Civic Intelligence

Beta Theta Pi Foundation

990 • Fiscal year 2019 • EIN 80-0296934

Jun 01, 2018 to May 31, 2019 • Filed on Apr 01, 2020

5134 Bonham RoadOxford, OH 45056

(513) 523-7591

Siviq Scores

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

Liabilities / Assets

17th percentile

0.02x

Higher debt load relative to assets than 17% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.13x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

8th percentile

-29%

Higher net margin than 8% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$260,717

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

7th percentile

-8.7%

Faster asset growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-37%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Down

$28,295,867

Down $2,711,904 (-8.7%) from 2018

Net Assets

Down

$27,656,468

Down $2,645,666 (-8.7%) from 2018

Liabilities

Down

$639,399

Down $66,238 (-9.4%) from 2018

Revenue

Down

$4,953,267

Down $2,860,636 (-37%) from 2018

Expenses

Up

$6,387,143

Up $455,811 (+7.7%) from 2018

Net Income

Down

-$1,433,876

Down $3,316,447 (-176%) from 2018

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $17,406,371Liabilities 2011: $739,196Net Assets 2011: $16,667,1752011Assets 2012: $18,526,317Liabilities 2012: $924,178Net Assets 2012: $17,602,1392012Assets 2013: $21,933,899Liabilities 2013: $837,599Net Assets 2013: $21,096,3002013Assets 2014: $24,177,837Liabilities 2014: $628,253Net Assets 2014: $23,549,5842014Assets 2015: $25,366,318Liabilities 2015: $637,551Net Assets 2015: $24,728,7672015Assets 2016: $27,238,236Liabilities 2016: $918,732Net Assets 2016: $26,319,5042016Assets 2017: $29,366,248Liabilities 2017: $641,665Net Assets 2017: $28,724,5832017Assets 2018: $31,007,771Liabilities 2018: $705,637Net Assets 2018: $30,302,1342018Assets 2019: $28,295,867Liabilities 2019: $639,399Net Assets 2019: $27,656,4682019Assets 2020: $27,267,482Liabilities 2020: $749,618Net Assets 2020: $26,517,8642020Assets 2021: $34,060,012Liabilities 2021: $650,397Net Assets 2021: $33,409,6152021Assets 2022: $33,085,697Liabilities 2022: $841,725Net Assets 2022: $32,243,9722022Assets 2023: $33,457,442Liabilities 2023: $880,681Net Assets 2023: $32,576,7612023Assets 2024: $35,744,331Liabilities 2024: $1,061,939Net Assets 2024: $34,682,3922024

Highlighted filing

2019

Assets$28,295,867
Liabilities$639,399
Net Assets$27,656,468

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2011: $3,292,1982011Expenses 2012: $3,069,7182012Expenses 2013: $3,597,4022013Revenue 2014: $4,787,426Expenses 2014: $3,233,167Net Income 2014: $1,554,2592014Revenue 2015: $7,022,000Expenses 2015: $5,786,228Net Income 2015: $1,235,7722015Revenue 2016: $7,946,470Expenses 2016: $5,043,968Net Income 2016: $2,902,5022016Revenue 2017: $6,473,143Expenses 2017: $5,040,374Net Income 2017: $1,432,7692017Revenue 2018: $7,813,903Expenses 2018: $5,931,332Net Income 2018: $1,882,5712018Revenue 2019: $4,953,267Expenses 2019: $6,387,143Net Income 2019: -$1,433,8762019Revenue 2020: $4,237,409Expenses 2020: $4,365,411Net Income 2020: -$128,0022020Revenue 2021: $5,014,796Expenses 2021: $4,299,210Net Income 2021: $715,5862021Revenue 2022: $6,703,723Expenses 2022: $4,934,892Net Income 2022: $1,768,8312022Revenue 2023: $7,425,223Expenses 2023: $5,976,117Net Income 2023: $1,449,1062023Revenue 2024: $7,229,366Expenses 2024: $7,289,321Net Income 2024: -$59,9552024

Highlighted filing

2019

Revenue$4,953,267
Expenses$6,387,143
Net Income-$1,433,876
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Apr 1, 2020
Return Version
2018v3.1
Gross Receipts
$6,888,893
Mission and Program Overview

