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Moody Endowment

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Specialized Education Institutions (NTEE)

Donations to this organization are tax deductible.

Details

According to its Aug. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$30.4M (2023)

Expenses
$4.45M (2023)

Total Assets
$641M (2023)

Total Liabilities
$1.59M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,432,271
Expenses
$4,453,018
Net Income
$25,979,253
Net Assets
$639,105,380
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $30,432,271
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,000
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $640,692,024
Total Liabilities $1,586,644
Net Assets $639,105,380
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mrs Frances Moody Dahlberg (Chairman) $5,000 $18,000 $0
Mr Jeff Eppinette (Treasurer) $0 $292,688 $43,319
Ms Bridgette Newman (Board Secretary) $0 $28,207 $5,359
Mr Stefan Stamoulis (Dir. President) $0 $23,000 $0
Mr Jack Moody (Director) $0 $18,000 $0
Mr Russell Moody (Dir. V. Chair) $0 $18,000 $0
Mr Stephen Glasgow (Director) $0 $18,000 $0
Dr Tom Blackwell (Director) $0 $18,000 $0
Ms Belinda Bales (Board Secretary) $0 $11,081 $2,694
Mrs Ann Moody (Director) $0 $9,000 $0
Mr Elvin J Pederson (Director) $0 $4,500 $0
Mr Robert L Moody Jr (Director) $0 $0 $0
Mr Ross Moody (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$57,163,839
Expenses
$14,558,911
Net Income
-$71,722,750
Net Assets
$613,126,127
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income -$57,163,839
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,000
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $613,226,127
Total Liabilities $100,000
Net Assets $613,126,127
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mrs Frances Moody Dahlberg (Chairman) $5,000 $18,000 $0
Jeff Eppinette (Treasurer) $0 $314,954 $21,612
Belinda Bales (Secretary) $0 $48,740 $10,919
Mr Stefan Stamoulis (Dir. President) $0 $23,000 $0
Mr Jack Moody (Director) $0 $18,000 $0
Mr Russell Moody (Dir. V. Chair) $0 $18,000 $0
Mr Stephen Glasgow (Director) $0 $18,000 $0
Dr Tom Blackwell (Director) $0 $18,000 $0
Mrs Ann Moody (Director) $0 $18,000 $0
Mr Robert L Moody Jr (Director) $0 $0 $0
Mr Ross Moody (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$152,947,665
Expenses
$16,036,758
Net Income
$136,910,907
Net Assets
$684,848,877
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $15,395,170
10.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $137,402,495
89.8%
Net Inventory Sales $0
Other Revenue $150,000
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,000
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $686,505,507
Total Liabilities $1,656,630
Net Assets $684,848,877
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mrs Frances Moody Dahlberg (Chairman) $5,000 $18,000 $0
Mr Robert Prehn (President) $0 $187,200 $5,924
Jeff Eppinette (Treasurer) $0 $136,582 $0
Mr John Decker (Cfo) $0 $87,816 $8,285
Mr Stefan Stamoulis (Director) $0 $23,000 $0
Mr Jack Moody (Director) $0 $18,000 $0
Mr Russell Moody (Director) $0 $18,000 $0
Mr Stephen Glasgow (Director) $0 $18,000 $0
Dr Tom Blackwell (Director) $0 $18,000 $0
Mrs Ann Moody (Director) $0 $18,000 $0
Mr Robert L Moody Jr (Director) $0 $0 $0
Mr Ross Moody (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,846,120
Expenses
$4,904,970
Net Income
$2,941,150
Net Assets
$547,937,970
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $17,115,691
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$9,269,571
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $6,250
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $549,601,080
Total Liabilities $1,663,110
Net Assets $547,937,970
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mrs Frances Moody Dahlberg (Chairman) $5,064 $18,000 $0
Mr John Decker (Cfo) $0 $65,462 $2,331
Mr Robert Prehn (President) $0 $60,085 $0
Mr Stefan Stamoulis (Director) $0 $23,000 $0
Mr Jack Moody (Director) $0 $18,000 $0
Mr Russell Moody (Director) $0 $18,000 $0
Mr Stephen Glasgow (Director) $0 $18,000 $0
Dr Tom Blackwell (Director) $0 $18,000 $0
Mrs Ann Moody (Director) $0 $18,000 $0
Mr Robert L Moody Jr (Director) $0 $0 $0
Mr Ross Moody (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,521,355
Expenses
$16,160,486
Net Income
$3,360,869
Net Assets
$544,996,820
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $17,506,469
89.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,014,886
10.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,064
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $546,142,802
Total Liabilities $1,145,982
Net Assets $544,996,820
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mrs Frances Moody Dahlberg (Chairman) $15,570 $4,500 $0
Mr Jack Moody (Director) $13,310 $4,564 $0
Mr Robert L Moody Jr (Director) $13,310 $4,564 $0
Mr Stefan Stamoulis (Director) $13,310 $12,814 $0
Mr Russell Moody (Director) $13,310 $4,564 $0
Mr Stephen Glasgow (Director) $13,310 $4,564 $0
Dr Tom Blackwell (Director) $13,310 $4,564 $0
Mrs Ann Moody (Director) $13,310 $4,564 $0
Mr Ross Moody (Director) $0 $0 $0
Mr John Decker (Cfo) $0 $13,138 $0
Mr Steve Takacs (President) $0 $121,720 $6,013
Ms Trish Bailey (Cfo Treasurer) $0 $106,878 $1,431
Belinda Bales Tharp (Secretary) $0 $45,811 $10,098

