ALPHA LAMBDA DELTA: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: ALPHA LAMBDA DELTA (EIN 59-6134595)
Tax period: 2020-06-01 to 2021-05-31
Filed: 2021-10-20
IRS object ID: 202142939349301179
Schema version: 2020v4.1
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 I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-10-20T13:03:53-05:00	ReturnTs
Tax Period End	2021-05-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	270542316	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Allied CPAs PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	6536 Anthony Drive	AddressLine1Txt
City	Victor	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14564	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	596134595	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	National Alpha Lambda Delta Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	NATI	BusinessNameControlTxt
Phone	5853640840	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6800 Pittsford Palmyra Road STE 34	AddressLine1Txt
City	Fairport	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14450	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	EILEEN MERBERG	PersonNm
Person Title	President	PersonTitleTxt
Phone	5853640840	PhoneNum
Signature	2021-10-18	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	EILEEN	PersonFirstNm
Person Last	MERBERG	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jason J Mayausky CPA	PreparerPersonNm
PTIN	P00520630	PTIN
Phone	5854106733	PhoneNum
Preparation	2021-10-18	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	EILEEN MERBERG	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6800 Pittsford Palmyra Road STE 340	AddressLine1Txt
City	Fairport	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14450	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$5,562,263	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.nationalald.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1996	FormationYr
Legal Domicile State	FL	LegalDomicileStateCd
Activity Or Mission	To perpetuate scholastic achievement	ActivityOrMissionDesc
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	4	TotalEmployeeCnt
Total Volunteers	550	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$89,580	CYContributionsGrantsAmt
PY Program Service Revenue	$600,644	PYProgramServiceRevenueAmt
CY Program Service Revenue	$404,100	CYProgramServiceRevenueAmt
PY Investment Income	$115,266	PYInvestmentIncomeAmt
CY Investment Income	$939,642	CYInvestmentIncomeAmt
PY Other Revenue	$16,089	PYOtherRevenueAmt
CY Other Revenue	$16,744	CYOtherRevenueAmt
PY Total Revenue	$731,999	PYTotalRevenueAmt
CY Total Revenue	$1,450,066	CYTotalRevenueAmt
PY Grants And Similar Paid	$217,058	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$185,450	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$285,287	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$290,348	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$257,833	PYOtherExpensesAmt
CY Other Expenses	$163,619	CYOtherExpensesAmt
PY Total Expenses	$760,178	PYTotalExpensesAmt
CY Total Expenses	$639,417	CYTotalExpensesAmt
PY Revenues Less Expenses	-$28,179	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$810,649	CYRevenuesLessExpensesAmt
Total Assets BOY	$5,202,079	TotalAssetsBOYAmt
Total Assets EOY	$6,085,279	TotalAssetsEOYAmt
Total Liabilities BOY	$54,371	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$9,686	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,147,708	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$6,075,593	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	See Schedule O.Encourage superior scholastic achievement among students in their first year at institutions granting baccalaureate degrees; promote intelligent living, service, and a continued high standard of learning; assist students in recognizing and developing meaningful goals for their roles in society.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$186,849	ExpenseAmt
Grant	$185,450	GrantAmt
Revenue	$1,243,840	RevenueAmt
Desc	To perpetuate scholastic achievement and fellowship on college campuses throughout the United States through its affiliated chapters.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Desc	To encourage superior scholastic achievement and promote continued higher standards for learning.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$186,849	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	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	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	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	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	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	0	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	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	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	3	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	4	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	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	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
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	10	GoverningBodyVotingMembersCnt
Independent Voting Member	10	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	Yes (1)	LocalChaptersInd
Policies Reference Chapters	Yes (1)	PoliciesReferenceChaptersInd
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	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Eileen Merberg	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8009257421	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6800 Pittsford-Palmyra Road Ste 34	AddressLine1Txt
City	Fairport	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14450	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
Sharon Emerson-Stonnell PhD
President	2.00	Yes (X)	Yes (X)	$0	$0	$0
Deborah Manzanares
VP - Finance/Plannin	1.00	Yes (X)	Yes (X)	$0	$0	$0
Anthony Helms
VP Ch Relations	1.00	Yes (X)	Yes (X)	$0	$0	$0
Karlea Brunelle-Joiner PhD
Council Member	1.00	Yes (X)		$0	$0	$0
Bradley Taylor
Council Member	1.00	Yes (X)		$0	$0	$0
Travis Martin PhD
Council Member	1.00	Yes (X)		$0	$0	$0
Idonas Hughes
Council Member	1.00	Yes (X)		$0	$0	$0
Danielle Chorba
Student Member	1.00	Yes (X)		$0	$0	$0
Bob Fisk
Student Member	1.00	Yes (X)		$0	$0	$0
Lily Ting
Student Member	1.00	Yes (X)		$0	$0	$0
Eileen Merberg
Executive Director	40.00		Yes (X)	$106,415	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$106,415	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Government Grants	$89,580	GovernmentGrantsAmt
Total Contributions	$89,580	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	Membership Fees	Desc
Business	611710	BusinessCd
Total Revenue Column	$404,100	TotalRevenueColumnAmt
Related Or Exempt Func Income	$404,100	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$404,100	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$116,646	TotalRevenueColumnAmt
Exclusion	$116,646	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$4,848,888	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$4,025,892	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$822,996	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$822,996	TotalRevenueColumnAmt
Related Or Exempt Func Income	$822,996	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$103,049	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$86,305	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$16,744	TotalRevenueColumnAmt
Related Or Exempt Func Income	$16,744	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,450,066	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,243,840	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$116,646	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$185,450	TotalAmt
Program Services	$185,450	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$106,415	TotalAmt
Management And General	$106,415	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$126,008	TotalAmt
Management And General	$126,008	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$41,587	TotalAmt
Management And General	$41,587	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$16,338	TotalAmt
Management And General	$16,338	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$11,825	TotalAmt
Management And General	$11,825	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$17,527	TotalAmt
Management And General	$17,527	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$38,237	TotalAmt
Management And General	$38,237	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$18,197	TotalAmt
Management And General	$18,197	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$950	TotalAmt
Management And General	$950	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$982	TotalAmt
Management And General	$982	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,297	TotalAmt
Management And General	$2,297	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt
SPECIAL PROJECTS	$22,571	$22,571
CREDIT CARD PROCESSING	$18,632	$18,632
MEMBERSHIP EXPENSES	$13,164	$13,164
SMALL EQUIPMENT PURCHAS	$7,269	$7,269

