Civic Intelligence

Delta Delta Delta Foundation

990 • Fiscal year 2020 • EIN 75-2184529

Aug 01, 2019 to Jul 31, 2020 • Filed on May 20, 2021

14951 North Dallas Pkwy Ste 500Dallas, TX 75254

(817) 633-8001

Siviq Scores

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

Liabilities / Assets

20th percentile

0.03x

Higher debt load relative to assets than 20% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.12x

Higher debt load relative to revenue than 27% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

73rd percentile

$263,786

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

41st percentile

3.8%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

55%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$20,480,231

Up $756,833 (+3.8%) from 2019

Net Assets

Up

$19,925,386

Up $617,070 (+3.2%) from 2019

Liabilities

Up

$554,845

Up $139,763 (+34%) from 2019

Revenue

Up

$4,765,349

Up $1,689,810 (+55%) from 2019

Expenses

Up

$3,805,147

Up $1,157,923 (+44%) from 2019

Net Income

Up

$960,202

Up $531,887 (+124%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $8,122,832Liabilities 2011: $400Net Assets 2011: $8,122,4322011Assets 2012: $8,081,094Liabilities 2012: $4,457Net Assets 2012: $8,076,6372012Assets 2013: $8,865,650Liabilities 2013: $32,365Net Assets 2013: $8,833,2852013Assets 2014: $9,389,782Liabilities 2014: $22,116Net Assets 2014: $9,367,6662014Assets 2015: $9,692,678Liabilities 2015: $56,052Net Assets 2015: $9,636,6262015Assets 2016: $15,620,726Liabilities 2016: $78,055Net Assets 2016: $15,542,6712016Assets 2017: $16,910,309Liabilities 2017: $451,046Net Assets 2017: $16,459,2632017Assets 2018: $18,275,815Liabilities 2018: $395,179Net Assets 2018: $17,880,6362018Assets 2019: $19,723,398Liabilities 2019: $415,082Net Assets 2019: $19,308,3162019Assets 2020: $20,480,231Liabilities 2020: $554,845Net Assets 2020: $19,925,3862020Assets 2021: $24,531,824Liabilities 2021: $1,222,517Net Assets 2021: $23,309,3072021Assets 2022: $23,448,927Liabilities 2022: $645,222Net Assets 2022: $22,803,7052022Assets 2023: $24,857,592Liabilities 2023: $1,093,778Net Assets 2023: $23,763,8142023Assets 2024: $24,518,886Liabilities 2024: $38,057Net Assets 2024: $24,480,8292024

Highlighted filing

2020

Assets$20,480,231
Liabilities$554,845
Net Assets$19,925,386

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,245,723Expenses 2011: $860,099Net Income 2011: $385,6242011Expenses 2012: $905,2352012Expenses 2013: $815,1122013Revenue 2014: $1,106,786Expenses 2014: $864,592Net Income 2014: $242,1942014Revenue 2015: $1,398,112Expenses 2015: $976,738Net Income 2015: $421,3742015Revenue 2016: $7,412,234Expenses 2016: $1,329,576Net Income 2016: $6,082,6582016Revenue 2017: $3,443,161Expenses 2017: $2,586,832Net Income 2017: $856,3292017Revenue 2018: $3,931,055Expenses 2018: $2,815,510Net Income 2018: $1,115,5452018Revenue 2019: $3,075,539Expenses 2019: $2,647,224Net Income 2019: $428,3152019Revenue 2020: $4,765,349Expenses 2020: $3,805,147Net Income 2020: $960,2022020Revenue 2021: $3,988,064Expenses 2021: $3,353,883Net Income 2021: $634,1812021Revenue 2022: $5,230,009Expenses 2022: $3,317,602Net Income 2022: $1,912,4072022Revenue 2023: $4,828,885Expenses 2023: $3,900,371Net Income 2023: $928,5142023Revenue 2024: $3,524,299Expenses 2024: $3,952,215Net Income 2024: -$427,9162024

Highlighted filing

2020

Revenue$4,765,349
Expenses$3,805,147
Net Income$960,202
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
May 20, 2021
Return Version
2019v5.0
Gross Receipts
$9,090,102
Mission and Program Overview

