FURP.ORG / PUBLIC DATA EXPLORER

BIG SHOULDERS FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BIG SHOULDERS FUND (EIN 36-3490557)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-02-18
IRS object ID
202520499349301717
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-02-18T13:25:54+00:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 West Wacker Drive Suite 2600AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606061224ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363490557EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Big Shoulders FundBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBIGSBusinessNameControlTxt
Phone3127518337PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1212 W Van Buren Street 900AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60607ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJoshua HalePersonNm
Person TitlePresident & Chief Executive OfficerPersonTitleTxt
Signature2025-02-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJennifer BurkePreparerPersonNm
PTINP01342224PTIN
Phone3128997000PhoneNum
Preparation2025-02-18PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Joshua HaleBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1212 W Van Buren Street 900AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60607ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$87,210,567GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.bigshouldersfund.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionWe provide support to high need schools which provide a quality, values-based education for Chicago and Northwest Indiana's children.ActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee97TotalEmployeeCnt
Total Volunteers3098TotalVolunteersCnt
Total Gross UBI$5,216TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$56,956,626PYContributionsGrantsAmt
CY Contributions Grants$72,815,110CYContributionsGrantsAmt
PY Program Service Revenue$240,868PYProgramServiceRevenueAmt
CY Program Service Revenue$166,541CYProgramServiceRevenueAmt
PY Investment Income$8,080,344PYInvestmentIncomeAmt
CY Investment Income$11,128,285CYInvestmentIncomeAmt
PY Other Revenue$399,183PYOtherRevenueAmt
CY Other Revenue$666,688CYOtherRevenueAmt
PY Total Revenue$65,677,021PYTotalRevenueAmt
CY Total Revenue$84,776,624CYTotalRevenueAmt
PY Grants And Similar Paid$48,013,219PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$63,152,854CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,452,745PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,669,821CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,441,884CYTotalFundraisingExpenseAmt
PY Other Expenses$4,474,163PYOtherExpensesAmt
CY Other Expenses$5,066,334CYOtherExpensesAmt
PY Total Expenses$58,940,127PYTotalExpensesAmt
CY Total Expenses$75,889,009CYTotalExpensesAmt
PY Revenues Less Expenses$6,736,894PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,887,615CYRevenuesLessExpensesAmt
Total Assets BOY$135,423,582TotalAssetsBOYAmt
Total Assets EOY$150,134,830TotalAssetsEOYAmt
Total Liabilities BOY$22,743,753TotalLiabilitiesBOYAmt
Total Liabilities EOY$19,304,905TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$112,679,829NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$130,829,925NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionWe provide support to underserved schools which provide a quality, values-based education for Chicago's children. In 2020, Big Shoulders Fund's programming was extended to the Northwest Indiana region.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$42,974,769ExpenseAmt
Grant$40,524,553GrantAmt
DescStudent Scholarship Programs: ADMINISTERED OVER 100 DISTINCT SCHOLARSHIP PROGRAMS THAT INCLUDE MENTORING, ENRICHMENT AND OTHER SUPPORT ACTIVITIES. 6,853 SCHOLARSHIPS WERE AWARDED TO 6,792 STUDENTS AT 152 ELEMENTARY AND HIGH SCHOOLS TO ENABLE THEM TO ATTEND NON-PUBLIC SCHOOLS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$19,814,245ExpenseAmt
Grant$18,206,528GrantAmt
DescSchool operations: Distributed operating and capital grants to multiple schools to maintain a quality learning environment; also assisted schools in improving marketing/recruiting, building new external funding sources, improving school business operations, etc.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$6,156,794ExpenseAmt
Grant$2,926,129GrantAmt
DescAcademic Enrichment and Leadership Development: Big Shoulders administers over 25 ongoing programs in 92 schools involving over 600 teachers and administrators to improve instruction and learning through leadership and professional development, professional learning communities and access to high quality curricula with focus on math, science, civics, and literacy. Provide a variety of other needed capital and programmatic support to ensure a safe, effective learning environment for nearly 26,000 students through ongoing enrichment programs including a science and leadership camp, afterschool programs, summer programs, and other opportunities for students.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$3,797,070ExpenseAmt
Grant$1,495,644GrantAmt
Revenue$166,541RevenueAmt
DescOther program services: General academic enrichment activities for students, such as outdoor education, learning about investments and the stock market. Support for schools holding fund-raising events. Supporting volunteer school cleanup and maintenance activities. Grants to schools as designated by donors - agency (pass-through) transactions. In addition, Big Shoulders Fund provides support to students, teachers, and administrators at Catholic schools primarily serving low-income students in Northwest Indiana through a restricted grant. Southeast Side Experience Incubator (SSEI) provides students at St. Francis de Sales High School with valuable life and work experiences in a professional setting utilizing a work study program. Students' academic schedules are modified so that four students share one full-time entry-level job. Work Study hours provide students with an enriched learning experience and is certified by the US Department of Labor.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,797,070TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,495,644TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$166,541TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$72,742,878TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesYes (true)GamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document297IRPDocumentCnt
IRP Document W2 G3IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee97EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Malcolm DouglasBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3127518337PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1212 W Van Buren St Suite 900AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60607ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
