BIG SHOULDERS FUND: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: BIG SHOULDERS FUND (EIN 36-3490557)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2021-02-25
IRS object ID: 202100569349302105
Schema version: 2019v5.0
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 F
Schedule G
Schedule I
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-02-25T15:30:46-06:00	ReturnTs
Tax Period End	2020-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	350921680	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CROWE LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	225 West Wacker Drive Suite 2600	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	606061224	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	363490557	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Big Shoulders Fund	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BIGS	BusinessNameControlTxt
Phone	3127518337	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	212 W Van Buren Street 900	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60607	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Joshua Hale	PersonNm
Person Title	President & Chief Executive Officer	PersonTitleTxt
Signature	2021-02-25	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	NICOLE BENCIK	PreparerPersonNm
PTIN	P00756195	PTIN
Phone	3128997000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Joshua Hale	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	212 W Van Buren Street 900	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60607	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$45,023,315	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.bigshouldersfund.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1986	FormationYr
Legal Domicile State	IL	LegalDomicileStateCd
Activity Or Mission	We provide support to inner-city schools which provide a quality, values-based education for Chicago's children. In 2020, Big Shoulders Fund's programming was extended to the Northwest Indiana region.	ActivityOrMissionDesc
Voting Members Governing Body	32	VotingMembersGoverningBodyCnt
Voting Members Independent	32	VotingMembersIndependentCnt
Total Employee	56	TotalEmployeeCnt
Total Volunteers	3521	TotalVolunteersCnt
Total Gross UBI	$6,239	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$669	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$36,521,196	PYContributionsGrantsAmt
CY Contributions Grants	$31,186,076	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$2,563,553	PYInvestmentIncomeAmt
CY Investment Income	$556,110	CYInvestmentIncomeAmt
PY Other Revenue	$38,634	PYOtherRevenueAmt
CY Other Revenue	$28,522	CYOtherRevenueAmt
PY Total Revenue	$39,123,383	PYTotalRevenueAmt
CY Total Revenue	$31,770,708	CYTotalRevenueAmt
PY Grants And Similar Paid	$19,955,768	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$25,753,327	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$3,922,808	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$4,629,972	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$918,608	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,543,121	PYOtherExpensesAmt
CY Other Expenses	$2,833,677	CYOtherExpensesAmt
PY Total Expenses	$26,421,697	PYTotalExpensesAmt
CY Total Expenses	$33,216,976	CYTotalExpensesAmt
PY Revenues Less Expenses	$12,701,686	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,446,268	CYRevenuesLessExpensesAmt
Total Assets BOY	$89,994,006	TotalAssetsBOYAmt
Total Assets EOY	$91,302,966	TotalAssetsEOYAmt
Total Liabilities BOY	$8,394,043	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$10,941,034	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$81,599,963	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$80,361,932	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	We provide support to inner-city schools which provide a quality, values-based education for Chicago's children. In 2020, Big Shoulders Fund's programming was extended to the Northwest Indiana region.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$14,962,321	ExpenseAmt
Grant	$13,879,125	GrantAmt
Desc	Student Scholarship Programs: Administered over 82 distinct scholarship programs that include mentoring, enrichment and other support activities. 4,751 scholarships were awarded to 4,536 students at 147 elementary and high schools to enable them to attend non-public schools.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$9,349,730	ExpenseAmt
Grant	$8,350,673	GrantAmt
Desc	School operations: Distributed operating and capital grants to multiple schools in an effort to prevent school closures; also assisted schools in improving marketing/recruiting, building new external funding sources, improving school business operations, etc.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$3,480,696	ExpenseAmt
Grant	$1,553,513	GrantAmt
Desc	Academic Enrichment and Leadership Development: Big Shoulders administers over 25 ongoing programs in 92 schools involving over 600 teachers and administrators to improve instruction and learning through leadership and professional development, professional learning communities and access to high quality curricula with focus on math, science, civics, and literacy. Provide a variety of other needed capital and programmatic support to ensure a safe, effective learning environment for nearly 26,000 students through ongoing enrichment programs including a science and leadership camp, afterschool programs, summer programs, and other opportunities for students.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$3,025,196	ExpenseAmt
Grant	$1,970,016	GrantAmt
Desc	Other program services: General academic enrichment activities for students, such as outdoor education, learning about investments and the stock market. Support for schools holding fund-raising events. Supporting volunteer school cleanup and maintenance activities. Grants to schools as designated by donors - agency (pass-through) transactions. In addition, Big Shoulders Fund provides support to students, teachers, and administrators at Catholic schools primarily serving low-income students in Northwest Indiana through a restricted grant.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$3,025,196	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$1,970,016	TotalOtherProgSrvcGrantAmt
