Civic Intelligence

The Delta Sigma Phi Foundation

990 • Fiscal year 2020 • EIN 84-6035598

Jul 01, 2019 to Jun 30, 2020 • Filed on May 15, 2021

Organization ProfileWWW.DELTASIG.ORG
2960 N Meridian Street PO Box 88507Indianapolis, IN 46208

(317) 634-1899

Siviq Scores

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

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

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

Liabilities / Revenue

16th percentile

0.06x

Higher debt load relative to revenue than 16% of similar nonprofits.

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

Net Margin

42nd percentile

1.6%

Higher net margin than 42% of similar nonprofits.

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

Top Officer Pay

53rd percentile

$182,231

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

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

Asset Growth

14th percentile

-4.0%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

17th percentile

-23%

Faster revenue growth than 17% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$10,627,686

Down $448,072 (-4.0%) from 2019

Net Assets

Down

$10,549,730

Down $447,531 (-4.1%) from 2019

Liabilities

Down

$77,956

Down $541 (-0.7%) from 2019

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin42nd percentile

Revenue

Down

$1,417,029

Down $420,365 (-23%) from 2019

Expenses

Up

$1,394,402

Up $68,149 (+5.1%) from 2019

Net Income

Down

$22,627

Down $488,514 (-96%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $7,400,155Liabilities 2010: $329,934Net Assets 2010: $7,070,2212010Assets 2011: $7,696,521Liabilities 2011: $252,653Net Assets 2011: $7,443,8682011Assets 2012: $7,889,113Liabilities 2012: $295,832Net Assets 2012: $7,593,2812012Assets 2013: $7,587,436Liabilities 2013: $361,309Net Assets 2013: $7,226,1272013Assets 2014: $8,231,107Liabilities 2014: $279,394Net Assets 2014: $7,951,7132014Assets 2015: $8,354,945Liabilities 2015: $175,327Net Assets 2015: $8,179,6182015Assets 2016: $8,539,058Liabilities 2016: $321,626Net Assets 2016: $8,217,4322016Assets 2017: $9,158,605Liabilities 2017: $209,430Net Assets 2017: $8,949,1752017Assets 2018: $10,829,183Liabilities 2018: $211,296Net Assets 2018: $10,617,8872018Assets 2019: $11,075,758Liabilities 2019: $78,497Net Assets 2019: $10,997,2612019Assets 2020: $10,627,686Liabilities 2020: $77,956Net Assets 2020: $10,549,7302020Assets 2021: $13,657,190Liabilities 2021: $285,071Net Assets 2021: $13,372,1192021Assets 2022: $12,169,756Liabilities 2022: $341,313Net Assets 2022: $11,828,4432022Assets 2023: $12,486,876Liabilities 2023: $193,763Net Assets 2023: $12,293,1132023Assets 2024: $13,805,514Liabilities 2024: $201,083Net Assets 2024: $13,604,4312024Assets 2025: $15,770,460Liabilities 2025: $210,317Net Assets 2025: $15,560,1432025

Highlighted filing

2020

Assets$10,627,686
Liabilities$77,956
Net Assets$10,549,730
Open 2020 Filing

Operations Trend

Revenue Growth17th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $781,9882010Expenses 2011: $809,1982011Expenses 2012: $1,097,8312012Expenses 2013: $1,228,2312013Revenue 2014: $1,178,716Expenses 2014: $937,073Net Income 2014: $241,6432014Revenue 2015: $1,354,729Expenses 2015: $961,062Net Income 2015: $393,6672015Revenue 2016: $1,637,242Expenses 2016: $1,247,898Net Income 2016: $389,3442016Revenue 2017: $1,381,879Expenses 2017: $1,293,364Net Income 2017: $88,5152017Revenue 2018: $3,726,915Expenses 2018: $1,810,485Net Income 2018: $1,916,4302018Revenue 2019: $1,837,394Expenses 2019: $1,326,253Net Income 2019: $511,1412019Revenue 2020: $1,417,029Expenses 2020: $1,394,402Net Income 2020: $22,6272020Revenue 2021: $1,812,790Expenses 2021: $1,483,283Net Income 2021: $329,5072021Revenue 2022: $2,361,012Expenses 2022: $1,686,071Net Income 2022: $674,9412022Revenue 2023: $1,290,003Expenses 2023: $1,719,183Net Income 2023: -$429,1802023Revenue 2024: $3,873,781Expenses 2024: $2,236,289Net Income 2024: $1,637,4922024Revenue 2025: $3,079,249Expenses 2025: $2,343,918Net Income 2025: $735,3312025

