Civic Intelligence

Pi Beta Phi Foundation for Scholarships at Smu

990 • Fiscal year 2017 • EIN 75-6025860

Sep 01, 2016 to Aug 31, 2017 • Filed on Jul 16, 2018

Organization ProfileN/A
6500 Greenville Ave Ste 320Dallas, TX 75206

(214) 692-6556

Siviq Scores

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

Liabilities / Assets

34th percentile

0.06x

Higher debt load relative to assets than 34% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

74th percentile

0.58x

Higher debt load relative to revenue than 74% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

15th percentile

-14%

Higher net margin than 15% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

21st percentile

-3.3%

Faster asset growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

3.3%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$5,766,150

Down $198,033 (-3.3%) from 2016

Net Assets

Down

$5,409,917

Down $85,538 (-1.6%) from 2016

Liabilities

Down

$356,233

Down $112,495 (-24%) from 2016

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin15th percentile

Revenue

Up

$617,940

Up $19,515 (+3.3%) from 2016

Expenses

Up

$703,478

Up $154,952 (+28%) from 2016

Net Income

Down

-$85,538

Down $135,437 (-271%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth21st 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: $6,362,924Liabilities 2011: $1,296,007Net Assets 2011: $5,066,9172011Assets 2012: $6,222,135Liabilities 2012: $980,776Net Assets 2012: $5,241,3592012Assets 2013: $6,181,902Liabilities 2013: $861,124Net Assets 2013: $5,320,7782013Assets 2014: $6,116,090Liabilities 2014: $746,497Net Assets 2014: $5,369,5932014Assets 2015: $6,050,346Liabilities 2015: $604,790Net Assets 2015: $5,445,5562015Assets 2016: $5,964,183Liabilities 2016: $468,728Net Assets 2016: $5,495,4552016Assets 2017: $5,766,150Liabilities 2017: $356,233Net Assets 2017: $5,409,9172017Assets 2018: $5,422,490Liabilities 2018: $0Net Assets 2018: $5,422,4902018Assets 2019: $5,493,272Liabilities 2019: $0Net Assets 2019: $5,493,2722019Assets 2020: $5,447,954Liabilities 2020: $0Net Assets 2020: $5,447,9542020Assets 2021: $5,421,518Liabilities 2021: $0Net Assets 2021: $5,421,5182021Assets 2022: $5,454,114Liabilities 2022: $71Net Assets 2022: $5,454,0432022Assets 2023: $5,534,411Liabilities 2023: $0Net Assets 2023: $5,534,4112023Assets 2024: $5,521,710Liabilities 2024: $0Net Assets 2024: $5,521,7102024

Highlighted filing

2017

Assets$5,766,150
Liabilities$356,233
Net Assets$5,409,917
Open 2017 Filing

Operations Trend

Revenue Growth46th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $855,730Expenses 2011: $522,328Net Income 2011: $333,4022011Revenue 2012: $662,979Expenses 2012: $488,537Net Income 2012: $174,4422012Expenses 2013: $477,4592013Revenue 2014: $566,161Expenses 2014: $517,346Net Income 2014: $48,8152014Revenue 2015: $582,016Expenses 2015: $506,053Net Income 2015: $75,9632015Revenue 2016: $598,425Expenses 2016: $548,526Net Income 2016: $49,8992016Revenue 2017: $617,940Expenses 2017: $703,478Net Income 2017: -$85,5382017Revenue 2018: $651,450Expenses 2018: $638,877Net Income 2018: $12,5732018Revenue 2019: $679,903Expenses 2019: $609,121Net Income 2019: $70,7822019Revenue 2020: $713,432Expenses 2020: $758,750Net Income 2020: -$45,3182020Revenue 2021: $704,206Expenses 2021: $730,642Net Income 2021: -$26,4362021Revenue 2022: $814,184Expenses 2022: $781,659Net Income 2022: $32,5252022Revenue 2023: $880,195Expenses 2023: $799,827Net Income 2023: $80,3682023Revenue 2024: $829,501Expenses 2024: $842,202Net Income 2024: -$12,7012024

Highlighted filing

2017

Revenue$617,940
Expenses$703,478
Net Income-$85,538
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jul 16, 2018
Return Version
2016v3.0
Gross Receipts
$617,940
Mission and Program Overview

Mission

The organization was created for the specific educational purpose of aiding and encouraging female students at southern methodist university, dallas, texas and particulary, but not exclusively those who are members of the texas beta chapter of the pi beta phi fraternity, or who are pledged to become such members,(a) to achieve and maintain high scholastic standards;(b) to add to their general culture and knowledge, as well as their ability and desire to cooperate with their fellow students in promoting those things of a civic, educational, or religious nature which are for the general good of southern methodist university; and(c) to maintain themselves while attending southern methodist university.

