STRATEGY STUDIO / PUBLIC DATA EXPLORER

BETA PSI FOUNDATION INC

Cite this

Plain text BETA PSI FOUNDATION INC. Strategy Studio, nonprofit organization profile, tax years 2010–2025. https://strategystudio.org/org/201217639. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). BETA PSI FOUNDATION INC [Nonprofit organization profile; tax years 2010–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/201217639

MLA “BETA PSI FOUNDATION INC.” Strategy Studio, tax years 2010–2025, https://strategystudio.org/org/201217639. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2010–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990 · revenue $234K · expenses $247K · assets $2.7M

EIN
20-1217639
Address
1151 HAMMOND DRIVE NE 24, ATLANTA, GA 30346-1524
Website
WWW.BETAPSI.ORG
NTEE code
B82
Subsection
501(c)(3)
Ruling year
2005
Cross-check
ProPublica Nonprofit Explorer

Mission

OUR MISSION IS TO PROMOTE AND ENHANCE EDUCATIONAL OPPORTUNITIES FOR ACTIVE BROTHERS AND PLEDGES OF THE BETA PSI CHAPTER OF THE SIGMA CHI FRATERNITY AT THE GEORGIA INSTITUTE OF TECHNOLOGY.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 121 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

121 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Joe Kinsey Immediate Past President2023-2025 1 $0 reported 1
Greg Davis President2023-2025 2 $0 reported 1
Charlie Lockwood Director2023-2025 2 $0 reported 1
Alan Madewell VP, Foundation Relations2023-2025 6 $0 reported 1
Robby Rankin VP, Governance (Interim President)2023-2025 5 $0 reported 1
Warren Strickler Treasurer2023-2025 5 $0 reported 1
Charlie Burgamy Director2024-2025 1 $0 reported 1
Rob Heusel Director2024-2025 1 $0 reported 1
Keith Jackson Director2010-2025 6 $0 reported 1
Carlos Navarro Director2024-2025 1 $0 reported 1
JD Richey VP, Finance & Investments2024-2025 2 $0 reported 1
Marc Smith Director2024-2025 0 $0 reported 1
Joe Smyth VP, Disbursements2024-2025 2 $0 reported 1
Clay Sparrow Director2023-2025 1 $0 reported 1
Bob Swift Director2024-2025 1 $0 reported 1
Tom Turco President-elect2024-2025 5 $0 reported 1
Barry Vlass Director2023-2025 0 $0 reported 1
Joe DeLisle VP, Fundraising2025 4 $0 reported 1
Davis Palmie Director2025 1 $0 reported 1
Matthew Stewart Director2023-2025 1 $0 reported 1
Scott Lowery Director2025 2 $0 reported 1
Scott Eanes (former) VICE PRESIDENT, FUNDRAISING2023-2024 2 $0 reported 1
Alan Kennedy (former) MEMBER2024 0 $0 reported 1
Rob Mitchell (former) MEMBER2024 1 $0 reported 1
Rob Shaw (former) PRESIDENT2023 1 $0 reported 1
Tom Hussey (former) MEMBER2023 1 $0 reported 1
Rick Higgins (former) MEMBER2023 1 $0 reported 1
Jim Sullivan (former) MEMBER2023 1 $0 reported 1
Keith O'Daniel (former) MEMBER2023 1 $0 reported 1
Mark Thurman (former) MEMBER2023 1 $0 reported 1
Tim Helig (former) MEMBER2023 1 $0 reported 1
Taylor Sundusky (former) MEMBER2023 1 $0 reported 1
Robert Swift (former) MEMBER2023 1 $0 reported 1
Robert Mitchell (former) MEMBER2023 1 $0 reported 1
Shaw Rob (former) PRESIDENT2019-2022 1 $0 reported 1
Rankin Robby (former) VICE-PRESIDE2020-2022 1 $0 reported 1
Strickler Warren (former) TREASURER2019-2022 1 $0 reported 1
Lockwood Charlie (former) FINANCE2020-2022 1 $0 reported 1
Hussey Tom (former) FINANCE2020-2022 1 $0 reported 1
Higgins Rick (former) FINANCE2018-2022 1 $0 reported 1
Eanes Scott (former) FUNDRAISING2020-2022 1 $0 reported 1
Kinsey Joe (former) FUNDRAISING2020-2022 1 $0 reported 1
Sullivan Jim (former) FUNDRAISING2020-2022 1 $0 reported 1
Odaniel Keith (former) DISBURSEMENT2017-2022 1 $0 reported 1
Thurman Mark (former) DISBURSEMENT2018-2022 1 $0 reported 1
Stewart Matthew (former) DISBURSEMENT2020-2022 1 $0 reported 1
Heilig Tim (former) FOUNDATION R2020-2022 1 $0 reported 1
Davis Greg (former) FOUNDATION R2020-2022 1 $0 reported 1
Madewell Alan (former) FOUNDATION R2020-2022 1 $0 reported 1
Sandusky Taylor (former) FOUNDATION R2016-2022 1 $0 reported 1
Swift Robert (former) FOUNDATION R2022 1 $0 reported 1
Vlass Barry (former) FOUNDATION R2020-2022 1 $0 reported 1
Jackson Keith (former) FUNDRAISING2021-2022 1 $0 reported 1
Mitchell Robert (former) FUNDRAISING2021-2022 1 $0 reported 1
Sparrow Clay (former) FUNDRAISING2021-2022 1 $0 reported 1
Swift Bob (former) FOUNDATION R2020-2021 1 $0 reported 1
Doane George (former) FOUNDATION R2021 1 $0 reported 1
Quintrell Bailey (former) CHAPTER ADIV2019-2020 1 $0 reported 1
Zamora Alex (former) CONSULTANT2020 1 $0 reported 1
Asip Jimmy (former) FUNDRAISING2017-2020 1 $0 reported 1
Fouts Nick (former) DISBURSEMENT2020 1 $0 reported 1
James Duncan (former) DISBURSEMENT2017-2020 1 $0 reported 1
Martin Doug (former) TRUSTEE2016-2019 1 $0 reported 1
Clements Frank (former) TRUSTEE2016-2019 1 $0 reported 1
Ferris Brad (former) TRUSTEE2016-2019 1 $0 reported 1
Leverett Mike (former) TRUSTEE2016-2019 1 $0 reported 1
Shaw Kevin (former) TRUSTEE2016-2019 1 $0 reported 1
Pascutti Paul (former) PRESIDENT2016-2019 1 $0 reported 1
Farr Lloyd (former) IMMED PAST P2016-2019 1 $0 reported 1
Herrin Owen (former) FINANCE - CH2016-2019 1 $0 reported 1
Palmie Davis (former) CONSULTANT2019 1 $0 reported 1
Prestridge Patrick (former) CONSULTANT2019 1 $0 reported 1
Neel Steven (former) TRUSTEE2016-2018 1 $0 reported 1
Diffenderfer Bill (former) TRUSTEE2016-2018 1 $0 reported 1
Gowen Bill (former) TRUSTEE2017-2018 1 $0 reported 1
Hamilton Jim (former) TRUSTEE2016-2018 1 $0 reported 1
Helig Tim (former) TRUSTEE2018 1 $0 reported 1
Lee Ron (former) PRESIDENT2016-2018 1 $0 reported 1
Shaw Robert (former) RELATIONS -2017-2018 1 $0 reported 1
Nix Matt (former) TRUSTEE2016-2017 1 $0 reported 1
Griffin Murray (former) TRUSTEE2016-2017 1 $0 reported 1
Bangert Doug (former) FINANCE - CH2016-2017 1 $0 reported 1
Langley Sanny (former) TRUSTEE2016 1 $0 reported 1
Porter Derrick (former) TRUSTEE2016 1 $0 reported 1
Gowan Bill (former) TRUSTEE2016 1 $0 reported 1
Duncan James (former) TRUSTEE2016 1 $0 reported 1
Bowen David (former) PRESIDENT2016 1 $0 reported 1
Sanny Langley (former) TRUSTEE2010-2015 1 $0 reported 1
Matt Nix (former) TRUSTEE2010-2015 1 $0 reported 1
Jim Hamilton (former) TRUSTEE2010-2015 1 $0 reported 1
Ron Lee (former) TRUSTEE2013-2015 1 $0 reported 1
Frank Clements (former) TRUSTEE2014-2015 1 $0 reported 1
Brad Ferris (former) TRUSTEE2014-2015 1 $0 reported 1
Michael Leverett (former) TRUSTEE2014-2015 1 $0 reported 1
Derrick Porter (former) TRUSTEE2014-2015 1 $0 reported 1
Steven Neel (former) TRUSTEE2013-2015 1 $0 reported 1
Doug Martin (former) TRUSTEE2015 1 $0 reported 1
Bill Diffenderfer (former) TRUSTEE2015 1 $0 reported 1
Reed R Smith (former) TRUSTEE2010-2015 1 $0 reported 1
Murray Griffin (former) TRUSTEE2010-2015 1 $0 reported 1
Michael Shutt (former) PRESIDENT2010-2015 1 $0 reported 1
David Bowen (former) VICE-PRESIDE2010-2015 1 $0 reported 1
Doug Bangert (former) TREASURER2010-2015 2 $0 reported 1
Owen Herrin (former) SECRETARY2013-2015 1 $0 reported 1
Wayne Stewart (former) FINANCE2013-2015 1 $0 reported 1
Kevin Shaw (former) DISBURSEMENT2014-2015 1 $0 reported 1
Paul Pascutti (former) FUNDRAISING2014-2015 1 $0 reported 1
Lloyd Farr (former) FOUNDATION R2013-2015 1 $0 reported 1
Lee Akridge (former) TRUSTEE2010-2014 1 $0 reported 1
Michael A Dunn (former) SECRETARY2010-2014 1 $0 reported 1
Glen A Merritt (former) CHAIRMAN2010-2014 1 $0 reported 1
A Josef Delisle (former) TRUSTEE2010-2013 2 $0 reported 1
H Allen Ecker Phd (former) TRUSTEE2010-2013 1 $0 reported 1
Charles D Overstreet (former) TRUSTEE2010-2013 1 $0 reported 1
Derek Porter (former) TRUSTEE2013 1 $0 reported 1
G Niles Bolton (former) TRUSTEE2010 1 $0 reported 1
William H Clark (former) FOUNDATION R2010 1 $0 reported 1
John R Hightower Iii (former) FUNDRAISING2010 1 $0 reported 1
J Alan Kennedy (former) EDITOR2010 1 $0 reported 1
Robert D Martin (former) FINANCE2010 1 $0 reported 1
Charles F Touchton (former) TRUSTEE2010 1 $0 reported 1