Highlighted filing

2020

Revenue$1,417,029
Expenses$1,394,402
Net Income$22,627
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 15, 2021
Return Version
2019v5.2
Gross Receipts
$1,454,437
Mission and Program Overview

Mission

To promote educational and charitable purposes by providing scholarships, student aid and assistance to needy and deserving students and by the development of educational work in the chapters of delta sigma phi fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$6,358,457$5,544,354▼ $814,103
Investments in Publicly Traded Securities$2,973,585$3,750,844▲ $777,259
Pledges and Grants Receivable$1,003,165$618,049▼ $385,116
Cash and Non-Interest-Bearing Accounts$105,881$87,813▼ $18,068
Prepaid Expenses and Deferred Charges$15,179$4,648▼ $10,531
Inventories for Sale or Use-$2,925-
Accounts Receivable-$-438-
Total Assets$11,075,758$10,627,686▼ $448,072
Other Assets Total$619,491$619,491→ $0
Liabilities
Other Liabilities$78,387$70,582▼ $7,805
Accounts Payable and Accrued Expenses$110$7,374▲ $7,264
Total Liabilities$78,497$77,956▼ $541
Net Assets / Fund Balance
Net Assets With Donor Restrictions$11,225,982$0▼ $11,225,982
Net Assets Without Donor Restrictions$-228,721$10,549,730▲ $10,778,451
Total Net Assets Fund Balance$10,997,261$10,549,730▼ $447,531
Total Liabilities and Net Assets / Fund Balance$11,075,758$10,627,686▼ $448,072

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$36,293--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$9,007,750---$9,007,750
2018$8,781,761$203,411▲ $202,383-$9,007,750
2017$6,748,395$1,873,044▲ $336,818-$8,781,761
2016$6,112,882$135,160▲ $686,473-$6,748,395
2015$6,450,623$-2,865▼ $175,794-$6,112,882
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Nathan WightChief Advancement OfficerFT$132,754$132,754

Board Members and Trustees

NameTitle
Bradley SullivanPresident
Barrett KalianVice President
Brian AshbyTrustee
Doug ErohTrustee
Jim LarsonTrustee
John BomaTrustee
Josh MerchantTrustee
Justin BaldwinTrustee
Ken EdwardsTrustee
Michael HoffmanTrustee
Michael PetrikTrustee
Pat StephensTrustee
Scott WileyTrustee
Phil RogriguezCEO
Patrick JesseeFormer CEO
Timothy GentrySecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,039,239
Program Service Revenue
$0
Investment Income
$377,790
Other Revenue
$0
All Other Contributions
$1,039,239
Change in Net Assets
$22,627
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$608,731
Total Fundraising Expense$464,304
Other Expenses$402,626
Salaries, Compensation, and Employee Benefits$383,045
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$580,756--$580,756
Other Salaries and Wages-$153,590$177,994$331,584
Office Expenses-$13,212$40,925$54,137
Insurance--$52,170$52,170
Fees for Service Investment Mgmnt Fees-$45,264-$45,264
Other Employee Benefits--$35,108$35,108
Travel-$6,506$24,935$31,441
Grants to Domestic Individuals$27,975--$27,975
Fees for Services Accounting-$23,323-$23,323
Information Technology-$4,133$11,803$15,936
Fees for Services Other-$8,477$5,500$13,977
Fees for Services Legal-$12,447-$12,447
Payroll Taxes--$10,444$10,444
Other Expenses-$553$9,588$10,141
Pension Plan Contributions--$5,909$5,909
Interest-$575-$575
Total Functional Expenses$608,731$321,367$464,304$1,394,402
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Delta Sigma Phi FraternityIndianapolis, IN501(c)7Program Grants$225,000
Beta Beta Alumni of Delta Sigma PhiColumbia, MO501(c)7Educational Housing Grant$32,591
Delta Epsilon Acb of Delta Sigma PhiSt Louis, MO501(c)7Computers and Software Grant$6,619
Epsilon Chapter Alumni CorporationState College, PA501(c)7Computers and Software Grant$3,335
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
Charitable Gift Annuity Payable$36,293
Due to Delta Sigma Phi Fraternity$34,289
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The delta sigma phi fraternity grand council is charged with electing trustees who meet the qualifications as outlined in the delta sigma phi foundation's by-laws.”