James J OConnor
Co-Chairman (deceased 7/31/2023)0.0Yes (X)Yes (X)$0$0$0
John Croghan
Vice Chairman1.0Yes (X)Yes (X)$0$0$0
Kenneth J Velo
Co-Chairman25.0Yes (X)Yes (X)$0$0$0
Kent Dauten
Co-Chairman15.0Yes (X)Yes (X)$0$0$0
Arthur R Velasquez
Board of Trustees1.0Yes (X)$0$0$0
Charles K Bobrinskoy
Board of Trustees1.0Yes (X)$0$0$0
Cherryl Thomas
Board of Trustees1.0Yes (X)$0$0$0
Christine E Kelly
Board of Trustees1.0Yes (X)$0$0$0
Christopher Valenti
Board of Trustees1.0Yes (X)$0$0$0
Daniel Doherty
Board of Trustees1.0Yes (X)$0$0$0
David Dury
Board of Trustees1.0Yes (X)$0$0$0
Dennis Fitzsimons
Board of Trustees1.0Yes (X)$0$0$0
Elizabeth Cole
Board of Trustees1.0Yes (X)$0$0$0
Gerald Beeson
Board of Trustees1.0Yes (X)$0$0$0
Giancarlo Turano
Board of Trustees1.0Yes (X)$0$0$0
Gregory Q Brown
Board of Trustees1.0Yes (X)$0$0$0
James A Gordon
Board of Trustees1.0Yes (X)$0$0$0
James Compton
Board of Trustees1.0Yes (X)$0$0$0
James Hoeg
Board of Trustees1.0Yes (X)$0$0$0
John A Canning Jr
Board of Trustees1.0Yes (X)$0$0$0
John Schreiber
Board of Trustees1.0Yes (X)$0$0$0
Kimberly Querrey
Board of Trustees1.0Yes (X)$0$0$0
Larry Richman
Board of Trustees1.0Yes (X)$0$0$0
Lee Henderson
Board of Trustees1.0Yes (X)$0$0$0
Leigh-Anne Kazma
Board of Trustees1.0Yes (X)$0$0$0
Mary Dempsey
Board of Trustees1.0Yes (X)$0$0$0
Michael E Murphy
Board of Trustees (deceased October 22, 2023)0.0Yes (X)$0$0$0
Stephen King
Board of Trustees1.0Yes (X)$0$0$0
Tao Huang
Board of Trustees1.0Yes (X)$0$0$0
Thomas E Lanctot
Board of Trustees1.0Yes (X)$0$0$0
Thomas Reynolds III
Board of Trustees1.0Yes (X)$0$0$0
Timothy Sullivan
Board of Trustees1.0Yes (X)$0$0$0
William Devers
Board of Trustees1.0Yes (X)$0$0$0
William T Lynch
Board of Trustees1.0Yes (X)$0$0$0
Joshua Hale
President and Chief Executive Officer50.0Yes (X)$559,793$0$54,319
Malcolm Douglas
Chief Financial Officer50.0Yes (X)$255,478$0$43,079
Amelia Drozda
Chief Advancement & Development Officer50.0$194,671$0$21,278Yes (X)
Rebecca Lindsay-Ryan
Chief Schools Officer50.0$279,482$0$55,119Yes (X)
Daniel Bennett
Senior Director, Scholarships50.0$140,849$0$36,923Yes (X)
Daniel Kozlowski
Managing Director, NWI50.0$153,412$0$18,340Yes (X)
Danielle Robinson
Managing Director, School Operations and Patrons Program50.0$157,330$0$13,730Yes (X)
Laura Nalley
Senior Director, People and Leadership50.0$153,090$0$27,567Yes (X)
Thomas Zbierski
Director Emeritus, Scholarship Program & School Relations50.0$216,185$0$30,688Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,110,290TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$301,043TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K18IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Ziemke Consulting LLC
130 S Canal St 225ChicagoIL60606PROF DEVELOPMENT FOR SCHOOLS$280,093
Exponent Partners
50 California StreetSan FranciscoCA94111PROFESSIONAL SERVICES$226,263
UChicago STEM Education
1427 E 60th StreetChicagoIL60637PROF DEVELOPMENT FOR SCHOOLS$210,747
NQC Literacy LLC
P O Box 195Jersey CityNJ07303PROF DEVELOPMENT FOR SCHOOLS$202,835
Kirk Ziemke
130 S Canal St 225ChicagoIL60606PROF DEVELOPMENT FOR SCHOOLS$198,720
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K9CntrctRcvdGreaterThan100KCnt
Federated Campaigns$11,025FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$886,468FundraisingAmt
Government Grants$775,757GovernmentGrantsAmt
All Other Contributions$71,141,860AllOtherContributionsAmt
Noncash Contributions$16,333,976NoncashContributionsAmt
Total Contributions$72,815,110TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescWork Study SponsorshipsDesc
Business611710BusinessCd
Total Revenue Column$166,541TotalRevenueColumnAmt
Related Or Exempt Func Income$166,541RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$166,541TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,732,908TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$5,216UnrelatedBusinessRevenueAmt
Exclusion$1,727,692ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$11,498,256SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,102,879SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$9,395,377SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,395,377TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$9,395,377ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$934,698FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$886,468ContriRptFundraisingEventAmt
Fundraising Direct Expenses$314,736FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$619,962TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$619,962ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$63,054GamingGrossIncomeAmt
Gaming Direct Expenses$16,328GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$46,726TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$46,726ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$84,776,624TotalRevenueColumnAmt
Related Or Exempt Func Income$166,541RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$5,216UnrelatedBusinessRevenueAmt
Exclusion$11,789,757ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$23,162,455TotalAmt
Program Services$23,162,455ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$39,990,399TotalAmt
Program Services$39,990,399ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,638,060TotalAmt
Program Services$1,007,968ProgramServicesAmt
Management And General$432,922ManagementAndGeneralAmt
Fundraising$197,170FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,886,170TotalAmt
Program Services$3,629,411ProgramServicesAmt
Management And General$538,209ManagementAndGeneralAmt
Fundraising$718,550FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$150,628TotalAmt
Program Services$106,969ProgramServicesAmt
Management And General$21,407ManagementAndGeneralAmt
Fundraising$22,252FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$566,363TotalAmt
Program Services$427,765ProgramServicesAmt
Management And General$64,621ManagementAndGeneralAmt
Fundraising$73,977FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$428,600TotalAmt
Program Services$301,722ProgramServicesAmt
Management And General$63,576ManagementAndGeneralAmt
Fundraising$63,302FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$9,845TotalAmt
Program Services$0ProgramServicesAmt
Management And General$9,845ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$89,808TotalAmt
Program Services$0ProgramServicesAmt
Management And General$89,808ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$176,325TotalAmt
Program Services$176,325ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$50,000TotalAmt
Program Services$0ProgramServicesAmt
Management And General$50,000ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,826,615TotalAmt