Total Program Service Expenses	$30,817,943	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	Yes (true)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	Yes (true)	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	156	IRPDocumentCnt
IRP Document W2 G	3	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	56	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	32	GoverningBodyVotingMembersCnt
Independent Voting Member	32	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Malcolm Douglas	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3127518337	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	212 W Van Buren St Suite 900	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60607	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
James J OConnor
Co-Chairman	30.0	Yes (X)	Yes (X)	$0	$0	$0
John A Canning Jr
Co-Chairman	15.0	Yes (X)	Yes (X)	$0	$0	$0
John Croghan
Vice Chairman	1.0	Yes (X)	Yes (X)	$0	$0	$0
Kenneth J Velo
Co-Chairman	25.0	Yes (X)	Yes (X)	$0	$0	$0
Andrew J McKenna
Executive Committee	1.0	Yes (X)		$0	$0	$0
Arthur R Velasquez
Executive Committee	1.0	Yes (X)		$0	$0	$0
Charles K Bobrinskoy
Executive Committee	1.0	Yes (X)		$0	$0	$0
Cheryl Thomas
Executive Committee	1.0	Yes (X)		$0	$0	$0
Christine E Kelly
Executive Committee	1.0	Yes (X)		$0	$0	$0
Christopher Valenti
Executive Committee	1.0	Yes (X)		$0	$0	$0
Daniel Doherty
Executive Committee	1.0	Yes (X)		$0	$0	$0
David Dury
Executive Committee	1.0	Yes (X)		$0	$0	$0
Dennis Fitzsimons
Executive Committee	1.0	Yes (X)		$0	$0	$0
Gerald Beeson
Executive Committee	1.0	Yes (X)		$0	$0	$0
Giancarlo Turano
Executive Committee	2.0	Yes (X)		$0	$0	$0
Gregory Q Brown
Executive Committee	1.0	Yes (X)		$0	$0	$0
James A Gordon
Executive Committee	1.0	Yes (X)		$0	$0	$0
James Compton
Executive Committee	1.0	Yes (X)		$0	$0	$0
James Hoeg
Executive Committee	1.0	Yes (X)		$0	$0	$0
John Schreiber
Executive Committee	1.0	Yes (X)		$0	$0	$0
Kent Dauten
Executive Committee	2.0	Yes (X)		$0	$0	$0
Kimberly Querrey
Executive Committee	1.0	Yes (X)		$0	$0	$0
Leigh-Anne Kazma
Executive Committee	1.0	Yes (X)		$0	$0	$0
Mary Dempsey
Executive Committee	1.0	Yes (X)		$0	$0	$0
Michael E Murphy
Executive Committee	1.0	Yes (X)		$0	$0	$0
Stephen King
Executive Committee	1.0	Yes (X)		$0	$0	$0
Tao Huang
Executive Committee	1.0	Yes (X)		$0	$0	$0
Thomas E Lanctot
Executive Committee	1.0	Yes (X)		$0	$0	$0
Thomas Reynolds III
Executive Committee	1.0	Yes (X)		$0	$0	$0
Timothy Sullivan
Executive Committee	1.0	Yes (X)		$0	$0	$0
William Devers
Executive Committee	2.0	Yes (X)		$0	$0	$0
William T Lynch
Executive Committee	1.0	Yes (X)		$0	$0	$0
Joshua Hale
President & CEO	50.0		Yes (X)	$517,916	$0	$51,984
Malcolm Douglas
CFO	50.0		Yes (X)	$203,951	$0	$44,515
Amelia Drozda
Senior Director, Philanthropy, Partnerships, and Engagement	50.0			$160,541	$0	$18,530	Yes (X)
John Moran
Senior Director, Patrons Program	50.0			$195,152	$0	$57,434	Yes (X)
Rebecca Lindsay-Ryan
Senior Director, Academic Programs and External Affairs	50.0			$195,085	$0	$52,736	Yes (X)
Thomas Zbierski
Senior Director, Scholarship Programs and School Relations	50.0			$193,880	$0	$31,128	Yes (X)
Katherine LaMantia
Scholarship System Coordinator	32.0			$112,876	$0	$4,565		Yes (X)
Laura Nalley
Senior Director, People and Leadership	50.0			$128,117	$0	$35,429		Yes (X)
Matthew Katzfey
Director, Alumni Outreach and High School Development	50.0			$118,336	$0	$41,180		Yes (X)
Meika Slotsema
Director, Scholarship Program	50.0			$122,223	$0	$14,041		Yes (X)
Michaela Metzger
Senior Director, Strategy and Communication	32.0			$123,449	$0	$40,602		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,071,526	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$392,144	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	12	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line2ContractorAddress/USAddress/AddressLine2Txt
University of Illinois at Chicago
1200 W Harrison St	Chicago	IL	60607	PROF DEVELOPMENT FOR SCHOOLS	$338,626
UChicago STEM Education
1427 E 60th Street	Chicago	IL	60637	PROF DEVELOPMENT FOR SCHOOLS	$321,918
Loyola University
1032 W Sheridan Road	Chicago	IL	60660	PROF DEVELOPMENT FOR SCHOOLS	$302,500
Ziemke Consulting LLC
130 S Canal St 225	Chicago	IL	60606	PROF DEVELOPMENT FOR SCHOOLS	$255,518
Exponent Partners
One Market Street	San Francisco	CA	94105	IT CONSULTING	$209,090	Spear Tower 36th Fl

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	9	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$16,533	FederatedCampaignsAmt
Fundraising	$494,561	FundraisingAmt
All Other Contributions	$30,674,982	AllOtherContributionsAmt
Noncash Contributions	$3,203,298	NoncashContributionsAmt
Total Contributions	$31,186,076	TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$623,372	TotalRevenueColumnAmt
Unrelated Business Revenue	$5,011	UnrelatedBusinessRevenueAmt
Exclusion	$618,361	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$12,913,510	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$12,980,772	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$67,262	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$67,262	TotalRevenueColumnAmt
Unrelated Business Revenue	$1,228	UnrelatedBusinessRevenueAmt
Exclusion	-$68,490	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$244,557	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$494,561	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$256,835	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$12,278	TotalRevenueColumnAmt
Exclusion	-$12,278	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$55,800	GamingGrossIncomeAmt
Gaming Direct Expenses	$15,000	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$40,800	TotalRevenueColumnAmt
Exclusion	$40,800	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$31,770,708	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$6,239	UnrelatedBusinessRevenueAmt
Exclusion	$578,393	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$11,820,341	TotalAmt
Program Services	$11,820,341	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$13,932,986	TotalAmt
Program Services	$13,932,986	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,709,586	TotalAmt
Program Services	$1,180,045	ProgramServicesAmt
Management And General	$360,601	ManagementAndGeneralAmt
Fundraising	$168,940	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,370,294	TotalAmt
