Civic Intelligence

Chi Phi Educational Trust

990 • Fiscal year 2024 • EIN 58-6035103

Jul 01, 2023 to Jun 30, 2024 • Filed on May 13, 2025

885 Woodstock Rd Suite 430 Pmb 389Roswell, GA 30075

(404) 231-1824

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

32nd percentile

0.03x

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

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

49th percentile

0.14x

Higher debt load relative to revenue than 49% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2024

Asset Growth

63rd percentile

10.0%

Faster asset growth than 63% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

52%

Faster revenue growth than 85% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$6,260,389

Up $568,349 (+10.0%) from 2023

Net Assets

Up

$6,066,579

Up $459,071 (+8.2%) from 2023

Liabilities

Up

$193,810

Up $109,278 (+129%) from 2023

Revenue

Up

$1,361,156

Up $467,710 (+52%) from 2023

Expenses

Up

$1,164,874

Up $89,365 (+8.3%) from 2023

Net Income

Up

$196,282

Up $378,345 (+208%) from 2023

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

2024

Assets$6,260,389
Liabilities$193,810
Net Assets$6,066,579

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

2024

Revenue$1,361,156
Expenses$1,164,874
Net Income$196,282
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$3,068,044
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$3,780,857$4,859,799▲ $1,078,942
Pledges and Grants Receivable$1,155,055$1,133,051▼ $22,004
Cash and Non-Interest-Bearing Accounts$30,011$99,224▲ $69,213
Prepaid Expenses and Deferred Charges$30,931$33,297▲ $2,366
Land, Buildings, and Equipment, Net$575,763$12,295▼ $563,468
Total Assets$5,692,040$6,260,389▲ $568,349
Other Assets Total$119,423$122,723▲ $3,300
Liabilities
Other Liabilities$62,032$178,496▲ $116,464
Accounts Payable and Accrued Expenses$22,500$15,314▼ $7,186
Total Liabilities$84,532$193,810▲ $109,278
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,673,596$6,222,487▲ $548,891
Net Assets Without Donor Restrictions$-66,088$-155,908▼ $89,820
Total Net Assets Fund Balance$5,607,508$6,066,579▲ $459,071
Total Liabilities and Net Assets / Fund Balance$5,692,040$6,260,389▲ $568,349

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,295$25,795$38,090

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,415,483$793,067▲ $732,159-$1,483,494
2022$1,354,517$87,941▲ $111,943-$1,415,483
2021$1,509,551$93,183▼ $181,466-$1,354,517
2020$1,241,871$63,230▲ $274,266$5,554$1,509,551
2019$1,154,564$109,126▲ $11,389-$1,241,871
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura LandryExecutive DirectorFT$94,930$5,732$100,662

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$667,038
Program Service Revenue
$0
Investment Income
$384,539
Other Revenue
$309,579
All Other Contributions
$558,116
Change in Net Assets
$196,282

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,325,814
Revenue Not Reported on Financial Statements
$35,342
Revenue Not Reported on Form 990
$308,770
Other Revenue Adjustments
$35,342
Total Revenue per Audited Statements
$1,634,584
Total Revenue per Form 990
$1,361,156
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$438,788
Other Expenses$432,943
Salaries, Compensation, and Employee Benefits$293,143
Total Fundraising Expense$107,410
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$219,520--$219,520
Grants to Domestic Individuals$219,268--$219,268
Current Officers, Directors, Trustees, and Key Employees$89,240$33,932$30,359$153,531
Travel$116,602--$116,602
Other Salaries and Wages$56,647$21,539$19,271$97,457
Fees for Services Other-$51,860$14,532$66,392
Occupancy$32,837$10,946-$43,783
Information Technology$17,984$5,995$19,117$43,096
Fees for Services Accounting-$39,696-$39,696
Fees for Service Investment Mgmnt Fees-$35,342-$35,342
Other Employee Benefits$12,920$4,913$4,396$22,229
Payroll Taxes$11,582$4,404$3,940$19,926
Depreciation Depletion$9,255$3,085-$12,340
Insurance$6,376$2,125-$8,501
Fees for Services Legal-$7,981-$7,981
Office Expenses-$3,678$3,601$7,279
Other Expenses$21,000$6,282$12,194$6,282
Total Functional Expenses$813,231$244,233$107,410$1,164,874

