STUDENT FINANCIAL AID ASSOCIATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STUDENT FINANCIAL AID ASSOCIATION (EIN 35-6024366)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202143149349307524
- Schema version
- 2020v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T18:08:32-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832448097 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEAD ACCOUNTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3009 OAK HILL RD | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356024366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUDENT FINANCIAL AID ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STUD | BusinessNameControlTxt |
| Phone | 8124233138 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 MAIN STREET SUITE 305 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47708 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL DIRIENZO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8124233138 | PhoneNum |
| Signature | 2021-11-07 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | DIRIENZO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN B HEAD CPA | PreparerPersonNm |
| PTIN | P00072587 | PTIN |
| Phone | 8125680217 | PhoneNum |
| Preparation | 2021-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL DIRIENZO | PrincipalOfficerNm |
| Gross Receipts | $144,540 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SCHOLARSHIPS TO COLLEGE AND TRADE SCHOOL STUDENTS WHO HAVE HIGH UNMET FINANCIAL NEEDS BEYOND OTHER SCHOLARSHIPS, GRANTS, AND LOANS. BASED ON ACADEMIC ACHIEVEMENT IN HIGH SCHOOL, COLLEGE OR TRADE SCHOOL, AND SAT OR ACT TEST SCORES, WITHOUT REGARD TO SEX, RACE, RELIGION, OR NATIONAL ORIGIN. AREAS OF EMPHASIS ARE: TEACHING, MUSIC, SCIENCES, NURSING AND BUILDING TRADES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $60,874 | PYContributionsGrantsAmt |
| CY Contributions Grants | $54,995 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $72,533 | PYInvestmentIncomeAmt |
| CY Investment Income | $64,519 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $133,407 | PYTotalRevenueAmt |
| CY Total Revenue | $119,514 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $25,043 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $58,602 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,140 | PYOtherExpensesAmt |
| CY Other Expenses | $5,040 | CYOtherExpensesAmt |
| PY Total Expenses | $29,183 | PYTotalExpensesAmt |
| CY Total Expenses | $63,642 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $104,224 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $55,872 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $463,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $517,608 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,593 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,365 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $453,371 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $509,243 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE SCHOLARSHIPS TO COLLEGE AND TRADE SCHOOL STUDENTS WHO HAVE HIGH UNMET FINANCIAL NEEDS BEYOND OTHER SCHOLARSHIPS, GRANTS, AND LOANS. BASED ON ACADEMIC ACHIEVEMENT IN HIGH SCHOOL, COLLEGE OR TRADE SCHOOL, AND SAT OR ACT TEST SCORES, WITHOUT REGARD TO SEX, RACE, RELIGION, OR NATIONAL ORIGIN. AREAS OF EMPHASIS ARE: TEACHING, MUSIC, SCIENCES, NURSING AND BUILDING TRADES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $63,142 | ExpenseAmt |
| Grant | $58,602 | GrantAmt |
| Desc | PROVIDE SCHOLARSHIP AWARDS TO COLLEGE AND TRADE SCHOOL STUDENTS. | Desc |
| Total Program Service Expenses | $63,142 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | 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 | false | 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 | false | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | false | 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 | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL E DIRIENZO | PersonNm |
| Phone | 8124233183 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 MAIN STREET STE 305 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| MICHAEL DIRIENZO | |||||
| PRESIDENT | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAHARANA TAPAL | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| PAM MEIBALANE | |||||
| SECRETARY | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY JO HARPER | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| BRYAN RUDER | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| CASEY TRELA | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| HANNAH DILL | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| AMY CASAVANT | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| MARK CHANDLER | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| THORNTON PATBERG | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| MARC HOEPPNER | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| EILEEN KORBA | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| JESSICA SCALFANO | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| HILLARY HILLENBRAND | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $54,995 | AllOtherContributionsAmt |