Document Links

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$34,614,088
Expenses
$7,938,210
Net Income
$26,675,878
Net Assets
$541,635,951
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $17,047,162
49.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $17,566,926
50.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $138,478
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $542,917,341
Total Liabilities $1,281,390
Net Assets $541,635,951
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mr Robert L Moody Jr (Director) $17,746 $0 $0
Mr Stefan Stamoulis (Director) $17,746 $0 $0
Mr Russell Moody (Director) $17,746 $0 $0
Dr Tom Blackwell (Director) $17,746 $0 $0
Mrs Ann Moody (Director) $17,746 $0 $0
Mrs Frances Moody Dahlberg (Chairman) $17,746 $0 $0
Mr Stephen Glasgow (Director) $8,873 $0 $0
Mr Jack Moody (Director) $0 $0 $0
Mr Ross Moody (Director) $0 $0 $0
Dr Brent Masel (President) $0 $351,351 $0
Mr Jim Lovelace (President) $0 $152,095 $19,459
Mr Steve Takacs (President) $0 $40,685 $0
Ms Trish Bailey (Cfo Treasurer) $0 $72,271 $0
Ms Shelly Kessler (Cfo) $0 $12,208 $0
Ms Georgina Eastmond (Secretary) $0 $44,157 $5,810
Belinda Bales Tharp (Secretary) $0 $42,987 $9,456

Document Links

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,745,074
Expenses
$9,026,090
Net Income
$17,718,984
Net Assets
$514,960,073
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $16,890,264
63.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,854,810
36.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $110,913
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $515,705,869
Total Liabilities $745,796
Net Assets $514,960,073
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mr Robert L Moody Jr (Director) $17,746 $0 $0
Mr Stefan Stamoulis (Director) $17,746 $0 $0
Mr Russell Moody (Director) $17,746 $0 $0
Mrs Ann Moody (Director) $17,746 $0 $0
Mrs Frances Moody Dahlberg (Director) $17,746 $0 $0
Mr Robert L Moody Sr (Director) $10,767 $0 $0
Dr Tom Blackwell (Director) $7,395 $0 $0
Mr Stephen Glasgow (Director) $0 $0 $0
Mr Ross Moody (Chairman) $0 $0 $0
Dr Brent Masel (President) $0 $426,368 $61,020
Mrs Shelly Kessler (Cfo Treasurer) $0 $106,801 $21,820

