This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2025
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990 | $7,401,593 | $8,657,279 | $222,792 | $11,687,019 | $6,899,778 |
| FY2024 | 990 | $8,730,104 | $9,295,060 | $196,112 | $11,447,434 | $7,793,653 |
| FY2023 | 990 | $5,211,463 | $7,549,571 | $185,420 | $9,405,498 | $7,973,138 |
| FY2022 | 990 | $9,363,546 | $8,277,766 | $189,797 | $12,546,685 | $10,068,089 |
| FY2021 | 990 | $583,574 | $602,105 | $0 | $10,435,182 | $9,783,196 |
| FY2021 | 990 | $3,939,641 | $4,162,587 | $280,465 | $10,851,342 | $9,894,706 |
| FY2020 | 990 | $5,065,049 | $5,813,212 | $291,548 | $11,327,997 | $9,645,422 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 100% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| CALIFORNIA PHI BETA LAMBDASANTA MARIA, CA | FINANCIAL LITERACY PROJECT | $30,000 | 2020 |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jennifer Claus | CHAIR | 1.00 | $0 |
| Jan Imhoff | CHAIR ELECT | 1.00 | $0 |
| Robert J Kollar | PAST CHAIR | 5.00 | $0 |
| Michael Hecht | TREASURER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| 1.00 |
| $0 |
| Duke Distefano | SECRETARY | 1.00 | $0 |
| Luckson Abraham | DIRECTOR | 1.00 | $0 |
| Corbin Robinson | DIRECTOR | 1.00 | $0 |
| Brandon Griffin | DIRECTOR | 1.00 | $0 |
| Dan Hazlett | DIRECTOR | 1.00 | $0 |
| Julie Ellis | DIRECTOR | 1.00 | $0 |
| Carol York | DIRECTOR | 1.00 | $0 |
| Eric Mcgarvey | DIRECTOR | 1.00 | $0 |
| Christina Perez | DIRECTOR | 1.00 | $0 |
| Andrew Stone | HIGH SCHOOL NATIONAL PRESIDENT | 1.00 | $0 |
| Bethany Duke | COLLEGIATE NATIONAL PRESIDENT | 1.00 | $0 |
| Robert Holst | DIRECTOR OF FINANCE - UNTIL 07/25 | 40.00 | $166,661 |
| Jennifer Woods | PRESIDENT & CEO - AS OF 01/25 | 40.00 | $0 |
| Randy W Fiser Interim | PRESIDENT & CEO - UNTIL 12/24 | 40.00 | $0 |
| Jennifer L Staley | DIRECTOR OF COMPETITIVE EVENTS | 40.00 | $133,370 |
| Gayle Robinson | DIRECTOR OF EDUCATION | 40.00 | $128,106 |
| Lisa Smothers | DIRECTOR OF MEMBERSHIP | 40.00 | $105,367 |
| Mary Lynn Rynkiewicz | DIRECTOR OF COMMUNICATIONS | 40.00 | $103,321 |
| Alexander T Graham | FORMER PRESIDENT & CEO | 40.00 | $168,497 |
Form 990 · FY2024 · period ending Jul 31, 2024IRS bulk XML
Filing id 202543039349301224
Form 990 · FY2023 · period ending Jul 31, 2023IRS bulk XML
Filing id 202411679349300501
Form 990 · FY2022 · period ending Jul 31, 2022
Filing id 202331309349304588
Form 990 · FY2021 · period ending Jul 31, 2021
Filing id 202221339349302002
Form 990 · FY2021 · period ending Jun 30, 2021
Filing id 202201339349301740
Form 990 · FY2020 · period ending Jun 30, 2020
Filing id 202120899349301312
Form 990 · FY2019 · period ending Jun 30, 2019
Filing id 202020139349300612
Form 990 · FY2018 · period ending Jun 30, 2018
Filing id 201901019349300120
Form 990 · FY2017 · period ending Jun 30, 2017
Filing id 201801179349301020
Form 990 · FY2016 · period ending Jun 30, 2016
Filing id 201720729349300607
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.