People by year

2025 · 21 people listed · none paid · 0 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Alan Madewell VP, Foundation Relations6 $0$0$0 $01
Greg Davis President2 $0$0$0 $01
JD Richey VP, Finance & Investments2 $0$0$0 $01
Joe DeLisle VP, Fundraising4 $0$0$0 $01
Joe Kinsey Immediate Past President1 $0$0$0 $01
Joe Smyth VP, Disbursements2 $0$0$0 $01
Robby Rankin VP, Governance (Interim President)5 $0$0$0 $01
Tom Turco President-elect5 $0$0$0 $01
Warren Strickler Treasurer5 $0$0$0 $01
Barry Vlass Director0 $0$0$0 $01
Bob Swift Director1 $0$0$0 $01
Carlos Navarro Director1 $0$0$0 $01
Charlie Burgamy Director1 $0$0$0 $01
Charlie Lockwood Director2 $0$0$0 $01
Clay Sparrow Director1 $0$0$0 $01
Davis Palmie Director1 $0$0$0 $01
Keith Jackson Director6 $0$0$0 $01
Marc Smith Director0 $0$0$0 $01
Matthew Stewart Director1 $0$0$0 $01
Rob Heusel Director1 $0$0$0 $01
Scott Lowery Director2 $0$0$0 $01
2024 · 20 people listed · none paid · 0 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOE KINSEY PRESIDENT1 $0$0$0 $01
GREG DAVIS PRESIDENT-ELECT2 $0$0$0 $01
CHARLIE LOCKWOOD VICE PRESIDENT, FINANCE & INVESTMENTS4 $0$0$0 $01
ALAN MADEWELL VICE PRESIDENT, FOUNDATION RELATIONS3 $0$0$0 $01
SCOTT EANES VICE PRESIDENT, FUNDRAISING2 $0$0$0 $01
ROBBY RANKIN VICE PRESIDENT, GOVERNANCE2 $0$0$0 $01
WARREN STRICKLER TREASURER10 $0$0$0 $01
CHARLIE BURGAMY MEMBER2 $0$0$0 $01
ROB HEUSEL MEMBER1 $0$0$0 $01
KEITH JACKSON MEMBER1 $0$0$0 $01
ALAN KENNEDY MEMBER0 $0$0$0 $01
ROB MITCHELL MEMBER1 $0$0$0 $01
CARLOS NAVARRO MEMBER2 $0$0$0 $01
JD RICHEY MEMBER2 $0$0$0 $01
MARC SMITH MEMBER0 $0$0$0 $01
JOE SMYTH MEMBER0 $0$0$0 $01
CLAY SPARROW MEMBER3 $0$0$0 $01
BOB SWIFT MEMBER1 $0$0$0 $01
TOM TURCO MEMBER1 $0$0$0 $01
BARRY VLASS MEMBER0 $0$0$0 $01
2023 · 21 people listed · none paid · 0 employees · 21 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROB SHAW PRESIDENT1 $0$0$0 $01
ROBBY RANKIN VICE PRESIDENT1 $0$0$0 $01
WARREN STRICKLER TREASURER1 $0$0$0 $01
CHARLIE LOCKWOOD MEMBER1 $0$0$0 $01
TOM HUSSEY MEMBER1 $0$0$0 $01
RICK HIGGINS MEMBER1 $0$0$0 $01
SCOTT EANES MEMBER1 $0$0$0 $01
JOE KINSEY MEMBER1 $0$0$0 $01
JIM SULLIVAN MEMBER1 $0$0$0 $01
KEITH O'DANIEL MEMBER1 $0$0$0 $01
MARK THURMAN MEMBER1 $0$0$0 $01
MATTHEW STEWART MEMBER1 $0$0$0 $01
TIM HELIG MEMBER1 $0$0$0 $01
GREG DAVIS MEMBER1 $0$0$0 $01
ALAN MADEWELL MEMBER1 $0$0$0 $01
TAYLOR SUNDUSKY MEMBER1 $0$0$0 $01
ROBERT SWIFT MEMBER1 $0$0$0 $01
BARRY VLASS MEMBER1 $0$0$0 $01
KEITH JACKSON MEMBER1 $0$0$0 $01
ROBERT MITCHELL MEMBER1 $0$0$0 $01
CLAY SPARROW MEMBER1 $0$0$0 $01
2022 · 21 people listed · none paid · 0 employees · 22 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHAW ROB PRESIDENT1 $0$0$0 $01
RANKIN ROBBY VICE-PRESIDE1 $0$0$0 $01
STRICKLER WARREN TREASURER1 $0$0$0 $01
LOCKWOOD CHARLIE FINANCE1 $0$0$0 $01
HUSSEY TOM FINANCE1 $0$0$0 $01
HIGGINS RICK FINANCE1 $0$0$0 $01
EANES SCOTT FUNDRAISING1 $0$0$0 $01
KINSEY JOE FUNDRAISING1 $0$0$0 $01
SULLIVAN JIM FUNDRAISING1 $0$0$0 $01
ODANIEL KEITH DISBURSEMENT1 $0$0$0 $01
THURMAN MARK DISBURSEMENT1 $0$0$0 $01
STEWART MATTHEW DISBURSEMENT1 $0$0$0 $01
HEILIG TIM FOUNDATION R1 $0$0$0 $01
DAVIS GREG FOUNDATION R1 $0$0$0 $01
MADEWELL ALAN FOUNDATION R1 $0$0$0 $01
SANDUSKY TAYLOR FOUNDATION R1 $0$0$0 $01
SWIFT ROBERT FOUNDATION R1 $0$0$0 $01
VLASS BARRY FOUNDATION R1 $0$0$0 $01
JACKSON KEITH FUNDRAISING1 $0$0$0 $01
MITCHELL ROBERT FUNDRAISING1 $0$0$0 $01
SPARROW CLAY FUNDRAISING1 $0$0$0 $01
2021 · 22 people listed · none paid · 0 employees · 23 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHAW ROB PRESIDENT1 $0$0$0 $01
RANKIN ROBBY VICE-PRESIDE1 $0$0$0 $01
STRICKLER WARREN TREASURER1 $0$0$0 $01
LOCKWOOD CHARLIE FINANCE1 $0$0$0 $01
HUSSEY TOM FINANCE1 $0$0$0 $01
HIGGINS RICK FUNDRAISING1 $0$0$0 $01
EANES SCOTT FUNDRAISING1 $0$0$0 $01
KINSEY JOE FUNDRAISING1 $0$0$0 $01
SULLIVAN JIM FUNDRAISING1 $0$0$0 $01
ODANIEL KEITH DISBURSEMENT1 $0$0$0 $01
THURMAN MARK DISBURSEMENT1 $0$0$0 $01
STEWART MATTHEW DISBURSEMENT1 $0$0$0 $01