Mission

The principal purpose of the organization, hereinafter referred to as the foundation, shall be to foster the charitable, scientific, literary and educational purposes of beta theta pi.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$20,389,670$20,317,785▼ $71,885
Savings and Temporary Cash Investments$5,983,626$4,067,884▼ $1,915,742
Land, Buildings, and Equipment, Net$2,258,340$2,165,584▼ $92,756
Pledges and Grants Receivable$2,373,859$1,738,919▼ $634,940
Accounts Receivable-$5,665-
Prepaid Expenses and Deferred Charges$2,246$0▼ $2,246
Cash and Non-Interest-Bearing Accounts$30$30→ $0
Total Assets$31,007,771$28,295,867▼ $2,711,904
Liabilities
Other Liabilities$523,923$463,285▼ $60,638
Accounts Payable and Accrued Expenses$181,714$176,114▼ $5,600
Total Liabilities$705,637$639,399▼ $66,238
Net Assets / Fund Balance
Permanently Rstr Net Assets$10,419,046$10,489,831▲ $70,785
Unrestricted Net Assets$9,415,524$9,188,058▼ $227,466
Temporarily Rstr Net Assets$10,467,564$7,978,579▼ $2,488,985
Total Net Assets Fund Balance$30,302,134$27,656,468▼ $2,645,666
Total Liabilities and Net Assets / Fund Balance$31,007,771$28,295,867▼ $2,711,904

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,894,951$1,730,329$3,625,280
Equipment$52,159$804,868$857,027
Leasehold Improvements$110,541$481,215$591,756
Land$107,933-$107,933

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$19,733,656$195,207▼ $293,693$842,684$18,792,486
2017$18,589,113$485,329▲ $1,551,444$892,230$19,733,656
2016$16,714,414$778,754▲ $1,845,219$749,274$18,589,113
2015$15,975,107$1,877,793▼ $497,920$640,566$16,714,414
2014$14,486,558$1,491,431▲ $604,585$607,467$15,975,107
Compensation and Service Providers

Employees

NameTitleOtherTotal
Dan FogleChief Financial Officer$98,096$98,096

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$3,742,266
Program Service Revenue
$0
Investment Income
$917,636
Other Revenue
$293,365
All Other Contributions
$3,550,259
Change in Net Assets
$-1,433,876

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded12$438,302Average High and Low
Total Noncash Contributions12$438,302-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,893,543
Revenue Not Reported on Financial Statements
$59,724
Revenue Not Reported on Form 990
$-1,358,813
Total Revenue per Audited Statements
$3,534,730
Total Revenue per Form 990
$4,953,267
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,899,809
Salaries, Compensation, and Employee Benefits$843,396
Other Expenses$549,827
Total Fundraising Expense$213,577
Professional Fundraising Fees$94,111

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,653,047--$4,653,047
Other Salaries and Wages$647,539$80,943$80,943$809,425
Grants to Domestic Individuals$246,762--$246,762
Depreciation Depletion$144,525$17,121-$161,646
Office Expenses$96,629$6,438$15,610$118,677
Fees for Services Professional Fundraising--$94,111$94,111
Fees for Service Investment Mgmnt Fees-$59,724-$59,724
Conferences and Meetings$48,434$5,381-$53,815
Travel$43,450$4,828-$48,278
Other Expenses$20,208-$19,183$39,391
Occupancy$37,564--$37,564
Other Employee Benefits$25,650$3,206$3,206$32,062
Fees for Services Legal-$13,251-$13,251
Insurance$9,063--$9,063
Information Technology$7,243$805-$8,048
Payroll Taxes$1,527$191$191$1,909
Advertising-$37$333$370
Total Functional Expenses$5,981,641$191,925$213,577$6,387,143

