PHI DELTA THETA FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PHI DELTA THETA FOUNDATION (EIN 34-6539803)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-18
- IRS object ID
- 201312919349300821
- Schema version
- 2012v2.1
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-18T13:01:17-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350905983 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | K B PARRISH & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346539803 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHI DELTA THETA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PHID | NameControl |
| Phone | 5135236966 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SOUTH CAMPUS AVENUE | AddressLine1 |
| City | OXFORD | City |
| State | OH | State |
| ZIP Code | 45056 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT BIGGS | Name |
| Title | PRESIDENT | Title |
| Phone | 5135236345 | Phone |
| Date Signed | 2013-10-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN MUNCY CPA | Name |
| PTIN | P00732031 | PTIN |
| Phone | 3173475200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT BIGGS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SOUTH CAMPUS AVENUE | AddressLine1 |
| City | OXFORD | City |
| State | OH | State |
| ZIP Code | 45056 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7831594 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PHIDELTATHETA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1958 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | TO STRENGTHEN MEN FOR LIFE BY BUILDING ON THE TRADITION OF OUR CORE VALUES: FRIENDSHIP, SOUND LEARNING AND RECTITUDE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 12 | TotalNbrEmployees |
| Total Nbr Volunteers | 14 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2127225 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4427365 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 393500 | InvestmentIncomePriorYear |
| Investment Income Current Year | 389766 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 10347 | OtherRevenuePriorYear |
| Other Revenue Current Year | 34076 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2531072 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4851207 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 398646 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 808280 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 349205 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 473251 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 107205 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 98728 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 731193 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 802049 | OtherExpensePriorYear |
| Other Expenses Current Year | 827198 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1657105 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2207457 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 873967 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2643750 | RevenuesLessExpensesCY |
| Total Assets BOY | 11329550 | TotalAssetsBOY |
| Total Assets EOY | 14348898 | TotalAssetsEOY |
| Total Liabilities BOY | 242910 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 222135 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11086640 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14126763 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO STRENGTHEN MEN FOR LIFE BY BUILDING ON THE TRADITION OF OUR CORE VALUES: FRIENDSHIP, SOUND LEARNING AND RECTITUDE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 74103 | Expense |
| Grants | 74103 | Grants |
| Description | PROVIDE EDUCATIONAL GRANTS FOR PROGRAMS SUPPORTING LEADERSHIP DEVELOPMENT, ALCOHOL ABUSE EDUCATION, MANAGEMENT AND OTHER SKILL IMPROVEMENT. THESE PROGRAMS IMPACT MORE THAN 7,500 COLLEGE STUDENTS PER YEAR. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 166389 | Expense |
| Grants | 166389 | Grants |
| Description | PROVIDE SCHOLARSHIPS AND FELLOWSHIPS TO OVER 100 INDIVIDUALS TO RECOGNIZE OUTSTANDING SCHOLARSHIP, LEADERSHIP, AND COMMUNITY INVOLVEMENT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 598200 | Expense |
| Grants | 445961 | Grants |
| Description | OTHER PROGRAM EXPENSES USED TO PROVIDE PROGRAMMING, EDUCATION, AND SUPPORT FOR STUDENTS TO ENHANCE THEIR INDIVIDUAL INTELLECTUAL, CHARACTER, AND LEADERSHIP SKILLS. THIS INCLUDES EDUCATIONAL AREA HOUSING GRANTS TO CHAPTER HOUSING CORPORATIONS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 121827 | Expense |
| Grants | 121827 | Grants |
| Description | SPLIT DONATION PROGRAMS WITH UNRELATED EXEMPT ORGANIZATIONS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 121827 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 121827 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 960519 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 12 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT BIGGS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5135236966 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SOUTH CAMPUS | AddressLine1 |
| City | OXFORD | City |
| State | OH | State |
| ZIP Code | 45056 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated |
|---|---|---|---|---|---|---|---|
| WL GRAY | |||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| GEORGE E GRADY | |||||||