HEILIG TIM FOUNDATION R1 $0$0$0 $01
DAVIS GREG FOUNDATION R1 $0$0$0 $01
MADEWELL ALAN FOUNDATION R1 $0$0$0 $01
SANDUSKY TAYLOR FOUNDATION R1 $0$0$0 $01
SWIFT BOB FOUNDATION R1 $0$0$0 $01
VLASS BARRY FOUNDATION R1 $0$0$0 $01
DOANE GEORGE FOUNDATION R1 $0$0$0 $01
JACKSON KEITH FUNDRAISING1 $0$0$0 $01
MITCHELL ROBERT FUNDRAISING1 $0$0$0 $01
SPARROW CLAY FUNDRAISING1 $0$0$0 $01
2020 · 23 people listed · none paid · 0 employees · 23 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHAW ROB PRESIDENT1 $0$0$0 $01
RANKIN ROBBY VICE-PRESIDE1 $0$0$0 $01
STRICKLER WARREN TREASURER2 $0$0$0 $01
QUINTRELL BAILEY CHAPTER ADIV1 $0$0$0 $01
ZAMORA ALEX CONSULTANT1 $0$0$0 $01
LOCKWOOD CHARLIE FINANCE1 $0$0$0 $01
HUSSEY TOM FINANCE1 $0$0$0 $01
ASIP JIMMY FUNDRAISING1 $0$0$0 $01
HIGGINS RICK FUNDRAISING1 $0$0$0 $01
EANES SCOTT FUNDRAISING1 $0$0$0 $01
KINSEY JOE FUNDRAISING1 $0$0$0 $01
SULLIVAN JIM FUNDRAISING1 $0$0$0 $01
FOUTS NICK DISBURSEMENT1 $0$0$0 $01
ODANIEL KEITH DISBURSEMENT1 $0$0$0 $01
THURMAN MARK DISBURSEMENT1 $0$0$0 $01
JAMES DUNCAN DISBURSEMENT1 $0$0$0 $01
STEWART MATTHEW DISBURSEMENT1 $0$0$0 $01
HEILIG TIM FOUNDATION R1 $0$0$0 $01
DAVIS GREG FOUNDATION R1 $0$0$0 $01
MADEWELL ALAN FOUNDATION R1 $0$0$0 $01
SANDUSKY TAYLOR FOUNDATION R1 $0$0$0 $01
SWIFT BOB FOUNDATION R1 $0$0$0 $01
VLASS BARRY FOUNDATION R1 $0$0$0 $01
2019 · 17 people listed · none paid · 0 employees · 35 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTIN DOUG TRUSTEE1 $0$0$0 $01
CLEMENTS FRANK TRUSTEE1 $0$0$0 $01
FERRIS BRAD TRUSTEE1 $0$0$0 $01
LEVERETT MIKE TRUSTEE1 $0$0$0 $01
ODANIEL KEITH TRUSTEE1 $0$0$0 $01
SHAW KEVIN TRUSTEE1 $0$0$0 $01
PASCUTTI PAUL PRESIDENT1 $0$0$0 $01
FARR LLOYD IMMED PAST P1 $0$0$0 $01
HIGGINS RICK FUNDRAISING1 $0$0$0 $01
ASIP JIMMY VICE-PRESIDE1 $0$0$0 $01
STRICKLER WARREN TREASURER2 $0$0$0 $01
HERRIN OWEN FINANCE - CH1 $0$0$0 $01
JAMES DUNCAN DISBURSEMENT1 $0$0$0 $01
SHAW ROB RELATIONS CO1 $0$0$0 $01
QUINTRELL BAILEY CHAPTER ADVI1 $0$0$0 $01
PALMIE DAVIS CONSULTANT1 $0$0$0 $01
PRESTRIDGE PATRICK CONSULTANT1 $0$0$0 $01
2018 · 21 people listed · none paid · 0 employees · 35 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CLEMENTS FRANK TRUSTEE1 $0$0$0 $01
FERRIS BRAD TRUSTEE1 $0$0$0 $01
LEVERETT MIKE TRUSTEE1 $0$0$0 $01
NEEL STEVEN TRUSTEE1 $0$0$0 $01
DIFFENDERFER BILL TRUSTEE1 $0$0$0 $01
SANDUSKY TAYLOR TRUSTEE1 $0$0$0 $01
SHAW KEVIN TRUSTEE1 $0$0$0 $01
ODANIEL KEITH TRUSTEE1 $0$0$0 $01
GOWEN BILL TRUSTEE1 $0$0$0 $01
HAMILTON JIM TRUSTEE1 $0$0$0 $01
HELIG TIM TRUSTEE1 $0$0$0 $01
HIGGINS RICK TRUSTEE1 $0$0$0 $01
THURMAN MARK TRUSTEE1 $0$0$0 $01
FARR LLOYD TRUSTEE1 $0$0$0 $01
LEE RON PRESIDENT1 $0$0$0 $01
PASCUTTI PAUL VICE-PRESIDE1 $0$0$0 $01
MARTIN DOUG TREASURER2 $0$0$0 $01
HERRIN OWEN FINANCE - CH1 $0$0$0 $01
ASIP JIMMY FUNDRAISING1 $0$0$0 $01
JAMES DUNCAN DISBURSEMENT1 $0$0$0 $01
SHAW ROBERT RELATIONS -1 $0$0$0 $01
2017 · 21 people listed · none paid · 0 employees · 35 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NIX MATT TRUSTEE1 $0$0$0 $01
HAMILTON JIM TRUSTEE1 $0$0$0 $01
CLEMENTS FRANK TRUSTEE1 $0$0$0 $01
FERRIS BRAD TRUSTEE1 $0$0$0 $01
LEVERETT MIKE TRUSTEE1 $0$0$0 $01
NEEL STEVEN TRUSTEE1 $0$0$0 $01
DIFFENDERFER BILL TRUSTEE1 $0$0$0 $01
GRIFFIN MURRAY TRUSTEE1 $0$0$0 $01
SANDUSKY TAYLOR TRUSTEE1 $0$0$0 $01
SHAW KEVIN TRUSTEE1 $0$0$0 $01
SHAW ROBERT TRUSTEE1 $0$0$0 $01
ODANIEL KEITH TRUSTEE1 $0$0$0 $01
GOWEN BILL TRUSTEE1 $0$0$0 $01
LEE RON PRESIDENT1 $0$0$0 $01
FARR LLOYD VICE-PRESIDE1 $0$0$0 $01
MARTIN DOUG TREASURER1 $0$0$0 $01
HERRIN OWEN SECRETARY1 $0$0$0 $01
BANGERT DOUG FINANCE - CH1 $0$0$0 $01
ASIP JIMMY FUNDRAISING1 $0$0$0 $01
JAMES DUNCAN DISBURSEMENT1 $0$0$0 $01
PASCUTTI PAUL RELATIONS -1 $0$0$0 $01
2016 · 21 people listed · none paid · 0 employees · 35 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LANGLEY SANNY TRUSTEE1 $0$0$0 $01
NIX MATT TRUSTEE1 $0$0$0 $01
HAMILTON JIM TRUSTEE1 $0$0$0 $01
CLEMENTS FRANK TRUSTEE1 $0$0$0 $01
FERRIS BRAD TRUSTEE1 $0$0$0 $01
LEVERETT MIKE TRUSTEE1 $0$0$0 $01