Form 990, Part VI, Section A, Line 7B

“Per the delta sigma phi foundation by-laws, the by-laws may be amended at any time by vote of a majority of the board, and with the approval of a majority of the grand council of the delta sigma phi fraternity, provided that no such amendment shall be contrary to the provisions of the articles of incorporation.”

Form 990, Part VI, Section B, Line 11B

“The form 990 was provided to the chairman of the audit committee for review and approval. Once the chairman approves the form 990, it is forwarded to all other members of the governing body prior to filing.”

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

“The conflict of interest policy was adopted in 2006. Beginning in 2010 all trustees are required to affirm their compliance with the conflict of interest policy on an annual basis.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon written or verbal request.”

Filing and Contact Details

Filer

Filer Name
The Delta Sigma Phi Foundation
EIN
84-6035598
Phone
3176341899
Address
2960 N MERIDIAN STREET PO BOX 88507, INDIANAPOLIS, IN 46208

Signing Officer

Name
Phil Rodriguez
Title
CEO
Phone
3176341899
Signed
2021-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phil Rodriguez
Formed
1954
Legal Domicile
In
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
0

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 XI, LINE 2C:

“The organization has an audit committee that assumes responsibility for the oversight of the audit and the selection of an independent accountant. This process has not changed from prior years.”

Financial Statement Notes

PART V, LINE 4:

“The endowment fund has been established to support scholarships, grants and awards through investment earnings.”