| SECRETARY/TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| EDWARD G WHIPPLE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KENNETH M JASTROW II | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL FIMIANI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DANIEL L KLOEPPEL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| FREDERIC B LOWRIE JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GARY R WADE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES M TRAPP | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JON A MCBRIDE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JEFFREY B LOVE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD W KELLY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER A LAPPLE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | 1.00 | |
| J PAUL PRICE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT BIGGS | |||||||
| PRESIDENT | 12.00 | X | 0 | 179312 | 10849 | 28.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 179312 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 10849 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 100000 | RelatedOrganizations |
| All Other Contributions | 4327365 | AllOtherContributions |
| Noncash Contributions | 152192 | NoncashContributions |
| Total Contributions | 4427365 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 134235 | TotalRevenueColumn |
| Exclusion | $134,235 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 32531 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 32531 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32531 | TotalRevenueColumn |
| Exclusion | $32,531 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3235918 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2980387 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 255531 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 255531 | TotalRevenueColumn |
| Exclusion | $255,531 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900000 | BusinessCode |
| Total Revenue Column | 1545 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1545 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1545 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4851207 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1545 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $422,297 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 635064 | Total |
| Program Services | 635064 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156962 | Total |
| Program Services | 156962 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16254 | Total |
| Program Services | 16254 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 390760 | Total |
| Program Services | 78152 | ProgramServices |
| Management And General | 58614 | ManagementAndGeneral |
| Fundraising | 253994 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50454 | Total |
| Program Services | 9449 | ProgramServices |
| Management And General | 10295 | ManagementAndGeneral |
| Fundraising | 30710 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32037 | Total |
| Program Services | 6407 | ProgramServices |
| Management And General | 4806 | ManagementAndGeneral |
| Fundraising | 20824 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7267 | Total |
| Program Services | 2180 | ProgramServices |
| Management And General | 1453 | ManagementAndGeneral |
| Fundraising | 3634 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25696 | Total |
| Program Services | 7054 | ProgramServices |
| Management And General | 6727 | ManagementAndGeneral |
| Fundraising | 11915 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98728 | Total |
| Fundraising | 98728 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25508 | Total |
| Management And General | 25508 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15557 | Total |
| Management And General | 2400 | ManagementAndGeneral |
| Fundraising | 13157 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9730 | Total |
| Program Services | 1946 | ProgramServices |
| Management And General | 3892 | ManagementAndGeneral |
| Fundraising | 3892 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11466 | Total |
| Management And General | 7115 | ManagementAndGeneral |
| Fundraising | 4351 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138820 | Total |
| Management And General | 125728 | ManagementAndGeneral |
| Fundraising | 13092 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90296 | Total |
| Program Services | 6528 | ProgramServices |
| Management And General | 16939 | ManagementAndGeneral |
| Fundraising | 66829 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84569 | Total |
| Program Services | 9677 | ProgramServices |
| Fundraising | 74892 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1924 | Total |
| Management And General | 1924 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122538 | Total |
| Management And General | 122538 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PRINTING AND POSTAGE | 139243 | 9848 | 1767 | 127628 |
| BAD DEBT | 92606 | 92606 | ||
| BANK FEES | 15556 | 4742 | 10814 | |
| REPAIRS AND MAINT. | 13349 | 13349 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33073 | Total |
| Program Services | 16256 | ProgramServices |
| Management And General | 9270 | ManagementAndGeneral |
| Fundraising | 7547 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2207457 | Total |