Program Services	$1,634,527	ProgramServicesAmt
Management And General	$381,103	ManagementAndGeneralAmt
Fundraising	$354,664	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$75,347	TotalAmt
Program Services	$50,375	ProgramServicesAmt
Management And General	$12,687	ManagementAndGeneralAmt
Fundraising	$12,285	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$226,865	TotalAmt
Program Services	$152,835	ProgramServicesAmt
Management And General	$47,427	ManagementAndGeneralAmt
Fundraising	$26,603	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$247,880	TotalAmt
Program Services	$166,155	ProgramServicesAmt
Management And General	$46,189	ManagementAndGeneralAmt
Fundraising	$35,536	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$5,487	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$5,487	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$67,098	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$67,098	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$50,000	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$50,000	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,219,266	TotalAmt
Program Services	$1,098,406	ProgramServicesAmt
Management And General	$103,892	ManagementAndGeneralAmt
Fundraising	$16,968	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$84,758	TotalAmt
Program Services	$64,823	ProgramServicesAmt
Management And General	$7,091	ManagementAndGeneralAmt
Fundraising	$12,844	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$307,510	TotalAmt
Program Services	$127,290	ProgramServicesAmt
Management And General	$60,046	ManagementAndGeneralAmt
Fundraising	$120,174	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$322,510	TotalAmt
Program Services	$130,112	ProgramServicesAmt
Management And General	$189,928	ManagementAndGeneralAmt
Fundraising	$2,470	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$151,826	TotalAmt
Program Services	$85,705	ProgramServicesAmt
Management And General	$34,534	ManagementAndGeneralAmt
Fundraising	$31,587	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$229,856	TotalAmt
Program Services	$182,898	ProgramServicesAmt
Management And General	$25,783	ManagementAndGeneralAmt
Fundraising	$21,175	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$19,582	TotalAmt
Program Services	$9,792	ProgramServicesAmt
Management And General	$4,895	ManagementAndGeneralAmt
Fundraising	$4,895	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$17,601	TotalAmt
Program Services	$11,543	ProgramServicesAmt
Management And General	$3,029	ManagementAndGeneralAmt
Fundraising	$3,029	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Food and meals	$228,353	$119,511	$37,704	$71,138
Credit card fees	$77,665	$46,106	$155	$31,404
Membership dues	$47,269	$4,493	$42,776	$0
Event Planning	$4,896	$0	$0	$4,896

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$33,216,976	TotalAmt
Program Services	$30,817,943	ProgramServicesAmt
Management And General	$1,480,425	ManagementAndGeneralAmt
Fundraising	$918,608	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$76,558	BOYAmt
EOY	$131,470	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$17,092,191	BOYAmt
EOY	$18,281,844	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$21,910,562	BOYAmt
EOY	$23,104,711	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$103,380	BOYAmt
EOY	$87,034	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$344,826	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$260,710	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$63,298	BOYAmt
EOY	$84,116	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$7,990,681	BOYAmt
EOY	$15,546,727	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$42,746,336	BOYAmt
EOY	$34,056,064	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$11,000	BOYAmt
EOY	$11,000	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$89,994,006	BOYAmt
EOY	$91,302,966	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$498,462	BOYAmt
EOY	$857,026	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$1,993,654	BOYAmt
EOY	$1,855,990	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$220,100	BOYAmt
EOY	$2,108,840	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$5,681,827	BOYAmt
EOY	$5,473,590	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$645,588	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$8,394,043	BOYAmt
EOY	$10,941,034	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$26,932,699	BOYAmt
EOY	$24,620,686	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$54,667,264	BOYAmt
EOY	$55,741,246	EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$81,599,963	BOYAmt
EOY	$80,361,932	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$89,994,006	BOYAmt
EOY	$91,302,966	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$1,446,268	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$0	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$208,237	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	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 (true)	AuditCommitteeInd
Federal Grant Audit Required	false	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	$22,422,667	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$12,647,103	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$28,986,324	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$36,521,196	CurrentTaxYearMinus1YearAmt
Current Tax Year	$31,186,076	CurrentTaxYearAmt
Total	$131,763,366	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$22,422,667	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$12,647,103	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$28,986,324	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$36,521,196	CurrentTaxYearMinus1YearAmt
Current Tax Year	$31,186,076	CurrentTaxYearAmt
Total	$131,763,366	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$28,314,316	SubstantialContributorsTotAmt
Public Support Total170	$103,449,050	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$267,220	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$316,987	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$406,465	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$842,810	CurrentTaxYearMinus1YearAmt
Current Tax Year	$618,361	CurrentTaxYearAmt
