Civic Intelligence

Chi Phi Educational Trust

990 • Fiscal year 2020 • EIN 58-6035103

Jul 01, 2019 to Jun 30, 2020 • Filed on May 12, 2021

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

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

47th percentile

0.12x

Higher debt load relative to revenue than 47% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

15th percentile

-20%

Higher net margin than 15% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

16th percentile

-4.6%

Faster asset growth than 16% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-31%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$4,880,367

Down $237,720 (-4.6%) from 2019

Net Assets

Down

$4,811,253

Down $215,298 (-4.3%) from 2019

Liabilities

Down

$69,114

Down $22,422 (-24%) from 2019

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin15th percentile

Revenue

Down

$563,234

Down $252,385 (-31%) from 2019

Expenses

Down

$677,731

Down $157,218 (-19%) from 2019

Net Income

Down

-$114,497

Down $95,167 (-492%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2020

Assets$4,880,367
Liabilities$69,114
Net Assets$4,811,253
Open 2020 Filing

Operations Trend

Revenue Growth15th 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

2020

Revenue$563,234
Expenses$677,731
Net Income-$114,497
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 12, 2021
Return Version
2019v5.2
Gross Receipts
$684,200
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$4,080,565$3,978,923▼ $101,642
Land, Buildings, and Equipment, Net$773,817$735,014▼ $38,803
Cash and Non-Interest-Bearing Accounts$146,825$44,930▼ $101,895
Prepaid Expenses and Deferred Charges$9,233$15,217▲ $5,984
Other Notes and Loans Receivable, Net$4,138$0▼ $4,138
Total Assets$5,118,087$4,880,367▼ $237,720
Other Assets Total$103,509$106,283▲ $2,774
Liabilities
Other Liabilities$36,940$40,551▲ $3,611
Accounts Payable and Accrued Expenses$54,596$28,563▼ $26,033
Total Liabilities$91,536$69,114▼ $22,422
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,536,549$4,536,703▲ $154
Net Assets Without Donor Restrictions$490,002$274,550▼ $215,452
Total Net Assets Fund Balance$5,026,551$4,811,253▼ $215,298
Total Liabilities and Net Assets / Fund Balance$5,118,087$4,880,367▼ $237,720

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$566,253$433,213$999,466
Leasehold Improvements$93,826$49,861$143,687
Equipment$11,035$75,315$86,350
Land$63,900-$63,900

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,154,564$109,126▲ $11,389-$1,241,871
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
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$472,404
Program Service Revenue
$0
Investment Income
$83,753
Other Revenue
$7,077
All Other Contributions
$472,404
Change in Net Assets
$-114,497

Audited Revenue Reconciliation

Revenue per Audited Statements
$619,234
Revenue Not Reported on Financial Statements
$-56,000
Revenue Not Reported on Form 990
$-72,301
Other Revenue Adjustments
$-56,000
Total Revenue per Audited Statements
$546,933
Total Revenue per Form 990
$563,234
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$441,221
Other Expenses$220,423
Total Fundraising Expense$72,246
Salaries, Compensation, and Employee Benefits$13,546
Professional Fundraising Fees$2,541

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$246,998--$246,998
Grants to Domestic Individuals$194,223--$194,223
Fees for Services Accounting-$35,001-$35,001
Information Technology-$19,745-$19,745
All Other Expenses-$13,441-$13,441
Other Expenses$15,421$17,551$12,039$12,039
Occupancy-$11,775-$11,775
Fees for Services Other-$11,245-$11,245
Other Salaries and Wages-$6,987$3,150$10,137
Depreciation Depletion-$9,354-$9,354
Office Expenses-$6,271-$6,271
Payroll Taxes-$616$2,793$3,409
Fees for Services Professional Fundraising--$2,541$2,541
Travel-$2,388-$2,388
Conferences and Meetings-$2,135-$2,135
Insurance-$1,966-$1,966
Total Functional Expenses$456,642$148,843$72,246$677,731

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$762,231
Expenses per Audited Statements$706,231
Total Expenses per Form 990$706,231
Expenses Not Reported on Form 990$56,000
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$246,998
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$2,541
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$40,551
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Francis J Nolan
Title
Chairman
Phone
4042311824
Signed
2021-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Francis J Nolan
Formed
1930
Legal Domicile
Ga
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
43

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:

“As of june 30, 2020, the trust had one full time employee and one part time employee, however, they were not with organization for w-2 reporting purposes this fiscal year.”

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 -56,000.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct rental expenses 56,000.”