Mission

Tri deltas foundation raises funds to provide transformational programs, scholarships and emergency financial support to empower our sisters for a lifetime. We invest in women. We are the only organization that connects our nearly 250,000 members with ways to empower collegiate and alumnae women. We are sisters helping sisters.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,619,487$19,180,750▲ $561,263
Savings and Temporary Cash Investments$1,103,811$1,293,304▲ $189,493
Prepaid Expenses and Deferred Charges-$6,177-
Total Assets$19,723,398$20,480,231▲ $756,833
Other Assets Total$100--
Liabilities
Grants Payable$392,400$419,900▲ $27,500
Other Liabilities-$91,100-
Deferred Revenue-$25,000-
Accounts Payable and Accrued Expenses$22,682$18,845▼ $3,837
Total Liabilities$415,082$554,845▲ $139,763
Net Assets / Fund Balance
Net Assets With Donor Restrictions$17,155,828$17,648,352▲ $492,524
Net Assets Without Donor Restrictions$2,152,488$2,277,034▲ $124,546
Total Net Assets Fund Balance$19,308,316$19,925,386▲ $617,070
Total Liabilities and Net Assets / Fund Balance$19,723,398$20,480,231▲ $756,833

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$7,557,533$279,620▲ $167,103-$7,796,967
2018$6,907,694$114,187▲ $733,626-$7,557,533
2017$6,315,499$308,908▲ $482,936-$6,907,694
2016$5,816,072$405,881▲ $362,893-$6,315,499
2015$5,204,639$331,777▲ $412,112-$5,816,072
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beth BurkesVP Dev and PFT$162,240-$162,240
Karen Hughes WhiteCEOPT$162,240$263,786$162,240
Mindy Tucker FletcherVP MarketingPT-$150,215$150,215

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$3,934,202
Program Service Revenue
$0
Investment Income
$831,147
Other Revenue
$0
All Other Contributions
$3,934,202
Change in Net Assets
$960,202

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,765,349
Revenue Not Reported on Form 990
$-428,342
Total Revenue per Audited Statements
$4,337,007
Total Revenue per Form 990
$4,765,349
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,547,681
Other Expenses$767,098
Total Fundraising Expense$515,787
Salaries, Compensation, and Employee Benefits$490,368
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,922,398--$1,922,398
Grants to Domestic Individuals$625,283--$625,283
Other Salaries and Wages$184,186$81,385$162,769$428,340
Other Expenses$37,358$16,507$33,014$86,879
Fees for Service Investment Mgmnt Fees-$86,535-$86,535
All Other Expenses$33,084$34,789$12,291$80,164
Fees for Services Accounting-$33,200-$33,200
Payroll Taxes$13,412$5,614$12,164$31,190
Other Employee Benefits$13,261$5,551$12,026$30,838
Travel$8,674-$20,638$29,312
Office Expenses$11,605$5,128$10,256$26,989
Fees for Services Legal-$20,215-$20,215
Insurance$5,594$2,472$4,944$13,010
Total Functional Expenses$2,953,680$335,680$515,787$3,805,147

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,805,147
Total Expenses per Form 990$3,805,147
Total Expenses per Audited Statements$3,719,937
Expenses Not Reported on Form 990$-85,210
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Delta Delta Delta FraternityDallas, TX-Educ & Lead Grants$1,070,450
Tri Delta Housing - Alpha EtaDallas, TX-Educational Space$274,072
ST JUDE CHILDREN'S RESEACH HOPSITALMemphis, TN-Research$253,067
Chi Local House CorporationUniversity, MS-Educational Space$161,952
Tri Delta Housing - Beta MuDallas, TX-Educational Space$104,781
Delta Xi Local House CorporationColumbia, MO-Educational Space$39,959
Tri Delta Housing - Theta IotaDallas, TX-Educational Space$14,585
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$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
Ppp Loan$91,100
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
Yes
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, Page 6, Part VI, Line 11B

The organziation's finance committee reviews the form 990 and it is then provided to the organization's board of trustees for review before it is filed.

Form 990, Page 6, Part VI, Line 12C

Conflicts of interests are discussed annually.

Form 990, Page 6, Part VI, Line 15A

Ceo is reviewed annually by the chair of the board of trustees.

Form 990, Page 6, Part VI, Line 15B

Key employees are reviewed annually by ceo. Ceo is reviewed annually by the chair of the board of trustees.