| Program Services | 960519 | ProgramServices |
| Management And General | 515745 | ManagementAndGeneral |
| Fundraising | 731193 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1053089 | BOY |
| EOY | 1958567 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2046032 | BOY |
| EOY | 2992788 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17632 | BOY |
| EOY | 15072 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1560 | BOY |
| EOY | 2460 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81820 | BOY |
| EOY | 81749 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3862603 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2021833 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1951808 | BOY |
| EOY | 1840770 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4665289 | BOY |
| EOY | 6048597 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 742719 | BOY |
| EOY | 598110 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 769601 | BOY |
| EOY | 810785 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11329550 | BOY |
| EOY | 14348898 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32347 | BOY |
| EOY | 60931 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150711 | BOY |
| EOY | 97302 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59852 | BOY |
| EOY | 63902 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 242910 | BOY |
| EOY | 222135 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -246387 | BOY |
| EOY | -253199 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3476583 | BOY |
| EOY | 4179176 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7856444 | BOY |
| EOY | 10200786 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11086640 | BOY |
| EOY | 14126763 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11329550 | BOY |
| EOY | 14348898 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2643750 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 329217 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 67156 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1367744 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2544145 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2495024 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2127225 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4427365 | CurrentTaxYear |
| Total | 12961503 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1367744 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2544145 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2495024 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2127225 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4427365 | CurrentTaxYear |
| Total | 12961503 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2465200 | AmountsSubstContributorsTotal |
| Public Support Total170 | 10496303 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 352031 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 142149 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 143779 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 143669 | CurrentTaxYearMinus1Year |
| Current Tax Year | 166766 | CurrentTaxYear |
| Total | 948394 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9722 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6022 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7452 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2136 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1545 | CurrentTaxYear |
| Total | 26877 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 13936774 | TotalSupport |
| Public Support Pertcentage170 | 0.75310 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77510 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6904225 | BeginningOfYearBalance |
| Contributions | 1433738 | Contributions |
| Investment Earnings Or Losses | 639935 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 214651 | GrantsOrScholarships |
| Other Expenditures | -263851 | OtherExpenditures |
| Administrative Expenses | 117424 | AdministrativeExpenses |
| End Of Year Balance | 8909674 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6221279 | BeginningOfYearBalance |
| Contributions | 870082 | Contributions |
| Investment Earnings Or Losses | -247030 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 251482 | GrantsOrScholarships |
| Other Expenditures | -410306 | OtherExpenditures |
| Administrative Expenses | 98930 | AdministrativeExpenses |
| End Of Year Balance | 6904225 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5354986 | BeginningOfYearBalance |
| Contributions | 625862 | Contributions |
| Investment Earnings Or Losses | 477635 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 117804 | GrantsOrScholarships |
| Other Expenditures | 7866 | OtherExpenditures |
| Administrative Expenses | 127266 | AdministrativeExpenses |
| End Of Year Balance | 6221279 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4568861 | BeginningOfYearBalance |
| Contributions | 420663 | Contributions |
| Investment Earnings Or Losses | 600028 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 165777 | GrantsOrScholarships |
| Other Expenditures | -4565 | OtherExpenditures |
| Administrative Expenses | 73354 | AdministrativeExpenses |
| End Of Year Balance | 5354986 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6634531 | BeginningOfYearBalance |
| Contributions | 54284 | Contributions |
