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Nonprofiteer
← ACACIA FRATERNITY FOUNDATION INC

Form 990 for tax year 2022

Filed by ACACIA FRATERNITY FOUNDATION INC.

Totals

Total revenue
$1,086,493
Total expenses
$807,108
Contributions and grants received
$1,096,505
Grants paid
$380,103
Program service revenue
$0
Investment income
-$10,012
Other revenue
$0
Total assets, end of year
$4,043,443
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,043,443
Program services expenses (Part IX)
$380,103
Management and general expenses
$82,373
Fundraising expenses
$344,632
Program service expenses (Part III)
$380,103

Program services were 47.1% 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

    $1,096,505

  • 3 · Investment income

    total -$10,012

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $272,591 · program services $272,591

  • 2 · Grants to domestic individuals

    total $107,512 · program services $107,512

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $97,780 · management and general $19,556 · fundraising $78,224

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $2,480 · management and general $496 · fundraising $1,984

  • 10 · Payroll taxes

    total $7,662 · management and general $1,532 · fundraising $6,130

  • 11a · Fees: management

    total $53,114 · management and general $10,623 · fundraising $42,491

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $17,145 · management and general $3,429 · fundraising $13,716

  • 11d · Fees: lobbying

    total $0

  • 11f · Fees: investment management

    total $20,577 · management and general $20,577

  • 11g · Fees: other

    total $9,025 · management and general $1,805 · fundraising $7,220

  • 12 · Advertising and promotion

    total $60,000 · fundraising $60,000

  • 13 · Office expenses

    total $1,658 · management and general $829 · fundraising $829

  • 14 · Information technology

    total $2,357 · management and general $707 · fundraising $1,650

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $56,856 · management and general $11,371 · fundraising $45,485

  • 17 · Travel

    total $13,222 · management and general $2,644 · fundraising $10,578

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $300 · management and general $300

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $2,911 · management and general $2,911

  • 24a · Other expenses: Bank charges

    total $4,093 · management and general $4,093

  • 24b · Other expenses: Stationary, printing and postage

    total $33,886 · fundraising $33,886

  • 24c · Other expenses: Donor development

    total $42,439 · fundraising $42,439

  • 24d · Other expenses: Association dues

    total $1,500 · management and general $1,500

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $46,738 · end of year $159,632

  • 2 · Savings and temporary cash investments

    beginning of year $40,005 · end of year $40,005

  • 7 · Other notes and loans receivable

    beginning of year $62,500 · end of year $49,500

  • 11 · Investments: publicly traded securities

    beginning of year $3,319,777 · end of year $3,789,626

  • 15 · Other assets

    beginning of year $4,680 · end of year $4,680

  • 27 · Net assets without donor restrictions

    beginning of year $653,041 · end of year $568,422

  • 28 · Net assets with donor restrictions

    beginning of year $2,820,659 · end of year $3,475,021

Mission and programs · 2022

Mission

The Acacia Fraternity Foundation raises funds to 1 support the qualified educational activities of Acacia Fraternity, Inc. and its local chapters and 2 provide scholarships to college and university students.

  • Qualified educational grants to Acacia Fraternity, Inc and its local chapters

    Expenses $272,591 · Grants $272,591

  • Scholarships to college and university students

    Expenses $107,512 · Grants $107,512

As filed on the 2022 return.

Listed in Part VII

  • Dwyte E Brooks DMD

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Gerald C Cook

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • John C Davis

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Brian R Durst

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • David L Ferguson

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Guy Gebhardt

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Andrew Jee

    Vice President

    Total calculated
    $0
    Hours/week
    1

  • Kris R Lutt

    President

    Total calculated
    $0
    Hours/week
    2

  • Amos D Meyers Jr

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • David R Quick

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Robert E Roberson

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Michael L Rollins

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Larry E Schroeder

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Phil Sutton

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Byron A Tabor

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Robert G Travnicek MD

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Michael C Tu

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Dewyane E Ullsperger

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • William A Utic

    Treasurer

    Total calculated
    $0
    Hours/week
    4

  • Rick Williams

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Eric Zwigart

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Dale E Redman

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Michael P Fillman

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Marcus Mountford

    Director

    Total calculated
    $0
    Hours/week
    0.5

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.

Grants on this return

  • Acacia Fraternity Inc

    $272,591

    Support for educational programs and facilities

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
6 November 2023
IRS schema version
2022v5.0
Source object
202303109349300010

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