Raw XML AppendixShowing 400 of 565 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/LandBldgEquipBasisNetGrp/BOYAmt0773817
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0735014
IRS990/LandBldgEquipCostOrOtherBssAmt01293403
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt064966
IRS990/LessRentalExpensesGrp/RealAmt056000
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/NetAssetsOrFundBalancesBOYAmt05026551
IRS990/NetAssetsOrFundBalancesEOYAmt04811253
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-27306
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-27306
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt07077
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt07077
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-72301
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0490002
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0274550
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt011775
IRS990/OccupancyGrp/TotalAmt011775
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06271
IRS990/OfficeExpensesGrp/TotalAmt06271
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0103509
IRS990/OtherAssetsTotalGrp/EOYAmt0106283
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SALARY REIMBURSEMENTS
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/Desc2CHAKETT COSTS
IRS990/OtherExpensesGrp/Desc3ADMINISTRATION FEES - 3
IRS990/OtherExpensesGrp/FundraisingAmt046961
IRS990/OtherExpensesGrp/FundraisingAmt14762
IRS990/OtherExpensesGrp/FundraisingAmt212039
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010368
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt117551
IRS990/OtherExpensesGrp/ProgramServicesAmt015421
IRS990/OtherExpensesGrp/TotalAmt057329
IRS990/OtherExpensesGrp/TotalAmt122313
IRS990/OtherExpensesGrp/TotalAmt215421
IRS990/OtherExpensesGrp/TotalAmt312039
IRS990/OtherLiabilitiesGrp/BOYAmt036940
IRS990/OtherLiabilitiesGrp/EOYAmt040551
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03150
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06987
IRS990/OtherSalariesAndWagesGrp/TotalAmt010137
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt04138
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02793
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0616
IRS990/PayrollTaxesGrp/TotalAmt03409
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09233
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015217
IRS990/PrincipalOfficerNm0FRANCIS J NOLAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE CHI PHI EDUCATIONAL TRUST HELPED BUILD BETTER MEN AND POSITION STUDENTS FOR SUCCESS BY PROVIDING 35 ACADEMIC SCHOLARSHIPS. THESE SCHOLARSHIPS ARE AVAILABLE TO OVER 2,000 STUDENTS. THE TRUST ALSO AWARDED EDUCATIONAL GRANTS TO TRAIN 47 CHAPTER PRESIDENTS AND 46 NEW MEMBER EDUCATORS AT THE CHI PHI ALPHAS & THETAS ACADEMY. THE TRUST AWARDED GRANTS FOR 386 STUDENTS TO ATTEND REGIONAL PROGRAMS AND CONDUCTED 38 TWO TO FIVE-DAY TRAINING PROGRAMS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0194223
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0194223
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/ExpenseAmt015421
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0665076
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0462716
IRS990/PYInvestmentIncomeAmt0137465
IRS990/PYOtherExpensesAmt0369927
IRS990/PYOtherRevenueAmt04263
IRS990/PYProgramServiceRevenueAmt08815
IRS990/PYRevenuesLessExpensesAmt0-19330
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0834949
IRS990/PYTotalProfFndrsngExpnsAmt02306
IRS990/PYTotalRevenueAmt0815619
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-114497
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt07077
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0472404
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0665076
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0624707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0836475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0952468
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03551130
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0174136
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0102136
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt080982
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt076140
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0105060
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0538454
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt029135
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.73570
IRS990ScheduleA/PublicSupportPY170Pct00.73330
IRS990ScheduleA/PublicSupportTotal170Amt03009020
IRS990ScheduleA/SubstantialContributorsTotAmt0542110
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0472404
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0665076
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0624707
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0836475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0952468
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03551130
IRS990ScheduleA/TotalSupportAmt04089871
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt0287
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0287
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/BoardDesignatedBalanceEOYPct00.61000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0566253
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0433213
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0999466
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01154564
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0109126
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01241871
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt033208
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt011389
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01084394
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0245757
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01154564
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0206829
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt031242
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0996484
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0167041
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01084394
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0160404
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt081273
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0839555
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0225616
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0996484
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0157285
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt088598
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0593179
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0650370
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0839555
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0375233
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-28761
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0245190
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0289340
IRS990ScheduleD/DonorAdvisedFundsHeldCnt0114
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt04536703
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt011035
IRS990ScheduleD/EquipmentGrp/DepreciationAmt075315
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt086350
IRS990ScheduleD/ExpensesNotReportedAmt056000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0706231
IRS990ScheduleD/LandGrp/BookValueAmt063900
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt063900
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt093826
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt049861
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0143687
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-72301
IRS990ScheduleD/OtherExpensesIncludedAmt056000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt040551
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO FRATERNITY
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-56000
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.39000

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,880,367
Liabilities
$69,114
Net assets
$4,811,253
Revenue
$563,234
Expenses
$677,731
Net income
-$114,497
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
2020Detailed filing. Detailed filing data is available for this year.$4.88$0.07$4.81$0.56$0.68$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.12$0.09$5.03$0.82$0.83$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.11$0.07$5.05$0.91$0.78$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.04$4.89$1.22$0.83$0.39
2016Summary only. Only limited summary data is available for this year.$4.58$0.08$4.49$0.86$1.21$0.35
2015Detailed filing. Detailed filing data is available for this year.$4.87$0.04$4.84$0.74$0.85$0.10
2014Summary only. Only limited summary data is available for this year.$5.06$0.16$4.90$0.90$1.10$0.20
2013Summary only. Only limited summary data is available for this year.$4.88$0.13$4.75$0.92$1.19$0.27
2012Summary only. Only limited summary data is available for this year.$4.82$0.08$4.74$1.52$1.78$0.26
2011Summary only. Only limited summary data is available for this year.$5.59$0.13$5.46$0.66$0.95$0.29