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,968	TotalAmt
Program Services	$1,399	ProgramServicesAmt
Management And General	$10,569	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$639,417	TotalAmt
Program Services	$186,849	ProgramServicesAmt
Management And General	$452,568	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,643,236	BOYAmt
EOY	$663,417	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$36,288	BOYAmt
EOY	$26,603	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$64,328	BOYAmt
EOY	$37,055	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$8,619	BOYAmt
EOY	$5,827	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$40,815	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$36,851	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$4,946	BOYAmt
EOY	$3,964	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$3,443,339	BOYAmt
EOY	$5,347,090	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,323	BOYAmt
EOY	$1,323	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,202,079	BOYAmt
EOY	$6,085,279	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$12,972	BOYAmt
EOY	$27	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$4,888	BOYAmt
EOY	$9,659	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$36,511	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$54,371	BOYAmt
EOY	$9,686	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	$5,147,708	BOYAmt
EOY	$6,075,593	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,147,708	BOYAmt
EOY	$6,075,593	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,202,079	BOYAmt
EOY	$6,085,279	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$810,649	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$117,236	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)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Non Func	Yes (X)	SupportingOrgType3NonFuncInd
Supported Organizations	1	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	Fellowships and Scholarships	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	596134595	EIN
Organization Type	5	OrganizationTypeCd
Governing Document Listed	0	GoverningDocumentListedInd
Support	$180,000	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$180,000	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (1)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	0	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	0	SupportedOrgSectionC456Ind
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	0	OrganizationChangeSuprtOrgInd
Support Non Supported Org	0	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	0	ExcessBusinessHoldingsRulesInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	0	TimelyProvidedDocumentsInd
Officers Close Relationship	0	OfficersCloseRelationshipInd
Supported Org Voice Investment	0	SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$822,996	CurrentYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Other Gross Income OtherGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$813,285	PriorYearAmt
Current Year	$1,477,722	CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$813,285	PriorYearAmt
Current Year	$2,300,718	CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Prior Year	$888	PriorYearAmt
Current Year	$982	CurrentYearAmt

Production Income ProductionIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$759,293	PriorYearAmt
Current Year	$638,435	CurrentYearAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$53,104	PriorYearAmt
Current Year	$1,661,301	CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

Field	Value	IRS element (for citing)
Prior Year	$4,690,581	PriorYearAmt
Current Year	$4,395,215	CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

Field	Value	IRS element (for citing)
Prior Year	$1,178,788	PriorYearAmt
Current Year	$1,153,327	CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$5,869,369	PriorYearAmt
Current Year	$5,548,542	CurrentYearAmt

Field	Value	IRS element (for citing)
Discount Claimed	$0	DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$5,869,369	PriorYearAmt
Current Year	$5,548,542	CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

Field	Value	IRS element (for citing)
Prior Year	$88,041	PriorYearAmt
Current Year	$83,228	CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