| Investment Earnings Or Losses | -1820539 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 224350 | GrantsOrScholarships |
| Other Expenditures | 16892 | OtherExpenditures |
| Administrative Expenses | -91957 | AdministrativeExpenses |
| End Of Year Balance | 4568861 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.89740 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.10260 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3388960 | OtherCostOrOtherBasis |
| Depreciation | 1584992 | Depreciation |
| Book Value | 1803968 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 473643 | OtherCostOrOtherBasis |
| Depreciation | 436841 | Depreciation |
| Book Value | 36802 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1840770 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTEREST AND DIVIDENDS RECEIVABLE | 7970 |
| CASH SURRENDER VALUE LIFE INSURANCE | 144699 |
| FUTURE BENEFIT FROM CHARITABLE TRUST | 658116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 810785 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITY PAYABLE | Description |
| Amount | $63,902 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 63902 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 5238402 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 329217 | NetUnrealizedGainsInvestments |
| Other Revenues | 91486 | OtherRevenues |
| Revenue Not Rptd F990 | 420703 | RevenueNotRptdF990 |
| Revenue Subtotal | 4817699 | RevenueSubtotal |
| Investment Expenses Not Included | 25508 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 8000 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 33508 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4851207 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2198279 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 116936 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 116936 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2081343 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 25508 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 100606 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 126114 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2207457 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE FOUNDATION HAS EVALUATED TAX POSITIONS TAKEN 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 ORGANIZATION REMAINS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS ENDED DECEMBER 31, 2009 THROUGH DECEMBER 31, 2011. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON UNCOLLECTIBLE PLEDGES REPORTED AS BAD DEBTS -92,606. IN-KIND CONTRIBUTION EXCLUDED FROM CONTRIBUTIONS 116,936. CHANGE IN VALUE OF LIFE INSURANCE CSV 4,976. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 67,286. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -5,106. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PROGRAM CONTRIBUTION NETTED WITH EXPENSES 8,000. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | IN-KIND CONTRIBUTION EXCLUDED FROM EXPENSES 116,936. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON UNCOLLECTIBLE PLEDGES REPORTED AS BAD DEBTS 92,606. PROGRAM CONTRIBUTION NETTED WITH EXPENSES 8,000. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 0 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 0 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| NORTH AMERICA | EDUCATIONAL PROGRAMS AND LEADERSHIP - SPLIT CONTRIBUTION PROGRAM | 6827 | ACH TRANSACTION |
| NORTH AMERICA | SUPPORT RESEARCH FOR ALS - SPLIT CONTRIBUTION PROGRAM | 6827 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 2 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 2 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| INNOVASION | ||||||||
| 103 N RIVER ROAD SUITE C | WATERVILLE | OH | 43566 | IN-PERSON SOLICITATION | 0 | 676588 | 0 | 676588 |
| RUFFALOCODY | ||||||||
| 65 KIRKWOOD NORTH ROAD SW | CEDAR RAPIDS | IA | 52404 | PHONE SOLICITATION | 0 | 94433 | 77156 | 17277 |
| PURSUANT GROUP | ||||||||
| 980 N MICHIGAN AVE STE 1400 | CHICAGO | IL | 60611 | ONLINE SOLICITATION | 0 | 14245 | 21572 | -7327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 785266 | TotalGrossReceipts |
| Total Retained By Contractors | 98728 | TotalRetainedByContractors |
| Total Net To Organization | 686538 | TotalNetToOrganization |
| Licensed States | OH | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | NY | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | SCHEDULE G, PART I, LINE 2B, FUNDRAISER: PURSUANT GROUP, COLUMN IV: | ReturnReference |
| Explanation | GROSS RECEIPTS FOR PURSUANT GROUP CAMPAIGNS HAVE BEEN ESTIMATED. PURSUANT GROUP HANDLES ONLINE SOLICITATIONS FROM MEMBERS AND ASKS THE MEMBERS TO CLICK A LINK TO DONATE THROUGH THE ORGANIZATION'S WEBSITE. THEREFORE IT IS NOT POSSIBLE TO CLEARLY SEGREGATE CONTRIBUTIONS FROM PURSUANT CAMPAIGNS FROM OTHER ONLINE DONATIONS RECEIVED BY THE FOUNDATION. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| PHI DELTA THETA FRATERNITY | ||||||||
| 2 SOUTH CAMPUS AVENUE | OXFORD | OH | 45056 | 310406470 | 501(C)(7) | 74103 | EDUCATIONAL PROGRAMS AND LEADERSHIP | |
| NEW YORK ZETA OF PHI DELTA THETA CORPORATION | ||||||||
| PO BOX 377 | HAMILTON | NY | 13346 | 161508317 | 501(C)(7) | 8204 | EDUCATIONAL SEMINAR | |
| ALS ASSOCIATION | ||||||||
| 27001 AGOURA ROAD SUITE 250 | CALABASAS HILLS | CA | 91301 | 133271855 | 501(C)(3) | 67825 | PROMOTE RESEARCH FOR A CURE - SPLIT CONTRIBUTION PROGRAM | |
