Civic Intelligence

Chi Phi Educational Trust

990 • Fiscal year 2016 • EIN 58-6035103

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 22, 2017

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

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

49th percentile

0.10x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

9th percentile

-40%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

19th percentile

-6.1%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

73rd percentile

16%

Faster revenue growth than 73% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets30th percentile

Assets

Flat

$4,576,441

Flat from 2016

Net Assets

Flat

$4,491,984

Flat from 2016

Liabilities

Flat

$84,457

Flat from 2016

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin9th percentile

Revenue

Flat

$863,023

Flat from 2016

Expenses

Flat

$1,209,541

Flat from 2016

Net Income

Flat

-$346,518

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th 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 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

2016

Assets$4,576,441
Liabilities$84,457
Net Assets$4,491,984
Open 2016 Filing

Operations Trend

Revenue Growth73rd 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 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

2016

Revenue$863,023
Expenses$1,209,541
Net Income-$346,518
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 22, 2017
Return Version
2015v3.0
Gross Receipts
$1,802,902
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$1,944,599$1,820,061▼ $124,538
Investments Other Securities$1,696,731$1,500,205▼ $196,526
Land, Buildings, and Equipment, Net$948,160$903,968▼ $44,192
Other Notes and Loans Receivable, Net$164,868$151,762▼ $13,106
Cash and Non-Interest-Bearing Accounts$13,072$87,031▲ $73,959
Prepaid Expenses and Deferred Charges$15,738$15,906▲ $168
Total Assets$4,874,554$4,576,441▼ $298,113
Other Assets Total$91,386$97,508▲ $6,122
Liabilities
Accounts Payable and Accrued Expenses$19,337$61,515▲ $42,178
Other Liabilities$6,846$20,192▲ $13,346
Deferred Revenue$11,000$2,750▼ $8,250
Total Liabilities$37,183$84,457▲ $47,274
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,354,816$3,110,412▼ $244,404
Unrestricted Net Assets$1,098,683$981,315▼ $117,368
Permanently Rstr Net Assets$383,872$400,257▲ $16,385
Total Net Assets Fund Balance$4,837,371$4,491,984▼ $345,387
Total Liabilities and Net Assets / Fund Balance$4,874,554$4,576,441▼ $298,113

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$699,514$299,952$999,466
Leasehold Improvements$100,024$31,616$131,640
Equipment$40,530$42,417$82,947
Land$63,900-$63,900
Other Securities$340,409--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$593,179$650,370▼ $28,761-$839,555
2014$591,153$43,366▲ $19,491-$593,179
2013$585,761$250,358▲ $162,914-$591,153
2012$524,727$26,868▲ $51,190$597$584,567
2011$527,430$25,936▼ $14,971$8,176$508,375
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Christopher ShulerChairman
H Michael DeverVice-Chairman
Daniel TurnerTrustee
George MacDonaldTrustee
Hans U StuckiTrustee
John HutzlerTrustee
John McElderryTrustee
Kenneth FredericksTrustee
Mark OrdeskyTrustee
Perry PirschTrustee
Robert RaminTrustee
Scott HendersonTrustee
Francis NolanSecretary
David SkeltonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$952,468
Program Service Revenue
$8,386
Investment Income
$-111,398
Other Revenue
$13,567
All Other Contributions
$952,468
Change in Net Assets
$-346,518

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$108,455Fair Market Value (FMV)
Total Noncash Contributions2$108,455-

Audited Revenue Reconciliation

Revenue per Audited Statements
$920,956
Revenue Not Reported on Financial Statements
$-57,933
Revenue Not Reported on Form 990
$1,131
Other Revenue Adjustments
$-57,933
Total Revenue per Audited Statements
$922,087
Total Revenue per Form 990
$863,023
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$795,368
Other Expenses$361,500
Total Fundraising Expense$171,676
Professional Fundraising Fees$52,673
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$562,834--$562,834
Grants to Domestic Individuals$232,534--$232,534
Fees for Services Professional Fundraising--$52,673$52,673
Fees for Services Accounting-$32,709-$32,709
Travel-$32,375-$32,375
Information Technology-$26,002-$26,002
All Other Expenses-$17,323$6,360$23,683
Office Expenses-$23,310-$23,310
Fees for Service Investment Mgmnt Fees-$19,017-$19,017
Occupancy-$16,306-$16,306
Conferences and Meetings-$13,390-$13,390
Other Expenses$27,232$11,653$22,262$11,653
Depreciation Depletion-$8,838-$8,838
Insurance-$1,893-$1,893
Fees for Services Legal-$78-$78
Total Functional Expenses$822,600$215,265$171,676$1,209,541

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,267,474
Expenses per Audited Statements$1,209,541
Total Expenses per Form 990$1,209,541
Expenses Not Reported on Form 990$57,933
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$562,834
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$52,673
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$20,192
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.”

FORM 990, PART VIII, LINE 2:

“The trust makes interest bearing loans to individual fraternity chapters for the purchase or renovation of chapter houses and to individual students for tuition and related student fees.”

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
H Michael Dever
Title
Chairman
Phone
4042311824
Signed
2017-03-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
H Michael Dever
Formed
1930
Legal Domicile
Ga
Voting Board Members
14
Independent Board Members
14
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 has zero employees. Its operations are managed by employees of chi phi fraternity, inc and through staffing services of omega financial, llc on a contractual basis.”

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 rental expenses -57,933.”