Program Services$1,738,204ProgramServicesAmt
Management And General$82,343ManagementAndGeneralAmt
Fundraising$6,068FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$106,866TotalAmt
Program Services$86,268ProgramServicesAmt
Management And General$11,042ManagementAndGeneralAmt
Fundraising$9,556FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$317,084TotalAmt
Program Services$183,061ProgramServicesAmt
Management And General$84,909ManagementAndGeneralAmt
Fundraising$49,114FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$556,465TotalAmt
Program Services$352,771ProgramServicesAmt
Management And General$108,910ManagementAndGeneralAmt
Fundraising$94,784FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$207,531TotalAmt
Program Services$131,433ProgramServicesAmt
Management And General$38,049ManagementAndGeneralAmt
Fundraising$38,049FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$467,675TotalAmt
Program Services$414,445ProgramServicesAmt
Management And General$18,297ManagementAndGeneralAmt
Fundraising$34,933FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,184TotalAmt
Program Services$4,592ProgramServicesAmt
Management And General$2,296ManagementAndGeneralAmt
Fundraising$2,296FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$36,968TotalAmt
Program Services$20,098ProgramServicesAmt
Management And General$8,435ManagementAndGeneralAmt
Fundraising$8,435FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Credit card fees$836,006$801,364$0$34,642
Food and meals$346,285$198,772$59,357$88,156
Membership dues$29,677$8,856$20,221$600

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$75,889,009TotalAmt
Program Services$72,742,878ProgramServicesAmt
Management And General$1,704,247ManagementAndGeneralAmt
Fundraising$1,441,884FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$232,702BOYAmt
EOY$432,083EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$34,785,398BOYAmt
EOY$12,874,869EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$27,368,358BOYAmt
EOY$36,124,799EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,045,008BOYAmt
EOY$452,958EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$344,826LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$315,789LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$38,221BOYAmt
EOY$29,037EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$18,088,431BOYAmt
EOY$26,604,087EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$53,511,229BOYAmt
EOY$73,398,614EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$354,235BOYAmt
EOY$218,383EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$135,423,582BOYAmt
EOY$150,134,830EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,189,666BOYAmt
EOY$1,518,394EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$11,553,165BOYAmt
EOY$16,919,074EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$263,238BOYAmt
EOY$392,235EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$9,737,684BOYAmt
EOY$475,202EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,743,753BOYAmt
EOY$19,304,905EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$35,474,296BOYAmt
EOY$41,875,236EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$77,205,533BOYAmt
EOY$88,954,689EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$112,679,829BOYAmt
EOY$130,829,925EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$135,423,582BOYAmt
EOY$150,134,830EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$8,887,615ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$9,262,481OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,186,076CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48,714,161CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$72,019,742CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,956,626CurrentTaxYearMinus1YearAmt
Current Tax Year$72,815,110CurrentTaxYearAmt
Total$281,691,715TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,186,076CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48,714,161CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$72,019,742CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,956,626CurrentTaxYearMinus1YearAmt
Current Tax Year$72,815,110CurrentTaxYearAmt
Total$281,691,715TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$29,511,860SubstantialContributorsTotAmt
Public Support Total170$252,179,855PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$618,361CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$405,551CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$578,376CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,213,905CurrentTaxYearMinus1YearAmt
Current Tax Year$1,732,906CurrentTaxYearAmt
Total$4,549,099TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,247CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,262CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,506CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$28,015TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$300,357CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$207,721CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$368,133CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,438,060CurrentTaxYearMinus1YearAmt
Current Tax Year$1,164,293CurrentTaxYearAmt
Total$3,478,564TotalAmt
FieldValueIRS element (for citing)
Total Support$289,747,393TotalSupportAmt
Gross Receipts Rltd Activities$0GrossReceiptsRltdActivitiesAmt
Public Support CY1700.8703PublicSupportCY170Pct
Public Support PY1700.8359PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - GROSS INCOME FROM FUNDRAISING EVENTS, COLUMN A - 244557.0, COLUMN B - 163001.0, COLUMN C - 305533.0, COLUMN D - 1200456.0, COLUMN E - 934698.0, COLUMN F - 2848245.0; DESCRIPTION - WORK STUDY SPONSORSHIPS, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 188899.0, COLUMN E - 166541.0, COLUMN F - 355440.0; DESCRIPTION - GROSS REVENUE FROM GAMING ACTIVITIES, COLUMN A - 55800.0, COLUMN B - 44720.0, COLUMN C - 62600.0, COLUMN D - 48705.0, COLUMN E - 63054.0, COLUMN F - 274879.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsYes (true)MediaAdvertisementsInd
Media Advertisements$90,342MediaAdvertisementsAmt
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$41,716MailingsMembersAmt
Publications Or BroadcastYes (true)PublicationsOrBroadcastInd
Publications Or Broadcast$0PublicationsOrBroadcastAmt
Grants Other OrganizationsYes (true)GrantsOtherOrganizationsInd
Grants Other Organizations$26,667GrantsOtherOrganizationsAmt
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$0DirectContactLegislatorsAmt
Rallies DemonstrationsYes (true)RalliesDemonstrationsInd
Rallies Demonstrations$0RalliesDemonstrationsAmt
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$17,600OtherActivitiesAmt
