ALPHA EPSILON PI FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALPHA EPSILON PI FOUNDATION INC (EIN 13-6141078)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2026-07-07
- IRS object ID
- 202601889349300610
- Schema version
- 2024v5.5
- Note
- A later return for the same period supersedes this one.
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-07T08:39:00-05:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N MERIDIAN ST STE 400 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136141078 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPHA EPSILON PI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALPH | BusinessNameControlTxt |
| Phone | 3178761913 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8910 PURDUE ROAD 730 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROB DERDIGER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3178761913 | PhoneNum |
| Signature | 2026-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA N CRAWFORD CPA | PreparerPersonNm |
| PTIN | P00573197 | PTIN |
| Phone | 3178488920 | PhoneNum |
| Preparation | 2026-06-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | ROB DERDIGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8910 PURDUE ROAD 730 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,802,880 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AEPI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THE IDEALS AND VALUES OF THE ALPHA EPSILON PI FRATERNITY THROUGH LEADERSHIP DEVELOPMENT, TO PARTNER WITH EDUCATIONAL AND JEWISH COMMUNAL ORGANIZATIONS, TO PROVIDE SCHOLARSHIPS, FINANCIAL SUPPORT AND PROGRAMMING FOR THE BETTERMENT OF OUR BROTHERS AND OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 55 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,148,451 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,659,376 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $52,400 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $159,827 | CYProgramServiceRevenueAmt |
| PY Investment Income | $130,554 | PYInvestmentIncomeAmt |
| CY Investment Income | $579,263 | CYInvestmentIncomeAmt |
| PY Other Revenue | $49,656 | PYOtherRevenueAmt |
| CY Other Revenue | $11,581 | CYOtherRevenueAmt |
| PY Total Revenue | $3,381,061 | PYTotalRevenueAmt |
| CY Total Revenue | $3,410,047 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,496,128 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,961,740 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $792,115 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $651,576 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $450,488 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $537,143 | PYOtherExpensesAmt |
| CY Other Expenses | $638,059 | CYOtherExpensesAmt |
| PY Total Expenses | $2,825,386 | PYTotalExpensesAmt |
| CY Total Expenses | $3,251,375 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $555,675 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $158,672 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,887,945 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,110,532 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $173,684 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $134,191 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,714,261 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,976,341 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE THE IDEALS AND VALUES OF THE ALPHA EPSILON PI FRATERNITY THROUGH LEADERSHIP DEVELOPMENT, TO PARTNER WITH EDUCATIONAL AND JEWISH COMMUNAL ORGANIZATIONS, TO PROVIDE SCHOLARSHIPS, FINANCIAL SUPPORT AND PROGRAMMING FOR THE BETTERMENT OF OUR BROTHERS AND OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,961,740 | ExpenseAmt |
| Grant | $1,961,740 | GrantAmt |
| Desc | EDUCATIONAL GRANTS TO INSTITUTIONS FOR EDUCATIONAL PURPOSES AND TO INDIVIDUALS TO ASSIST IN PAYING FOR THEIR TUITION AND BOOKS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $514,195 | ExpenseAmt |
| Revenue | $159,827 | RevenueAmt |
| Desc | EDUCATIONAL COSTS TO ASSIST UNDERGRADUATE CHAPTERS IN ADDRESSING PROBLEMS OF ALCOHOL AND DRUG ABUSE AND OTHER EDUCATIONAL ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,475,935 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3178761913 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8910 PURDUE ROAD 730 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| DANIEL HAYS CHAIRMAN | |||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FREDERIC FOX VICE CHAIRMAN | |||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK KARNO TREASURER | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAY FELDMAN | |||||||
| SECRETARY | 40.00 | Yes (X) | Yes (X) | $202,313 | $0 | $12,651 | |
