Civic Intelligence

Chi Phi Educational Trust

990 • Fiscal year 2017 • EIN 58-6035103

Jul 01, 2016 to Jun 30, 2017 • Filed on May 09, 2018

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

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

32nd percentile

0.03x

Higher debt load relative to revenue than 32% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

63rd percentile

7.8%

Faster asset growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

42%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$4,931,788

Up $355,347 (+7.8%) from 2016

Net Assets

Up

$4,889,587

Up $397,603 (+8.9%) from 2016

Liabilities

Down

$42,201

Down $42,256 (-50%) from 2016

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin85th percentile

Revenue

Up

$1,224,658

Up $361,635 (+42%) from 2016

Expenses

Down

$833,519

Down $376,022 (-31%) from 2016

Net Income

Up

$391,139

Up $737,657 (+213%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2017

Assets$4,931,788
Liabilities$42,201
Net Assets$4,889,587
Open 2017 Filing

Operations Trend

Revenue Growth85th 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

2017

Revenue$1,224,658
Expenses$833,519
Net Income$391,139
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 9, 2018
Return Version
2016v3.0
Gross Receipts
$1,746,394
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 Other Securities$1,500,205$1,889,644▲ $389,439
Investments in Publicly Traded Securities$1,820,061$1,756,355▼ $63,706
Land, Buildings, and Equipment, Net$903,968$857,358▼ $46,610
Cash and Non-Interest-Bearing Accounts$87,031$171,951▲ $84,920
Other Notes and Loans Receivable, Net$151,762$136,525▼ $15,237
Prepaid Expenses and Deferred Charges$15,906$20,840▲ $4,934
Total Assets$4,576,441$4,931,788▲ $355,347
Other Assets Total$97,508$99,115▲ $1,607
Liabilities
Other Liabilities$20,192$23,036▲ $2,844
Accounts Payable and Accrued Expenses$61,515$19,165▼ $42,350
Deferred Revenue$2,750--
Total Liabilities$84,457$42,201▼ $42,256
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,110,412$3,666,807▲ $556,395
Unrestricted Net Assets$981,315$800,573▼ $180,742
Permanently Rstr Net Assets$400,257$422,207▲ $21,950
Total Net Assets Fund Balance$4,491,984$4,889,587▲ $397,603
Total Liabilities and Net Assets / Fund Balance$4,576,441$4,931,788▲ $355,347

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$666,199$333,267$999,466
Leasehold Improvements$94,672$36,968$131,640
Equipment$32,587$50,360$82,947
Land$63,900-$63,900
Other Securities$367,177--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$839,555$225,616▲ $88,598-$996,484
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
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
H Michael DeverChairman
David SkeltonVice-Chairman
Christopher ShulerTrustee
Daniel TurnerTrustee
John HutzlerTrustee
John McElderryTrustee
Kenneth FredericksTrustee
Mark OrdeskyTrustee
Perry PirschTrustee
Robert RaminTrustee
Scott HendersonTrustee
Steven HopkinsLegal Counsel
Francis NolanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$836,475
Program Service Revenue
$6,204
Investment Income
$384,492
Other Revenue
$-2,513
All Other Contributions
$836,475
Change in Net Assets
$391,139

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,286,782
Revenue Not Reported on Financial Statements
$-62,124
Revenue Not Reported on Form 990
$6,464
Other Revenue Adjustments
$-62,124
Total Revenue per Audited Statements
$1,293,246
Total Revenue per Form 990
$1,224,658
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$443,549
Other Expenses$352,104
Total Fundraising Expense$133,431
Professional Fundraising Fees$37,866
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$296,722--$296,722
Grants to Domestic Individuals$146,827--$146,827
Fees for Services Professional Fundraising--$37,866$37,866
All Other Expenses-$37,712-$37,712
Fees for Services Accounting-$36,423-$36,423
Information Technology-$28,030-$28,030
Travel-$19,826-$19,826
Fees for Service Investment Mgmnt Fees-$19,326-$19,326
Other Expenses$34,054$12,534$6,610$19,144
Occupancy-$15,870-$15,870
Office Expenses-$11,439-$11,439
Fees for Services Other-$10,886-$10,886
Depreciation Depletion-$9,322-$9,322
Insurance-$1,900-$1,900
Conferences and Meetings-$449-$449
Total Functional Expenses$477,603$222,485$133,431$833,519

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$895,643
Expenses per Audited Statements$833,519
Total Expenses per Form 990$833,519
Expenses Not Reported on Form 990$62,124
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$296,722
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$37,866
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$23,036
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 11B

“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
2018-05-09
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
0

Preparer

Firm
Warren Averett LLC
Address
Six Concourse Parkway Suite 600, Atlanta, GA 30328
Preparer
Adam Repasy
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 -62,124.”