Total Lobbying Expenditures$176,325TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationBig Shoulders Fund supported proposed updates to the Invest in Kids Act. The Invest in Kids Act in Illinois is a tax credit scholarship program which enables individuals and corporations to reserve Illinois income tax credits based on contributions made to Scholarship Granting Organizations, or SGOs. These SGO's then provide scholarships for eligible students to attend nonpublic schools, with priority given to low-income students. The rules of this program are dictated by the Invest in Kids act and audited by the Illinois Department of Revenue. Big Shoulders Fund has been approved by the Department of Revenue to participate as an SGO.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$35,389,758BeginningYearBalanceAmt
Contributions$82,814ContributionsAmt
Investment Earnings Or Losses$4,628,941InvestmentEarningsOrLossesAmt
Grants Or Scholarships$688,622GrantsOrScholarshipsAmt
Other Expenditures$1,154,385OtherExpendituresAmt
Administrative Expenses$50,000AdministrativeExpensesAmt
End Year Balance$38,208,506EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$33,450,248BeginningYearBalanceAmt
Contributions$223,950ContributionsAmt
Investment Earnings Or Losses$3,574,067InvestmentEarningsOrLossesAmt
Grants Or Scholarships$656,262GrantsOrScholarshipsAmt
Other Expenditures$1,152,245OtherExpendituresAmt
Administrative Expenses$50,000AdministrativeExpensesAmt
End Year Balance$35,389,758EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$40,698,957BeginningYearBalanceAmt
Contributions$188,261ContributionsAmt
Investment Earnings Or Losses-$5,532,938InvestmentEarningsOrLossesAmt
Grants Or Scholarships$652,915GrantsOrScholarshipsAmt
Other Expenditures$1,201,117OtherExpendituresAmt
Administrative Expenses$50,000AdministrativeExpensesAmt
End Year Balance$33,450,248EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$34,867,877BeginningYearBalanceAmt
Contributions$242,706ContributionsAmt
Investment Earnings Or Losses$9,462,265InvestmentEarningsOrLossesAmt
Grants Or Scholarships$599,214GrantsOrScholarshipsAmt
Other Expenditures$3,224,677OtherExpendituresAmt
Administrative Expenses$50,000AdministrativeExpensesAmt
End Year Balance$40,698,957EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$36,246,429BeginningYearBalanceAmt
Contributions$67,580ContributionsAmt
Investment Earnings Or Losses$305,476InvestmentEarningsOrLossesAmt
Grants Or Scholarships$531,910GrantsOrScholarshipsAmt
Other Expenditures$1,169,698OtherExpendituresAmt
Administrative Expenses$50,000AdministrativeExpensesAmt
End Year Balance$34,867,877EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.5674BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.3382PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0944TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$147,789OtherCostOrOtherBasisAmt
Depreciation$145,309DepreciationAmt
Book Value$2,480BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$137,052OtherCostOrOtherBasisAmt
Depreciation$110,495DepreciationAmt
Book Value$26,557BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$59,985OtherCostOrOtherBasisAmt
Depreciation$59,985DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$29,037TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Large Cap Equity Funds$20,058,912F
Small/Mid Cap Equity Funds$4,528,024F
International Equity$15,425,481F
Hedged Equity Funds$12,373,032F
Private Investments$9,895,638F
Absolute Return Funds$4,291,869F
Fixed Income Fund$6,825,658F
Liquidating funds$0F
FieldValueIRS element (for citing)
Total Book Value Securities$73,398,614TotalBookValueSecuritiesAmt
Total Liability$0TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$60,711,282TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$39,741DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$39,741RevenueNotReportedAmt
Revenue Subtotal$60,671,541RevenueSubtotalAmt
Investment Expenses Not Incld$50,000InvestmentExpensesNotIncldAmt
Other Revenues Not Included$24,055,083OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$24,105,083RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$84,776,624TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$42,561,185TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$39,741DonatedServicesUseFcltsAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$39,741ExpensesNotReportedAmt
Expenses Subtotal$42,521,444ExpensesSubtotalAmt
Investment Expenses Not Incld2$50,000InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$33,317,565OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$33,367,565ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$75,889,009TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part IV, Line 2b Explanation of escrow agreementBig Shoulders Fund receives donations classified for accounting purposes as agency transactions designated for specific beneficiaries. Donations are deposited into Big Shoulders Fund bank accounts and recorded as liabilities until paid. Donations are tracked using the same method as other restricted donations.
Schedule D, Part V, Line 4 Intended uses of endowment fundsEndowment funds are used per donor restrictions for scholarships, programs, and other expenses. Earnings on Board designated endowments are used for administrative expenses, which may include program, management, and fundraising expenses.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteThe Fund has received a determination letter from the Internal Revenue Service indicating that the Fund is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code of 1986 and, except for taxes pertaining to unrelated business income, is exempt from federal and state income taxes. The Fund is classified as a public charity under Section 509(a)(1) and Section 170(b)(1)(A)(vi), an organization that normally receives a substantial part of its support from direct or indirect contributions from the general public. The Fund recognizes a tax position as a benefit only if it is more likely than not that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the more likely than not test, no tax benefit is recorded. The Fund does not expect the total amount of unrecognized tax benefits to significantly change in the next twelve months. The Fund has applied this criterion to all tax positions for which the statute of limitations remains open. Tax years open to examination by tax authorities under the statute of limitations include fiscal years ended June 2020 through 2023. The Fund recognizes interest and penalties related to unrecognized tax benefits in interest and income tax expense, respectively. The Fund has no amounts accrued for interest or penalties as of June 30, 2023 and 2024. The Fund has determined that its tax provisions satisfy the more likely than not criterion and that no provision for income taxes is required at June 30, 2024.