Total	$2,451,843	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$13,881	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$13,881	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$659,861	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$372,545	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$588,411	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$359,807	CurrentTaxYearMinus1YearAmt
Current Tax Year	$300,357	CurrentTaxYearAmt
Total	$2,280,981	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$136,510,071	TotalSupportAmt
Gross Receipts Rltd Activities	$0	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.7578	PublicSupportCY170Pct
Public Support PY170	0.8731	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule A, Part II, Line 10 Other Income	FormAndLineReferenceDesc
Explanation	DESCRIPTION - GROSS REVENUE FROM FUNDRAISING EVENTS, COLUMN A - 594363.0, COLUMN B - 312865.0, COLUMN C - 535970.0, COLUMN D - 315935.0, COLUMN E - 244557.0, COLUMN F - 2003690.0; DESCRIPTION - OTHER INCOME, COLUMN A - 2850.0, COLUMN B - 4400.0, COLUMN C - 4840.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 12090.0; DESCRIPTION - GROSS REVENUE FROM GAMING ACTIVITIES, COLUMN A - 62648.0, COLUMN B - 55280.0, COLUMN C - 47601.0, COLUMN D - 43872.0, COLUMN E - 55800.0, COLUMN F - 265201.0;	ExplanationTxt

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

Field	Value	IRS element (for citing)
Agent Trustee Etc	false	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (true)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$36,246,429	BeginningYearBalanceAmt
Contributions	$67,580	ContributionsAmt
Investment Earnings Or Losses	$305,476	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$531,910	GrantsOrScholarshipsAmt
Other Expenditures	$1,169,698	OtherExpendituresAmt
Administrative Expenses	$50,000	AdministrativeExpensesAmt
End Year Balance	$34,867,877	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$36,321,080	BeginningYearBalanceAmt
Contributions	-$266,216	ContributionsAmt
Investment Earnings Or Losses	$1,842,220	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$484,668	GrantsOrScholarshipsAmt
Other Expenditures	$1,115,987	OtherExpendituresAmt
Administrative Expenses	$50,000	AdministrativeExpensesAmt
End Year Balance	$36,246,429	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$33,463,022	BeginningYearBalanceAmt
Contributions	$1,256,487	ContributionsAmt
Investment Earnings Or Losses	$3,229,702	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$468,353	GrantsOrScholarshipsAmt
Other Expenditures	$1,109,778	OtherExpendituresAmt
Administrative Expenses	$50,000	AdministrativeExpensesAmt
End Year Balance	$36,321,080	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$29,960,838	BeginningYearBalanceAmt
Contributions	$332,954	ContributionsAmt
Investment Earnings Or Losses	$4,763,478	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$437,182	GrantsOrScholarshipsAmt
Other Expenditures	$1,116,618	OtherExpendituresAmt
Administrative Expenses	$40,448	AdministrativeExpensesAmt
End Year Balance	$33,463,022	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$33,571,000	BeginningYearBalanceAmt
Contributions	$334,396	ContributionsAmt
Investment Earnings Or Losses	-$2,352,658	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$432,078	GrantsOrScholarshipsAmt
Other Expenditures	$1,120,708	OtherExpendituresAmt
Administrative Expenses	$39,114	AdministrativeExpensesAmt
End Year Balance	$29,960,838	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.63	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.31	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.06	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Book Value	$0	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$0	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$147,789	OtherCostOrOtherBasisAmt
Depreciation	$135,389	DepreciationAmt
Book Value	$12,400	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$137,053	OtherCostOrOtherBasisAmt
Depreciation	$75,294	DepreciationAmt
Book Value	$61,759	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$59,984	OtherCostOrOtherBasisAmt
Depreciation	$50,027	DepreciationAmt
Book Value	$9,957	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$84,116	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (8 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Large Cap Equity Fund	$6,101,343	F
Small Cap Equity Fund	$1,894,180	F
International Equity	$7,480,338	F
Hedged Equity Fund	$6,060,848	F
Private Equity	$513,999	F
Absolute Return Fund	$5,985,315	F
Alternative Fixed Income Fund	$1,164,470	F
Fixed Income Fund	$4,855,571	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$34,056,064	TotalBookValueSecuritiesAmt
Total Liability	$0	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$24,788,986	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$0	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$509,140	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$0	RecoveriesPriorYearGrantsAmt
Other Revenue	-$7,435,966	OtherRevenueAmt
Revenue Not Reported	-$6,926,826	RevenueNotReportedAmt
Revenue Subtotal	$31,715,812	RevenueSubtotalAmt
Investment Expenses Not Incld	$50,000	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$4,896	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$54,896	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$31,770,708	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$26,027,017	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$509,140	DonatedServicesUseFcltsAmt
Prior Year Adjustments	$0	PriorYearAdjustmentsAmt
Losses Reported	$0	LossesReportedAmt
Other Expenses Included	-$7,644,203	OtherExpensesIncludedAmt
Expenses Not Reported	-$7,135,063	ExpensesNotReportedAmt
Expenses Subtotal	$33,162,080	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$50,000	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$4,896	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$54,896	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$33,216,976	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part IV, Line 2b Explanation of escrow agreement	Big Shoulders Fund receives donations classified for accounting purposes as agency transactions designated for specific beneficiaries. Donations are deposited into Big Shoulders Fund bank accounts and recorded as liabilities until paid. Donations are tracked using the same method as other restricted donations.