PORTER DERRICK TRUSTEE1 $0$0$0 $01
NEEL STEVEN TRUSTEE1 $0$0$0 $01
DIFFENDERFER BILL TRUSTEE1 $0$0$0 $01
GRIFFIN MURRAY TRUSTEE1 $0$0$0 $01
SANDUSKY TAYLOR TRUSTEE1 $0$0$0 $01
GOWAN BILL TRUSTEE1 $0$0$0 $01
DUNCAN JAMES TRUSTEE1 $0$0$0 $01
BOWEN DAVID PRESIDENT1 $0$0$0 $01
LEE RON VICE-PRESIDE1 $0$0$0 $01
MARTIN DOUG TREASURER2 $0$0$0 $01
HERRIN OWEN SECRETARY1 $0$0$0 $01
BANGERT DOUG FINANCE - CH1 $0$0$0 $01
SHAW KEVIN DISBURSEMENT1 $0$0$0 $01
PASCUTTI PAUL FUNDRAISING1 $0$0$0 $01
FARR LLOYD FOUNDATION R1 $0$0$0 $01
2015 · 21 people listed · none paid · 0 employees · 35 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SANNY LANGLEY TRUSTEE1 $0$0$0 $01
MATT NIX TRUSTEE1 $0$0$0 $01
JIM HAMILTON TRUSTEE1 $0$0$0 $01
RON LEE TRUSTEE1 $0$0$0 $01
FRANK CLEMENTS TRUSTEE1 $0$0$0 $01
BRAD FERRIS TRUSTEE1 $0$0$0 $01
MICHAEL LEVERETT TRUSTEE1 $0$0$0 $01
DERRICK PORTER TRUSTEE1 $0$0$0 $01
STEVEN NEEL TRUSTEE1 $0$0$0 $01
DOUG MARTIN TRUSTEE1 $0$0$0 $01
BILL DIFFENDERFER TRUSTEE1 $0$0$0 $01
REED R SMITH TRUSTEE1 $0$0$0 $01
MURRAY GRIFFIN TRUSTEE1 $0$0$0 $01
MICHAEL SHUTT PRESIDENT1 $0$0$0 $01
DAVID BOWEN VICE-PRESIDE1 $0$0$0 $01
DOUG BANGERT TREASURER2 $0$0$0 $01
OWEN HERRIN SECRETARY1 $0$0$0 $01
WAYNE STEWART FINANCE1 $0$0$0 $01
KEVIN SHAW DISBURSEMENT1 $0$0$0 $01
PAUL PASCUTTI FUNDRAISING1 $0$0$0 $01
LLOYD FARR FOUNDATION R1 $0$0$0 $01
2014 · 22 people listed · none paid · 0 employees · 35 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LEE AKRIDGE TRUSTEE1 $0$0$0 $01
SANNY LANGLEY TRUSTEE1 $0$0$0 $01
REED R SMITH PRESIDENT1 $0$0$0 $01
MICHAEL A DUNN SECRETARY1 $0$0$0 $01
DOUG BANGERT TREASURER1 $0$0$0 $01
MATT NIX TRUSTEE1 $0$0$0 $01
GLEN A MERRITT CHAIRMAN1 $0$0$0 $01
JIM HAMILTON TRUSTEE1 $0$0$0 $01
DAVID BOWEN FOUNDATION R1 $0$0$0 $01
MICHAEL SHUTT VICE-PRESIDE1 $0$0$0 $01
OWEN HERRIN TRUSTEE1 $0$0$0 $01
RON LEE FUNDRAISING1 $0$0$0 $01
WAYNE STEWART FINANCE1 $0$0$0 $01
MURRAY GRIFFIN DISBURSEMENT1 $0$0$0 $01
FRANK CLEMENTS TRUSTEE1 $0$0$0 $01
PAUL PASCUTTI TRUSTEE1 $0$0$0 $01
KEVIN SHAW TRUSTEE1 $0$0$0 $01
BRAD FERRIS TRUSTEE1 $0$0$0 $01
MICHAEL LEVERETT TRUSTEE1 $0$0$0 $01
DERRICK PORTER TRUSTEE1 $0$0$0 $01
STEVEN NEEL TRUSTEE1 $0$0$0 $01
LLOYD FARR TRUSTEE1 $0$0$0 $01
2013 · 21 people listed · none paid · 0 employees · 35 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
A JOSEF DELISLE TRUSTEE2 $0$0$0 $01
LEE AKRIDGE TRUSTEE- $0$0$0 $01
SANNY LANGLEY TRUSTEE1 $0$0$0 $01
REED R SMITH PRESIDENT1 $0$0$0 $01
MICHAEL A DUNN SECRETARY1 $0$0$0 $01
H ALLEN ECKER PHD TRUSTEE1 $0$0$0 $01
DOUG BANGERT TREASURER1 $0$0$0 $01
KEITH D JACKSON TRUSTEE1 $0$0$0 $01
MATT NIX TRUSTEE1 $0$0$0 $01
GLEN A MERRITT CHAIRMAN1 $0$0$0 $01
CHARLES D OVERSTREET TRUSTEE1 $0$0$0 $01
JIM HAMILTON TRUSTEE1 $0$0$0 $01
DAVID BOWEN FOUNDATION R1 $0$0$0 $01
MICHAEL SHUTT VICE-PRESIDE1 $0$0$0 $01
OWEN HERRIN TRUSTEE1 $0$0$0 $01
RON LEE FUNDRAISING1 $0$0$0 $01
LLOYD FARR TRUSTEE1 $0$0$0 $01
WAYNE STEWART FINANCE1 $0$0$0 $01
DEREK PORTER TRUSTEE1 $0$0$0 $01
MURRAY GRIFFIN DISBURSEMENT1 $0$0$0 $01
STEVEN NEEL TRUSTEE1 $0$0$0 $01
2010 · 21 people listed · none paid · 0 employees · 35 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
A JOSEF DELISLE CHAIRMAN5 $0$0$0 $01
LEE AKRIDGE PRESIDENT1 $0$0$0 $01
SANNY LANGLEY TRUSTEE1 $0$0$0 $01
REED R SMITH TREASURER1 $0$0$0 $01
MICHAEL A DUNN SECRETARY1 $0$0$0 $01
G NILES BOLTON TRUSTEE1 $0$0$0 $01
WILLIAM H CLARK FOUNDATION R1 $0$0$0 $01
H ALLEN ECKER PHD TRUSTEE1 $0$0$0 $01
DOUG BANGERT TRUSTEE1 $0$0$0 $01
JOHN R HIGHTOWER III FUNDRAISING1 $0$0$0 $01
KEITH D JACKSON TRUSTEE3 $0$0$0 $01
J ALAN KENNEDY EDITOR1 $0$0$0 $01
MURRAY GRIFFIN TRUSTEE1 $0$0$0 $01
ROBERT D MARTIN FINANCE1 $0$0$0 $01
MATT NIX TRUSTEE1 $0$0$0 $01
GLEN A MERRITT VICE PRESIDE1 $0$0$0 $01
CHARLES D OVERSTREET TRUSTEE1 $0$0$0 $01
JIM HAMILTON TRUSTEE1 $0$0$0 $01
DAVID BOWEN TRUSTEE1 $0$0$0 $01
CHARLES F TOUCHTON TRUSTEE1 $0$0$0 $01
MICHAEL SHUTT DISBURSEMENT1 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2021 · 1 grant to organizations · $10K

