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St Anthony Educational Foundation INC FY2020 filing

Tax-deductible

Indianapolis, IN501(c)(3)EIN 13-6103940Revenue $52K in FY2020

On file with the IRSstanthonyhall.org1417 Shelby Street, 46203-0000 · Indianapolis, INTax-exempt since Sep 1987Publicly supported charity — 170(b)(1)(A)(vi)

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The fundamental purposes of the St. Anthony Educational Foundation (saef), a secular public charity, are to encourage and support - through scholarships and grants - the Educational and cultural activities of members of St. Anthony hall. Through its efforts, the Foundation seeks to enhance the development of members' intellects and to foster responsible citizenship. St. Anthony Educational Foundation, INC., is the national organization's primary source of support for programs and activities that enrich St. Anthony hall's individual members and chapters from an academic and intellectual standpoint. One of the most prominent ways in which this is done is through grants and scholarships awarded for qualifying projects.

501(c)(3) charity; gifts are tax-deductible.
21¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 4
filings with a surplus
Average surplus $29K a year · 9% of revenue · last 4 filings
Fine: a surplus in 3 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
21%
of spending
Concern: 21% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
7 mo
of spending, in cash
Plus $4.1M in investments, Pt X · Ln 11–13
Looks good: 6.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$16K
0.4% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$52K
Spent
$258K
To programs
21%
Net assets
$4.3M
By yearFY2020–FY2023
Revenue
$52K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$52K
FY2021$342K
FY2022$489K
FY2023$380K
Expenses
$258K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$258K
FY2021$255K
FY2022$264K
FY2023$371K
Net assets
$4.3M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$4.3M
FY2021$5.2M
FY2022$4.7M
FY2023$4.7M

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2023) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Sep 1987.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

21 cents of each dollar spent went to programs.

Program services 21% · $55K Management & general 76% · $195K Fundraising 3% · $8K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Justin Zaremby
Vice Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Dan F Oldham
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See St Anthony Educational Foundation INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides scholarships and grants to support educational and cultural activities.

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Provided by the organization

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1 program · $55K · in their own filed words · FY2020
01

Numerous grants have been made to individuals in order to expand their scholarly pursuits, as well as to chapters in order to enrich campus life through pursuits such as fund lectures and literary presentations.

$55Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 32 grants · $244K · 2020–2023
Fraternity of Delta Psi County of New YorkIN · FY2023$56,872
Unitemized GrantFY2023$18,349
Unitemized GrantFY2023$7,080
Unitemized GrantFY2023$6,155
Unitemized GrantFY2023$4,000
Unitemized GrantFY2023$4,000
Unitemized GrantFY2023$1,513
Unitemized GrantFY2023$1,100
Unitemized GrantFY2023$800
Unitemized GrantFY2023$700
Unitemized GrantFY2023$385
Fraternity of Delta Psi County of New YorkIN · FY2022$28,325
Unitemized GrantFY2022$8,650
Unitemized GrantFY2022$4,325
Unitemized GrantFY2022$4,300
Unitemized GrantFY2022$3,789
Unitemized GrantFY2021$11,791
Unitemized GrantFY2021$8,400
See all 32 grants →

