's endowment consists of approximately 16 donor-restricted individual funds established for a variety of purposes.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Direct fundraising expenses -3,068. Direct rental expenses -59,615.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expenses 3,068. Direct rental expenses 59,615.”

Raw XML AppendixShowing 400 of 628 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/InfoInScheduleOPartVInd0X
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011709
IRS990/InformationTechnologyGrp/ProgramServicesAmt011210
IRS990/InformationTechnologyGrp/TotalAmt032905
IRS990/InsuranceGrp/ManagementAndGeneralAmt01303
IRS990/InsuranceGrp/ProgramServicesAmt0490
IRS990/InsuranceGrp/TotalAmt01793
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt068484
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01696731
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt01944599
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt0948160
IRS990/LandBldgEquipCostOrOtherBssAmt01277953
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010183
IRS990/LessRentalExpensesGrp/RealAmt059615
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO BUILD BETTER MEN AND CHANGE LIVES BY PROMOTING SCHOLARSHIP, DEVELOPING CHARACTER, IMPROVING EDUCATIONAL FACILITIES AND SUPPORTING CHARITABLE CAUSES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt04837371
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt065664
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt065664
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt05517
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt05517
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt011885
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt011885
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt042230
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01174
IRS990/OccupancyGrp/ManagementAndGeneralAmt010296
IRS990/OccupancyGrp/ProgramServicesAmt05690
IRS990/OccupancyGrp/TotalAmt017160
IRS990/OfficeExpensesGrp/FundraisingAmt013806
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08539
IRS990/OfficeExpensesGrp/ProgramServicesAmt010091
IRS990/OfficeExpensesGrp/TotalAmt032436
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt089255
IRS990/OtherAssetsTotalGrp/EOYAmt091386
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CHAKETT COSTS
IRS990/OtherExpensesGrp/Desc1ANNUAL APPEAL EXPENSE
IRS990/OtherExpensesGrp/Desc2ADMINISTRATION FEES
IRS990/OtherExpensesGrp/Desc3ANNUITY PAYMENTS
IRS990/OtherExpensesGrp/FundraisingAmt023961
IRS990/OtherExpensesGrp/FundraisingAmt121612
IRS990/OtherExpensesGrp/FundraisingAmt29154
IRS990/OtherExpensesGrp/FundraisingAmt31860
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0298
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16558
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/TotalAmt024259
IRS990/OtherExpensesGrp/TotalAmt121612
IRS990/OtherExpensesGrp/TotalAmt29154
IRS990/OtherExpensesGrp/TotalAmt38418
IRS990/OtherLiabilitiesGrp/BOYAmt042768
IRS990/OtherLiabilitiesGrp/EOYAmt06846
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt050681
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt029420
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt029801
IRS990/OtherSalariesAndWagesGrp/TotalAmt0109902
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0333909
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0164868
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01550
IRS990/PensionPlanContributionsGrp/TotalAmt01550
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0362681
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0383872
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015810
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015738
IRS990/PrincipalOfficerNm0CHRISTOPHER SHULER
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST - CHAPTER LOA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08397
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08397
IRS990/ProgSrvcAccomActy2Grp/Desc0THE CHI PHI EDUCATIONAL TRUST HELPED BUILD BETTER MEN AND POSITION STUDENTS FOR SUCCESS BY PROVIDING 26 ACADEMIC SCHOLARSHIPS. THESE SCHOLARSHIPS ARE AVAILABLE TO NEARLY 2,000 STUDENTS. THE TRUST ALSO AWARDED EDUCATIONAL GRANTS TO TRAIN 46 CHAPTER PRESIDENTS AT THE CHI PHI ALPHAS ACADEMY, AND THE TRUST PROVIDED 48 EDUCATIONAL GRANTS TO TRAIN UP-AND-COMING STUDENT LEADERS THROUGH THE FIVE-DAY COLLEGE OF EXCELLENCE PROGRAM. THE TRUST AWARDED GRANTS TO 438 STUDENTS TO ATTEND THE REGIONAL LEADERSHIP ALLIANCES AND CONDUCTED 86 TWO TO FIVE-DAY TRAINING PROGRAMS FOR MORE THAN 1,600 STUDENTS AND NEARLY 200 STUDENT LEADERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0173322
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0173322
IRS990/ProgSrvcAccomActy3Grp/Desc0THE CHI PHI EDUCATIONAL TRUST PUBLISHES SEVERAL EDUCATIONAL PUBLICATIONS ON AN ANNUAL BASIS; A TRAINING GUIDE TO 500 NEW STUDENTS, AN INSTRUCTOR'S MANUAL FOR EDUCATORS AND FACILITATORS AND PORTION OF THE CHAKETT MAGAZINE WHICH IS DISTRIBUTED TWICE PER YEAR TO MORE THAN 25,000 PEOPLE FOR INFORJATIONAL AND INSTRUCTIONAL PURPOSES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt028674
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt051806
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt08397
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0677322
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0639991
IRS990/PYInvestmentIncomeAmt0191808
IRS990/PYOtherExpensesAmt0230588
IRS990/PYOtherRevenueAmt013307
IRS990/PYProgramServiceRevenueAmt016307
IRS990/PYRevenuesLessExpensesAmt0-203570
IRS990/PYSalariesCompEmpBnftPaidAmt0144857
IRS990/PYTotalExpensesAmt01102314
IRS990/PYTotalProfFndrsngExpnsAmt086878
IRS990/PYTotalRevenueAmt0898744
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-102119
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt011885
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0584257
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0677322
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0685747
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01132524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0458039
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03537889
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0139984
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0134168
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt079249
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0164255
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0115672
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0633328
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt095029
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0326776
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0326776
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78560
IRS990ScheduleA/PublicSupportPY170Pct00.83470
IRS990ScheduleA/PublicSupportTotal170Amt03537889
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0584257
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0677322
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0685747
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01132524
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0458039
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03537889
IRS990ScheduleA/TotalSupportAmt04503510
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt05517
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt05517
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0732830
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0266636
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0999466
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0591153
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt043366
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0593179
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt060831
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt019491
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0585761
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0250358
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0591153
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0407880
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0162914
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt00
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt026868
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0584567
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt051190
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0597
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0527430

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,874,554
Liabilities
$37,183
Net assets
$4,837,371
Revenue
$744,204
Expenses
$846,323
Net income
-$102,119
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.26$0.19$6.07$1.36$1.16$0.20
2023Summary only. Only limited summary data is available for this year.$5.69$0.08$5.61$0.89$1.08$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.02$4.36$0.58$0.87$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$0.04$5.35$0.56$0.90$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.88$0.07$4.81$0.56$0.68$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.12$0.09$5.03$0.82$0.83$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.11$0.07$5.05$0.91$0.78$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.04$4.89$1.22$0.83$0.39
2016Summary only. Only limited summary data is available for this year.$4.58$0.08$4.49$0.86$1.21$0.35
2015Detailed filing. Detailed filing data is available for this year.$4.87$0.04$4.84$0.74$0.85$0.10
2014Summary only. Only limited summary data is available for this year.$5.06$0.16$4.90$0.90$1.10$0.20
2013Summary only. Only limited summary data is available for this year.$4.88$0.13$4.75$0.92$1.19$0.27
2012Summary only. Only limited summary data is available for this year.$4.82$0.08$4.74$1.52$1.78$0.26
2011Summary only. Only limited summary data is available for this year.$5.59$0.13$5.46$0.66$0.95$0.29