Listed grants add up to $10,000; the return's “grants paid” expense line says $46,400. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 1 grant to organizations · $10K

Listed grants add up to $10,000; the return's “grants paid” expense line says $41,200. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 1 grant to organizations · $20K

Listed grants add up to $20,000; the return's “grants paid” expense line says $50,200. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 1 grant to organizations · $10K

Listed grants add up to $10,000; the return's “grants paid” expense line says $39,950. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 1 grant to organizations · $10K

Listed grants add up to $10,000; the return's “grants paid” expense line says $37,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 1 grant to organizations · $55K

Listed grants add up to $55,000; the return's “grants paid” expense line says $80,250. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$234,260$246,518 $2,696,840$2,665,390 $158,853$0 $0020
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$225,470$258,269 $2,476,675$2,460,035 $159,477$0 $0020
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$225,536$115,069 $2,309,355$2,286,680 $197,996$0 $0021
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$175,170$114,977 $1,959,357$1,952,732 $148,063$0 -022
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$328,422$107,077 $2,254,139$2,240,549 $126,050$0 -023
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$180,908$130,399 $1,975,074$1,973,674 $139,445$0 -023
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$235,554$118,308 $1,762,805$1,759,530 $147,429$0 -035
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$190,500$107,816 $1,482,483$1,480,169 $145,765$0 -035
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$171,379$106,501 $1,516,720$1,515,120 $131,678$0 -035
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$146,968$97,385 $1,312,475$1,310,475 $102,745$0 -035
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$158,327$143,409 $1,212,436$1,212,436 $106,981$0 -035
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$245,349$90,826 $1,262,852$1,255,206 $208,722$0 -035
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$127,525$83,969 $1,087,412$1,086,112 $100,663$0 -035
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$60,511$19,088 $882,144$882,144 $55,774$0 -035