Part XII, Line 2D - Other Adjustments:

“Direct rental expenses 57,933.”

Raw XML AppendixShowing 400 of 619 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/Form990PartVIISectionAGrp/PersonNm1H MICHAEL DEVER
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IRS990/Form990PartVIISectionAGrp/PersonNm11Robert Ramin
IRS990/Form990PartVIISectionAGrp/PersonNm12Hans U Stucki
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice-Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
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IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0562834
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0232534
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0232534
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0562834
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0562834
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0736988
IRS990/GrossReceiptsAmt01802902
IRS990/GrossRentsGrp/RealAmt071500
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt026002
IRS990/InformationTechnologyGrp/TotalAmt026002
IRS990/InsuranceGrp/ManagementAndGeneralAmt01893
IRS990/InsuranceGrp/TotalAmt01893
IRS990/InvestmentIncomeGrp/ExclusionAmt033560
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt033560
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01696731
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01500205
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01944599
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01820061
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0373985
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0948160
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0903968
IRS990/LandBldgEquipCostOrOtherBssAmt01277953
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0881946
IRS990/LessRentalExpensesGrp/RealAmt057933
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
IRS990/NetAssetsOrFundBalancesBOYAmt04837371
IRS990/NetAssetsOrFundBalancesEOYAmt04491984
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-144958
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-144958
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt013567
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt013567
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01131
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0108455
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt016306
IRS990/OccupancyGrp/TotalAmt016306
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt023310
IRS990/OfficeExpensesGrp/TotalAmt023310
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt091386
IRS990/OtherAssetsTotalGrp/EOYAmt097508
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Salary reimbursements
IRS990/OtherExpensesGrp/Desc1Chakett costs
IRS990/OtherExpensesGrp/Desc2Administration fees - 3
IRS990/OtherExpensesGrp/Desc3Miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt090381
IRS990/OtherExpensesGrp/FundraisingAmt122262
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012371
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111653
IRS990/OtherExpensesGrp/ProgramServicesAmt027232
IRS990/OtherExpensesGrp/TotalAmt0102752
IRS990/OtherExpensesGrp/TotalAmt127232
IRS990/OtherExpensesGrp/TotalAmt222262
IRS990/OtherExpensesGrp/TotalAmt311653
IRS990/OtherLiabilitiesGrp/BOYAmt06846
IRS990/OtherLiabilitiesGrp/EOYAmt020192
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0164868
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0151762
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0383872
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0400257
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015738
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015906
IRS990/PrincipalOfficerNm0H Michael Dever
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Interest - Chapter Loans
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08386
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08386
IRS990/ProgSrvcAccomActy2Grp/Desc0THE CHI PHI EDUCATIONAL TRUST HELPED BUILD BETTER MEN AND POSITION STUDENTS FOR SUCCESS BY PROVIDING 29 ACADEMIC SCHOLARSHIPS. THESE SCHOLARSHIPS ARE AVAILABLE TO NEARLY 2,000 STUDENTS. THE TRUST ALSO AWARDED EDUCATIONAL GRANTS TO TRAIN 48 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 526 STUDENTS TO ATTEND THE REGIONAL LEADERSHIP ALLIANCES AND CONDUCTED 87 TWO TO FIVE-DAY TRAINING PROGRAMS FOR MORE THAN 1,600 STUDENTS AND NEARLY 200 STUDENT LEADERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0232534
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0232534
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 INFORMATIONAL AND INSTRUCTIONAL PURPOSES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt027232
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt08386
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0584257
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0377119
IRS990/PYInvestmentIncomeAmt0134148
IRS990/PYOtherExpensesAmt0278090
IRS990/PYOtherRevenueAmt017402
IRS990/PYProgramServiceRevenueAmt08397
IRS990/PYRevenuesLessExpensesAmt0-102119
IRS990/PYSalariesCompEmpBnftPaidAmt0111452
IRS990/PYTotalExpensesAmt0846323
IRS990/PYTotalProfFndrsngExpnsAmt079662
IRS990/PYTotalRevenueAmt0744204
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-346518
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt013567
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0952468
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0584257
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0677322
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0685747
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01132524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04032318
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0105060
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0139984
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0134168
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt079249
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0164255
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0622716
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0103415
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0641522
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0326776
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0968298
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71640
IRS990ScheduleA/PublicSupportPY170Pct00.78560
IRS990ScheduleA/PublicSupportTotal170Amt04032318
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0952468
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0584257
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0677322
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0685747
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01132524
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04032318
IRS990ScheduleA/TotalSupportAmt05628849
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt05517
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/BookValueAmt0699514
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0299952
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0999466
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0593179
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0650370
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0839555
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0375233
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-28761
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0591153
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt043366
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0593179
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt060831
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019491
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0585761
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0250358
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0591153
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0407880
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0162914
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0524727
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt026868
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0584567
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt017621
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt051190
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0597
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0527430
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt025936
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0508375
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt021844
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-14971
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt08176
IRS990ScheduleD/DisclosedForCharitablePrpsInd00
IRS990ScheduleD/DisclosedOrgLegCtrlInd00
IRS990ScheduleD/DonorAdvisedFundsContriAmt0600915

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,576,441
Liabilities
$84,457
Net assets
$4,491,984
Revenue
$863,023
Expenses
$1,209,541
Net income
-$346,518
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
2016Detailed filing. Detailed filing data is available for this year.$4.58$0.08$4.49$0.86$1.21$0.35
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