Form 990, Page 6, Part VI, Line 19

A copy of annual reports, governing documents, policies and guidelines are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Delta Delta Delta Foundation
EIN
75-2184529
Phone
8176338001
Address
14951 NORTH DALLAS PKWY STE 500, DALLAS, TX 75254

Signing Officer

Name
Karen Hughes White
Title
CEO
Phone
8176338001
Signed
2021-05-20

Organization Details

Principal Officer
Karen Hughes White
Formed
1988
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
9
Volunteers
28

Preparer

Firm
Psk Llp
Address
3001 MEDLIN DR STE 100, ARLINGTON, TX 76015
Preparer
Kylie Lindsey
Phone
8176643000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Tri deltas foundation raises funds to provide transformational programs, scholarships and emergency financial support to empower our sisters for a lifetime. We invest in women. We are the only organization that connects our nearly 250,000 members with ways to empower collegiate and alumnae women. We are sisters helping sisters.

Form 990, Page 1, Part I, Line 6

The organization's board of trustee's and committees consist of volunteers. Committee members review applications and submit decisions for awarding grants and scholarships.

Form 990, Page 2, Part III, Line 4A

The foundation's grant program provided support to individual members, the fraternity, and house corporations. Educational scholarships totaling 413,256 were awarded to 167 members. Emergency financial assistance of 212,027 was granted to 148 members through our crescent funds. We invest in women, over 1,070,450 was granted to the fraternity to support educational and leadership programing, including career readiness, mental health education, and sexual assault prevention benefiting over 20,000 members. In addition, grants of 595,350.26 for educational space at five houses benefited 1,119 members

Form 990, Part XI, Line 9

Investment counsel -86,535 staff raffle 1,325 investment counsel 86,535 staff raffle -1,325

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Investment counsel -86,535 staff raffle 1,325