Funders of this organization

9 grantors reported grants to this organization, $184,973 in all, tax years 2011 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2016-2022, 2024 8$107,500 2024$7,500
show
COMMUNITY FOUNDATION OF THE NAPA VALLEY DAF sponsor Exact 2018 1$35,000 2018$35,000
show
GEORGE FAMILY FOUNDATION Private foundation Fuzzy filed as “BETA PSI FOUNDATION INC” 2024 1$30,000 2024$30,000
show
THE AYCO CHARITABLE FOUNDATION DAF sponsor Exact 2024 1$7,500 2024$7,500
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The Markwalter Family Foundation Inc Private foundation Fuzzy filed as “BETA PSI FOUNDATION INC” 2011, 2015 2$1,701 2015$1,500
show
ALBEMARLE FOUNDATION Private foundation Fuzzy filed as “BETA PSI FOUNDATION INC” 2017-2018, 2020, 2022-2023 6$1,586 2023$300
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THE DUKE ENERGY FOUNDATION Private foundation Fuzzy filed as “BETA PSI FOUNDATION INC” 2021-2022 2$850 2022$550
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BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation Fuzzy filed as “BETA PSI FOUNDATION INC” 2013, 2015-2016 3$650 2016$250
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GE FOUNDATION Private foundation Fuzzy filed as “BETA PSI FOUNDATION INC” 2022 1$186 2022$186
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CRISTAL FOUNDATION INCGAB82 $201,725$0 Chairman$0 Same NTEE code B82, revenue within 2x, same state, similar name
NEW SOUTH FOUNDATION INCGAB82 $211,940$188,136 PRESIDENT$733,584 Same NTEE code B82, revenue within 2x, same state, similar name
FAYETTE COUNTY EDUCATION FOUNDATION INCGAB82 $231,257$78,499 COMMUNITY ME$0 Same NTEE code B82, revenue within 2x, same state
FRIENDS FOR LIFE FOUNDATION INCGAB82 $219,069$258,012 Ass Fin Secretary$0 Same NTEE code B82, revenue within 2x, same state
SARAH SMITH EDUCATION FOUNDATION INCGAB82 $206,145$175,710 Chair$0 Same NTEE code B82, revenue within 2x, same state
GILMER EDUCATION FOUNDATION INCGAB82 $231,117$199,890 BOARD MEMBER FINANCIAL SECRETARY$0 Same NTEE code B82, revenue within 2x, same state, similar name
PARK SPRINGS FOUNDATIONGAB82 $212,474$172,675 TREASURER$0 Same NTEE code B82, revenue within 2x, same state
RENEW FOUNDATION INCGAB82 $247,494$103,652 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state, similar name
NATIONAL SOCIETY OF HIGH SCHOOL SCHOLARS FOUNDATION INCGAB82 $252,375$215,293 FORMER DIRECTOR$23,203 Same NTEE code B82, revenue within 2x, same state
GEORGIA ASSOCIATION OF FIRE CHIEFS INCGAB82 $263,452$243,387 PAST PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
ATLANTA ASSOCIATION OF LEAGAL ADMINISTRATORS FOUNDATION INCGAB82 $206,037$226,272 EXECUTIVE DI$0 Same NTEE code B82, revenue within 2x, same state
BRIAN JORDAN BACK TO THE FUTURE FOUNDATIONGAB82 $234,273$207,582 President$0 Same NTEE code B82, revenue within 2x, same state
HHH EQUINE INCGAB82 $226,556$217,762 PRESIDENT AN$34,875 Same NTEE code B82, revenue within 2x, same state
GEORGIA ASSOCIATION OF REALTORS SCHOLARSHIP FOUNDATION INCGAB82 $255,748$187,962 CEO/GA ASSOC. OF REALTORS$284,075 Same NTEE code B82, revenue within 2x, same state
STUDENT SCHOLARSHIP ORGANIZATION FOR GREEK AMERICANSGAB82 $248,130$225,378 Director$0 Same NTEE code B82, revenue within 2x, same state
DRUID HILLS GOLF CLUB FOUNDATIONGAB82 $227,526$140,704 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
STUDENTS WITHOUT MOTHERS INCGAB82 $269,777$359,168 Executive Dir.$71,413 Same NTEE code B82, revenue within 2x, same state
KANSAS BETA EDUCATIONAL FOUNDATIONIAB82 $227,427$206,240 TREASURER$0 Same NTEE code B82, revenue within 2x, similar mission
PEARL FOUNDATION INCMDB82 $236,655$338,321 Director$0 Same NTEE code B82, revenue within 2x, similar name
DELTA FOUNDATION INCMDB82 $219,466$189,399 PRESIDENT$0 Same NTEE code B82, revenue within 2x, similar name
BIBERAJ FOUNDATION INCNYB82 $246,638$518,259 DIRECTOR$0 Same NTEE code B82, revenue within 2x, similar name
BEAM FOUNDATIONNCB82 $245,064$226,063 PRESIDENT$0 Same NTEE code B82, revenue within 2x, similar name
LUX LUCIS FOUNDATION INCPAB82 $215,388$76,968 PRESIDENT$0 Same NTEE code B82, revenue within 2x, similar name
BETA SIGMA EDUCATIONAL FOUNDATIONTXB82 $211,075$81,714 Vice President$0 Same NTEE code B82, revenue within 2x, similar name
POLAR BEAR FOUNDATIONPAB82 $199,828$226,038 DIRECTOR$0 Same NTEE code B82, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$845,32354 242016–2024 THE GREEN HALO FOUNDATION; TOMS RIVER POLICE FOUNDATION INC; PI LAMBDA PHI EDUCATIONAL FOUNDATION INC; MCC SCHOLARS FOUNDATION INC and 20 more
FORGOOD INC DAF sponsor$783,97525 82013–2024 MRCC FOUNDATION INC; MARKETING RESEARCH EDUCATION FOUNDATION INC; RAYMORE-PECULIAR PUBLIC SCHOOL FOUNDATION; ROSE & WOMBLE FOUNDATION INC and 4 more
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$663,16528 162014–2024 SAN MATEO COUNTY BAR FOUNDATION; MRCC FOUNDATION INC; UNIVERSITY OF EXETER US FOUNDATION; HHH EQUINE INC and 12 more
INDIANAPOLIS FOUNDATION INC DAF sponsor$361,98911 12014–2024 FRANKLIN TOWNSHIP EDUCATION FOUNDATION INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$346,79123 92019–2024 BEAM FOUNDATION; STUDENTS WITHOUT MOTHERS INC; SARAH SMITH EDUCATION FOUNDATION INC; INGRAM LEE FOUNDATION and 5 more
CHARITIES AID FOUNDATION AMERICA DAF sponsor$272,7207 22019–2024 INSURANCE COUNCIL OF TEXAS EDUCATIONAL FOUNDATION; SARAH SMITH EDUCATION FOUNDATION INC
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$266,29017 82016–2024 BNI FOUNDATION WORLDWIDE INC; 1890 FOUNDATION; HARFORD COUNTY EDUCATION FOUNDATION INC; UNIVERSITY OF EXETER US FOUNDATION and 4 more
NATIONAL PHILANTHROPIC TR DAF sponsor$204,60011 62014–2024 LITTLE CLUB SCHOLARSHIP FOUNDATION INC; KANSAS BETA EDUCATIONAL FOUNDATION; BETA SIGMA EDUCATIONAL FOUNDATION; FALMOUTH EDUCATION FOUNDATION INC and 2 more
GREATER HOUSTON COMMUNITY FOUNDATION DAF sponsor$190,0002 12015–2017 BETA SIGMA EDUCATIONAL FOUNDATION
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$173,83010 52012–2024 FAYETTE COUNTY EDUCATION FOUNDATION INC; DO FOR ONE FOUNDATION INC; STUDENTS WITHOUT MOTHERS INC; SARAH SMITH EDUCATION FOUNDATION INC and 1 more
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$159,1008 42020–2024 UNIVERSITY OF EXETER US FOUNDATION; MRCC FOUNDATION INC; PI LAMBDA PHI EDUCATIONAL FOUNDATION INC; GAMMA XI BOULE FOUNDATION INC
CENTRAL INDIANA COMMUNITY FOUNDATION INC DAF sponsor$155,0529 12010–2024 FRANKLIN TOWNSHIP EDUCATION FOUNDATION INC
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$141,0002 22015–2023 UNIVERSITY OF EXETER US FOUNDATION; NATIONAL SOCIETY OF HIGH SCHOOL SCHOLARS FOUNDATION INC
FORD PHILANTHROPY Private foundation$141,0006 12017–2023 ACCELERATE4KIDS FOUNDATION
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$137,7301 12019–2019 BNI FOUNDATION WORLDWIDE INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990 · $246,518 spent · pay $0 · grants $80,700 · events $49,808
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $80,700$80,700-- 32.7%
Fees: other services $56,910$0$56,910$0 23.1%
Conferences, conventions and meetings $49,808$49,808-- 20.2%
Fees: accounting $25,600-$25,600- 10.4%
Fees: investment management $9,973-$9,973- 4.0%
Office expenses $9,400-$9,400- 3.8%
Travel $8,190$8,190-- 3.3%
Information technology $4,125-$4,125- 1.7%
Insurance $1,812-$1,812- 0.7%
Total$246,518100%