Document Links

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$51,701,423
Expenses
$6,997,665
Net Income
$44,703,758
Net Assets
$497,241,089
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $17,230,178
33.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $34,471,245
66.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $107,839
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $500,943,362
Total Liabilities $3,702,273
Net Assets $497,241,089
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mr Robert L Moody Jr (Director) $17,746 $0 $0
Mr Stefan Stamoulis (Director) $17,746 $0 $0
Mr Russell Moody (Director) $17,746 $0 $0
Mrs Ann Moody (Director) $17,746 $0 $0
Mrs Frances Moody Dahlberg (Director) $17,746 $0 $0
Mr Robert L Moody Sr (Director) $10,767 $0 $0
Dr Tom Blackwell (Director) $7,395 $0 $0
Mr Ross Moody (Chairman) $0 $0 $0
Dr Brent Masel (President) $0 $443,707 $42,050
Mrs Shelley Kessler (Treasurer) $0 $105,099 $22,320

Document Links

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,019,509
Expenses
$1,751,425
Net Income
$21,268,084
Net Assets
$360,699,151
Notable Sources of Revenue Percent of Total Revenue
Contributions $581,176
2.5%
Program Services $0
Investment Income $15,584,839
67.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,853,494
29.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $110,264
6.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $360,719,006
Total Liabilities $19,855
Net Assets $360,699,151
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mr Robert L Moody Sr (Chairman) $21,534 $0 $0
Mr Robert L Moody Jr (Director) $17,746 $0 $0
Mr Stefan Stamoulis (Director) $17,746 $0 $0
Mr Russell Moody (Director) $17,746 $0 $0
Mrs Ann Moody (Director) $17,746 $0 $0
Mrs Frances Moody Dahlberg (Director) $17,746 $0 $0
Mr Harold Mac Donald (Director) $4,437 $0 $0
Mr Ross Moody (Director) $0 $0 $0
Dr Brent Masel (President) $0 $428,648 $35,661
Mrs Shelley Kessler (Treasurer) $0 $91,886 $16,628

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,482,429
Expenses
$2,109,228
Net Income
$23,373,201
Net Assets
$339,431,067
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,385,962
17.2%
Program Services $0
Investment Income $14,858,326
58.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,238,141
24.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $119,137
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $339,852,898
Total Liabilities $421,831
Net Assets $339,431,067
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mr Robert L Moody Sr (Chairman) $21,534 $0 $0
Mr Robert L Moody Jr (Director) $17,746 $0 $0
Mr Stefan Stamoulis (Director) $17,746 $0 $0
Mr Russell Moody (Director) $17,746 $0 $0
Mr Harold Mac Donald (Director) $17,746 $0 $0
Mrs Ann Moody (Director) $17,746 $0 $0
Mrs Frances Moody Dahlberg (Director) $17,746 $0 $0
Mr Frank Williamson (Director) $13,310 $0 $0
Mr Ross Moody (Director) $0 $0 $0
Dr Brent Masel (President) $0 $426,382 $41,041
Mrs Shelley Kessler (Treasurer) $0 $88,452 $24,367

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,351,046
Expenses
$4,638,757
Net Income
$17,712,289
Net Assets
$316,057,866
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,834,254
35.1%
Program Services $0
Investment Income $14,015,391
62.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $501,401
2.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $145,756
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $317,121,445
Total Liabilities $1,063,579
Net Assets $316,057,866

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,736,811
Expenses
$2,987,596
Net Income
$19,749,215
Net Assets
$298,345,577
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,744,596
38.5%
Program Services $0
Investment Income $12,973,231
57.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,018,984
4.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $123,573
4.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $299,863,294
Total Liabilities $1,517,717
Net Assets $298,345,577

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,493,908
Expenses
$1,766,737
Net Income
$19,727,171
Net Assets
$278,596,362
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,284,341
19.9%
Program Services $0
Investment Income $13,926,400
64.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,283,167
15.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $128,010
7.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $278,940,564
Total Liabilities $344,202
Net Assets $278,596,362

Document Links

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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