Schedule D, Part V, Line 4 Intended uses of endowment funds	Endowment funds are used per donor restrictions for scholarships, programs, and other expenses. Earnings on Board designated endowments are used for administrative expenses, which may include program, management, and fundraising expenses.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	The Fund has received a determination letter from the Internal Revenue Service indicating that the Fund is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code of 1986 and, except for taxes pertaining to unrelated business income, is exempt from federal and state income taxes. The Fund is classified as a public charity under Section 509(a)(1) and Section 170(b)(1)(A)(vi), an organization that normally receives a substantial part of its support from direct or indirect contributions from the general public. The Fund recognizes a tax position as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. The Fund does not expect the total amount of unrecognized tax benefits to significantly change in the next twelve months. The Fund has applied this criterion to all tax positions for which the statute of limitations remains open. Tax years open to examination by tax authorities under the statute of limitations include fiscal years ended June 2017 through 2020. The Fund recognizes interest and penalties related to unrecognized tax benefits in interest and income tax expense, respectively. The Fund has no amounts accrued for interest or penalties as of June 30, 2020 and 2019. The Fund has determined that its tax provisions satisfy the more likely than not criterion and that no provision for income taxes is required at June 30, 2020.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990	adjustment for agency transaction receipts see schedule O for narrative - -7435966
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements	Event planning expenses netted with revenue on audited statements for Annual Dinner and Bowl events that were postponed/cancelled due to COVID-19 - 4896
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990	adjustment for agency transaction distributions see schedule o narrative - -7644203
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements	Event planning expenses netted with revenue on audited statements for Annual Dinner and Bowl events that were postponed/cancelled due to COVID-19 - 4896

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

Field	Value	IRS element (for citing)
Region	Central America and the Caribbean	RegionTxt
Offices	0	OfficesCnt
Employee	0	EmployeeCnt
Type Of Activities Conducted	Investments	TypeOfActivitiesConductedTxt
Region Total Expenditures	$14,716,694	RegionTotalExpendituresAmt

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$14,716,694	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$14,716,694	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Golf Outing	Event1Nm
Gross Receipts Event1	$618,423	GrossReceiptsEvent1Amt
Charitable Contri Event1	$404,594	CharitableContriEvent1Amt
Gross Revenue Event1	$213,829	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$10,555	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$74,756	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$35,000	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$63,858	OtherDirectExpensesEvent1Amt
Event2	Ball Event	Event2Nm
Gross Receipts Event2	$120,695	GrossReceiptsEvent2Amt
Charitable Contri Event2	$89,967	CharitableContriEvent2Amt
Gross Revenue Event2	$30,728	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$6,755	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$28,117	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$37,794	OtherDirectExpensesEvent2Amt
Gross Revenue Other Events	$0	GrossRevenueOtherEventsAmt
Gross Receipts Total	$739,118	GrossReceiptsTotalAmt
Charitable Contributions Tot	$494,561	CharitableContributionsTotAmt
Gross Revenue Total Events	$244,557	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$10,555	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$81,511	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$63,117	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$101,652	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$256,835	DirectExpenseSummaryEventsAmt
Net Income Summary	-$12,278	NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

Field	Value	IRS element (for citing)
Gross Revenue Other Gaming	$55,800	GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming	$15,000	CashPrizesOtherGamingAmt
Volunteer Labor Other Gaming	Yes (true)	VolunteerLaborOtherGamingInd
Volunteer Labor Other Gaming	0.92	VolunteerLaborOtherGamingPct
Gross Revenue Total Gaming	$55,800	GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming	$15,000	CashPrizesTotalGamingAmt

Field	Value	IRS element (for citing)
States Where Gaming Conducted	IL	StatesWhereGamingConductedCd
Licensed	Yes (true)	LicensedInd
License Suspended Etc	false	LicenseSuspendedEtcInd
Gaming With Nonmembers	false	GamingWithNonmembersInd
Member Of Other Entity	false	MemberOfOtherEntityInd
Gaming Own Facility	0.0	GamingOwnFacilityPct
Gaming Other Facility	1.0	GamingOtherFacilityPct
Individual With Books	MALCOLM DOUGLAS	IndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	212 W Van Buren Street Suite 900	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60607	ZIPCd

Field	Value	IRS element (for citing)
Cntrct With3rd Prty For Game Rev	false	CntrctWith3rdPrtyForGameRevInd

Gaming Manager Business Name GamingManagerBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Joshua Hale	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gaming Manager Compensation	$0	GamingManagerCompensationAmt