Schedule D, Page 4, Part XII, Line 2D

Investment counsel -86,535 staff raffle 1,325

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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01922398
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InsuranceGrp/ManagementAndGeneralAmt02472
IRS990/InsuranceGrp/ProgramServicesAmt05594
IRS990/InsuranceGrp/TotalAmt013010
IRS990/InvestmentIncomeGrp/ExclusionAmt0544796
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0544796
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IRS990/IRPDocumentCnt06
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04324753
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TRI DELTAS FOUNDATION RAISES FUNDS TO PROVIDE TRANSFORMATIONAL PROGRAMS, SCHOLARSHIPS AND EMERGENCY FINANCIAL SUPPORT TO EMPOWER OUR SISTERS FOR A LIFETIME. WE INVEST IN WOMEN. WE ARE THE ONLY ORGANIZATION THAT CONNECTS OUR NEARLY 250,000 MEMBERS WITH WAYS TO EMPOWER COLLEGIATE AND ALUMNAE WOMEN. WE ARE SISTERS HELPING SISTERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt019925386
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0286351
IRS990/NetUnrlzdGainsLossesInvstAmt0-343132
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05128
IRS990/OfficeExpensesGrp/ProgramServicesAmt011605
IRS990/OfficeExpensesGrp/TotalAmt026989
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012026
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05551
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt030838
IRS990/OtherExpensesGrp/Desc0FUNDRAISING EXPENSE
IRS990/OtherExpensesGrp/Desc1COST SHARE AGREEMENT
IRS990/OtherExpensesGrp/Desc2TECHNOLOGY EXPENSE
IRS990/OtherExpensesGrp/Desc3FRATERNITY ADMIN. CHARGE
IRS990/OtherExpensesGrp/FundraisingAmt0160975
IRS990/OtherExpensesGrp/FundraisingAmt147099
IRS990/OtherExpensesGrp/FundraisingAmt239611
IRS990/OtherExpensesGrp/FundraisingAmt333014
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt024479
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt119805
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt216507
IRS990/OtherExpensesGrp/ProgramServicesAmt054002
IRS990/OtherExpensesGrp/ProgramServicesAmt144823
IRS990/OtherExpensesGrp/ProgramServicesAmt237358
IRS990/OtherExpensesGrp/TotalAmt0160975
IRS990/OtherExpensesGrp/TotalAmt1125580
IRS990/OtherExpensesGrp/TotalAmt2104239
IRS990/OtherExpensesGrp/TotalAmt386879
IRS990/OtherLiabilitiesGrp/EOYAmt091100
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0162769
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt081385
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0184186
IRS990/OtherSalariesAndWagesGrp/TotalAmt0428340
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt012164
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05614
IRS990/PayrollTaxesGrp/ProgramServicesAmt013412
IRS990/PayrollTaxesGrp/TotalAmt031190
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06177
IRS990/PrincipalOfficerNm0KAREN HUGHES WHITE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02237427
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01482910
IRS990/PYInvestmentIncomeAmt0838112
IRS990/PYOtherExpensesAmt0690160
IRS990/PYRevenuesLessExpensesAmt0428315
IRS990/PYSalariesCompEmpBnftPaidAmt0474154
IRS990/PYTotalExpensesAmt02647224
IRS990/PYTotalRevenueAmt03075539
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0960202
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01103811
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01293304
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03934202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02237427
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03049526
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02587346
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06503129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt018311630
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0544796
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0495533
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0460500
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0404700
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0278330
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02183859
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70290
IRS990ScheduleA/PublicSupportPY170Pct00.66020
IRS990ScheduleA/PublicSupportTotal170Amt014406612
IRS990ScheduleA/SubstantialContributorsTotAmt03905018
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03934202
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02237427
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03049526
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02587346
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06503129
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt018311630
IRS990ScheduleA/TotalSupportAmt020495489
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.95000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07557533
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0279620
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07796967
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-207289
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0167103
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06907694
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0114187
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07557533
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-197974
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0733626
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06315499
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0308908
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06907694
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-199649
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0482936
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05816072
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0405881
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06315499
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-269347
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0362893
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05204639
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0331777
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05816072
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-132456
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0412112
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0-85210
IRS990ScheduleD/ExpensesSubtotalAmt03805147
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-343132
IRS990ScheduleD/OtherExpensesIncludedAmt0-85210
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt091100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PPP LOAN
IRS990ScheduleD/OtherRevenueAmt0-85210
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.05000
IRS990ScheduleD/RevenueNotReportedAmt0-428342
IRS990ScheduleD/RevenueSubtotalAmt04765349
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT COUNSEL -86,535 STAFF RAFFLE 1,325
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT COUNSEL -86,535 STAFF RAFFLE 1,325
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalExpensesPerForm990Amt03805147
IRS990ScheduleD/TotalLiabilityAmt091100
IRS990ScheduleD/TotalRevenuePerForm990Amt04765349
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04337007
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03719937
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt084898
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1413256
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2127129
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EMERG FIN ASST - ALUMNAE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2EMERG FIN ASST - COLLEGIA
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt017
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt1167
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt2131
IRS990ScheduleI/RecipientTable/CashGrantAmt01070450
IRS990ScheduleI/RecipientTable/CashGrantAmt1253067
IRS990ScheduleI/RecipientTable/CashGrantAmt2161952
IRS990ScheduleI/RecipientTable/CashGrantAmt3104781
IRS990ScheduleI/RecipientTable/CashGrantAmt414585
IRS990ScheduleI/RecipientTable/CashGrantAmt539959

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.5$0.04$24.5$3.52$3.95$0.43
2023Summary only. Only limited summary data is available for this year.$24.9$1.09$23.8$4.83$3.90$0.93
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.4$0.65$22.8$5.23$3.32$1.91
2021Summary only. Only limited summary data is available for this year.$24.5$1.22$23.3$3.99$3.35$0.63
2020Detailed filing. Detailed filing data is available for this year.$20.5$0.55$19.9$4.77$3.81$0.96
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.7$0.42$19.3$3.08$2.65$0.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.3$0.40$17.9$3.93$2.82$1.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$0.45$16.5$3.44$2.59$0.86
2016Detailed filing. Detailed filing data is available for this year.$15.6$0.08$15.5$7.41$1.33$6.08
2015Detailed filing. Detailed filing data is available for this year.$9.69$0.06$9.64$1.40$0.98$0.42
2014Detailed filing. Detailed filing data is available for this year.$9.39$0.02$9.37$1.11$0.86$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.87$0.03$8.83$0.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.08$0.00$8.08$0.91
2011Summary only. Only limited summary data is available for this year.$8.12$0.00$8.12$1.25$0.86$0.39