| Total Contributions | $54,995 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,611 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,885 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $6,726 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,426 | SecuritiesAmt |
| Other | $12,508 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,026 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,400 | SecuritiesAmt |
| Other | $12,508 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,908 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,908 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,514 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $57,793 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $6,726 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,602 | TotalAmt |
| Program Services | $58,602 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500 | TotalAmt |
| Management And General | $500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,540 | TotalAmt |
| Program Services | $4,540 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,642 | TotalAmt |
| Program Services | $63,142 | ProgramServicesAmt |
| Management And General | $500 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,194 | BOYAmt |
| EOY | $18,158 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $443,770 | BOYAmt |
| EOY | $499,450 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $463,964 | BOYAmt |
| EOY | $517,608 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,593 | BOYAmt |
| EOY | $8,365 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,593 | BOYAmt |
| EOY | $8,365 | 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 | $160,192 | BOYAmt |
| EOY | $216,064 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,179 | BOYAmt |
| EOY | $293,179 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $453,371 | BOYAmt |
| EOY | $509,243 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $463,964 | BOYAmt |
| EOY | $517,608 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $55,872 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
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 Minus3 Years | $10,242 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,995 | CurrentTaxYearAmt |
| Total | $136,392 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $10,242 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,995 | CurrentTaxYearAmt |
| Total | $136,392 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $136,392 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,330 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,950 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,726 | CurrentTaxYearAmt |
| Total | $34,202 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $170,594 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $98,986 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74070 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $253,179 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $40,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $293,179 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $253,179 | BeginningYearBalanceAmt |
| End Year Balance | $253,179 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $274,141 | BeginningYearBalanceAmt |
| End Year Balance | $274,141 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $274,141 | BeginningYearBalanceAmt |
| End Year Balance | $274,141 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUNDS | Desc |
| Amt | $8,365 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,365 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE EDUCATIONAL SUPPORT SCHOLARSHIPS | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 38 | RecipientCnt |
| Cash Grant | $58,602 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | FUNDS ARE DISTRIBUTED BY CHECKS THAT ARE JOINTLY PAYABLE TO THE INDIVIDUAL STUDENT RECIPIENT AND THE COLLEGE OR UNIVERSITY AT WHICH THE STUDENT IS ENROLLED. USE OF FUNDS ARE MONITORED BY THE INDIVIDUAL UNIVERSITIES WHICH LIMIT THEIR USE TO EDUCATIONAL PURPOSES AT THE COLLEGE OR UNIVERSITY LOCATED IN THE UNITED STATES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | TO PROVIDE SCHOLARSHIPS TO COLLEGE AND TRADE SCHOOL STUDENTS WHO HAVE HIGH UNMET FINANCIAL NEEDS BEYOND OTHER SCHOLARSHIPS, GRANTS, AND LOANS. BASED ON ACADEMIC ACHIEVEMENT IN HIGH SCHOOL, COLLEGE OR TRADE SCHOOL, AND SAT OR ACT TEST SCORES, WITHOUT REGARD TO SEX, RACE, RELIGION, OR NATIONAL ORIGIN. AREAS OF EMPHASIS ARE: TEACHING, MUSIC, SCIENCES, NURSING AND BUILDING TRADES. |
| FORM 990, PAGE 6, PART VI, LINE 11B | BECAUSE THE BOARD DOES NOT MEET BETWEEN RECEIPT OF THE COMPLETED 990 AND THE DUE DATE, A COPY OF THE 990 IS CIRCULATED TO ALL BOARD MEMBERS VIA EMAIL PRIOR TO THE DATE THE 990 IS FILED WITH THE IRS. THE 990 IS REVIEWED BY THE TREASURER AND FORWARDED TO THE PRESIDENT FOR REVIEW PRIOR TO BEING SIGNED BY THE TREASURER. |
| FORM 990, PAGE 6, PART VI, LINE 12C | CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL BOARD MEMBERS AND THEY ARE REQUIRED TO SIGN AN ACKNOWLEDGMENT WHEN THEY JOIN THE BOARD OF DIRECTORS AND ANNUALLY THEREAFTER. |
| FORM 990, PAGE 6, PART VI, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |