LAMBDA CHI ALPHA EDUCATIONAL FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LAMBDA CHI ALPHA EDUCATIONAL FOUNDATION INC (EIN 13-6266432)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-17
- IRS object ID
- 201433219349306023
- Schema version
- 2013v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T13:03:27-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350905983 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | K B PARRISH & CO LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6840 EAGLE HIGHLANDS WAY | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46254 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136266432 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAMBDA CHI ALPHA EDUCATIONAL FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAMB | BusinessNameControlTxt |
| Phone | 3178728000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11711 N PENNSYLVANIA ST NO 250 | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46032 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK A BAUER | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 3178728000 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN KEITH CPA | PreparerPersonNm |
| PTIN | P00846149 | PTIN |
| Phone | 3173475200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | MARK A BAUER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11711 N PENNSYLVANIA ST NO 250 | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,890,292 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAMBDACHI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION WAS ESTABLISHED TO EXPEND ITS INCOME AND, AT THE DISCRETION OF THE BOARD OF DIRECTORS, ANY OR ALL OF ITS PRINCIPAL FOR DESIGNATED EDUCATIONAL, SCIENTIFIC, AND CHARITABLE PURPOSES THROUGH FELLOWSHIP GRANTS TO INDIVIDUALS, SCHOLARSHIPS TO COLLEGE STUDENTS, EDUCATIONAL PROGRAMS AND GRANTS TO COLLEGES AND UNIVERSITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,702,450 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,559,771 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $108,017 | PYInvestmentIncomeAmt |
| CY Investment Income | -$516 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $969 | CYOtherRevenueAmt |
| PY Total Revenue | $2,810,467 | PYTotalRevenueAmt |
| CY Total Revenue | $1,560,224 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $860,483 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $653,432 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $367,952 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $550,865 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $143,287 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $162,394 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $749,351 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $452,368 | PYOtherExpensesAmt |
| CY Other Expenses | $469,022 | CYOtherExpensesAmt |
| PY Total Expenses | $1,824,090 | PYTotalExpensesAmt |
| CY Total Expenses | $1,835,713 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $986,377 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$275,489 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,595,880 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,362,089 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,466 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $151,857 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,547,414 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,210,232 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE GRANTS AND SCHOLARSHIPS FOR DESIGNATED EDUCATIONAL, SCIENTIFIC, AND CHARITABLE PURPOSES THROUGH FELLOWSHIP GRANTS TO INDIVIDUALS, SCHOLARSHIPS TO COLLEGE STUDENTS, EDUCATIONAL PROGRAMS AND GRANTS TO COLLEGES AND UNIVERSITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,789 | ExpenseAmt |
| Grant | $26,810 | GrantAmt |
| Desc | UNDERGRADUATE AND GRADUATE SCHOOL SCHOLARSHIPS AWARDED TO MEMBERS ADHERING TO THE SELECTION CRITERIA AND FURTHERING THE EDUCATIONAL ENDEAVORS OF THE RECIPIENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $649,446 | ExpenseAmt |
| Grant | $626,622 | GrantAmt |
| Desc | EDUCATIONAL PROGRAMS AND GRANTS PROVIDED FOR UNDERGRADUATES AND ALUMNI IN LEADERSHIP, PERSONAL AND COMMUNICATIONAL SKILLS, SOCIAL CONCERNS AND EDUCATIONAL PORTION OF STUDENT HOUSING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $81,823 | ExpenseAmt |
| Revenue | $50,000 | RevenueAmt |
| Desc | JOE T. CHARLES MENTORING PROGRAM PROVIDES LEADERSHIP AND MENTORING PROGRAMS, WORKSHOPS AND SEMINARS HELD FOR THE DEVELOPMENT OF STUDENTS AND ALUMNI. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $759,058 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELE CAMARCO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3178728000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11711 N PENNSYLVANIA ST SUITE 250 | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46032 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JERRE L STEAD | ||||||