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsAgency transactions - 24055083
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsAgency Transactions - 33317565

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedInvestmentsTypeOfActivitiesConductedTxt
Region Total Expenditures$50,456,699RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$50,456,699SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$50,456,699TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsFormAndLineReferenceDesc
ExplanationCENTRAL AMERICA AND THE CARIBBEAN-AccrualExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Awards DinnerEvent1Nm
Gross Receipts Event1$709,684GrossReceiptsEvent1Amt
Charitable Contri Event1$428,650CharitableContriEvent1Amt
Gross Revenue Event1$281,034GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$0RentFacilityCostsEvent1Amt
Food And Beverage Event1$0FoodAndBeverageEvent1Amt
Entertainment Event1$0EntertainmentEvent1Amt
Other Direct Expenses Event1$0OtherDirectExpensesEvent1Amt
Event2GolfEvent2Nm
Gross Receipts Event2$843,834GrossReceiptsEvent2Amt
Charitable Contri Event2$347,216CharitableContriEvent2Amt
Gross Revenue Event2$496,618GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$32,042NonCashPrizesEvent2Amt
Rent Facility Costs Event2$120,000RentFacilityCostsEvent2Amt
Food And Beverage Event2$0FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$53,009OtherDirectExpensesEvent2Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$267,648GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$110,602CharitableContriOtherEventsAmt
Gross Revenue Other Events$157,046GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$1,800NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$1,500RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$70,042FoodAndBeverageOtherEventsAmt
Entertainment Other Events$2,000EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$34,343OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,821,166GrossReceiptsTotalAmt
Charitable Contributions Tot$886,468CharitableContributionsTotAmt
Gross Revenue Total Events$934,698GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$33,842NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$121,500RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$70,042FoodAndBeverageTotalEventsAmt
Entertainment Total Events$2,000EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$87,352OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$314,736DirectExpenseSummaryEventsAmt
Net Income Summary$619,962NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$63,054GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming$16,328CashPrizesOtherGamingAmt
Non Cash Prizes Other Gaming$0NonCashPrizesOtherGamingAmt
Rent Fclty Costs Other Gaming$0RentFcltyCostsOtherGamingAmt
Oth Direct Expnss Other Gaming$0OthDirectExpnssOtherGamingAmt
Volunteer Labor Other GamingYes (true)VolunteerLaborOtherGamingInd
Volunteer Labor Other Gaming0.9VolunteerLaborOtherGamingPct
Gross Revenue Total Gaming$63,054GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming$16,328CashPrizesTotalGamingAmt
Non Cash Prizes Total Gaming$0NonCashPrizesTotalGamingAmt
Rent Fclty Costs Total Gaming$0RentFcltyCostsTotalGamingAmt
Oth Direct Expnss Total Gaming$0OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming$16,328DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$46,726NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedILStatesWhereGamingConductedCd
LicensedYes (true)LicensedInd
License Suspended EtcfalseLicenseSuspendedEtcInd
Gaming With NonmembersfalseGamingWithNonmembersInd
Member Of Other EntityfalseMemberOfOtherEntityInd
Gaming Own Facility0.0GamingOwnFacilityPct
Gaming Other Facility1.0GamingOtherFacilityPct
Individual With BooksJOSHUA HALEIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line1212 W Van BurenAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60607ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game RevfalseCntrctWith3rdPrtyForGameRevInd

Gaming Manager Business Name GamingManagerBusinessName

FieldValueIRS element (for citing)
Business Name Line1Joshua HaleBusinessNameLine1Txt
FieldValueIRS element (for citing)
Gaming Manager Compensation$0GamingManagerCompensationAmt
Gaming Manager Services ProvPresident & CEOGamingManagerServicesProvTxt
Gaming Manager Is Director OfcrYes (X)GamingManagerIsDirectorOfcrInd
Charitable Distribution RqrfalseCharitableDistributionRqrInd
Distributed$0DistributedAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part III, Line 16 Gaming Manager CompensationFormAndLineReferenceDesc
ExplanationMr. Hale is not separately compensated for his oversight of any gaming activities.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (78 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Academy of St Benedict the African
6020 S Laflin StreetChicagoIL60636362171119501c3$597,566AE LA OP DDG SPG
Andrean High School
5959 BroadwayMerrillvilleIN46410351046711501c3$6,810AE
Annunciata School
3750 E 112th StreetChicagoIL60617362170752501c3$266,580AE ED OP
Aquinas Catholic School
801 W 73rd AvenueMerrillvilleIN46410351162553501c3$5,069AE
Augustus Tolton Academy
7120 S Calumet AveChicagoIL60619362170979501c3$717,854AE SM LA OP
Bishop Noll Institute
1519 Hoffman StreetHammondIN46327351007097501c3$74,375AE
Cheder Lubavitch
