Civic Intelligence

Chi Phi Educational Trust

990 • Fiscal year 2021 • EIN 58-6035103

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

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

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

33rd percentile

0.07x

Higher debt load relative to revenue than 33% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

4th percentile

-61%

Higher net margin than 4% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

52nd percentile

11%

Faster asset growth than 52% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-1.1%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Up

$5,395,121

Up $514,754 (+11%) from 2020

Net Assets

Up

$5,354,242

Up $542,989 (+11%) from 2020

Liabilities

Down

$40,879

Down $28,235 (-41%) from 2020

Revenue

Down

$556,998

Down $6,236 (-1.1%) from 2020

Expenses

Up

$899,460

Up $221,729 (+33%) from 2020

Net Income

Down

-$342,462

Down $227,965 (-199%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$5,395,121
Liabilities$40,879
Net Assets$5,354,242

Operations Trend

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

2021

Revenue$556,998
Expenses$899,460
Net Income-$342,462
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.2
Gross Receipts
$1,176,033
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$3,978,923$4,451,586▲ $472,663
Land, Buildings, and Equipment, Net$735,014$712,966▼ $22,048
Prepaid Expenses and Deferred Charges$15,217$75,699▲ $60,482
Cash and Non-Interest-Bearing Accounts$44,930$43,624▼ $1,306
Total Assets$4,880,367$5,395,121▲ $514,754
Other Assets Total$106,283$111,246▲ $4,963
Liabilities
Other Liabilities$40,551$24,093▼ $16,458
Accounts Payable and Accrued Expenses$28,563$16,786▼ $11,777
Total Liabilities$69,114$40,879▼ $28,235
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,536,703$5,175,586▲ $638,883
Net Assets Without Donor Restrictions$274,550$178,656▼ $95,894
Total Net Assets Fund Balance$4,811,253$5,354,242▲ $542,989
Total Liabilities and Net Assets / Fund Balance$4,880,367$5,395,121▲ $514,754

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$532,937$466,529$999,466
Leasehold Improvements$112,422$58,979$171,401
Equipment$3,707$84,020$87,727
Land$63,900-$63,900

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,241,871$63,230▲ $274,266$5,554$1,509,551
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Francis J NolanChairman
Robert RaminVice-chairman
Blake GoberTrustee
Christopher ShulerTrustee
Daniel AhearnTrustee
David SkeltonTrustee
Hayes DeverTrustee
Jonathan SterlingTrustee
Mario LentoTrustee
Steven HopkinsLegal Counsel
John HutzlerSecretary
Ricardo PerezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$403,157
Program Service Revenue
$0
Investment Income
$155,410
Other Revenue
$-1,569
All Other Contributions
$400,807
Change in Net Assets
$-342,462

Audited Revenue Reconciliation

Revenue per Audited Statements
$585,897
Revenue Not Reported on Financial Statements
$-28,899
Revenue Not Reported on Form 990
$885,451
Other Revenue Adjustments
$-63,851
Total Revenue per Audited Statements
$1,471,348
Total Revenue per Form 990
$556,998
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$533,713
Other Expenses$219,595
Salaries, Compensation, and Employee Benefits$141,473
Total Fundraising Expense$54,006
Professional Fundraising Fees$4,679

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$350,046--$350,046
Grants to Domestic Individuals$183,667--$183,667
Other Salaries and Wages$78,808$20,792$24,278$123,878
Fees for Services Accounting-$37,558-$37,558
Fees for Service Investment Mgmnt Fees-$34,952-$34,952
Information Technology-$33,015-$33,015
Fees for Services Other-$12,200-$12,200
All Other Expenses-$12,163-$12,163
Other Expenses$18,754$11,820$11,678$11,678
Occupancy-$10,468-$10,468
Depreciation Depletion-$10,228-$10,228
Payroll Taxes$6,445$1,700$1,984$10,129
Other Employee Benefits$4,750$1,253$1,463$7,466
Office Expenses-$6,064-$6,064
Fees for Services Professional Fundraising--$4,679$4,679
Fees for Services Legal-$2,500-$2,500
Travel-$2,438-$2,438
Insurance-$2,133-$2,133
Conferences and Meetings-$1,750-$1,750
Total Functional Expenses$642,470$202,984$54,006$899,460

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$928,359
Total Expenses per Form 990$899,460
Expenses per Audited Statements$864,508
Expenses Not Reported on Form 990$63,851
Expenses Not Reported on Financial Statements$34,952
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Chi Phi Fraternity IncSuwanee, GA501(c)(7)Trust Administrative Support and Educational Purposes$350,046
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$4,679
Fundraising Direct Expenses$0
Fundraising Gross Income$0
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$24,093
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
2022-05-13
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
2
Volunteers
48

Preparer

Firm
Warren Averett LLC
Address
SIX CONCOURSE PARKWAY SUITE 600, ATLANTA, GA 30328
Preparer
Adam Repasy
Phone
7703961100
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The trust's endowment consists of approximately 17 donor-restricted individual funds established for a variety of purposes.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Direct rental expenses -63,851.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct rental expenses 63,851.