| PAST CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK A HOAG | ||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHARLES W JONES III | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN HECKLER | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| H DEAN SELLERS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KARL J KRAPEK | ||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CLINT WHEELOCK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY B BURGAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JACK O BOVENDER JR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GREG A CASTANIAS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES W COLE JR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD E EUSTON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL R ODELL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK G HULIT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PETER AS PFEIFFER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL C TROY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER M MEYER | ||||||
| AT-LARGE MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN R VASQUEZ | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BARRY N WILLIAMS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY A STUERMAN | ||||||
| AT-LARGE MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK B TEMPLETON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN E DURHAM | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHAD E CLINE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN L BRECHIN III | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK A BAUER | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $165,500 | $0 | $17,277 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $165,500 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $17,277 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WORKSMART SYSTEMS INC | |||||
| 9957 CROSSPOINT BLVD | INDIANAPOLIS | IN | 46256 | EMPLOYEE LEASING | $546,035 |
| GABRIEL GROUP | |||||
| 3190 RIDER TRAIL SOUTH | EARTH CITY | MO | 63045 | FUNDRAISING | $114,802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,559,771 | AllOtherContributionsAmt |
| Noncash Contributions | $136,494 | NoncashContributionsAmt |
| Total Contributions | $1,559,771 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,772 | TotalRevenueColumnAmt |
| Exclusion | $155,772 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,148,780 | SecuritiesAmt |
| Other | $25,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,138,970 | SecuritiesAmt |
| Other | $191,098 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,810 | SecuritiesAmt |
| Other | -$166,098 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$156,288 | TotalRevenueColumnAmt |
| Exclusion | -$156,288 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EVENT INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $969 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $969 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $969 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,560,224 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $969 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$516 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626,622 | TotalAmt |
| Program Services | $626,622 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,810 | TotalAmt |
| Program Services | $26,810 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,739 | TotalAmt |
| Program Services | $60,222 | ProgramServicesAmt |
| Management And General | $40,147 | ManagementAndGeneralAmt |
| Fundraising | $100,370 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,399 | TotalAmt |
| Program Services | $2,554 | ProgramServicesAmt |
| Management And General | $38,874 | ManagementAndGeneralAmt |
| Fundraising | $235,971 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,724 | TotalAmt |
| Program Services | $1,685 | ProgramServicesAmt |
| Management And General | $12,201 | ManagementAndGeneralAmt |
| Fundraising | $20,838 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,003 | TotalAmt |
| Program Services | $4,798 | ProgramServicesAmt |
| Management And General | $6,186 | ManagementAndGeneralAmt |
| Fundraising | $27,019 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,600 | TotalAmt |
| Management And General | $2,600 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,514 | TotalAmt |
| Management And General | $58,514 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,394 | TotalAmt |
| Fundraising | $162,394 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159 | TotalAmt |
| Management And General | $159 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,333 | TotalAmt |
| Program Services | $8,928 | ProgramServicesAmt |
| Management And General | $5,405 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,371 | TotalAmt |
| Program Services | $178 | ProgramServicesAmt |
| Management And General | $3,404 | ManagementAndGeneralAmt |
| Fundraising | $789 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,788 | TotalAmt |
| Management And General | $51,733 | ManagementAndGeneralAmt |
| Fundraising | $55 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,203 | TotalAmt |
| Program Services | $22,795 | ProgramServicesAmt |
| Management And General | $36,592 | ManagementAndGeneralAmt |
| Fundraising | $83,816 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444 | TotalAmt |
| Management And General | $444 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| POSTAGE AND SHIPPING | $68,077 | $169 | $2,829 | $65,079 |
| PRINTING | $40,066 | $809 | $63 | $39,194 |
| ANNUITY EXPENSE | $19,998 | $19,998 | ||
| OVERHEAD ALLOCATION | $19,038 | $19,038 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,431 | TotalAmt |
| Program Services | $3,488 | ProgramServicesAmt |
| Management And General | $29,117 | ManagementAndGeneralAmt |
