Civic Intelligence

Chi Phi Educational Trust

990 • Fiscal year 2018 • EIN 58-6035103

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 05, 2019

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

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

30th percentile

0.07x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

57th percentile

3.6%

Faster asset growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-25%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$5,111,127

Up $179,339 (+3.6%) from 2017

Net Assets

Up

$5,045,881

Up $156,294 (+3.2%) from 2017

Liabilities

Up

$65,246

Up $23,045 (+55%) from 2017

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin73rd percentile

Revenue

Down

$913,795

Down $310,863 (-25%) from 2017

Expenses

Down

$777,725

Down $55,794 (-6.7%) from 2017

Net Income

Down

$136,070

Down $255,069 (-65%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2018

Assets$5,111,127
Liabilities$65,246
Net Assets$5,045,881
Open 2018 Filing

Operations Trend

Revenue Growth10th 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

2018

Revenue$913,795
Expenses$777,725
Net Income$136,070
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 5, 2019
Return Version
2017v2.3
Gross Receipts
$1,488,767
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$1,889,644$2,029,982▲ $140,338
Investments in Publicly Traded Securities$1,756,355$1,908,081▲ $151,726
Land, Buildings, and Equipment, Net$857,358$813,796▼ $43,562
Other Notes and Loans Receivable, Net$136,525$133,657▼ $2,868
Cash and Non-Interest-Bearing Accounts$171,951$104,636▼ $67,315
Prepaid Expenses and Deferred Charges$20,840$13,310▼ $7,530
Total Assets$4,931,788$5,111,127▲ $179,339
Other Assets Total$99,115$107,665▲ $8,550
Liabilities
Accounts Payable and Accrued Expenses$19,165$47,503▲ $28,338
Other Liabilities$23,036$17,743▼ $5,293
Total Liabilities$42,201$65,246▲ $23,045
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,666,807$3,931,111▲ $264,304
Unrestricted Net Assets$800,573$656,538▼ $144,035
Permanently Rstr Net Assets$422,207$458,232▲ $36,025
Total Net Assets Fund Balance$4,889,587$5,045,881▲ $156,294
Total Liabilities and Net Assets / Fund Balance$4,931,788$5,111,127▲ $179,339

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$632,883$366,583$999,466
Leasehold Improvements$89,319$42,321$131,640
Equipment$27,694$58,665$86,359
Land$63,900-$63,900
Other Securities$380,878--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$996,484$167,041▲ $81,273-$1,084,394
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
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
Perry PirschTrustee
Robert RaminTrustee
Scott HendersonTrustee
Steven HopkinsLegal Counsel
Francis NolanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$624,707
Program Service Revenue
$5,730
Investment Income
$278,409
Other Revenue
$4,949
All Other Contributions
$624,707
Change in Net Assets
$136,070

Audited Revenue Reconciliation

Revenue per Audited Statements
$983,574
Revenue Not Reported on Financial Statements
$-69,779
Revenue Not Reported on Form 990
$20,224
Other Revenue Adjustments
$-69,779
Total Revenue per Audited Statements
$1,003,798
Total Revenue per Form 990
$913,795
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$425,890
Other Expenses$328,567
Total Fundraising Expense$121,993
Professional Fundraising Fees$23,268
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$236,953--$236,953
Grants to Domestic Individuals$188,937--$188,937
Fees for Services Accounting-$34,558-$34,558
Travel-$31,253-$31,253
All Other Expenses-$29,400-$29,400
Information Technology-$28,923-$28,923
Fees for Services Professional Fundraising--$23,268$23,268
Fees for Service Investment Mgmnt Fees-$20,579-$20,579
Other Expenses$12,963$19,779$19,543$12,963
Occupancy-$12,663-$12,663
Office Expenses-$10,424-$10,424
Depreciation Depletion-$9,395-$9,395
Conferences and Meetings-$2,461-$2,461
Insurance-$1,951-$1,951
Total Functional Expenses$438,853$216,879$121,993$777,725

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$847,504
Expenses per Audited Statements$777,725
Total Expenses per Form 990$777,725
Expenses Not Reported on Form 990$69,779
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$236,953
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$23,268
Fundraising Gross Income$11,640
Fundraising Direct Expenses$11,353
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$17,743
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
David Skelton
Title
Chairman
Phone
4042311824
Signed
2019-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Skelton
Formed
1930
Legal Domicile
Ga
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
80

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 -58,426. Direct special event expenses -11,353.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct rental expenses 58,426. Direct special event expenses 11,353.”