Raw XML AppendixShowing 400 of 689 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/ActivityOrMissionDesc0TO PROMOTE EDUCATIONAL AND CHARITABLE PURPOSES BY PROVIDING SCHOLARSHIPS, STUDENT AID AND ASSISTANCE TO NEEDY AND DESERVING STUDENTS AND BY THE DEVELOPMENT OF EDUCATIONAL WORK IN THE CHAPTERS OF DELTA SIGMA PHI FRATERNITY.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF ADVANCEMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16FORMER CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0190748
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0608731
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt027975
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt027975
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0580756
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0580756
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0228156
IRS990/GrossReceiptsAmt01454437
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt011803
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04133
IRS990/InformationTechnologyGrp/TotalAmt015936
IRS990/InsuranceGrp/FundraisingAmt052170
IRS990/InsuranceGrp/TotalAmt052170
IRS990/InterestGrp/ManagementAndGeneralAmt0575
IRS990/InterestGrp/TotalAmt0575
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02925
IRS990/InvestmentIncomeGrp/ExclusionAmt0187042
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0187042
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02973585
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03750844
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt037408
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE EDUCATIONAL AND CHARITABLE PURPOSES BY PROVIDING SCHOLARSHIPS, STUDENT AID AND ASSISTANCE TO NEEDY AND DESERVING STUDENTS AND BY THE DEVELOPMENT OF EDUCATIONAL WORK IN THE CHAPTERS OF DELTA SIGMA PHI FRATERNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010997261
IRS990/NetAssetsOrFundBalancesEOYAmt010549730
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0190748
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0190748
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-171802
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-228721
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010549730
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt040925
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013212
IRS990/OfficeExpensesGrp/TotalAmt054137
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0619491
IRS990/OtherAssetsTotalGrp/EOYAmt0619491
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt035108
IRS990/OtherEmployeeBenefitsGrp/TotalAmt035108
IRS990/OtherExpensesGrp/Desc0PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc1FRATERNITY SERVICES
IRS990/OtherExpensesGrp/Desc2ALUMNI DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt078957
IRS990/OtherExpensesGrp/FundraisingAmt110971
IRS990/OtherExpensesGrp/FundraisingAmt29588
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt053287
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1553
IRS990/OtherExpensesGrp/TotalAmt078957
IRS990/OtherExpensesGrp/TotalAmt153287
IRS990/OtherExpensesGrp/TotalAmt210971
IRS990/OtherExpensesGrp/TotalAmt310141
IRS990/OtherLiabilitiesGrp/BOYAmt078387
IRS990/OtherLiabilitiesGrp/EOYAmt070582
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0177994
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0153590
IRS990/OtherSalariesAndWagesGrp/TotalAmt0331584
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt010444
IRS990/PayrollTaxesGrp/TotalAmt010444
IRS990/PensionPlanContributionsGrp/FundraisingAmt05909
IRS990/PensionPlanContributionsGrp/TotalAmt05909
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01003165
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0618049
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015179
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04648
IRS990/PrincipalOfficerNm0PHIL RODRIGUEZ
IRS990/PriorPeriodAdjustmentsAmt0-298356
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01295551
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0749424
IRS990/PYInvestmentIncomeAmt0541843
IRS990/PYOtherExpensesAmt0291469
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0511141
IRS990/PYSalariesCompEmpBnftPaidAmt0285360
IRS990/PYTotalExpensesAmt01326253
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01837394
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt022627
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06358457
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05544354
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0110599
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0240439
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0174706
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt055470
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0138824
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0720038
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: ESTATE GIFT AMOUNT: 0.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01039239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01277915
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02946700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01121700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01342789
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07728343
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0187042
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0527634
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0337027
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0202250
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0250293
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01504246
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0187042
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0527634
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0337027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0202250
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0250293
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01504246
IRS990ScheduleA/InvestmentIncomeCYPct00.16290
IRS990ScheduleA/InvestmentIncomePYPct00.17430
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.64050
IRS990ScheduleA/PublicSupportPY509Pct00.66310
IRS990ScheduleA/PublicSupportTotal509Amt05913056
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0283939
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0396335
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0284977
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0311212
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0538824
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01815287
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0173340
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0155896
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0110271
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0255742
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0400000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt01095249
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01039239
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01277915
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02946700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01121700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01342789
IRS990ScheduleA/Total509Grp/TotalAmt07728343
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01226281
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01805549
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03283727
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01323950
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01593082
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09232589
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/BeginningYearBalanceAmt09007750
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09007750
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08781761

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,627,686
Liabilities
$77,956
Net assets
$10,549,730
Revenue
$1,417,029
Expenses
$1,394,402
Net income
$22,627
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.8$0.21$15.6$3.08$2.34$0.74
2024Detailed filing. Detailed filing data is available for this year.$13.8$0.20$13.6$3.87$2.24$1.64
2023Detailed filing. Detailed filing data is available for this year.$12.5$0.19$12.3$1.29$1.72$0.43
2022Detailed filing. Detailed filing data is available for this year.$12.2$0.34$11.8$2.36$1.69$0.67
2021Detailed filing. Detailed filing data is available for this year.$13.7$0.29$13.4$1.81$1.48$0.33
2020Detailed filing. Detailed filing data is available for this year.$10.6$0.08$10.5$1.42$1.39$0.02
2019Detailed filing. Detailed filing data is available for this year.$11.1$0.08$11.0$1.84$1.33$0.51
2018Detailed filing. Detailed filing data is available for this year.$10.8$0.21$10.6$3.73$1.81$1.92
2017Detailed filing. Detailed filing data is available for this year.$9.16$0.21$8.95$1.38$1.29$0.09
2016Detailed filing. Detailed filing data is available for this year.$8.54$0.32$8.22$1.64$1.25$0.39
2015Detailed filing. Detailed filing data is available for this year.$8.35$0.18$8.18$1.35$0.96$0.39
2014Detailed filing. Detailed filing data is available for this year.$8.23$0.28$7.95$1.18$0.94$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.59$0.36$7.23$1.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.89$0.30$7.59$1.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.70$0.25$7.44$0.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.40$0.33$7.07$0.78