Provide housing, scholarships, and promote education for female students at smu.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,158,728$4,966,807▼ $191,921
Savings and Temporary Cash Investments$754,410$786,644▲ $32,234
Cash and Non-Interest-Bearing Accounts$51,045$12,699▼ $38,346
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,964,183$5,766,150▼ $198,033
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$468,728$356,233▼ $112,495
Total Liabilities$468,728$356,233▼ $112,495
Net Assets / Fund Balance
Unrestricted Net Assets$5,495,455$5,409,917▼ $85,538
Total Net Assets Fund Balance$5,495,455$5,409,917▼ $85,538
Total Liabilities and Net Assets / Fund Balance$5,964,183$5,766,150▼ $198,033

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,872,382$1,194,319$6,066,701
Other Land Buildings$94,425$380,724$475,149
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Jamie M McdonaldPresident
Anne BradleyLiason VP Housg
Tish KeyMaint/mechanicl
Kathy KelleyScholarship
Cecilie HolmanSecretary
Jane GuerriniTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,979
Program Service Revenue
$595,400
Investment Income
$1,561
Other Revenue
$0
All Other Contributions
$20,979
Change in Net Assets
$-85,538
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$477,900
Salaries, Compensation, and Employee Benefits$197,578
Grants and Similar Amounts Paid$28,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$191,921--$191,921
Other Salaries and Wages$183,974--$183,974
Grants to Domestic Orgs$28,000--$28,000
Insurance$22,596--$22,596
Interest$18,836--$18,836
Payroll Taxes$13,604--$13,604
Other Expenses$9,337--$9,337
Fees for Services Other$5,843--$5,843
Fees for Services Accounting-$4,804-$4,804
Travel$2,862--$2,862
Total Functional Expenses$698,674$4,804$0$703,478
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southern Methodist UniversityDallas, TX-Scholarships$28,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The organization's president and treasurer review the draft copy of the form 990 with the organization's accountant (paid preparer) and make the draft copy available to the governing body for review, comment, and any changes prior to its filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents and financial statements are available to the public upon request at the organization's address.”

Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Foundation for Scholarships
EIN
75-6025860
Phone
2146926556
Address
6500 GREENVILLE AVE STE 320, DALLAS, TX 75206

Signing Officer

Name
Jane Guerrini
Title
Treasurer
Signed
2018-07-16
Discuss with paid preparer
Yes