Raw XML AppendixShowing 400 of 597 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/LessRentalExpensesGrp/RealAmt058426
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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/NetAssetsOrFundBalancesEOYAmt05045881
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0260515
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0260515
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0287
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0287
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt04662
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt020224
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt012663
IRS990/OccupancyGrp/TotalAmt012663
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010424
IRS990/OfficeExpensesGrp/TotalAmt010424
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt099115
IRS990/OtherAssetsTotalGrp/EOYAmt0107665
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SALARY REIMBURSEMENTS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2ADMINISTRATION FEES - 3
IRS990/OtherExpensesGrp/Desc3CHAKETT COSTS
IRS990/OtherExpensesGrp/FundraisingAmt072879
IRS990/OtherExpensesGrp/FundraisingAmt16303
IRS990/OtherExpensesGrp/FundraisingAmt219543
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015493
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt119779
IRS990/OtherExpensesGrp/ProgramServicesAmt012963
IRS990/OtherExpensesGrp/TotalAmt088372
IRS990/OtherExpensesGrp/TotalAmt126082
IRS990/OtherExpensesGrp/TotalAmt219543
IRS990/OtherExpensesGrp/TotalAmt312963
IRS990/OtherLiabilitiesGrp/BOYAmt023036
IRS990/OtherLiabilitiesGrp/EOYAmt017743
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0136525
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0133657
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0422207
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0458232
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020840
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013310
IRS990/PrincipalOfficerNm0DAVID SKELTON
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST - CHAPTER LOA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05730
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05730
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/ExpenseAmt0188937
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0188937
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/ExpenseAmt012963
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt05730
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0836475
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0443549
IRS990/PYInvestmentIncomeAmt0384492
IRS990/PYOtherExpensesAmt0352104
IRS990/PYOtherRevenueAmt0-2513
IRS990/PYProgramServiceRevenueAmt06204
IRS990/PYRevenuesLessExpensesAmt0391139
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0833519
IRS990/PYTotalProfFndrsngExpnsAmt037866
IRS990/PYTotalRevenueAmt01224658
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0136070
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt04662
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0624707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0836475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0952468
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0584257
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0677322
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03675229
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt080982
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt076140
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0105060
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0139984
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0134168
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0536334
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0115349
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79410
IRS990ScheduleA/PublicSupportPY170Pct00.71240
IRS990ScheduleA/PublicSupportTotal170Amt03349097
IRS990ScheduleA/SubstantialContributorsTotAmt0326132
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0624707
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0836475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0952468
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0584257
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0677322
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03675229
IRS990ScheduleA/TotalSupportAmt04217367
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt0287
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt05517
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt05804
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0632883
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0366583
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0999466
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0996484
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0167041
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01084394
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0160404
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt081273
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0839555
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0225616
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0996484
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0157285
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt088598
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0593179
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0650370
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0839555
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0375233
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-28761
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0591153
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt043366
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0593179
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt060831
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019491
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0585761
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0591153
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0407880
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IRS990ScheduleD/DisclosedForCharitablePrpsInd00
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IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0339373
IRS990ScheduleD/DonorAdvisedFundsHeldCnt098
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt04389343
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt027694
IRS990ScheduleD/EquipmentGrp/DepreciationAmt058665
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt086359
IRS990ScheduleD/ExpensesNotReportedAmt069779
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0777725
IRS990ScheduleD/LandGrp/BookValueAmt063900
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt063900
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt089319
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt042321
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0131640
IRS990ScheduleD/NetUnrealizedGainsInvstAmt020224
IRS990ScheduleD/OtherExpensesIncludedAmt069779
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017743
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO FRATERNITY
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-69779
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01649104
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1380878
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PRIVATE EQUITY FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1HEDGE FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.42260

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,111,127
Liabilities
$65,246
Net assets
$5,045,881
Revenue
$913,795
Expenses
$777,725
Net income
$136,070
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
2018Detailed filing. Detailed filing data is available for this year.$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