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,175,513
Total Expenses per Form 990$1,164,874
Expenses per Audited Statements$1,129,532
Expenses Not Reported on Form 990$45,981
Expenses Not Reported on Financial Statements$35,342
Other Expense Adjustments$35,342
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Chi Phi Fraternity IncRoswell, GA501(c)(7)Trust Administrative Support and Educational Purposes$219,520
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$45,981
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Doug Gibson Memorial Golf Tournamen$64,627-$27,170-
Watts Gunn Memorial Golf Tournament$9,917-$4,166-
Total Events$108,922-$45,981$-45,981
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$178,496
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
Yes
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 B, Line 15A

Executive director compensation is determined annually by the board. No other officers and key employees are compensated. Independent information is compiled by the executive committee and recommendation made to the board for approval.

Form 990, Part VI, Section C, Line 19

This information is made available upon request and on the trust's website.

Filing and Contact Details

Filer

Filer Name
Chi Phi Educational Trust
EIN
58-6035103
Phone
4042311824
Address
885 WOODSTOCK RD SUITE 430 PMB 389, ROSWELL, GA 30075

Signing Officer

Name
Laura Landry
Title
Executive Director
Phone
4042311824
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Landry
Formed
1930
Legal Domicile
Ga
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
48

Preparer

Firm
Cri Advisors LLC
Address
4004 SUMMIT BLVD NE SUITE 800, ATLANTA, GA 30319
Preparer
Tiffany T Orr CPA
Phone
7703948000
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 X, LINE 2:

Under section 501(c)(3) of the internal revenue code, chi phi educational trust is exempt from taxes on income other than unrelated business income. The trust does not have any unrelated business income. The trust utilizes the accounting requirements associated with uncertainty in income taxes using the provisions of fasb asc 740, income taxes. Using that guidance, tax positions initially need to be recognized in the financial statements when it is more-likely-than-not the positions will be sustained upon examination by the tax authorities. It also provides guidance for derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. As of june 30, 2024, the trust has no uncertain tax positions that qualify for recognition or disclosure in the financial statements.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising event expense 45,981.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Investment expense 35,342.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising event expense 45,981.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Investment expense 35,342.

