Civic Intelligence

Chi Phi Educational Trust

990 • Fiscal year 2019 • EIN 58-6035103

Jul 01, 2018 to Jun 30, 2019 • Filed on May 28, 2020

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

22nd percentile

0.02x

Higher debt load relative to assets than 22% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

41st percentile

0.11x

Higher debt load relative to revenue than 41% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

30th percentile

-2.4%

Higher net margin than 30% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

38th percentile

0.1%

Faster asset growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-11%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$5,118,087

Up $6,960 (+0.1%) from 2018

Net Assets

Down

$5,026,551

Down $19,330 (-0.4%) from 2018

Liabilities

Up

$91,536

Up $26,290 (+40%) from 2018

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin30th percentile

Revenue

Down

$815,619

Down $98,176 (-11%) from 2018

Expenses

Up

$834,949

Up $57,224 (+7.4%) from 2018

Net Income

Down

-$19,330

Down $155,400 (-114%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2019

Assets$5,118,087
Liabilities$91,536
Net Assets$5,026,551
Open 2019 Filing

Operations Trend

Revenue Growth20th 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

2019

Revenue$815,619
Expenses$834,949
Net Income-$19,330
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 28, 2020
Return Version
2018v3.1
Gross Receipts
$1,144,826
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$1,908,081$4,080,565▲ $2,172,484
Investments Other Securities$2,029,982--
Land, Buildings, and Equipment, Net$813,796$773,817▼ $39,979
Cash and Non-Interest-Bearing Accounts$104,636$146,825▲ $42,189
Prepaid Expenses and Deferred Charges$13,310$9,233▼ $4,077
Other Notes and Loans Receivable, Net$133,657$4,138▼ $129,519
Total Assets$5,111,127$5,118,087▲ $6,960
Other Assets Total$107,665$103,509▼ $4,156
Liabilities
Accounts Payable and Accrued Expenses$47,503$54,596▲ $7,093
Other Liabilities$17,743$36,940▲ $19,197
Total Liabilities$65,246$91,536▲ $26,290
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,931,111$4,048,803▲ $117,692
Unrestricted Net Assets$656,538$490,002▼ $166,536
Permanently Rstr Net Assets$458,232$487,746▲ $29,514
Total Net Assets Fund Balance$5,045,881$5,026,551▼ $19,330
Total Liabilities and Net Assets / Fund Balance$5,111,127$5,118,087▲ $6,960

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$599,569$399,897$999,466
Leasehold Improvements$90,937$44,775$135,712
Equipment$19,411$66,948$86,359
Land$63,900-$63,900

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,084,394$245,757▲ $31,242-$1,154,564
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
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
David L SkeltonChairman
Francis NolanVice-chairman
Blake GoberTrustee
Christopher ShulerTrustee
Hayes DeverTrustee
John HutzlerTrustee
John McelderryTrustee
Ronald DragTrustee
Scott HendersonTrustee
Steven HopkinsLegal Counsel
Ricardo PerezSecretary
Robert RaminTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$665,076
Program Service Revenue
$8,815
Investment Income
$137,465
Other Revenue
$4,263
All Other Contributions
$665,076
Change in Net Assets
$-19,330

Audited Revenue Reconciliation

Revenue per Audited Statements
$869,625
Revenue Not Reported on Financial Statements
$-54,006
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-54,006
Total Revenue per Audited Statements
$869,625
Total Revenue per Form 990
$815,619
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$462,716
Other Expenses$369,927
Total Fundraising Expense$118,145
Professional Fundraising Fees$2,306
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$303,722--$303,722
Grants to Domestic Individuals$158,994--$158,994
Fees for Services Accounting-$33,266-$33,266
All Other Expenses-$27,264$1,264$28,528
Office Expenses-$24,442-$24,442
Travel-$23,247-$23,247
Fees for Services Other-$22,604-$22,604
Information Technology-$21,478-$21,478
Fees for Service Investment Mgmnt Fees-$20,973-$20,973
Other Expenses$16,841$24,450$15,593$15,593
Occupancy-$13,085-$13,085
Depreciation Depletion-$8,810-$8,810
Fees for Services Professional Fundraising--$2,306$2,306
Insurance-$1,961-$1,961
Conferences and Meetings-$1,029-$1,029
Total Functional Expenses$479,557$237,247$118,145$834,949

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$888,955
Expenses per Audited Statements$834,949
Total Expenses per Form 990$834,949
Expenses Not Reported on Form 990$54,006
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$303,722
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$2,306
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$36,940
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
2020-05-28
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 -54,006.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct rental expenses 54,006.”