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,387,143
Expenses per Audited Statements$6,327,419
Total Expenses per Audited Statements$6,180,396
Expenses Not Reported on Financial Statements$59,724
Expenses Not Reported on Form 990$-147,023
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Beta Theta Pi Building Corporation (c7)Tulsa, OK501(c)7Designated Educational Area Grant$1,122,548
Beta Theta Fraternity (c7)Oxford, OH501(c)7Leadership Development Grant$992,434
The Beta Theta Pi Building Association (c7)Columbus, OH501(c)7Designated Educational Area Grant$604,542
Alpha Chapter House Company (c7)Oxford, OH501(c)7Designated Educational Area Grant$526,962
Beta Theta Pi Corporation of Oklahoma (c7)Oklahoma City, OK501(c)7Designated Educational Area Grant$358,000
Tau Sigma Alumni Association (c7)Waukee, IA501(c)7Designated Educational Area Grant$268,783
Beta Mu House Corporation (c7)Cicero, IN501(c)7Designated Educational Area Grant$240,721
Epsilon Omicron Chapter House Corporation (c7)Crestview Hills, KY501(c)7Designated Educational Area Grant$187,779
Peters Trust Company of Moscow Idaho (c2)Moscow, ID501(c)2Designated Educational Area Grant$119,502
Florida Beta Student Aid Fund Inc (c2)Gainesville, FL501(c)2Designated Educational Area Grant$100,000
Beta Nu of Beta Theta Pi Building Company (c2)Cincinnati, OH501(c)2Designated Educational Area Grant$31,564
Beta Theta Pi Society of Minnesota (c7)Afton, MN501(c)7Designated Educational Area Grant$30,070
Beta Kappa House Company (c7)Athens, OH501(c)7Designated Educational Area Grant$27,728
Gamma Nu House Corporation (c7)Los Angeles, CA501(c)7Designated Educational Area Grant$19,003
Afa Foundation (c3)Fort Collins, CO501(c)3Educational Support for the Fraternity Advisor Community$12,500
Gamma Eta Association (c7)Atlanta, GA501(c)7Designated Educational Area Grant$8,428
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$94,111
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 Related Party$262,729
Annuities Payable$200,556
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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, Part VI, Section B, Line 11B

The foundation treasurer (audit committee chair) reviews the form 990 and asks staff to email it to the remainder of the board for review prior to filing.

Form 990, Part VI, Section B, Line 12C

All board members and staff are required to sign the conflict of interest policy annually. If a conflict occurs, the board chairman and the executive director are informed and the conflict is worked through. No conflicts were noted for the current year.

Form 990, Part VI, Section B, Line 15

The board of trustees of the beta theta pi fraternity reviewed and approved the compensation for its executive director in 2018 and it is reviewed annually. The board members reviewing the executive compensation were not related to any of the board or directors by family or business connection. Final approval is documented in the board of director minutes. The board also reviews other fraternal organization's 990s to determine compensation for the executive director, as well as data from other comparable non-profit organizations.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and audited financial statements are provided upon request.

Filing and Contact Details

Filer

Filer Name
Beta Theta Pi Foundation
EIN
80-0296934
Phone
5135237591
Address
5134 BONHAM ROAD, OXFORD, OH 45056

Signing Officer

Name
Jeff Rundle
Title
Executive Director
Phone
5135237591
Signed
2020-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Rundle
Formed
2010
Legal Domicile
Oh
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
32

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN ST STE 400, CARMEL, IN 46032
Preparer
Angela N Crawford CPA
Phone
3178488920
Supplemental Narrative

Additional Explanations

Form 990 Part XII, Line 2C

The process has not changed from the prior year.

Financial Statement Notes

PART V, LINE 4:

The foundation's endowment consists of 611 individual funds established for a variety of purposes. The endowment includes both donor-restricted endowment fund and funds designated by the governing body to function as endowments (board-designated endowment funds).

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the foundation and recognize a tax liability if the foundation has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by the foundation, and has concluded that as of may 31, 2019 and 2018, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Miscellaneous income netted with expenses -147,023.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Miscellaneous income netted with expenses -147,023.