5201 Howard AvenueSkokieIL60077363332947501c3$6,000DDG
Children of Peace School
1900 W Taylor StChicagoIL606123732362212711501c3$187,500AE SM OP
Christ the King Jesuit College Preparatory School
5088 W Jackson BlvdChicagoIL60644260556958501c3$11,268DDG
Cristo Rey Jesuit High School
1852 W 22nd PlaceChicagoIL60608364067306501c3$12,000SPG
De La Salle Institute
3434 S Michigan AveChicagoIL60616362167047501c3$9,102AE ED
Epiphany School
4223 W 25th StChicagoIL606233692362412597501c3$509,352AE SM LA OP SPG
Fenwick High School
505 Washington BlvdOak ParkIL603024095361066828501c3$5,000DDG
Holy Angels School
750 E 40th StreetChicagoIL606532348362747560501c3$714,490AE SM OP
Holy Trinity High School
1443 W Division StChicagoIL60642362171703501c3$231,796SM OP DDG
Immaculate Conception School
8739 S ExchangeChicagoIL60617363310936501c3$374,800AE SM LA OP
Joan Dachs Bais Yaakov Yeshivas Tiferes Tzvi
6122 N California AveChicagoIL60659366009172501c3$10,232DDG
Josephinum Academy
1501 N Oakley BlvdChicagoIL60622362167764501c3$20,385AE SM
Leo High School
7901 S Sangamon StChicagoIL60620362182061501c3$225,312AE SM OP SPG
Marquette Catholic High School
306 W 10th StreetMichigan CityIN46360351148636501c3$13,440AE
Maternity BVM School
1537 N Lawndale AvenueChicagoIL60651362171722501c3$272,000AE ED SM LA OP
Most Blessed Trinity Academy
510 Grand AvenueWaukeganIL600851835470955784501c3$239,150ED OP
Northside Catholic Academy
6216 N Glenwood AvenueChicagoIL60660363956710501c3$28,840AE SM LA DDG
Our Lady of Grace School
2446 N Ridgeway AvenueChicagoIL606472325362170886501c3$446,739AE ED SM LA OP
Our Lady of Guadalupe School
9050 S Burley AvenueChicagoIL60617362743254501c3$377,750AE ED SM OP
Our Lady of Tepeyac Elementary School
2235 S Albany AveChicagoIL606233414363409095501c3$397,431AE SM LA OP SPG
Our Lady of Tepeyac High School
2228 S Whipple StChicagoIL606233425364202108501c3$38,753AE CP DDG
Our Lady of the Snows School
4810 S Leamington AvenueChicagoIL606382199362401758501c3$112,623AE ED SM OP
Pope John Paul II Catholic School
4325 S Richmond StChicagoIL606322596362170859501c3$350,931AE SM OP CP
Queen of the Universe School
7130 S Hamlin AvenueChicagoIL606294321362583566501c3$336,514AE SM LA OP DDG
Sacred Heart School
2906 E 96th StreetChicagoIL60617362171734501c3$110,660ED SM OP
San Miguel School - Back of the Yards
1949 W 48th StreetChicagoIL60609364378726501c3$35,786SM SPG
St Agnes of Bohemia School
2643 S Central Park AvenueChicagoIL60623363552287501c3$352,835AE SM OP SPG
St Ailbe School
9037 S Harper AvenueChicagoIL60619362170926501c3$409,982SM LA OP
St Anastasia School
629 Glen Flora AveWaukeganIL60085362427693501c3$97,825LA OP
St Angela School
1332 North Massasoit AvenueChicagoIL60651362170932501c3$304,941SM LA OP DDG
St Ann School
2211 W 18th PlaceChicagoIL60608362284297501c3$174,855AE ED SM LA OP
St Bede the Venerable School
4440 W 83rd StreetChicagoIL606522126364055633501c3$8,920AE SM
St Casimir School
4329 Cameron AvenueHammondIN46327350883494501c3$61,490AE
St Catherine of SienaSt Lucy School
27 W WashingtonOak ParkIL603024308362170969501c3$33,539ED SM LA OP SPG
St Constance School
5841 W Strong StChicagoIL60630363965141501c3$464,819ED SM OP
St Ethelreda School
8734 S Paulina StreetChicagoIL60620362182112501c3$710,634AE SM LA OP
St Ferdinand School
3131 N Mason AvenueChicagoIL60634362192835501c3$21,890AE SM LA
St Francis de Sales High School
10155 S Ewing AvenueChicagoIL60617362435876501c3$596,400AE SM OP CP DDG SPG
St Gabriel School
4500 S Wallace StreetChicagoIL606093593362707503501c3$29,380SM OP
St Gall School
5515 S Sawyer AveChicagoIL60629362704905501c3$286,650AE ED SM LA OP
St Genevieve School
4854 W Montana StChicagoIL606392509362171008501c3$304,870AE ED SM OP DDG
St Helen School
2347 W Augusta BlvdChicagoIL60622362373447501c3$35,581SM OP
St Hilary School
5614 N Fairfield AveChicagoIL60659362171019501c3$56,300AE SM OP
St John Bosco
7113 Columbia AvenueHammondIN46324350957897501c3$75,840AE
St John de la Salle Catholic Academy
10212 S Vernon AvenueChicagoIL60628362171032501c3$170,328AE ED SM LA
St John the Baptist
1844 Lincoln AvenueWhitingIN46394350883499501c3$30,110AE
St Malachy School
2252 W Washington BlvdChicagoIL606122236362936823501c3$429,774AE SM LS OP DDG
St Margaret of Scotland School
9833 S Throop StreetChicagoIL606431445362367986501c3$465,194ED SM LA OP
St Mary of the Angels School
1810 N Hermitage AveChicagoIL60622362171072501c3$6,930AE SM
St Mary Star of the Sea School
6424 S Kenneth AvenueChicagoIL60629362848256501c3$501,681AE SM OP SD
St MatthiasTransfiguration School
4910 N ClaremontChicagoIL606251912362171089501c3$7,510AE SM
St Nicholas of Tolentine School
3741 W 62nd StreetChicagoIL60629362182132501c3$85,557AE ED SM LA OP
St Nicholas Ukrainian Cathedral School
2200 W Rice StreetChicagoIL60622131026995501c3$48,850AE SM LA DDG
St Philip Neri School
2110 E 72nd StreetChicagoIL60649362171115501c3$708,385AE ED LA OP DDG
St Pius V School
1919 S Ashland AveChicagoIL60608362240477501c3$176,870AE ED SM LA OP SPG
St Procopius School
1625 S Allport StreetChicagoIL60608363352367501c3$30,606AE ED SM OP
St Rita of Cascia High School
7740 S Western AveChicagoIL60620362171753501c3$20,000DDG
St Sabina Academy
7801 S Throop StChicagoIL60620362171123501c3$457,030AE ED SM OP
St Stanislaus
4930 Indianapolis BlvdEast ChicagoIN46312351016046501c3$85,217AE CP
St Stanislaus Kostka School