Organization Details

Formed
1950
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
8

Preparer

Firm
Byron D Laakso CPA
Address
1903 Central Dr, Bedford, TX 76021
Preparer
Byron D Laakso
Phone
8172677050
Raw XML AppendixShowing 400 of 449 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/MissionDesc0THE ORGANIZATION WAS CREATED FOR THE SPECIFIC EDUCATIONAL PURPOSE OF AIDING AND ENCOURAGING FEMALE STUDENTS AT SOUTHERN METHODIST UNIVERSITY, DALLAS, TEXAS AND PARTICULARY, BUT NOT EXCLUSIVELY THOSE WHO ARE MEMBERS OF THE TEXAS BETA CHAPTER OF THE PI BETA PHI FRATERNITY, OR WHO ARE PLEDGED TO BECOME SUCH MEMBERS,(A) TO ACHIEVE AND MAINTAIN HIGH SCHOLASTIC STANDARDS;(B) TO ADD TO THEIR GENERAL CULTURE AND KNOWLEDGE, AS WELL AS THEIR ABILITY AND DESIRE TO COOPERATE WITH THEIR FELLOW STUDENTS IN PROMOTING THOSE THINGS OF A CIVIC, EDUCATIONAL, OR RELIGIOUS NATURE WHICH ARE FOR THE GENERAL GOOD OF SOUTHERN METHODIST UNIVERSITY; AND(C) TO MAINTAIN THEMSELVES WHILE ATTENDING SOUTHERN METHODIST UNIVERSITY.
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IRS990/ProgramServiceRevenueGrp/Desc1HOUSING RENTAL
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1539000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt056400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1539000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02880
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt032000
IRS990/PYInvestmentIncomeAmt05345
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0334314
IRS990/PYProgramServiceRevenueAmt0590200
IRS990/PYRevenuesLessExpensesAmt049899
IRS990/PYSalariesCompEmpBnftPaidAmt0182212
IRS990/PYTotalExpensesAmt0548526
IRS990/PYTotalRevenueAmt0598425
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-85538
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0595400
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0754410
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0786644
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt07500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt02880
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt06200
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt04000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt07000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt027580
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020979
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08420
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt043579
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01561
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05345
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01316
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01761
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01058
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011041
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0595400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0590200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0574000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0559800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0547400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02866800
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01561
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05345
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01316
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01761
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01058
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011041
IRS990ScheduleA/InvestmentIncomeCYPct00.00380
IRS990ScheduleA/InvestmentIncomePYPct00.00370
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98680
IRS990ScheduleA/PublicSupportPY509Pct00.94250
IRS990ScheduleA/PublicSupportTotal509Amt02882799
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt07500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt02880
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt06200
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt04000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt07000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt027580
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0616379
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0593080
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0580700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0564400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0555820
IRS990ScheduleA/Total509Grp/TotalAmt02910379
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0617940
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0598425
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0582016
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0566161
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0556878
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02921420
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/BuildingsGrp/BookValueAmt04872382
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01194319
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06066701
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt094425
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0380724
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0475149
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04966807
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt028000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SOUTHERN METHODIST UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0750800689
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06425 BOAZ LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DALLAS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd075275
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH VALUE
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS IN THE FORM OF SCHOLARSHIPS ARE MADE TO SOUTHERN METHODIST UNIVERSITY. THE UNIVERSITY ADMINISTERS THE SCHOLARSHIPS. OTHER GRANTS MAY BE MADE TO QUALIFIED CHARITABLE 501(C)(3) ORGANIZATIONS THAT COMPLEMENT THE MISSION OF THE PI BETA PHI FOUNDATION FOR SCHOLARSHIPS AT SMU.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S PRESIDENT AND TREASURER REVIEW THE DRAFT COPY OF THE FORM 990 WITH THE ORGANIZATION'S ACCOUNTANT (PAID PREPARER) AND MAKE THE DRAFT COPY AVAILABLE TO THE GOVERNING BODY FOR REVIEW, COMMENT, AND ANY CHANGES PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S ADDRESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05964183
IRS990/TotalAssetsEOYAmt05766150
IRS990/TotalAssetsGrp/BOYAmt05964183
IRS990/TotalAssetsGrp/EOYAmt05766150
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt020979
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04804
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0698674
IRS990/TotalFunctionalExpensesGrp/TotalAmt0703478
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0468728
IRS990/TotalLiabilitiesEOYAmt0356233
IRS990/TotalLiabilitiesGrp/BOYAmt0468728
IRS990/TotalLiabilitiesGrp/EOYAmt0356233

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,766,150
Liabilities
$356,233
Net assets
$5,409,917
Revenue
$617,940
Expenses
$703,478
Net income
-$85,538
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$0.83$0.84$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.53$0.00$5.53$0.88$0.80$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.45$0.00$5.45$0.81$0.78$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.42$0.00$5.42$0.70$0.73$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$0.00$5.45$0.71$0.76$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.49$0.00$5.49$0.68$0.61$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$0.00$5.42$0.65$0.64$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.77$0.36$5.41$0.62$0.70$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.96$0.47$5.50$0.60$0.55$0.05
2015Detailed filing. Detailed filing data is available for this year.$6.05$0.60$5.45$0.58$0.51$0.08
2014Detailed filing. Detailed filing data is available for this year.$6.12$0.75$5.37$0.57$0.52$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.18$0.86$5.32$0.48
2012Summary only. Only limited summary data is available for this year.$6.22$0.98$5.24$0.66$0.49$0.17
2011Summary only. Only limited summary data is available for this year.$6.36$1.30$5.07$0.86$0.52$0.33
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $5M-$10M nonprofits