View the filing

2024 · Form 990 · $258,269 spent · pay $0 · grants $108,238 · events $55,738
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $108,238$108,238-- 41.9%
Conferences, conventions and meetings $55,738$55,389$349- 21.6%
Fees: other services $51,456-$51,456- 19.9%
Office expenses $12,175-$12,175- 4.7%
Fees: investment management $10,719-$10,719- 4.2%
Fees: accounting $7,000-$7,000- 2.7%
Travel $5,739$5,739-- 2.2%
Information technology $4,492-$4,492- 1.7%
Insurance $2,712-$2,712- 1.1%
Total$258,269100%

View the filing

2023 · Form 990 · $115,069 spent · pay $0 · grants $42,050 · events $66,924
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $42,050$42,050-- 36.5%
Fees: other services $26,065-$26,065- 22.7%
Conferences, conventions and meetings $21,954$21,656$298- 19.1%
Fees: investment management $9,317-$9,317- 8.1%
Travel $5,545$5,533$12- 4.8%
Office expenses $4,000-$4,000- 3.5%
Information technology $3,217-$3,217- 2.8%
Fees: accounting $1,488-$1,488- 1.3%
Insurance $1,433-$1,433- 1.2%
Fundraising events Eventdirect expenses; gross income $20,055$44,970reported apart
Total$115,069100%

View the filing

2022 · Form 990 · $114,977 spent · pay $0 · grants $36,700 · events $13,673
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $36,700$36,700-- 31.9%
Fees: other services $23,151-$23,151- 20.1%
Other (as described)LEADERSHIP W.SHOP MEAL/AC $17,664$17,664-- 15.4%
Conferences, conventions and meetings $13,673$13,184$489- 11.9%
Fees: investment management $9,229-$9,229- 8.0%
Office expenses $5,113-$5,113- 4.4%
Other (as described)LEADERSHIP W.SHOP LODGING $3,698$3,698-- 3.2%
Fees: accounting $1,701-$1,701- 1.5%
Other (as described)LEADERSHIP W.SHOP TRANSPO $1,550$1,550-- 1.3%
Insurance $1,400-$1,400- 1.2%
Other (as described)LEADERSHIP W.SHOP MATERIA $1,098$1,098-- 1.0%
Total$114,977100%

View the filing

2021 · Form 990 · $107,077 spent · pay $0 · grants $46,400 · events $7,541
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $36,400$36,400-- 34.0%
Fees: other services $22,197$4,500$17,697- 20.7%
Other (as described)LEADERSHIP W.SHOP MEALS $11,945$11,945-- 11.2%
Fees: investment management $11,391-$11,391- 10.6%
Grants to US organizations and governments $10,000$10,000-- 9.3%
Conferences, conventions and meetings $7,541$7,541-- 7.0%
Office expenses $4,257-$4,257- 4.0%
Fees: accounting $1,690-$1,690- 1.6%
Other (as described)LEADERSHIP W.SHOP MATERIA $1,630$1,630-- 1.5%
Insurance $26-$26- 0.0%
Total$107,077100%

View the filing

2020 · Form 990 · $130,399 spent · pay $0 · grants $41,200 · events $7,132
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $31,200$31,200-- 23.9%
Fees: other services $26,978$4,500$22,478- 20.7%
Other (as described)LEADERSHIP W.SHOP MEALS $18,329$18,329-- 14.1%
Other (as described)LEADERSHIP W.SHOP L4 V.P. $17,985$17,985-- 13.8%
Grants to US organizations and governments $10,000$10,000-- 7.7%
Fees: investment management $9,233-$9,233- 7.1%
Conferences, conventions and meetings $7,132$6,389$743- 5.5%
Office expenses $3,456-$3,456- 2.7%
Other (as described)LEADERSHIP W.SHOP LODGING $2,368$2,368-- 1.8%
Fees: accounting $1,863-$1,863- 1.4%
Other (as described)LEADERSHIP W.SHOP TRANSP $1,490$1,490-- 1.1%
All other expenses $192$192-- 0.1%
Information technology $146-$146- 0.1%
Travel $27-$27- 0.0%
Total$130,399100%