| Fundraising | $13,826 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,835,713 | TotalAmt |
| Program Services | $759,058 | ProgramServicesAmt |
| Management And General | $327,304 | ManagementAndGeneralAmt |
| Fundraising | $749,351 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,168 | BOYAmt |
| EOY | $448,568 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,814,234 | BOYAmt |
| EOY | $570,442 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $183 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $25,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,053 | BOYAmt |
| EOY | $971 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,718 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,830 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,097 | BOYAmt |
| EOY | $888 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,459,456 | BOYAmt |
| EOY | $6,486,866 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $794,872 | BOYAmt |
| EOY | $829,171 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,595,880 | BOYAmt |
| EOY | $8,362,089 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,838 | BOYAmt |
| EOY | $151,857 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $628 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,466 | BOYAmt |
| EOY | $151,857 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,702,887 | BOYAmt |
| EOY | $3,887,945 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,457,558 | BOYAmt |
| EOY | $3,939,318 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,969 | BOYAmt |
| EOY | $382,969 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,547,414 | BOYAmt |
| EOY | $8,210,232 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,595,880 | BOYAmt |
| EOY | $8,362,089 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$275,489 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $720,318 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $217,989 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,826,319 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,256,581 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,422,602 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,702,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,559,771 | CurrentTaxYearAmt |
| Total | $10,767,723 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,826,319 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,256,581 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,422,602 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,702,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,559,771 | CurrentTaxYearAmt |
| Total | $10,767,723 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,529,615 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,238,108 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,726 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,073 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $112,852 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $155,772 | CurrentTaxYearAmt |
| Total | $476,909 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,179 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $969 | CurrentTaxYearAmt |
| Total | $24,488 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,269,120 | TotalSupportAmt |
| Public Support CY170 | 0.64230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61780 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $772,876 | BeginningYearBalanceAmt |
| Contributions | $16,000 | ContributionsAmt |
| Investment Earnings Or Losses | $154,896 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $40,179 | AdministrativeExpensesAmt |
| End Year Balance | $903,593 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $688,467 | BeginningYearBalanceAmt |
| Contributions | $11,550 | ContributionsAmt |
| Investment Earnings Or Losses | $92,334 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $19,475 | AdministrativeExpensesAmt |
| End Year Balance | $772,876 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $520,097 | BeginningYearBalanceAmt |
| Contributions | $192,855 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,647 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $14,838 | AdministrativeExpensesAmt |
| End Year Balance | $688,467 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $462,101 | BeginningYearBalanceAmt |
| Contributions | $21,288 | ContributionsAmt |
| Investment Earnings Or Losses | $65,169 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $28,461 | AdministrativeExpensesAmt |
| End Year Balance | $520,097 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $427,692 | BeginningYearBalanceAmt |
| Contributions | $22,970 | ContributionsAmt |
| Investment Earnings Or Losses | $25,690 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $14,251 | AdministrativeExpensesAmt |
| End Year Balance | $462,101 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.50290 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.42380 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07330 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,718 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,830 | DepreciationAmt |
| Book Value | $888 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $888 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CSV OF LIFE INSURANCE | $130,915 |