Part XII, Line 2D - Other Adjustments:

“Direct rental expenses 62,124.”

Raw XML AppendixShowing 400 of 605 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/InvestmentsOtherSecuritiesGrp/BOYAmt01500205
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01889644
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01820061
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01756355
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0420595
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0903968
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0857358
IRS990/LandBldgEquipCostOrOtherBssAmt01277953
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0459612
IRS990/LessRentalExpensesGrp/RealAmt062124
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/NetAssetsOrFundBalancesBOYAmt04491984
IRS990/NetAssetsOrFundBalancesEOYAmt04889587
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0367963
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0367963
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-2513
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-2513
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06464
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt015870
IRS990/OccupancyGrp/TotalAmt015870
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011439
IRS990/OfficeExpensesGrp/TotalAmt011439
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt097508
IRS990/OtherAssetsTotalGrp/EOYAmt099115
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Salary reimbursements
IRS990/OtherExpensesGrp/Desc1Chakett costs
IRS990/OtherExpensesGrp/Desc2Administration fees - 3
IRS990/OtherExpensesGrp/Desc3Miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt061832
IRS990/OtherExpensesGrp/FundraisingAmt127123
IRS990/OtherExpensesGrp/FundraisingAmt26610
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018768
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt112534
IRS990/OtherExpensesGrp/ProgramServicesAmt034054
IRS990/OtherExpensesGrp/TotalAmt080600
IRS990/OtherExpensesGrp/TotalAmt134054
IRS990/OtherExpensesGrp/TotalAmt227123
IRS990/OtherExpensesGrp/TotalAmt319144
IRS990/OtherLiabilitiesGrp/BOYAmt020192
IRS990/OtherLiabilitiesGrp/EOYAmt023036
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0151762
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0136525
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0400257
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0422207
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015906
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020840
IRS990/PrincipalOfficerNm0H Michael Dever
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Interest - Chapter Loa
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06204
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06204
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/ExpenseAmt0146827
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0146827
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/ExpenseAmt034054
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt06204
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0952468
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0795368
IRS990/PYInvestmentIncomeAmt0-111398
IRS990/PYOtherExpensesAmt0361500
IRS990/PYOtherRevenueAmt013567
IRS990/PYProgramServiceRevenueAmt08386
IRS990/PYRevenuesLessExpensesAmt0-346518
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01209541
IRS990/PYTotalProfFndrsngExpnsAmt052673
IRS990/PYTotalRevenueAmt0863023
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0391139
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-2513
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0836475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0952468
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0584257
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0677322
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0685747
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03736269
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt076140
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0105060
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0139984
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0134168
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt079249
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0534601
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0109619
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0641522
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0326776
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0968298
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71240
IRS990ScheduleA/PublicSupportPY170Pct00.71640
IRS990ScheduleA/PublicSupportTotal170Amt03736269
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0836475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0952468
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0584257
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0677322
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0685747
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03736269
IRS990ScheduleA/TotalSupportAmt05244685
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt05517
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/BuildingsGrp/BookValueAmt0666199
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0333267
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0999466
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0839555
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0225616
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0996484
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0157285
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt088598
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0593179
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0650370
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0839555
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0375233
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-28761
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0591153
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt043366
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0593179
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt060831
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019491
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0585761
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0250358
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0591153
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0407880
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0162914
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0524727
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt026868
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0584567
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt017621
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt051190
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0597
IRS990ScheduleD/DisclosedForCharitablePrpsInd00
IRS990ScheduleD/DisclosedOrgLegCtrlInd00
IRS990ScheduleD/DonorAdvisedFundsContriAmt0584894
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0366857
IRS990ScheduleD/DonorAdvisedFundsHeldCnt094
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt04089014
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt032587
IRS990ScheduleD/EquipmentGrp/DepreciationAmt050360
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt082947
IRS990ScheduleD/ExpensesNotReportedAmt062124
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0833519
IRS990ScheduleD/LandGrp/BookValueAmt063900
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt063900

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,931,788
Liabilities
$42,201
Net assets
$4,889,587
Revenue
$1,224,658
Expenses
$833,519
Net income
$391,139
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
2017Detailed filing. Detailed filing data is available for this year.$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