| MICHAEL ANTIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN BANNER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| IAN BERKOWITZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT BISHOP | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSH BORENSTEIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRY BURAK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GREGG DARISH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC FARBMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ARI FLECHNER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD FRANKOFF | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JERRY HARRIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN ISENBERG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN KASOFF | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NEIL KATZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL LEVEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRY LEVIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD LORBER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MITCH MARKEL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN MERMELSHTEIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW MORRIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MORRIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL RUSITZKY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ARI RYAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HARRY SALZMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| A EDWARD SCHERER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK SCHIFF | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY SCHILLER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN SLASS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD STEIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD STETZER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER TERRONE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB TESSLER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HY VAUPEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTY WEINBERG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NEIL WEISS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AARON WEITMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAYNA GOODMAN | |||||||
| ACCOUNTING DIRECTOR | 40.00 | Yes (X) | $50,851 | $0 | $5,372 | ||
| ROB DERDIGER | |||||||
| CEO | 5.00 | Yes (X) | $0 | $256,962 | $15,480 | 35.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $253,164 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $256,962 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $33,503 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,659,376 | AllOtherContributionsAmt |
| Noncash Contributions | $82,949 | NoncashContributionsAmt |
| Total Contributions | $2,659,376 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ALUMNI PROGRAM REVENUE | 900099 | $149,827 | $149,827 |
| FRATERNITY REIMBURSEMENT | 900099 | $10,000 | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $159,827 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $138,889 | TotalRevenueColumnAmt |
| Exclusion | $138,889 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,581 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,581 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,581 | TotalRevenueColumnAmt |
| Exclusion | $11,581 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,040,614 | SecuritiesAmt |
| Other | $792,593 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,858,509 | SecuritiesAmt |
| Other | $534,324 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $182,105 | SecuritiesAmt |
| Other | $258,269 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $440,374 | TotalRevenueColumnAmt |
| Exclusion | $440,374 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,410,047 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $159,827 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $590,844 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,604,421 | TotalAmt |
| Program Services | $1,604,421 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,319 | TotalAmt |
| Program Services | $101,319 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,000 | TotalAmt |
| Program Services | $256,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,623 | TotalAmt |
| Program Services | $112,280 | ProgramServicesAmt |
| Management And General | $42,416 | ManagementAndGeneralAmt |
| Fundraising | $118,927 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,099 | TotalAmt |
| Program Services | $116,579 | ProgramServicesAmt |
| Management And General | $44,040 | ManagementAndGeneralAmt |
| Fundraising | $123,480 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,372 | TotalAmt |
| Program Services | $3,025 | ProgramServicesAmt |
| Management And General | $1,143 | ManagementAndGeneralAmt |
| Fundraising | $3,204 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,407 | TotalAmt |
| Program Services | $17,812 | ProgramServicesAmt |
| Management And General | $6,729 | ManagementAndGeneralAmt |
| Fundraising | $18,866 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,075 | TotalAmt |
| Program Services | $17,676 | ProgramServicesAmt |
| Management And General | $6,677 | ManagementAndGeneralAmt |
| Fundraising | $18,722 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,632 | TotalAmt |
| Management And General | $2,632 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,850 | TotalAmt |
