Totals
- Total revenue
- $287,048
- Total expenses
- $60,831
- Contributions and grants received
- $255,706
- Grants paid
- $38,200
- Program service revenue
- $0
- Investment income
- $31,342
- Other revenue
- $0
- Total assets, end of year
- $1,142,908
- Total liabilities, end of year
- $500
- Net assets or fund balances, end of year
- $1,142,408
- Program services expenses (Part IX)
- $38,200
- Management and general expenses
- $7,408
- Fundraising expenses
- $15,223
- Program service expenses (Part III)
- $38,200
Program services were 62.8% 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.
-
1c · Fundraising events
$17,205
-
1f · All other contributions, gifts and grants
$238,501
-
3 · Investment income
total $24,951 · excluded $24,951
-
7a · Gross sales of assets other than inventory
securities $149,368 · other assets $11,333
-
7b · Less cost or other basis and sales expenses
securities $154,310
-
7c · Gain or loss
securities -$4,942 · other assets $11,333
-
7d · Net gain or loss
total $6,391 · related or exempt -$4,942 · excluded $11,333
-
8a · Fundraising events: contributions included on line 1c
$17,205
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $4,700 · program services $4,700
-
2 · Grants to domestic individuals
total $33,500 · program services $33,500
-
11f · Fees: investment management
total $6,511 · management and general $6,511
-
11g · Fees: other
total $660 · management and general $660
-
24a · Other expenses: GOLF EVENT COURSE RENTAL
total $8,110 · fundraising $8,110
-
24b · Other expenses: FOUNDERS DAY DINNER EXP.
total $5,022 · fundraising $5,022
-
24c · Other expenses: GOLF EVENT FOOD/BEVERAGES
total $2,091 · fundraising $2,091
-
24d · Other expenses: FEDERAL TAXES PAID
total $237 · management and general $237
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $23,854 · end of year $16,306
-
2 · Savings and temporary cash investments
beginning of year $57,286 · end of year $48,473
-
4 · Accounts receivable
end of year $3,750
-
7 · Other notes and loans receivable
beginning of year $180,193 · end of year $175,236
-
11 · Investments: publicly traded securities
beginning of year $655,358 · end of year $899,143
-
25 · Other liabilities
beginning of year $500 · end of year $500
-
27 · Net assets without donor restrictions
beginning of year $916,191 · end of year $1,142,408
Mission and programs · 2022
Mission
PROVIDING EDUCATIONAL FACILITIES AND COLLEGE SCHOLARSHIPS.
-
PROVIDES GRANTS TO PHI KAPPA SIGMA FRATERNITY, ALPHA UPSILON CHAPTER TO REIMBURSE FOR THE COST OF PROVIDING EDUATIONAL FACILITIES AND RETAINING FUNDS TO CREATE EDUCATIONAL ENDOWMENT
Expenses $4,700 · Grants $4,700
-
PROVIDING SCHOLARSHIPS FOR TUITION AND BOOKS.
Expenses $33,500 · Grants $33,500
As filed on the 2022 return.
Listed in Part VII
-
Reginald D BarnettREGINALD D BARNETT
TREASURER
- Total calculated
- $0
-
Marcus BennerMARCUS BENNER
VICE PRESIDE
- Total calculated
- $0
-
Robert DanforthROBERT DANFORTH
DIRECTOR
- Total calculated
- $0
-
Sandy DickSANDY DICK
DIRECTOR
- Total calculated
- $0
-
William HannaWILLIAM HANNA
DIRECTOR
- Total calculated
- $0
-
Cary JanzCARY JANZ
DIRECTOR
- Total calculated
- $0
-
Scott KrahlingSCOTT KRAHLING
DIRECTOR
- Total calculated
- $0
-
Peter NicholsPETER NICHOLS
DIRECTOR
- Total calculated
- $0
-
Michael PlonskiMICHAEL PLONSKI
DIRECTOR
- Total calculated
- $0
-
Donald RootDONALD ROOT
DIRECTOR
- Total calculated
- $0
-
Marc SandersMARC SANDERS
PRESIDENT
- Total calculated
- $0
-
Aaron SchmidtAARON SCHMIDT
SECRETARY
- Total calculated
- $0
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 July 2023
- IRS schema version
- 2022v5.0
- Source object
- 202322129349301017
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