View the filing

2019 · Form 990 · $118,308 spent · pay $0 · grants $50,200 · events $3,761
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $30,200$30,200-- 25.5%
Fees: other services $21,295$5,152$10,206$5,937 18.0%
Grants to US organizations and governments $20,000$20,000-- 16.9%
Other (as described)LEADERSHIP W.SHOP MEALS $16,755$16,755-- 14.2%
Fees: investment management $10,021-$10,021- 8.5%
Office expenses $8,675-$8,675- 7.3%
Conferences, conventions and meetings $3,761$3,611$150- 3.2%
Other (as described)LEADERSHIP W.SHOP LODGING $2,253$2,253-- 1.9%
Other (as described)LEADERSHIP W.SHOP MATERIA $2,052$2,052-- 1.7%
Fees: accounting $1,458-$1,458- 1.2%
Other (as described)LEADERSHIP W.SHOP TRANSP $1,450$1,450-- 1.2%
Information technology $378-$378- 0.3%
Travel $10-$10- 0.0%
Total$118,308100%

View the filing

2018 · Form 990 · $107,816 spent · pay $0 · grants $39,950 · events $2,265
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $29,950$29,950-- 27.8%
Fees: other services $21,430$5,007$10,653$5,770 19.9%
Other (as described)LEADERSHIP W.SHOP MEALS $17,435$17,435-- 16.2%
Grants to US organizations and governments $10,000$10,000-- 9.3%
Fees: investment management $9,690-$9,690- 9.0%
Office expenses $7,015-$3,435$3,580 6.5%
Other (as described)LEADERSHIP W.SHOP LODGING $3,650$3,650-- 3.4%
Other (as described)LEADERSHIP W.SHOP MATERIA $2,535$2,535-- 2.4%
Conferences, conventions and meetings $2,265$2,063$202- 2.1%
Fees: accounting $1,410-$1,410- 1.3%
Other (as described)LEADERSHIP W.SHOP TRANSP $1,350$1,350-- 1.3%
All other expenses $1,061-$1,061- 1.0%
Travel $25-$25- 0.0%
Total$107,816100%

View the filing

2017 · Form 990 · $106,501 spent · pay $0 · grants $37,000 · events $5,352
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $27,000$27,000-- 25.4%
Fees: other services $21,409$5,564$9,434$6,411 20.1%
Other (as described)LEADERSHIP W.SHOP MEALS $16,799$16,799-- 15.8%
Grants to US organizations and governments $10,000$10,000-- 9.4%
Fees: investment management $8,645-$8,645- 8.1%
Office expenses $8,330-$7,067$1,263 7.8%
Conferences, conventions and meetings $5,352$5,108$244- 5.0%
Other (as described)LEADERSHIP W.SHOP LODGING $3,543$3,543-- 3.3%
Other (as described)LEADERSHIP W.SHOP MATERIA $1,823$1,823-- 1.7%
Fees: accounting $1,412-$1,412- 1.3%
Other (as described)LEADERSHIP W.SHOP TRANSP $1,300$1,300-- 1.2%
All other expenses $857-$857- 0.8%
Travel $31-$31- 0.0%
Total$106,501100%

View the filing

2016 · Form 990 · $97,385 spent · pay $0 · grants $26,000 · events $5,831
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $26,000$26,000-- 26.7%
Fees: other services $20,192$5,564$13,098$1,530 20.7%
Other (as described)LEADERSHIP W.SHOP MEALS $13,108$13,108-- 13.5%
Office expenses $11,363-$8,597$2,766 11.7%
Fees: investment management $7,764-$7,764- 8.0%
Conferences, conventions and meetings $5,831$5,035$796- 6.0%
Other (as described)LEADERSHIP W.SHOP LODGING $4,604$4,604-- 4.7%
Other (as described)LEADERSHIP W.SHOP MATERIA $3,883$3,883-- 4.0%
Fees: accounting $1,866-$1,866- 1.9%
All other expenses $1,468$1,000$468- 1.5%
Other (as described)LEADERSHIP W.SHOP TRANSP $1,300$1,300-- 1.3%
Travel $6-$6- 0.0%
Total$97,385100%

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2015 · Form 990 · $143,409 spent · pay $0 · grants $80,250 · events $3,773
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $55,000$55,000-- 38.4%
Grants to US individuals $25,250$25,250-- 17.6%
Fees: other services $24,825$4,095$20,415$315 17.3%
Other (as described)LEADERSHIP W.SHOP ADMIN $8,766$8,766-- 6.1%
Fees: investment management $7,796-$7,796- 5.4%
Office expenses $5,777-$5,539$238 4.0%
Other (as described)LEADERSHIP W.SHOP LODGING $4,191$4,191-- 2.9%
Conferences, conventions and meetings $3,773$3,160$613- 2.6%
Other (as described)LEADERSHIP W.SHOP MATERIA $3,028$3,028-- 2.1%
Other (as described)LEADERSHIP W.SHOP MEALS $2,615$2,615-- 1.8%
Fees: accounting $1,118-$1,118- 0.8%
All other expenses $1,050$1,050-- 0.7%
Advertising and promotion $220$220-- 0.2%
Total$143,409100%

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2014 · Form 990 · $90,826 spent · pay $0 · grants $23,500 · events $23,909
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $24,223$3,862$19,941$420 26.7%
Conferences, conventions and meetings $23,909$21,716$2,193- 26.3%
Grants to US individuals $23,500$23,500-- 25.9%
Fees: investment management $8,065-$8,065- 8.9%
Other (as described)BELL CHAPTER CHALLENGE $5,000$5,000-- 5.5%
Office expenses $4,185-$3,943$242 4.6%
Fees: accounting $1,094-$1,094- 1.2%
Other (as described)ADMINISTRATIVE EXPENSES $750-$750- 0.8%
Advertising and promotion $100-$100- 0.1%
Total$90,826100%

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2013 · Form 990 · $83,969 spent · pay $0 · grants $18,500 · events $24,151
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $24,878$4,095$20,443$340 29.6%
Conferences, conventions and meetings $24,151$23,688$463- 28.8%
Grants to US individuals $18,500$18,500-- 22.0%
Fees: investment management $6,377-$6,377- 7.6%
Other (as described)BELL CHAPTER CHALLENGE $5,000$5,000-- 6.0%
Office expenses $3,743-$3,527$216 4.5%
Fees: accounting $750-$750- 0.9%
Other (as described)ADMINISTRATIVE EXPENSES $457-$457- 0.5%
Advertising and promotion $221-$221- 0.3%
Other (as described)MISCELLANEOUS -$108--$108- -0.1%
Total$83,969100%

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2010 · Form 990 · $19,088 spent · pay $0 · grants $9,000 · events $2,313
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $9,000$9,000-- 47.2%
Fees: other services $6,211$1,226$4,810$175 32.5%
Conferences, conventions and meetings $2,313$2,198$115- 12.1%
Fees: accounting $750-$750- 3.9%
Office expenses $633-$633- 3.3%
Other (as described)BONUS EXPENSE $150-$150- 0.8%
Other (as described)STATE FILING FEES $30-$30- 0.2%
Other (as described)REFUNDS $1-$1- 0.0%
Total$19,088100%

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