1255 N Noble StreetChicagoIL60642362171128501c3$40,040AE ED SM LA OP SD
St Stanislaus Kostka School
1506 Washington StreetMichigan CityIN46360350929986501c3$8,103AE
St Sylvester School
3027 W Palmer SquareChicagoIL60647362488067501c3$306,415AE SM LA OP SD
St Symphorosa School
6125 S Austin AvenueChicagoIL606384396362171135501c3$40,055AE SM OP SD
St Therese School East
247 W 23rd StChicagoIL60616362240479501c3$8,519ED SM DDG
St Thomas of Canterbury School
5525 N Magnolia AveChicagoIL60640362240480501c3$24,725AE ED SM LA DDG
St Thomas the Apostle School
5467 S Woodlawn AveChicagoIL60615362171144501c3$7,706ED SM
St Viator Elementary School
4140 W Addison StChicagoIL60641362171148501c3$9,786ED SM
St Walter - St Benedict School
11741 S Western AveChicagoIL606434789362170950501c3$97,663AE ED SM LA OP
St William School
2559 N Sayre AvenueChicagoIL607072186362171154501c3$73,422ED SM OP SD DDG
Sts Bruno & Richard School
4839 S Harding AvenueChicagoIL60632362170961501c3$110,286ED SM OP
Visitation School
900 W Garfield BlvdChicagoIL60609363648506501c3$378,565AE ED SM LA OP DDG SPG
Yeshiva Ohr Boruch
2828 W Pratt BlvdChicagoIL60645363811457501c3$34,375DDG
FieldValueIRS element (for citing)
Total501c3 Org78Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Scholarships to elementary and high school students6792$39,692,998
Scholarships to teachers - leadership/teacher development12$40,701
Scholarships to college students72$256,700

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part II Basis of AccountingAlthough Big Shoulders Fund prepares its financial statements on the accrual basis, Schedule I Part II has been prepared on the cash basis. Big Shoulders Fund believes this method is more informative as it shows actual cash outlays during the year, including both direct payments to schools and payments made on behalf of schools. On the accrual basis, multi-year grants pledged but not paid in the current year would be included in this schedule, but cash payments to schools as a result of previous multi-year grants would not be included. This could cause a misunderstanding regarding the actual annual support that the Big Shoulders Fund provides to certain schools during each school year.
Schedule I, Part II, Line 1(h) Purpose of grant or assistance Code LegendAE.........other academic enrichment AR.........alumni records CG.........capital grant DDG......donor designated grant EC.........early childhood ED.........extended day FR.........fundraising event HI..........health initiative IE...........inclusive education LA..........leadership award MO........marketing/operating assistance OP.........operating grant PD........professional development PP.........patron program SD........service days SPG......special program grants STEM....science, tech, eng, math SM........stock market
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.Procedures for monitoring the use of grant funds differ based on the type of grant awarded. Schools eligible for support are reviewed each year to ensure they meet the criteria (in the City of Chicago, student population has over 20% who qualify for free or reduced lunch and participate in Title I programs). Schools report annually on indicators including financial viability, enrollment, student academic performance, and demographic characteristics of students served. Renewable scholarship awards include regular progress monitoring and reporting by the individual schools on students. Patron program funds are only distributed upon agreement of Patron, School Principal, and Big Shoulders Fund, and requires substantiation through receipting or accounting of use of funds. Programmatic and capital support requires a minimum of annual reports on use of funds and demonstrated measurable objectives met through the funding. Big Shoulders Fund staff regularly visit (at least 2 - 5 times per year) schools and meet with school leadership to ensure schools are using funds as indicated by the requirement of each type of support.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Joshua Hale
President and Chief Executive Officer$516,305$0$26,612$0$16,876$0$11,250$0$43,069$0$614,112$0$0$0
Malcolm Douglas
Chief Financial Officer$241,363$0$12,723$0$1,392$0$10,688$0$32,391$0$298,557$0$0$0
Rebecca Lindsay-Ryan
Chief Schools Officer$264,546$0$14,156$0$780$0$11,250$0$43,869$0$334,601$0$0$0
Amelia Drozda
Chief Advancement & Development Officer$184,645$0$9,306$0$720$0$7,817$0$13,461$0$215,949$0$0$0
Daniel Kozlowski
Managing Director, NWI$145,270$0$7,436$0$706$0$6,246$0$12,094$0$171,752$0$0$0
Danielle Robinson
Managing Director, School Operations and Patrons Program$149,082$0$7,530$0$718$0$3,588$0$10,142$0$171,060$0$0$0
Laura Nalley
Senior Director, People and Leadership$144,604$0$7,706$0$780$0$6,473$0$21,094$0$180,657$0$0$0
Daniel Bennett
Senior Director, Scholarships$132,958$0$7,140$0$751$0$5,997$0$30,926$0$177,772$0$0$0
Thomas Zbierski
Director Emeritus, Scholarship Program & School Relations$204,971$0$10,367$0$847$0$8,708$0$21,980$0$246,873$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Health or social club dues or initiation feesDues to social clubs are paid on behalf of Joshua Hale, President and CEO, to have a place to conduct off-site board meetings and meetings with donors. Dues are not considered taxable income to Mr. Hale.