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IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0185990
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0219268
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0219268
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0219520
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0219520
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0799780
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01144889
IRS990/GrossReceiptsAmt03068044
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt019117
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05995
IRS990/InformationTechnologyGrp/ProgramServicesAmt017984
IRS990/InformationTechnologyGrp/TotalAmt043096
IRS990/InsuranceGrp/ManagementAndGeneralAmt02125
IRS990/InsuranceGrp/ProgramServicesAmt06376
IRS990/InsuranceGrp/TotalAmt08501
IRS990/InvestmentIncomeGrp/ExclusionAmt0100777
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0100777
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03780857
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04859799
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt025795
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0575763
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012295
IRS990/LandBldgEquipCostOrOtherBssAmt038090
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0553381
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01107526
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/NetAssetsOrFundBalancesBOYAmt05607508
IRS990/NetAssetsOrFundBalancesEOYAmt06066579
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0283762
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0283762
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-45981
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-45981
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0262789
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-66088
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-155908
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt010946
IRS990/OccupancyGrp/ProgramServicesAmt032837
IRS990/OccupancyGrp/TotalAmt043783
IRS990/OfficeExpensesGrp/FundraisingAmt03601
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03678
IRS990/OfficeExpensesGrp/TotalAmt07279
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0119423
IRS990/OtherAssetsTotalGrp/EOYAmt0122723
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04396
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04913
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt012920
IRS990/OtherEmployeeBenefitsGrp/TotalAmt022229
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSE
IRS990/OtherExpensesGrp/Desc1CHAKETT COST
IRS990/OtherExpensesGrp/Desc2FEE FOR SERVICE - ADMIN
IRS990/OtherExpensesGrp/FundraisingAmt012194
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012455
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16282
IRS990/OtherExpensesGrp/ProgramServicesAmt021000
IRS990/OtherExpensesGrp/TotalAmt024649
IRS990/OtherExpensesGrp/TotalAmt121000
IRS990/OtherExpensesGrp/TotalAmt26282
IRS990/OtherLiabilitiesGrp/BOYAmt062032
IRS990/OtherLiabilitiesGrp/EOYAmt0178496
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0GAIN ON INVOLUNTARY CONVERSION
IRS990/OtherRevenueMiscGrp/ExclusionAmt0355560
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0355560
IRS990/OtherRevenueTotalAmt0355560
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019271
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt021539
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt056647
IRS990/OtherSalariesAndWagesGrp/TotalAmt097457
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03940
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04404
IRS990/PayrollTaxesGrp/ProgramServicesAmt011582
IRS990/PayrollTaxesGrp/TotalAmt019926
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01155055
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01133051
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt030931
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt033297
IRS990/PrincipalOfficerNm0LAURA LANDRY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0HELP BUILD BETTER MEN AND POSITION STUDENTS FOR SUCCESS BY PROVIDING 48 ACADEMIC SCHOLARSHIPS. THESE SCHOLARSHIPS ARE AVAILABLE TO OVER 2500 STUDENTS. THE TRUST ALDO PROVIDED EMERGENCY GRANTS TO 3 INDIVIDUALS BASED ON NEED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt063200
IRS990/ProgSrvcAccomActy2Grp/GrantAmt063200
IRS990/ProgSrvcAccomActy3Grp/Desc0HELP BUILD BETTER MEN AND CHANGE LIVES BY SUPPORTING EDUCATIONAL PROGRAMS AND LEADERSHIP TRAINING TO UNDERGRADUATE STUDENTS AND CHAPTERS. AWARDED EDUCATIONAL GRANTS TO TRAIN 45 CHAPTER PRESIDENTS AND 43 NEW MEMBER EDUCATORS AT THE CHI PHI ALPHAS & THETAS ACADEMY. AWARDED STAFF EDUCATIONAL GRANTS FOR TRAINING AND DEVELOPING OVER 500 CHAPTER OFFICERS IN OVER 50 IN-PERSON TRAINING VISITS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0189598
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0189598
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0318637
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0497973
IRS990/PYInvestmentIncomeAmt041079
IRS990/PYOtherExpensesAmt0416509
IRS990/PYOtherRevenueAmt0533730
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-182063
IRS990/PYSalariesCompEmpBnftPaidAmt0161027
IRS990/PYTotalExpensesAmt01075509
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0893446
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0196282
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0667038
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0360407
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0490621
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0403157
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0472404
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02393627
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0100777
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt068800
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0178238
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0175366
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0174136
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0697317
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65990
IRS990ScheduleA/PublicSupportPY170Pct00.61830
IRS990ScheduleA/PublicSupportTotal170Amt02039684
IRS990ScheduleA/SubstantialContributorsTotAmt0353943
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0667038
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0360407
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0490621
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0403157
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0472404
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02393627
IRS990ScheduleA/TotalSupportAmt03090944
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/CYEndwmtFundGrp/BeginningYearBalanceAmt01415483
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0793067
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01483494
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01457215
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0732159
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01354517
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt087941
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01415483
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0138918
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0111943
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01509551
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt093183
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01354517
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt066751
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-181466
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt022353
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01241871
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt063230
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01509551
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt041909
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0274266
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt05554
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01154564
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0109126
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01241871
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt033208
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011389
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt012295

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.26$0.19$6.07$1.36$1.16$0.20
2023Summary only. Only limited summary data is available for this year.$5.69$0.08$5.61$0.89$1.08$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.02$4.36$0.58$0.87$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$0.04$5.35$0.56$0.90$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.88$0.07$4.81$0.56$0.68$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.12$0.09$5.03$0.82$0.83$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.11$0.07$5.05$0.91$0.78$0.14
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