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$52K
Ln 12
Investment incomeLn 3$96K
Gifts and grantsLn 1h$77K
Money outPt IX
$258K
Ln 25
Programscol B$55K
Managementcol C$195K
Fundraisingcol D$8K
Owns and owesPt X
$4.3M
net assets · Ln 32
Cash and savingsLn 1–2$144K
Total assetsLn 16$4.3M
LiabilitiesLn 26$16K
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$77K
Investment incomeLn 3$96K
Gains on assetsLn 7−$122K
Total revenueLn 12$52K
Assets in detailPt X, end of year
CashLn 1$23K
SavingsLn 2$121K
Cash and savings togetherLn 1–2$144K
InvestmentsLn 11–13$4.1M
Other assetsLn 15$1K
Total assetsLn 16$4.3M
LiabilitiesLn 26$16K
Net assetsLn 32$4.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 625
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$153K$144K
InvestmentsLn 11–13$4.1M$4.1M
Total assetsLn 16$4.3M$4.3M
LiabilitiesLn 26$10K$16K
Net assetsLn 32$4.2M$4.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$13K$13K
Grants to domestic individualsLn 2$42K$42K
Management feesLn 11a$84K$84K
Accounting feesLn 11c$22K$22K
Investment management feesLn 11f$54K$54K
Office expensesLn 13$27K$23K$4K
TravelLn 17$150$150
Conferences, conventions and meetingsLn 19$2K$2K
InsuranceLn 23$8K$8K
Other expenses (24a–d)Ln 24$6K$3K$3K
Total functional expensesLn 25$258K$55K$195K$8K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $380K$371K$9K$4.7M 990 PDF
FY2022 $489K$264K$226K$4.7M 990 PDF
FY2021 $342K$255K$87K$5.2M 990 PDF
FY2020 Viewing $52K$258K−$207K$4.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $51,563 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $49,765$77,088
I-9 Program service revenue$0
I-10 Investment incomePrior year $187,000−$25,525
I-11 Other revenuePrior year $1,004$0
I-12 Total revenuePrior year $237,769$51,563
I-13 Grants and similar amounts paidPrior year $78,555$55,139
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $198,808$203,179
I-18 Total expensesPrior year $277,363$258,318
I-19 Revenue less expensesPrior year −$39,594−$206,755
Part VI · Governance 13 of 13 board members independent, 4 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $51,563 across 5 lines filed
VIII-1f All other contributions, gifts and grants$77,088
VIII-1h Total contributions, gifts and grants$77,088
VIII-3 Investment incomeExcluded from tax $96,029$96,029
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$121,554−$121,554
VIII-12 Total revenueExcluded from tax −$25,525$51,563
Part IX · Statement of functional expenses $258,318 across 10 lines filed
IX-1 Grants to domestic organizationsPrograms $13,463$13,463
IX-2 Grants to domestic individualsPrograms $41,676$41,676
IX-11a Management feesManagement $84,255$84,255
IX-11c Accounting feesManagement $21,965$21,965
IX-11f Investment management feesManagement $53,599$53,599
IX-13 Office expensesManagement $22,764 · Fundraising $4,258$27,022
IX-17 TravelFundraising $150$150
IX-19 Conferences, conventions and meetingsManagement $1,677$1,677
IX-23 InsuranceManagement $8,279$8,279
IX-24 Other expenses (24a–d)Management $2,776 · Fundraising $3,456$6,232
IX-25 Total functional expensesPrograms $55,139 · Management $195,315 · Fundraising $7,864$258,318
Part X · Balance sheet $4,276,642 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $20,347$23,421
X-2 Savings and temporary cash investmentsStart of year $133,045$120,726
X-3 Pledges and grants receivableStart of year $4,920$4,920
X-4 Accounts receivableStart of year $5,562$29,390
X-9 Prepaid expenses and deferred chargesStart of year $6,935$7,142
X-11 Publicly traded securitiesStart of year $4,088,153$4,089,793
X-15 Other assetsStart of year $1,250$1,250
X-16 Total assetsStart of year $4,260,212$4,276,642
X-17 Accounts payable and accrued expensesStart of year $2,109$2,084
X-18 Grants payableStart of year $8,292$13,829
X-26 Total liabilitiesStart of year $10,401$15,913
X-27 Net assets without donor restrictionsStart of year $3,792,974$3,791,463
X-28 Net assets with donor restrictionsStart of year $456,837$469,266
X-32 Total net assets or fund balancesStart of year $4,249,811$4,260,729
X-33 Total liabilities and net assetsStart of year $4,260,212$4,276,642
Part XI · Reconciliation of net assets $4,260,729 net assets at year end
XI-1 Total revenue$51,563
XI-2 Total expenses$258,318
XI-3 Revenue less expenses−$206,755
XI-4 Net assets at start of year$4,249,811
XI-5 Net unrealized gains (losses) on investments$217,673
XI-10 Net assets at end of year$4,260,729

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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