| Management And General | $27,850 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,593 | TotalAmt |
| Management And General | $21,593 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,165 | TotalAmt |
| Management And General | $11,165 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,953 | TotalAmt |
| Program Services | $2,508 | ProgramServicesAmt |
| Management And General | $24 | ManagementAndGeneralAmt |
| Fundraising | $421 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,772 | TotalAmt |
| Program Services | $3,160 | ProgramServicesAmt |
| Management And General | $4,336 | ManagementAndGeneralAmt |
| Fundraising | $107,276 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,429 | TotalAmt |
| Program Services | $4,945 | ProgramServicesAmt |
| Management And General | $4,977 | ManagementAndGeneralAmt |
| Fundraising | $6,507 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,265 | TotalAmt |
| Program Services | $15,244 | ProgramServicesAmt |
| Management And General | $18,057 | ManagementAndGeneralAmt |
| Fundraising | $8,964 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,068 | TotalAmt |
| Program Services | $49,112 | ProgramServicesAmt |
| Management And General | $45 | ManagementAndGeneralAmt |
| Fundraising | $39,911 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,248 | TotalAmt |
| Program Services | $15,196 | ProgramServicesAmt |
| Fundraising | $52 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,000 | TotalAmt |
| Management And General | $114,000 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,911 | TotalAmt |
| Management And General | $6,911 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| EVENTS AND PROGRAMMING | $156,774 | $156,534 | $240 | |
| BANK FEES & OTHER MISCE | $12,297 | $12,297 | ||
| DUES AND SUBSCRIPTIONS | $3,918 | $3,918 | ||
| DUES & SUB. | $124 | $124 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60 | TotalAmt |
| Management And General | $60 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,251,375 | TotalAmt |
| Program Services | $2,475,935 | ProgramServicesAmt |
| Management And General | $324,952 | ManagementAndGeneralAmt |
| Fundraising | $450,488 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,679,219 | BOYAmt |
| EOY | $511,780 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $140,200 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $610,745 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,725 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392 | BOYAmt |
| EOY | $1,750 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,027 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,856 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,584 | BOYAmt |
| EOY | $3,171 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,814,640 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,854,911 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,114 | BOYAmt |
| EOY | $28,246 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,887,945 | BOYAmt |
| EOY | $6,110,532 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,752 | BOYAmt |
| EOY | $105,944 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,932 | BOYAmt |
| EOY | $28,247 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,684 | BOYAmt |
| EOY | $134,191 | 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 | $3,531,748 | BOYAmt |
| EOY | -$120,943 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,182,513 | BOYAmt |
| EOY | $6,097,284 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,714,261 | BOYAmt |
| EOY | $5,976,341 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,887,945 | BOYAmt |
| EOY | $6,110,532 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $158,672 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $103,408 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 Minus4 Years | $1,730,047 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,399,838 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,461,593 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,148,451 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,659,376 | CurrentTaxYearAmt |
| Total | $12,399,305 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,730,047 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,399,838 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,461,593 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,148,451 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,659,376 | CurrentTaxYearAmt |
| Total | $12,399,305 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,831,458 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,567,847 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,558 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,808 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $157,206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,467 | CurrentTaxYearAmt |
| Total | $590,489 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $46,353 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,656 | CurrentTaxYearMinus1YearAmt |