| TEXAS GAMMA CHAPTER PHI DELTA THETA | ||||||||
| SOUTHWESTERN UNIV 1002 MACKENZIE ST | GEORGETOWN | TX | 78626 | 311059893 | 501(C)(7) | 25063 | EDUCATIONAL HOUSING GRANT | ST |
| MISSOURI EPSILON OF PHI DELTA THETA EDUCATIONAL FOUNDATION INC | ||||||||
| 610 E BATTLEFIELD STREET | SPRINGFIELD | MO | 65807 | 431412922 | 501(C)(7) | 95241 | EDUCATIONAL HOUSING GRANT | |
| CALIFORNIA EPSILON PHI DELT ALUMNI ASSOCIATION | ||||||||
| 2609 CAPITOL AVENUE | SACRAMENTO | CA | 95816 | 274766992 | 501(C)(7) | 355553 | EDUCATIONAL HOUSING GRANT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 5 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS AND REIMBURSEMENT FOR EDUCATIONAL EXPENSES | TypeOfGrant |
| Number Of Recipients | 148 | NumberOfRecipients |
| Amount Of Cash Grant | 156962 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS VIA GRANT AGREEMENTS WITH OTHER ORGANIZATIONS AND VIA ACADEMIC PROGRESS REPORTS FOR INDIVIDUALS RECEIVING EDUCATIONAL GRANTS AND SCHOLARSHIPS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROBERT BIGGS | NamePerson |
| Title | PRESIDENT | Title |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 166760 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 12552 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 10849 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 190161 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
Name Of Interested Business NameOfInterestedBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHI DELTA THETA FRATERNITY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Organization | SUBSTANTIAL CONTRIBUTOR | RelationshipWithOrganization |
| Amount Of Grant | 74103 | AmountOfGrant |
| Type Of Assistance | GRANTS | TypeOfAssistance |
| Purpose Of Assistance | GRANTS PROVIDED FOR EDUCATIONAL PROGRAMS OF THE FRATERNITY. | PurposeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| Sharing Of RevenuesSharingOfRevenues | RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction |
|---|---|---|---|
| (no name) | |||
| 0 | |||
| PHI DELTA THETA FRATERNITY INC | |||
| 0 | SUBSTANTIAL CONTRIBUTOR | 32531 | RENTS PAID TO THE FOUNDATION |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 152192 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV @ DATE CONTRIBUTED | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | DURING THE CURRENT YEAR THE BOARD OF TRUSTEES ADOPTED A CODE OF REGULATIONS THAT OUTLINES THE BOARD OF TRUSTEES, OFFICERS, FUNDS, INDEMNIFICATION OF TRUSTESS AND OFFICERS, RESTRICTION ON GRANTS, CORPORATE SEAL, AND AMENDMENTS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE PRESIDENT AND/OR BOARD OF TRUSTEES EXAMINES A DRAFT COPY OF THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION PROHIBITS CONFLICTS OF INTEREST WITH ITS BOARD MEMBERS AND OTHER PERSONNEL. CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE REVIEWED ANNUALLY AND ANY CONFLICTS ARE RESOLVED IMMEDIATELY. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE RELATED FRATERNAL ORGANIZATION HAS A COMPENSATION AND BENEFITS COMMITTEE THAT REVIEWS THE COMPENSATION ARRANGEMENT WITH THE ORGANIZATION'S PRESIDENT AND ADVISES THE BOARD OF DIRECTORS ON COMPARABLE INFORMATION ACROSS SIMILAR ORGANIZATIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | PHI DELTA THETA FOUNDATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO INTERESTED PARTIES UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF LIFE INSURANCE CSV 4,976. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -5,106. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 67,286. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | PHI DELTA THETA FOUNDATION HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR OVERSEEING THE AUDIT AND SELECTING AND INDEPENDENT ACCOUNTANT. THERE HAS BEEN NO CHANGE TO THIS PROCESS FROM THE PRIOR YEAR. | |
| FORM 990, SCHEDULE R, PART V, LINE N: | PHI DELTA THETA FOUNDATION AND PHI DELTA THETA INTERNATIONAL FRATERNITY SHARE EMPLOYEES INCLUDING THE PRESIDENT OF THE FOUNDATION. THESE SHARED EMPLOYEES ARE REPORTED ON THE FRATERNITY'S FEDERAL AND STATE PAYROLL FILINGS. THE FOUNDATION REIMBURSES THE FRATERNITY FOR THE ACTUAL COST OF THESE INDIVIDUALS' COMPENSATION, INCLUDING BENEFITS AND PAYROLL TAXES. THE AMOUNT OF PAYROLL RELATED EXPENSES TO BE REIMBURSED TO THE FRATERNITY FOR THESE EXPENSES IN THE CURRENT TAX YEAR IS SHOWN ON LINE 1O OF SCHEDULE R. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHI DELTA THETA INTERNATIONAL FRATERNITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SOUTH CAMPUS AVENUE | AddressLine1 |
| City | OXFORD | City |
| State | OH | State |
| ZIP Code | 45056 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310406470 | EIN |
| Primary Activities | TO PROMOTE SOCIAL AND INTELLECTUAL CULTURE AMONGST LOCAL CHAPTER MEMBERS | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Exempt Code Section | 501(C)(7) | ExemptCodeSection |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| PHI DELTA THETA INTERNATIONAL FRATERNITY INC | ||
| B | 74103 | GRANT REQUESTS AND APPROVALS |
| PHI DELTA THETA INTERNATIONAL FRATERNITY INC | ||
| P | 106112 | ACTUAL EXPENSE PAID |
| PHI DELTA THETA INTERNATIONAL FRATERNITY INC | ||
| O | 73791 | ALLOCATION BASED ON TIME |
| PHI DELTA THETA INTERNATIONAL FRATERNITY INC | ||
| C | 100000 | CONTRIBUTION RECEIVED |
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