Gaming Manager Services Prov	President & CEO	GamingManagerServicesProvTxt
Gaming Manager Is Director Ofcr	Yes (X)	GamingManagerIsDirectorOfcrInd
Charitable Distribution Rqr	false	CharitableDistributionRqrInd
Distributed	$0	DistributedAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule G, Part III, Line 16 Gaming Manager Compensation	FormAndLineReferenceDesc
Explanation	Mr. Hale is not separately compensated for his oversight of any gaming activities.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (66 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
Academy of St Benedict (Laflin Campus)
6020 S Laflin St	Chicago	IL	60636	362171119	501c3	$361,016	PP DDG LA
Annunciata School
3750 E 112th Street	Chicago	IL	60617	362170752	501c3	$34,503	PP SM
Aquinas Catholic School
801 W 73rd Avenue	Merrillville	IN	46410	351162553	501c3	$49,386	SPG
Augustus Tolton Academy
7120 S Calumet Ave	Chicago	IL	60619	362170979	501c3	$502,964	PP LA AE STEM
Bishop Noll Institute
1519 Hoffman Street	Hammond	IN	46327	351007097	501c3	$7,868	SPG
Children of Peace SchoolHoly Trinity
1900 W Taylor St	Chicago	IL	60612	362212711	501c3	$198,401	OP LA ED SM
Christ the King Elementary
9240 S Hoyne Ave	Chicago	IL	60620	362170835	501c3	$6,600	SPG
Christ the King Jesuit College Preparatory School
5088 W Jackson Blvd	Chicago	IL	60644	260556958	501c3	$5,589	SPG
Cristo Rey Jesuit High School
1852 W 22nd Place	Chicago	IL	60608	364067306	501c3	$15,550	DDG MO
Cristo Rey St Martin College Prep
3106 Belvidere Rd	Waukegan	IL	60085	421597059	501c3	$72,432	CG
Epiphany School
4223 W 25th St	Chicago	IL	60623	362412597	501c3	$249,829	OP DDG LA ED SM
Holy Angels School
750 E 40th St	Chicago	IL	60653	362747560	501c3	$374,471	PP OP LA SM
Holy Trinity High School
1443 W Division St	Chicago	IL	60642	362171703	501c3	$24,597	SPG
Immaculate Conception School (Exchange)
8739 S Exchange Avenue	Chicago	IL	60617	363310936	501c3	$92,478	PP LA
Josephinum Academy
1501 N Oakley Blvd	Chicago	IL	60622	362167764	501c3	$30,030	FR SM AE
Leo High School
7901 S Sangamon St	Chicago	IL	60620	362182061	501c3	$352,278	DDG OP SM
Maternity BVM School
1537 N Lawndale Ave	Chicago	IL	60651	362171722	501c3	$345,268	PP OP LA SM
Most Blessed Trinity Academy
510 Grand Avenue	Waukegan	IL	60085	470955784	501c3	$215,457	PP OP LA DDG
Northside Catholic Academy
6216 N Glenwood Avenue	Chicago	IL	60660	363956710	501c3	$35,673	ED SM
Our Lady of Grace School
2446 N Ridgeway Ave	Chicago	IL	60647	362170886	501c3	$298,647	PP OP DDG ED SM
Our Lady of Guadalupe School
9050 S Burley Avenue	Chicago	IL	60617	362743254	501c3	$487,175	PP OP STEM LA SM
Our Lady of Tepeyac Elementary School
2235 S Albany Ave	Chicago	IL	60623	363409095	501c3	$188,058	OP DDG LA PP SM
Our Lady of Tepeyac High School
2228 S Whipple St	Chicago	IL	60623	364202108	501c3	$14,581	DDG SM STEM EA
Our Lady of the Snows School
4810 S Leamington Ave	Chicago	IL	60638	362401758	501c3	$18,030	LA ED SM
Pope John Paul II Catholic School
4325 S Richmond St	Chicago	IL	60632	362170859	501c3	$309,228	OP ED STEM
Queen of the Universe School
7130 S Hamlin Ave	Chicago	IL	60629	362583566	501c3	$231,490	OP LA SM
Sacred Heart School (Chicago)
2926 E 96th St	Chicago	IL	60617	362171734	501c3	$63,580	OP PD STEM
San Miguel School - Back of the Yards
1949 W 48th Street	Chicago	IL	60609	364378726	501c3	$13,083	SM FR AE
St Agnes of Bohemia School
2643 S Central Park Ave	Chicago	IL	60623	363552287	501c3	$121,618	OP PD SM
St Ailbe School
9037 S Harper Ave	Chicago	IL	60619	362170926	501c3	$246,799	PP OP LA SPG SM
St Angela School
1332 N Massasoit Ave	Chicago	IL	60651	364091553	501c3	$311,087	OP PP DDG SPG SM
St Ann School (Chicago)
2211 W 18th Pl	Chicago	IL	60608	362284297	501c3	$247,319	OP PD DDG SPG
St Bede the Venerable School
4440 W 83rd St	Chicago	IL	60652	364055633	501c3	$62,139	OP DDG SM STEM
St Bruno School
4839 S Harding Ave	Chicago	IL	60632	362170961	501c3	$88,500	PP LA STEM ED
St Casimir School
4329 Cameron Avenue	Hammond	IN	46327	350883494	501c3	$8,741	SPG
St Catherine of SienaSt Lucy School
27 W Washington	Oak Park	IL	60302	362170969	501c3	$205,831	PP OP LA DDG ED
St Constance School
5841 W Strong St	Chicago	IL	60630	363965141	501c3	$116,999	PP ED SM
St Ethelreda School
8734 S Paulina St	Chicago	IL	60620	362182112	501c3	$582,851	PP OP LA DDG ED
St Francis de Sales High School (Chicago)
10155 S Ewing Ave	Chicago	IL	60617	362435876	501c3	$981,382	OP PP DDG
St Gabriel School
4500 South Wallace Street	Chicago	IL	60609	362707503	501c3	$112,051	PP DDG SM
St Gall School
5515 S Sawyer Ave	Chicago	IL	60629	362704905	501c3	$166,628	PP OP LA SM ED
St Genevieve School
4854 W Montana St	Chicago	IL	60639	362171008	501c3	$281,346	PP OP SM
St Helen School
2347 W Augusta Blvd	Chicago	IL	60622	362373447	501c3	$131,382	PP ED SM FR
St John Berchmans School
2511 W Logan Blvd	Chicago	IL	60647	362171034	501c3	$6,740	SPG
St John de la Salle Catholic Academy
10212 S Vernon Ave	Chicago	IL	60628	362171032	501c3	$290,310	OP SM ED STEM
St John the Baptist
1844 Lincoln Avenue	Whiting	IN	46394	350883499	501c3	$7,616	SPG
St Malachy School
2252 W Washington Blvd	Chicago	IL	60612	364091553	501c3	$290,862	PP OP SPG DDG PD
St Margaret of Scotland School
9833 S Throop St	Chicago	IL	60643	362367986	501c3	$280,063	PP LA ED SM
St Mary of the Lake School
1026 W Buena Ave	Chicago	IL	60613	362171076	501c3	$58,160	PP LA ED SM
St Mary Star of the Sea School
6424 S Kenneth Ave	Chicago	IL	60629	362848256	501c3	$151,225	OP LA SM ED STEM
St MatthiasTransfiguration School
4910 N Claremont Ave	Chicago	IL	60625	362171089	501c3	$8,905	ED SM STEM
St Nicholas of Tolentine School
3741 W 62nd St	Chicago	IL	60629	362182132	501c3	$410,680	OP PP LA SM ED
St Nicholas Ukrainian Cathedral School