| Total | $96,009 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,085,803 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $159,827 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82300 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 2 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $5,000 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $11,753 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $160,061 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,182,513 | BeginningYearBalanceAmt |
| Contributions | $13,000 | ContributionsAmt |
| Investment Earnings Or Losses | $73,613 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,082,355 | OtherExpendituresAmt |
| End Year Balance | $1,186,771 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,255,397 | BeginningYearBalanceAmt |
| Contributions | $296,538 | ContributionsAmt |
| Investment Earnings Or Losses | $268,710 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $638,132 | OtherExpendituresAmt |
| End Year Balance | $2,182,513 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,557,506 | BeginningYearBalanceAmt |
| Contributions | $378,971 | ContributionsAmt |
| Investment Earnings Or Losses | $43,001 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $724,081 | OtherExpendituresAmt |
| End Year Balance | $2,255,397 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,941,287 | BeginningYearBalanceAmt |
| Contributions | $254,356 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,600 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $622,537 | OtherExpendituresAmt |
| End Year Balance | $2,557,506 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,895,376 | BeginningYearBalanceAmt |
| Contributions | $375,573 | ContributionsAmt |
| Investment Earnings Or Losses | $261,154 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $590,816 | OtherExpendituresAmt |
| End Year Balance | $2,941,287 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.47259 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.52741 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,027 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,856 | DepreciationAmt |
| Book Value | $3,171 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,171 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $28,247 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $28,247 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,491,862 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $103,408 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $103,408 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,388,454 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $21,593 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $21,593 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,410,047 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,229,782 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,229,782 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $21,593 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $21,593 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,251,375 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF MAY 31, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION HAS FILED ITS FEDERAL INCOME TAX RETURN FOR THE PERIODS THROUGH MAY 31, 2025 AND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILE OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Purpose Of Grant | ISRAEL EDUCATION AND PROGRAMMING FOR UNIVERSITY STUDENTS AT CAMPUSES IN THE UNITED KINGDOM | PurposeOfGrantTxt |
| Cash Grant | $256,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN INSTANCES WHEN THE FOUNDATION CONSIDERS A GRANT TO AN ORGANIZATION OUTSIDE OF THE UNITED STATES, A REVIEW OF THE ORGANIZATION'S ACTIVITIES AND PROGRAMMING TAKES PLACE BY FOUNDATION STAFF. THE FOUNDATION REQUESTS AN EXPLANATION OF PAST AND UPCOMING PROGRAM PLANS, AND ACTIVITIES FOR WHICH THE GRANT FUNDS WILL BE APPLIED. THIS INFORMATION IS SUBMITTED TO THE FOUNDATION GRANT COMMITTEE FOR APPROVAL, AND IS REPORTED TO THE FOUNDATION BOARD. ONCE A GRANT IS DISBURSED, THE FOUNDATION STAFF REMAINS IN CONTACT WITH THE ORGANIZATION TO REVIEW AND MONITOR THE PROGRAM ACTIVITIES THAT HAVE BEEN FUNDED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ALPHA EPSILON PI FRATERNITY INC | ||||||||
| 8910 PURDUE RD SUITE 730 | INDIANAPOLIS | IN | 46268 | 430769468 | 501(C)(7) | $1,015,594 | $0 | EDUCATIONAL PROGRAMMING |
| ESPONDA ASSOCIATES INC GROUP | ||||||||
| 8910 PURDUE RD SUITE 730 | INDIANAPOLIS | IN | 46268 | 901116041 | 501(C)(7) | $170,986 | $0 | EDUCATIONAL PURPOSES |
| ISRAEL CANCER RESEARCH FUND | ||||||||
| PO BOX 36 | HARTSDALE | NY | 10530 | 510181215 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| UNITED HATZALAH | ||||||||
| 442 5TH AVENUE 1866 | NEW YORK | NY | 10018 | 113533002 | 501(C)(3) | $92,728 | $0 | GENERAL SUPPORT |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1201 15TH ST NW STE 410 | WASHINGTON | DC | 20005 | 135644916 | 501(C)(3) | $13,829 | $0 | GENERAL SUPPORT |