Raw XML AppendixShowing 400 of 578 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/RealAmt054006
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
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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/NetAssetsOrFundBalancesEOYAmt05026551
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt093598
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt04263
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt04263
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt013085
IRS990/OccupancyGrp/TotalAmt013085
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt024442
IRS990/OfficeExpensesGrp/TotalAmt024442
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt0103509
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SALARY REIMBURSEMENTS
IRS990/OtherExpensesGrp/Desc1PUBLICATION DESIGN
IRS990/OtherExpensesGrp/Desc2CHAKETT COSTS
IRS990/OtherExpensesGrp/Desc3ADMINISTRATION FEES - 3
IRS990/OtherExpensesGrp/FundraisingAmt098982
IRS990/OtherExpensesGrp/FundraisingAmt115593
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014638
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt124450
IRS990/OtherExpensesGrp/ProgramServicesAmt016841
IRS990/OtherExpensesGrp/TotalAmt0113620
IRS990/OtherExpensesGrp/TotalAmt124450
IRS990/OtherExpensesGrp/TotalAmt216841
IRS990/OtherExpensesGrp/TotalAmt315593
IRS990/OtherLiabilitiesGrp/BOYAmt017743
IRS990/OtherLiabilitiesGrp/EOYAmt036940
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0133657
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt04138
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0458232
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IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013310
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09233
IRS990/PrincipalOfficerNm0DAVID SKELTON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST - CHAPTER LOA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08815
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08815
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 47 CHAPTER PRESIDENTS AND 41 NEW MEMBER EDUCATORS AT THE CHI PHI ALPHAS & THETAS ACADEMY. THE TRUST AWARDED GRANTS FOR 517 STUDENTS TO ATTEND REGIONAL PROGRAMS AND CONDUCTED 44 TWO TO FIVE-DAY TRAINING PROGRAMS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0158994
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0158994
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/ExpenseAmt016841
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt08815
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0624707
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0425890
IRS990/PYInvestmentIncomeAmt0278409
IRS990/PYOtherExpensesAmt0328567
IRS990/PYOtherRevenueAmt04949
IRS990/PYProgramServiceRevenueAmt05730
IRS990/PYRevenuesLessExpensesAmt0136070
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0777725
IRS990/PYTotalProfFndrsngExpnsAmt023268
IRS990/PYTotalRevenueAmt0913795
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-19330
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt04263
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0665076
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0624707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0836475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0952468
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0584257
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03662983
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0102136
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt080982
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt076140
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0105060
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0139984
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0504302
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt037532
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.73330
IRS990ScheduleA/PublicSupportPY170Pct00.79410
IRS990ScheduleA/PublicSupportTotal170Amt03059988
IRS990ScheduleA/SubstantialContributorsTotAmt0602995
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0624707
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0836475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0952468
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0584257
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03662983
IRS990ScheduleA/TotalSupportAmt04173089
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt0287
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt05517
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt05804
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/BookValueAmt0599569
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0399897
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0999466
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01084394
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0245757
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01154564
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0206829
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt031242
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0996484
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0167041
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01084394
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0160404
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt081273
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0839555
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0225616
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0996484
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0157285
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IRS990ScheduleD/DisclosedForCharitablePrpsInd00
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IRS990ScheduleD/DonorAdvisedFundsContriAmt0418732
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0404324
IRS990ScheduleD/DonorAdvisedFundsHeldCnt0113
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt04536549
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
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IRS990ScheduleD/EquipmentGrp/BookValueAmt019411
IRS990ScheduleD/EquipmentGrp/DepreciationAmt066948
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt086359
IRS990ScheduleD/ExpensesNotReportedAmt054006
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0834949
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IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt090937
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,118,087
Liabilities
$91,536
Net assets
$5,026,551
Revenue
$815,619
Expenses
$834,949
Net income
-$19,330
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
2019Detailed filing. Detailed filing data is available for this year.$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