2200 W Rice St	Chicago	IL	60622	131026995	501c3	$64,626	LA ED SM STEM
St Philip Neri School
2110 E 72nd St	Chicago	IL	60649	362171115	501c3	$243,559	OP PP DDG ED
St Pius V School
1919 S Ashland Ave	Chicago	IL	60608	362240477	501c3	$267,312	OP PP DDG ED SM
St Procopius School
1625 S Allport St	Chicago	IL	60608	363352367	501c3	$173,706	OP PP SM
St Sabina Academy
7801 S Throop St	Chicago	IL	60620	362171123	501c3	$290,595	OP PP ED
St Stanislaus Kostka School
1255 N Noble St	Chicago	IL	60622	362171128	501c3	$35,713	PP ED SM
St Sylvester School
3027 W Palmer Square	Chicago	IL	60647	362488067	501c3	$297,470	PP OP LA ED SM STEM
St Symphorosa School
6125 S Austin Ave	Chicago	IL	60638	362171135	501c3	$8,129	IE STEM SM
St Therese School
247 W 23rd St	Chicago	IL	60616	362240479	501c3	$40,408	STEM SM
St Thomas of Canterbury School
4827 N Kenmore Ave	Chicago	IL	60640	362240480	501c3	$21,966	LA AR SM ED STEM
St Thomas the Apostle School
5467 S Woodlawn Ave	Chicago	IL	60615	362171144	501c3	$19,965	FR SM STEM
St Walter School
11741 S Western Ave	Chicago	IL	60643	362337889	501c3	$203,116	DDG SM
St William School
2559 N Sayre Ave	Chicago	IL	60707	362171154	501c3	$35,558	OP LA SM ED STEM
Visitation School
900 W Garfield Blvd	Chicago	IL	60609	363648506	501c3	$356,498	PP OP ED SM STEM

Field	Value	IRS element (for citing)
Total501c3 Org	66	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
Scholarships to elementary and high school students	4536	$13,759,087
Scholarship to teachers - leadership/teacher development	21	$79,159
Scholarships to college students	29	$94,740

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule I, Part II Basis of Accounting	Although Big Shoulders Fund prepares its financial statements on the accrual basis, Schedule I Part II has been prepared on the cash basis. Big Shoulders Fund believes this method is more informative as it shows actual cash outlays during the year, including both direct payments to schools and payments made on behalf of schools. On the accrual basis, multi-year grants pledged but not paid in the current year would be included in this schedule, but cash payments to schools as a result of previous multi-year grants would not be included. This could cause a misunderstanding regarding the actual annual support that the Big Shoulders Fund provides to certain schools during each school year.
Schedule I, Part II, Line 1(h) Purpose of grant or assistance Code Legend	AE.........other academic enrichment AR.........alumni records CG.........capital grant DDG......donor designated grant EC.........early childhood ED.........extended day FR.........fundraising event HI..........health initiative IE...........inclusive education LA..........leadership award MO........marketing/operating assistance OP.........operating grant PD........professional development PP.........patron program SD........service days SPG......special program grants STEM....science, tech, eng, math SM........stock market
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	Procedures for monitoring the use of grant funds differ based on the type of grant awarded. Schools eligible for support are reviewed each year to ensure they meet the criteria (in the City of Chicago, student population has over 20% who qualify for free or reduced lunch and participate in Title I programs). Schools report annually on indicators including financial viability, enrollment, student academic performance, and demographic characteristics of students served. Renewable scholarship awards include regular progress monitoring and reporting by the individual schools on students. Patron program funds are only distributed upon agreement of Patron, School Principal, and Big Shoulders Fund, and requires substantiation through receipting or accounting of use of funds. Programmatic and capital support requires a minimum of annual reports on use of funds and demonstrated measurable objectives met through the funding. Big Shoulders Fund staff regularly visit (at least 2 - 5 times per year) schools and meet with school leadership to ensure schools are using funds as indicated by the requirement of each type of support.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Joshua Hale
President & CEO	$474,976	$0	$24,085	$0	$18,855	$0	$8,066	$0	$43,918	$0	$569,900	$0	$0	$0
Malcolm Douglas
CFO	$192,650	$0	$10,185	$0	$1,116	$0	$8,023	$0	$36,492	$0	$248,466	$0	$0	$0
John Moran
Senior Director, Patrons Program	$181,662	$0	$9,874	$0	$3,616	$0	$8,274	$0	$49,160	$0	$252,586	$0	$0	$0
Rebecca Lindsay-Ryan
Senior Director, Academic Programs and External Affairs	$184,491	$0	$9,874	$0	$720	$0	$8,294	$0	$44,442	$0	$247,821	$0	$0	$0
Thomas Zbierski
Senior Director, Scholarship Programs and School Relations	$182,989	$0	$9,265	$0	$1,626	$0	$7,783	$0	$23,345	$0	$225,008	$0	$0	$0
Amelia Drozda
Senior Director, Philanthropy, Partnerships, and Engagement	$152,160	$0	$7,673	$0	$708	$0	$6,445	$0	$12,085	$0	$179,071	$0	$0	$0
Michaela Metzger
Senior Director, Strategy and Communication	$104,204	$0	$6,419	$0	$12,826	$0	$5,392	$0	$35,210	$0	$164,051	$0	$0	$0
Laura Nalley
Senior Director, People and Leadership	$120,780	$0	$6,590	$0	$747	$0	$5,536	$0	$29,893	$0	$163,546	$0	$0	$0
Matthew Katzfey
Director, Alumni Outreach and High School Development	$111,387	$0	$6,215	$0	$734	$0	$3,263	$0	$37,917	$0	$159,516	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments	See above.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees	Dues to social clubs are paid on behalf of Joshua Hale, President and CEO, to have a place to conduct off-site board meetings and meetings with donors. In 2019 this was treated as a taxable benefit with a gross up payment.