Schedule J, Part I, Line 7 Non-fixed paymentsALL ACTIVE EMPLOYEES AT 12/31/2023 WERE ELIGIBLE FOR A BONUS, INCLUDING EMPLOYEES LISTED IN PART VII, BASED ON MEETING ORGANIZATIONAL GOALS DURING THE YEAR. THE BONUS PERCENTAGE IS DETERMINED BY THE CO-CHAIRMEN. THE SAME BONUS PERCENTAGE IS USED FOR ALL EMPLOYEES. THE BONUS PERCENTAGE IS MULTIPLIED BY EACH EMPLOYEES REGULAR ANNUAL COMPENSATION TO DETERMINE THE DOLLAR AMOUNT OF THE BONUS.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution77ContributionCnt
Noncash Contributions Rpt F990$13,957,053NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescPrivate InvestmentsDesc
Contribution4ContributionCnt
Noncash Contributions Rpt F990$2,376,923NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Explanations of reporting method for number of contributionsFormAndLineReferenceDesc
ExplanationSecurities - Publicly traded - Combination of both methods Other - Private Investments Number of items receivedExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 3,797,070 including grants of $ 1,495,644)(Revenue $ 166,541) Other program services: General academic enrichment activities for students, such as outdoor education, learning about investments and the stock market. Support for schools holding fund-raising events. Supporting volunteer school cleanup and maintenance activities. Grants to schools as designated by donors - agency (pass-through) transactions. In addition, Big Shoulders Fund provides support to students, teachers, and administrators at Catholic schools primarily serving low-income students in Northwest Indiana through a restricted grant. Southeast Side Experience Incubator (SSEI) provides students at St. Francis de Sales High School with valuable life and work experiences in a professional setting utilizing a work study program. Students' academic schedules are modified so that four students share one full-time entry-level job. Work Study hours provide students with an enriched learning experience and is certified by the US Department of Labor.
Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION OF OFFICERS & KEY EMPLOYEESON AN ANNUAL BASIS, THE CEO AND SENIOR DIRECTOR, PEOPLE AND LEADERSHIP, PERFORM AN EVALUATION FOR EACH OFFICER AND KEY EMPLOYEE OF THE ORGANIZATION. THIS EVALUATION IS PERFORMED USING A SET OF PREDETERMINED CRITERIA FOR EACH ROLE AND ASSESSING HOW EACH INDIVIDUAL PERFORMED COMPARED TO THESE METRICS. THIS EVALUATION FORMS THE BASIS TO DETERMINE ANY SALARY ADJUSTMENTS.
Form 990, Part VI, Line 1a Delegate broad authority to a committeeA Board of Trustees, comprised of at least 11 but no more than 35 individuals, is vested with the management of the affairs of the corporation. Each member is entitled to one vote on each matter submitted to a vote of the Board of Trustees. All members of the Board of Trustees are also members of the Board of Directors. The Board of Directors (as many members as deemed appropriate) shall be appointed by the Board of Trustees. The duty of the Board of Directors is to advise the Board of Trustees on any matters for which the Board of Trustees requests their counsel. The opinion of the Board of Directors either individually or as a whole shall not be binding on any actions of the Board of Trustees. The terms Director and Board of Directors do not refer to those legally responsible for governance of the Corporation but are honorary titles only.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsMr. Lee Henderson and McCormick Foundation - Business relationship, Mr. John A. Canning, Jr. and Mr. Timothy P. Sullivan - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe Form 990 tax return is reviewed by the Audit Committee and the President and is distributed to the Board of Trustees prior to filing.
Form 990, Part VI, Line 12c Conflict of interest policyA conflict of interest policy applies to directors, officers, or members of a committee with authority to take action on behalf of the Board of Trustees. An annual notice is sent to all individuals covered under the policy. Any conflict of interest is required to be disclosed to the Board of Trustees prior to the transaction taking place. The Board of Trustees will review relevant information and make a determination on whether or not a conflict exists. Should a conflict exist, no parties subject to the conflict are eligible to discuss or vote on the transaction. All Board of Trustees are also required to report any family or business relationships requiring disclosure on the Form 990.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialDuring the fiscal year 2024, the Co-Chairmen deliberated compensation for Josh Hale. Comparative data from other not-for-profit organizations was included as part of deliberations. Contemporaneous documentation and recordkeeping for deliberations and decisions regarding the compensation arrangement was recorded. Co-Chairs are considered to be independent persons.
Form 990, Part VI, Line 19 Required documents available to the publicForm 990's and financial statements are available at www.bigshouldersfund.org. Governing documents, the conflict of interest policy, and the Form 1023 are provided upon request.
Form 990, Part XI, Line 9 Agency TransactionsUnder generally accepted accounting principles, non-profit organizations must report agency transactions in a specific manner. Agency transactions are contributions received from donors who have designated the use of their funds for a specific beneficiary, such as a donor requesting that their gift be directed to a certain school as a grant. As required under GAAP for financial statement presentation, Big Shoulders Fund excludes these from (net) revenue and reports them as liabilities when received. However, in order to present the true amount of support received from donors, Big Shoulders Fund includes these gifts in total contribution revenue on Line 1 and then includes them as a reconciling item on Part XI, Line 9. Correspondingly, agency expenditures are not included in total expenses. Big Shoulders Fund nets these with the reconciling item for Agency Transactions on Part XI, Line 9.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesAdjustment for Agency Transactions - See Schedule O Narrative - 33317564; Adjustment for Agency Transactions - See Schedule O Narrative - -24055083;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1SOUTHEAST SIDE EXPERIENCE INCUBATOR L3CBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1212 W VAN BUREN STAddressLine1Txt
Address Line2STE 900AddressLine2Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60607ZIPCd
FieldValueIRS element (for citing)
EIN882529374EIN
Primary ActivitiesEducational EXPERIENCE IncubatorPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Total Income$159,672TotalIncomeAmt
End Of Year Assets$40,699EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Big Shoulders FundBusinessNameLine1Txt