Field	Value	IRS element (for citing)
Prior Year	$5,781,328	PriorYearAmt
Current Year	$5,465,314	CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

Field	Value	IRS element (for citing)
Prior Year	$202,346	PriorYearAmt
Current Year	$191,286	CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Total Minimum Asset TotalMinimumAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$202,346	PriorYearAmt
Current Year	$191,286	CurrentYearAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
CY Adj Net Income Distributable	$53,104	CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income	$45,138	CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable	$202,346	CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum	$202,346	CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY	$0	CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted	$202,346	CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

Field	Value	IRS element (for citing)
CY Paid Accomplish Exempt Prps	$180,000	CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity	$0	CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid	$0	CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid	$0	ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside	$0	QualifiedSetAsideAmt
CY Other Distributions	$0	CYOtherDistributionsAmt
CY Total Annual Distributions	$180,000	CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org	$180,000	CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted	$202,346	CYDistributableAsAdjustedAmt
CY Distribution Yr	88.960000000000	CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

Field	Value	IRS element (for citing)
CY Distributable As Adjusted	$202,346	CYDistributableAsAdjustedAmt
Underdistributions	$0	UnderdistributionsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$206,612	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$206,612	TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY	$0	CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY	$202,346	CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied	$0	CarryoverPYNotAppliedAmt
Excess Distribution Cyov	$4,266	ExcessDistributionCyovAmt
CY Total Annual Distributions	$180,000	CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY	$0	CYDistribAppUnderdistriPYAmt
Excess Distribution	$180,000	ExcessDistributionAmt
Remaining Underdistri PY	$0	RemainingUnderdistriPYAmt
Remaining Underdistri CY	$0	RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr	$184,266	ExcessDistriCyovToNextYrAmt
Excess From Year5	$0	ExcessFromYear5Amt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$4,266	ExcessFromYear2Amt
Excess From Year1	$180,000	ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, SECTION D, LINE 2	NO
SUPPLEMENTAL INFORMATION	THE ORGANIZATION SUPPORTS INDIVIDUALS THROUGH FELLOWHSIPS AND SCHOLARHSIPS IN ORDER TO HELP PERPETUATE SCHOLASTIC ACHIEVEMENT AND FELLOWSHIP ON COLLEGE CAMPUSES, THE RECIPIENTS OF THE AWARDS CHANGE ANNUALLY AND HAVE NO DIRECT INVOLVEMENT WHITH THE ORGANIZATION'S COUNCIL.

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

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$19,900	OtherCostOrOtherBasisAmt
Depreciation	$19,028	DepreciationAmt
Book Value	$872	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$20,915	OtherCostOrOtherBasisAmt
Depreciation	$17,823	DepreciationAmt
Book Value	$3,092	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$3,964	TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt	$1,567,302	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$117,236	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$117,236	RevenueNotReportedAmt
Revenue Subtotal	$1,450,066	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,450,066	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$639,417	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$639,417	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$639,417	TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	0	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
SCHOLARSHIPS	92	$180,000
AWARDS	25	$5,450

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section B, line 11b	THE EXECUTIVE DIRECTOR E-MAILS A DRAFT OF THE COMPLETE FORM 990 TO ALL COUNCIL MEMBERS. THE COUNCIL MEMEBERS REVIEW THE DRAFT AND SEND AN ACKNOWLEDGEMENT TO THE NATIONAL OFFICE THAT THEY HAVE DONE SO.
Form 990, Part VI, Section B, line 12c	Disclosure for must be filed annually by all specidied parties(specifically the national council) full disclosure must be made byinterested parties to the national council in all conflicts of interestenforcement entails exclusion form voting and participation in anydiscussion or debate of the national council or of any committee thereof,in which the subject of discussion is a contract, transaction or situationin which tere may be a perceived or actual conlfict of interest.
Form 990, Part VI, Section B, line 15	The national council approved the annual budget at the annual meeting inJune. The executive committee and a senior representative of the nationalcouncil meet as the personnell committee each spring. The seniorrepresentative is elected by the non-officer members of the nationalcouncil and conducts a survey of the national council members regarding theperformance of the exective director. The senior representative summarizesthe survey results for the executive committee/personnel committee. Thenational president presents the evaluation results ot the executivedirector at the national conucil meeting in June. The national presidentprepares the continuing letter of employment for the executive directorwhich contains the details of the compensation package and any salaryincrease.The personnel committee, in conjunction with the executive director, makessalary recommendations to the national council for approval as part of thebudget. The executive director prepares continuing letters of employementfor the full-time employees. These letters contain the details of thecompensation package and any salary increase.
Form 990, Part VI, Section C, line 19	All are made available upon request
Form 990Part XIII, Line 2c	The Organization's Board assumes responsibility for the audit.