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IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0609528
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0735014
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0712966
IRS990/LandBldgEquipCostOrOtherBssAmt01322494
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0555184
IRS990/LessRentalExpensesGrp/RealAmt063851
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/NetAssetsOrFundBalancesBOYAmt04811253
IRS990/NetAssetsOrFundBalancesEOYAmt05354242
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt042326
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt042326
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-1569
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-1569
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0885451
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0274550
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0178656
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt010468
IRS990/OccupancyGrp/TotalAmt010468
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06064
IRS990/OfficeExpensesGrp/TotalAmt06064
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0106283
IRS990/OtherAssetsTotalGrp/EOYAmt0111246
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01463
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01253
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04750
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07466
IRS990/OtherExpensesGrp/Desc0CHAKETT COSTS
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/Desc2SALARY REIMBURSEMENTS
IRS990/OtherExpensesGrp/Desc3ADMINISTRATION FEES - 5
IRS990/OtherExpensesGrp/FundraisingAmt09924
IRS990/OtherExpensesGrp/FundraisingAmt111678
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01950
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111820
IRS990/OtherExpensesGrp/ProgramServicesAmt018754
IRS990/OtherExpensesGrp/TotalAmt018754
IRS990/OtherExpensesGrp/TotalAmt111874
IRS990/OtherExpensesGrp/TotalAmt211820
IRS990/OtherExpensesGrp/TotalAmt311678
IRS990/OtherLiabilitiesGrp/BOYAmt040551
IRS990/OtherLiabilitiesGrp/EOYAmt024093
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt024278
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020792
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt078808
IRS990/OtherSalariesAndWagesGrp/TotalAmt0123878
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01984
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01700
IRS990/PayrollTaxesGrp/ProgramServicesAmt06445
IRS990/PayrollTaxesGrp/TotalAmt010129
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015217
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt075699
IRS990/PrincipalOfficerNm0FRANCIS J NOLAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE CHI PHI EDUCATIONAL TRUST HELPED BUILD BETTER MEN AND POSITION STUDENTS FOR SUCCESS BY PROVIDING 39 ACADEMIC SCHOLARSHIPS. THESE SCHOLARSHIPS ARE AVAILABLE TO OVER 2,000 STUDENTS. THE TRUST ALSO PROVIDED EMERGENCY GRANTS TO 13 INDIVIDUALS BASED ON NEED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0183667
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0183667
IRS990/ProgSrvcAccomActy3Grp/Desc0THE CHI PHI EDUCATIONAL TRUST HELPED BUILD BETTER MEN AND CHANGE LIVES BY SUPPORTING EDUCATIONAL PROGRAMS AND LEADERSHIP TRAINING TO UNDERGRADUATE STUDENTS AND CHAPTERS. THE TRUST AWARDED EDUCATIONAL GRANTS TO TRAIN 48 CHAPTER PRESIDENTS AND 50 NEW MEMBER EDUCATORS AT THE CHI PHI ALPHAS & THETAS ACADEMY, AND 318 STUDENTS AND OFFICERS AT REGIONAL PROGRAMS. IN ADDITION, THE TRUST AWARDED EDUCATIONAL GRANTS TO CONDUCT XXX VIRTUAL TRAINING PROGRAMS FOR STUDENTS AND OFFICERS DURING COVID.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt018754
IRS990/ProgSrvcAccomActyOtherGrp/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/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0472404
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0441221
IRS990/PYInvestmentIncomeAmt083753
IRS990/PYOtherExpensesAmt0220423
IRS990/PYOtherRevenueAmt07077
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-114497
IRS990/PYSalariesCompEmpBnftPaidAmt013546
IRS990/PYTotalExpensesAmt0677731
IRS990/PYTotalProfFndrsngExpnsAmt02541
IRS990/PYTotalRevenueAmt0563234
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-342462
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-1569
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0403157
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0472404
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0665076
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0624707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0836475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03001819
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0175366
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0174136
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0102136
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt080982
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt076140
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0608760
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt020749
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.69200
IRS990ScheduleA/PublicSupportPY170Pct00.73570
IRS990ScheduleA/PublicSupportTotal170Amt02498662
IRS990ScheduleA/SubstantialContributorsTotAmt0503157
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0403157
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0472404
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0665076
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0624707
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0836475
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03001819
IRS990ScheduleA/TotalSupportAmt03610866
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt0287
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/BoardDesignatedBalanceEOYPct00.66340
IRS990ScheduleD/BuildingsGrp/BookValueAmt0532937
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0466529
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0999466
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt022353
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01241871
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt063230
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01509551
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt041909
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0274266
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt05554
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01154564
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0109126
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01241871
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt033208
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011389
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01084394
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0245757
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01154564
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0206829
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt031242
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0996484
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0167041
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01084394
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0160404
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt081273
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0839555
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0225616
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0996484
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0157285
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt088598
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0181430
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0372285
IRS990ScheduleD/DonorAdvisedFundsHeldCnt09
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt04615721
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03707
IRS990ScheduleD/EquipmentGrp/DepreciationAmt084020

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Filings

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
2021Detailed filing. Detailed filing data is available for this year.$5.40$0.04$5.35$0.56$0.90$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.88$0.07$4.81$0.56$0.68$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.12$0.09$5.03$0.82$0.83$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.11$0.07$5.05$0.91$0.78$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.04$4.89$1.22$0.83$0.39
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