Schedule J, Part I, Line 7 Non-fixed payments	A bonus was paid to all active employees at 12/31/2019, including employees listed in Part VII, based on meeting organizational goals during the year. The bonus percentage is determined by the Co-chairmen. The same bonus percentage is used for all employees. The bonus percentage is multiplied by each employees regular annual compensation to determine the dollar amount of the bonus.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	72	ContributionCnt
Noncash Contributions Rpt F990	$3,162,898	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	Office furniture & fixtures related to leasehold improvements	Desc
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$40,400	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule M, Part I Explanations of reporting method for number of contributions	FormAndLineReferenceDesc
Explanation	Securities - Publicly traded - Combination of both methods Other - Office furniture & fixtures related to leasehold improvements number of contributions	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 3,025,196 including grants of $ 1,970,016) Other program services: General academic enrichment activities for students, such as outdoor education, learning about investments and the stock market. Support for schools holding fund-raising events. Supporting volunteer school cleanup and maintenance activities. Grants to schools as designated by donors - agency (pass-through) transactions. In addition, Big Shoulders Fund provides support to students, teachers, and administrators at Catholic schools primarily serving low-income students in Northwest Indiana through a restricted grant.
Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION OF OFFICERS & KEY EMPLOYEES	ON AN ANNUAL BASIS, THE CEO AND SENIOR DIRECTOR, PEOPLE AND LEADERSHIP, PERFORM AN EVALUATION FOR EACH OFFICER AND KEY EMPLOYEE OF THE ORGANIZATION. THIS EVALUATION IS PERFORMED USING A SET OF PREDETERMINED CRITERIA FOR EACH ROLE AND ASSESSING HOW EACH INDIVIDUAL PERFORMED COMPARED TO THESE METRICS. THIS EVALUATION FORMS THE BASIS TO DETERMINE ANY SALARY ADJUSTMENTS.
Form 990, Part VI, Line 1a Delegate broad authority to a committee	An Executive Committee, comprised of at least 11 but no more than 35 individuals, is vested with the management of the affairs of the corporation. Each member is entitled to one vote on each matter submitted to a vote of the Executive Committee. All members of the Executive Committee are also members of the Board of Directors. The Board of Directors (as many members as deemed appropriate) shall be appointed by the Executive Committee. The duty of the Board of Directors is to advise the Executive Committee on any matters for which the Executive Committee requests their counsel. The opinion of the Board of Directors either individually or as a whole shall not be binding on any actions of the Executive Committee. The terms "Director" and "Board of Directors" do not refer to those legally responsible for governance of the Corporation but are honorary titles only.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	Mr. Thomas A. Reynolds III, Mr. Thomas E. Lanctot - Family relationship, Mr. John A. Canning, Jr., Timothy P. Sullivan - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing body	The Form 990 tax return is reviewed by the Audit Committee and the President and is distributed to the governing body prior to filing.
Form 990, Part VI, Line 12c Conflict of interest policy	A conflict of interest policy applies to directors, officers, or members of a committee with authority to take action on behalf of the Executive Committee. An annual notice is sent to all individuals covered under the policy. Any conflict of interest is required to be disclosed to the Executive Committee prior to the transaction taking place. The Executive Committee will review relevant information and make a determination on whether or not a conflict exists. Should a conflict exist, no parties subject to the conflict are eligible to discuss or vote on the transaction. All Executive Committee members are also required to report any family or business relationships requiring disclosure on the Form 990.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	During the fiscal year 2020, a sub-committee made up of Co-Chairmen and selected members of the Executive Committee deliberated compensation for Josh Hale. Comparative data from other not-for-profit organizations was included as part of deliberations. Contemporaneous documentation and recordkeeping for deliberations and decisions regarding the compensation arrangement was recorded. All members of the sub-committee are considered to be independent persons.
Form 990, Part VI, Line 19 Required documents available to the public	Form 990's and financial statements are available at www.bigshouldersfund.org. Governing documents and the conflict of interest policy are provided upon request.
Form 990, Part XI, Line 9 Agency Transactions	Under generally accepted accounting principles, non-profit organizations must report agency transactions in a specific manner. Agency transactions are contributions received from donors who have designated the use of their funds for a specific beneficiary, such as a donor requesting that their gift be directed to a certain school as a grant. As required under GAAP for financial statement presentation, Big Shoulders Fund excludes these from (net) revenue and reports them as liabilities when received. However, in order to present the true amount of support received from donors, Big Shoulders Fund includes these gifts in total contribution revenue on Line 1 and then includes them as a reconciling item on Part XI, Line 9. Correspondingly, agency expenditures are not included in total expenses. Big Shoulders Fund nets these with the reconciling item for Agency Transactions on Part XI, Line 9.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	Adjustment for Agency Transactions - See Schedule O Narrative - 7644203; Adjustment for Agency Transactions - See Schedule O Narrative - -7435966;