| BENEFICIAL INTEREST IN TRUSTS | $698,256 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $829,171 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,498,372 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $720,318 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $217,989 | OtherRevenueAmt |
| Revenue Not Reported | $938,307 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,560,065 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $159 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $159 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,560,224 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,835,554 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,835,554 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $159 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $159 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,835,713 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT CONSIST OF VARIOUS FUNDS USED FOR SCHOLARSHIPS AND GRANTS FOR EDUCATIONAL PROGRAMING INCLUDING MENTORING. |
| PART X, LINE 2: | THE FOUNDATION HAS EVALUATED TAX POSITIONS TAXEN IN THE TAX RETURNS FILED AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS DEFINED BY GENERALLY ACCEPTED ACCOUNTING STANDARDS. UNDER A THREE-YEAR STATUTE OF LIMITATIONS, THE FOUNDATION REMAINS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS ENDED JUNE 30, 2011 THROUGH JUNE 30, 2013. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN CSV OF LIFE INSURANCE CHANGE IN SPLIT INTEREST CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| GABRIEL GROUP | ||||||||
| 3190 RIDER TRAIL SOUTH | EARTH CITY | MO | 63045 | DIRECT MAIL | 0 | $165,370 | $86,453 | $78,917 |
| JR HAUSER ASSOCIATES INC | ||||||||
| 58 EAGLE STREET | GREENVILLE | PA | 16125 | PERSONAL SOLICITATION | 0 | $74,000 | $35,000 | $39,000 |
| ARIA | ||||||||
| 717 WEST ST GERMAIN STREET | ST CLOUD | MN | 56301 | TELEMARKETING | 0 | $33,619 | $370 | $33,249 |
| JOHNSON GROSSNICKLE | ||||||||
| 29 SOUTH PARK BLVD | GREENWOOD | IN | 46143 | CAMPAIGN SOLICITATION CONSULTING | 0 | $0 | $33,405 | -$33,405 |
| THE PURSUANT GROUP | ||||||||
| 5151 BELT LINE ROAD SUITE 900 | DALLAS | TX | 75254 | DONOR BOMB VIDEO | 0 | $0 | $7,166 | -$7,166 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $272,989 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $162,394 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $110,595 | TotalNetToOrganizationAmt |
| Licensed States | IN | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I | FormAndLineReferenceDesc |
| Explanation | GABRIEL GROUP WAS PAID $86,453 FOR CREATIVE DESIGN WORK ASSOCIATED WITH THE DIRECT MAIL CAMPAIGN. IN ADDITION, $28,349 WAS PAID FOR POSTAGE AND PRINTING COSTS WHICH ARE NOT INCLUDED IN COLUMN (V) OF PART I. ARIA WAS PAID $370 FOR TELEMARKETING SERVICES. IN ADDITION, $170 WAS PAID FOR POSTAGE AND PRINTING COSTS WHICH ARE NOT INCLUDED IN COLUMN (V) OF PART I. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| LAMBDA CHI ALPHA FRATERNITY INC | |||||||
| 8741 FOUNDERS ROAD | INDIANAPOLIS | IN | 46268 | 350459180 | 501(C)(7) | $475,000 | EDUCATIONAL GRANTS |
| GAMMA RHO ZETA OF LAMBDA CHI ALPHA FRATERNITY INC | |||||||
| 220 N PETERS AVE | NORMAN | OK | 73070 | 730583070 | 501(C)(7) | $30,500 | EDUCATIONAL HOUSING GRANTS |
| SIMPSON COLLEGE | |||||||
| 701 NORTH C ST | INDIANOLA | IA | 50125 | 420680389 | 501(C)(3) | $21,122 | SCHOLARSHIPS |
| ALUMNI ASSOCIATION CHI ZETA LAMBDA CHI ALPHA | |||||||
| PO BOX 2374 | CHAMPAIGN | IL | 61820 | 366076511 | $100,000 | EDUCATIONAL HOUSE IMPROVEMENTS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | Cash GrantCashGrantAmt |
|---|---|
| SCHOLARSHIPS | $24,450 |
| GRADUATE FELLOWSHIPS | $2,360 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION DETERMINES RECIPIENTS OF GRANTS BASED ON A VARIETY OF CRITERIA INCLUDING ACADEMIC BACKGROUND, INVOLVEMENT IN OUTSIDE ACTIVITIES AND OTHER FACTORS DEPENDENT ON THE TYPE OF GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK A BAUER | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $143,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $22,500 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $17,277 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $182,777 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $136,494 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A | THE ORGANIZATION DOES NOT SPECIFICALLY HAVE EMPLOYEES, AS THEY INSTEAD HAVE A CONTRACT WITH A THIRD PARTY PROFESSIONAL EMPLOYMENT ORGANIZATION THAT IS CONSIDERED THE EMPLOYER FOR ALL OF THE EMPLOYEES THAT WORK AT THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE, AUDIT AND EXECUTIVE COMMITTEES ARE GIVEN A COMPLETE COPY OF FORM 990 FOR APPROVAL. ONCE IT IS APPROVED, THE RETURN IS SIGNED AND DISTRIBUTED TO THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS IS REQUIRED TO DISCLOSE ANY AND ALL CONFLICTS OF INTEREST THAT MAY HAVE ARISEN OVER THE PAST YEAR AT THEIR ANNUAL MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF DIRECTORS REVIEWS THE PRESIDENT/CEO SALARY AND USES COMPARABLE INDUSTRY DATA, SUCH AS OTHER FORM 990'S, TO DETERMINE THE APPROPRIATE AMOUNT OF COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| 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. |
| FORM 990, PART XI, LINE 9: | CHANGE IN CSV OF LIFE INSURANCE 23,092. CHANGE IN SPLIT INTEREST 11,207. CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES 183,690. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT PROCESS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. |