| MAMAN NONPROFIT | ||||||||
| 16133 VENTURA BLVD STE 340 | ENCINO | CA | 91436 | 931689315 | 501(C)(3) | $6,148 | $0 | GENERAL SUPPORT |
| PEF ISRAEL ENDOWMENT FUNDS INC | ||||||||
| 630 3RD AVE FL 15 | NEW YORK | NY | 10017 | 136104086 | 501(C)(3) | $6,492 | $0 | GENERAL SUPPORT |
| VANDERBILT UNIVERSITY | ||||||||
| PMB 407727 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | 620476822 | 501(C)(3) | $75,000 | $0 | HOUSING GRANT |
| INDIANA UNIVERSITY | ||||||||
| 1024 E 3RD STREET ROOM 132 | BLOOMINGTON | IN | 47405 | 356001673 | 501(C)(3) | $8,625 | $0 | EDUCATIONAL GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 37 | $43,525 |
| GRANTS | 34 | $57,794 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ALPHA EPSILON PI FOUNDATION STAFF REVIEWS ALL GRANTS TO ENSURE THAT THE GRANTEE IS A QUALIFIED RECIPIENT UNDER IRS REGULATIONS, AND THAT THE PURPOSE OF THE GRANT IS CHARITABLE IN NATURE. SCHOLARSHIPS ARE REVIEWED BY THE BOARD SCHOLARSHIP COMMITTEE AFTER STAFF REVIEW. THE ALPHA EPSILON PI FOUNDATION MAY DENY A REQUEST IF THE GRANT DOES NOT MEET CRITERIA FOR APPROVAL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROB DERDIGER | ||||||||||||||
| CEO | $0 | $241,962 | $0 | $15,000 | $0 | $0 | $0 | $7,714 | $0 | $7,766 | $0 | $272,442 | $0 | $0 |
| JAY FELDMAN | ||||||||||||||
| SECRETARY | $202,313 | $0 | $0 | $0 | $0 | $0 | $6,069 | $0 | $6,582 | $0 | $214,964 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $82,949 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | STOCK GIFTS ARE HANDLED BY THE FOUNDATION'S WEALTH MANAGEMENT INVESTMENT ADVISOR AND ARE SOLD WHEN RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 EXPLANATION OF AMENDED RETURN | THE ORGANIZATION IS FILING AN AMENDED FORM 990 TO CORRECT AMOUNTS REPORTED IN PART VII, SECTION A (COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES). UPON REVIEW, MANAGEMENT IDENTIFIED THAT CERTAIN COMPENSATION AMOUNTS PREVIOUSLY REPORTED FOR ONE INDIVIDUAL WERE INACCURATE. THE CORRECTED AMOUNTS HAVE BEEN UPDATED TO REFLECT TOTAL COMPENSATION CONSISTENT WITH FORM W-2 AND APPLICABLE PAYROLL AND BENEFITS RECORDS, IN ACCORDANCE WITH IRS REPORTING REQUIREMENTS. THE FOLLOWING SUMMARIZES THE CORRECTIONS: OTHER COMPENSATION FOR JAY FELDMAN DECREASED FROM $29,324 TO $12,651. CORRESPONDING CHANGES HAVE ALSO BEEN MADE TO: - PART IX (STATEMENT OF FUNCTIONAL EXPENSES), WHERE APPLICABLE, TO ENSURE CONSISTENCY IN REPORTED COMPENSATION EXPENSE - SCHEDULE J (COMPENSATION INFORMATION), FOR THE AFFECTED INDIVIDUAL. THE ORGANIZATION IS ALSO FILING AN AMENDED FORM 990 TO CORRECT THE ALLOCATION OF CERTAIN EXPENSES REPORTED IN PART IX (STATEMENT OF FUNCTIONAL EXPENSES) AND TO REFLECT THAT FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT. UPON FURTHER REVIEW, MANAGEMENT DETERMINED THAT CERTAIN COSTS PREVIOUSLY REPORTED SHOULD HAVE BEEN ALLOCATED IN ACCORDANCE WITH THE ORGANIZATION'S COST ALLOCATION POLICY. THE REVISED ALLOCATIONS WERE CALCULATED USING REASONABLE ALLOCATION METHODOLOGIES, INCLUDING TIME AND EFFORT ANALYSES, PERSONNEL COST STUDIES, AND FUNCTIONAL USAGE ESTIMATES, CONSISTENT WITH IRS GUIDANCE FOR FUNCTIONAL EXPENSE REPORTING. AS A RESULT OF THIS CORRECTION: - PROGRAM SERVICE EXPENSES DECREASED FROM $2,475,936 TO $2,475,935. - MANAGEMENT AND GENERAL EXPENSES DECREASED FROM $530,736 TO $324,952. - FUNDRAISING EXPENSES INCREASED FROM $244,703 TO $450,488. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY AND REVIEWED PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE FOUNDATION BOARD OF DIRECTORS HAS A STANDING PERSONNEL PRACTICES COMMITTEE WHICH EVALUATES THE ORGANIZATION'S EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. COMPENSATION WAS DETERMINED BY THE PERSONNEL PRACTICES COMMITTEE AT THE TIME THE EXECUTIVE DIRECTOR WAS HIRED THROUGH COMPARABILITY RESEARCH AND REVIEWING 990'S OF OTHER COMPARABLE ORGANIZATIONS. THE PERSONNEL PRACTICES COMMITTEE PRESENTED THEIR RECOMMENDATIONS AT A MEETING OF THE BOARD OF DIRECTORS WHERE A VOTE OF APPROVAL OCCURRED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| ALPHA EPSILON PI FRATERNITY | ||||||||
| 8910 PURDUE RD STE 730 | INDIANAPOLIS | IN | 46268 | 430769468 | FRATERNAL ORGANIZATION | IN | 501(C)(7) | 0 |
| ESPONDA ASSOCIATES INC | ||||||||
| 8910 PURDUE RD STE 730 | INDIANAPOLIS | IN | 46268 | 270762793 | HOUSING AND HOUSING RELATED ACTIVITIES TO CHAPTERS OF ALPHA EPSILON PI | IN | 501(C)(7) | 0 |
| EDGEMERE FRATERNAL PROPERTIES INC | ||||||||
| 8910 PURDUE RD STE 730 | INDIANAPOLIS | IN | 46268 | 881201829 | HOUSING AND HOUSING RELATED ACTIVITIES TO CHAPTERS OF ALPHA EPSILON PI | IN | 501(C)(7) | 0 |
| ESPONDA ASSOCIATES INC GROUP | ||||||||
| 8910 PURDUE RD STE 730 | INDIANAPOLIS | IN | 46268 | 901116041 | PROPERTY MANAGEMENT | IN | 501(C)(7) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ALPHA EPSILON PI FRATERNITY | ||
| B | $1,015,594 | FMV |
| ESPONDA ASSOCIATES INC GROUP | ||
| B | $170,986 | FMV |
| ALPHA EPSILON PI FRATERNITY | ||
| P | $114,000 | FMV |
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