Totals
- Total revenue
- $6,535,476
- Total expenses
- $6,614,651
- Contributions and grants received
- $974,770
- Grants paid
- $5,000
- Program service revenue
- $4,169,327
- Investment income
- $105,152
- Other revenue
- $1,286,227
- Total assets, end of year
- $6,872,302
- Total liabilities, end of year
- $1,158,723
- Net assets or fund balances, end of year
- $5,713,579
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$974,770
-
2a · Program service revenue: Conference assessments
total $72,957 · related or exempt $72,957
-
2b · Program service revenue: Membership dues
total $2,719,474 · related or exempt $2,719,474
-
2c · Program service revenue: Risk management
total $1,376,896 · related or exempt $1,376,896
-
3 · Investment income
total $134,991 · unrelated business $134,991
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $121,269 · unrelated business $121,269
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $607,952
-
7b · Less cost or other basis and sales expenses
securities $637,791
-
7c · Gain or loss
securities -$29,839
-
7d · Net gain or loss
total -$29,839 · unrelated business -$29,839
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$111,699
-
10b · Cost of goods sold
$115,821
-
10c · Net income from sales of inventory
total -$4,122 · related or exempt -$4,122
-
11a · Other revenue: Expense reimbursements
total $1,084,818 · related or exempt $1,084,818
-
11b · Other revenue: Other miscellaneous
total $84,262 · related or exempt $84,262
-
11e · Other revenue, total
$1,169,080
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $5,000
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $242,639
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $2,240,918
-
8 · Pension plan contributions
total $127,240
-
9 · Other employee benefits
total $313,506
-
10 · Payroll taxes
total $192,213
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $125,464
-
11c · Fees: accounting
total $13,800
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $36,105
-
12 · Advertising and promotion
total $47,701
-
13 · Office expenses
total $0
-
14 · Information technology
total $437,130
-
15 · Royalties
total $0
-
16 · Occupancy
total $311,732
-
17 · Travel
total $493,511
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $750,702
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $10,001
-
23 · Insurance
total $617,775
-
24a · Other expenses: Awards
total $117,325
-
24b · Other expenses: Educational programming
total $115,391
-
24c · Other expenses: Bad debts
total $112,300
-
24d · Other expenses: Service fees
total $108,775
-
24e · All other expenses
total $195,423
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,603,863 · end of year $1,513,423
-
2 · Savings and temporary cash investments
beginning of year $127,666 · end of year $830,671
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $809,827 · end of year $900,607
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
beginning of year $820,903 · end of year $798,554
-
8 · Inventories for sale or use
beginning of year $64,587 · end of year $149,150
-
9 · Prepaid expenses and deferred charges
beginning of year $121,877 · end of year $84,793
-
10a · Land, buildings and equipment: cost or other basis
$242,212
-
10b · Land, buildings and equipment: accumulated depreciation
$232,212
-
10c · Land, buildings and equipment, net
beginning of year $20,001 · end of year $10,000
-
11 · Investments: publicly traded securities
beginning of year $2,387,421 · end of year $2,585,104
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $703,625 · end of year $418,715
-
19 · Deferred revenue
beginning of year $19,920 · end of year $114,275
-
25 · Other liabilities
beginning of year $642,839 · end of year $625,733
-
27 · Net assets without donor restrictions
beginning of year $5,589,761 · end of year $5,713,579
Mission and programs · 2023
Mission
To promote friendship, intellectual culture, and rectitude for our members.
-
To provide programming, education, and support for members to enhance their individual intellect, character and leadership skills.
-
To provide support for service learning opportunities in the university and in local communities through service projects and activities.
As filed on the 2023 return.
Listed in Part VII
-
Sean Wagner Exec VP
CEO
- Total calculated
- $242,639
- From this org
- $216,407
- From related orgs
- $0
- Other
- $26,232
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $216,407
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $26,232
- Filer's total
- $242,639
-
Wendy Faust
Executive Director
- Total calculated
- $174,674
- From this org
- $162,803
- From related orgs
- $0
- Other
- $11,871
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $162,803
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $11,871
- Filer's total
- $174,674
-
Jesse Moyer
Senior VP Mbr Dev
- Total calculated
- $151,590
- From this org
- $134,106
- From related orgs
- $0
- Other
- $17,484
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,106
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $17,484
- Filer's total
- $151,590
-
Steven Good
Executive Director
- Total calculated
- $135,834
- From this org
- $130,881
- From related orgs
- $0
- Other
- $4,953
- Hours/week
- 40
-
Thomas Shumate
Senior VP Finance
- Total calculated
- $131,017
- From this org
- $114,292
- From related orgs
- $0
- Other
- $16,725
- Hours/week
- 40
-
Cassandra Sherry
Senior Dir Housing
- Total calculated
- $104,900
- From this org
- $101,051
- From related orgs
- $0
- Other
- $3,849
- Hours/week
- 40
-
J David Almacy
President
- Total calculated
- $0
- Hours/week
- 5
-
Nathaniel Love
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Thomas Balzer Reporter
Director
- Total calculated
- $0
- Hours/week
- 5
-
Todd Nisbet Mbr at Large
Director
- Total calculated
- $0
- Hours/week
- 5
-
Michael Ogg Mbr at Large
Director
- Total calculated
- $0
- Hours/week
- 5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541329349302154
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