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IRS990/Form990PartVIISectionAGrp/PersonNm19DAN FOGLE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18FOUNDATION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHIEF FINANCIAL OFFICER
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IRS990/FormationYr02010
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IRS990/FSAuditedInd01
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IRS990/GrantsToOrganizationsInd01
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IRS990/InsuranceGrp/ProgramServicesAmt09063
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IRS990/LandBldgEquipCostOrOtherBssAmt05181996
IRS990/LegalDomicileStateCd0OH
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IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0192007
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PRINCIPAL PURPOSE OF THE ORGANIZATION, HEREINAFTER REFERRED TO AS THE FOUNDATION, SHALL BE TO FOSTER THE CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES OF BETA THETA PI.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt030302134
IRS990/NetAssetsOrFundBalancesEOYAmt027656468
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-71084
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-71084
IRS990/NetIncomeOrLossGrp/ExclusionAmt0-5969
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-5969
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0299138
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0299138
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1211790
IRS990/NoncashContributionsAmt0438302
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt037564
IRS990/OccupancyGrp/TotalAmt037564
IRS990/OfficeExpensesGrp/FundraisingAmt015610
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06438
IRS990/OfficeExpensesGrp/ProgramServicesAmt096629
IRS990/OfficeExpensesGrp/TotalAmt0118677
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03206
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03206
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt025650
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032062
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSE
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IRS990/OtherExpensesGrp/ProgramServicesAmt020208
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IRS990/OtherLiabilitiesGrp/BOYAmt0523923
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt080943
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0647539
IRS990/OtherSalariesAndWagesGrp/TotalAmt0809425
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0191
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0191
IRS990/PayrollTaxesGrp/ProgramServicesAmt01527
IRS990/PayrollTaxesGrp/TotalAmt01909
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt010419046
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt010489831
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02373859
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01738919
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02246
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JEFF RUNDLE
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0TUITION SCHOLARSHIPS WERE AWARDED FOR STUDENTS TO ATTEND A NORTH AMERICAN COLLEGE OR UNIVERSITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0246762
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0246762
IRS990/ProgSrvcAccomActy3Grp/Desc0DEA GRANTS ARE AVAILABLE FROM RESTRICTED CHAPTER FUNDS AND CAN COVER THE COST OF CONSTRUCTION OR RENOVATION OF EDUCATIONAL AREAS IN THE CHAPTER HOUSE SUCH AS THE LIBRARY, STUDY ROOM, COMPUTER ROOM, AS WELL AS EDUCATIONAL FURNISHINGS, INCLUDING COMPUTER EQUIPMENT AND INTERNET ACCESS. OPERATIONAL GRANTS ARE ALSO AVAILABLE FROM RESTRICTED CHAPTER FUNDS IN SUBSEQUENT YEARS TO COVER THE EXPENSES RELATED TO OPERATING THESE EDUCATIONAL AREAS ANNUALLY
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt03646113
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05449358
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IRS990/PYInvestmentIncomeAmt01916164
IRS990/PYOtherExpensesAmt0548362
IRS990/PYOtherRevenueAmt0448381
IRS990/PYProgramServiceRevenueAmt00
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IRS990/PYSalariesCompEmpBnftPaidAmt0852024
IRS990/PYTotalExpensesAmt05931332
IRS990/PYTotalProfFndrsngExpnsAmt084108
IRS990/PYTotalRevenueAmt07813903
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1433876
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0299138
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0176
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0176
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05983626
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04067884
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03742266
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05449358
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05217137
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06867125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06013932
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt027289818
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01288034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02215409
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01016823
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0821077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0679367
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06020710
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt020
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0149136
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0299183
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0258267
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0288360
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0994966
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78710
IRS990ScheduleA/PublicSupportPY170Pct00.80500
IRS990ScheduleA/PublicSupportTotal170Amt027003378
IRS990ScheduleA/SubstantialContributorsTotAmt0286440
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03742266

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.7$1.06$34.7$7.23$7.29$0.06
2023Detailed filing. Detailed filing data is available for this year.$33.5$0.88$32.6$7.43$5.98$1.45
2022Detailed filing. Detailed filing data is available for this year.$33.1$0.84$32.2$6.70$4.93$1.77
2021Detailed filing. Detailed filing data is available for this year.$34.1$0.65$33.4$5.01$4.30$0.72
2020Detailed filing. Detailed filing data is available for this year.$27.3$0.75$26.5$4.24$4.37$0.13
2019Detailed filing. Detailed filing data is available for this year.$28.3$0.64$27.7$4.95$6.39$1.43
2018Detailed filing. Detailed filing data is available for this year.$31.0$0.71$30.3$7.81$5.93$1.88
2017Detailed filing. Detailed filing data is available for this year.$29.4$0.64$28.7$6.47$5.04$1.43
2016Detailed filing. Detailed filing data is available for this year.$27.2$0.92$26.3$7.95$5.04$2.90
2015Detailed filing. Detailed filing data is available for this year.$25.4$0.64$24.7$7.02$5.79$1.24
2014Detailed filing. Detailed filing data is available for this year.$24.2$0.63$23.5$4.79$3.23$1.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.9$0.84$21.1$3.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.5$0.92$17.6$3.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$0.74$16.7$3.29