ALPHA NU EDUCATION FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ALPHA NU EDUCATION FOUNDATION (EIN 26-3247824)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-15
IRS object ID
201941359349311604
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-15T16:07:58-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463055005PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WJ KERO CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 16894AddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59808ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263247824EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALPHA NU EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALPHBusinessNameControlTxt
Phone4065496616PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 17006AddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP598087006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMIE KARPILOWPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4065496616PhoneNum
Signature2019-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWalter J Kero CPAPreparerPersonNm
PTINP00091951PTIN
Phone4065492288PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.174.238.246IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-15IPDt
IP Tm15:48:12IPTm
IP TimezoneMDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id7B7187996CD156851D3ED187C7EAF9F88851DEE5AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMIE KARPILOWPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1229 MANSION HEIGHTSAddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59803ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$18,098GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2008FormationYr
Legal Domicile StateMTLegalDomicileStateCd
Activity Or MissionEDUCATIONAL SUPPORT/IMPROVEMENTS AND SCHOLARSHIPS FOR THE ALPHA NU CHAPTER MEMBERS OF KAPPA ALPHA THETAActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$12,891PYContributionsGrantsAmt
CY Contributions Grants$8,458CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$6,288PYInvestmentIncomeAmt
CY Investment Income$9,640CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$19,179PYTotalRevenueAmt
CY Total Revenue$18,098CYTotalRevenueAmt
PY Grants And Similar Paid$7,750PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$6,375CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$9,344PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$10,237CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$10,237CYTotalFundraisingExpenseAmt
PY Other Expenses$1,056PYOtherExpensesAmt
CY Other Expenses$794CYOtherExpensesAmt
PY Total Expenses$18,150PYTotalExpensesAmt
CY Total Expenses$17,406CYTotalExpensesAmt
PY Revenues Less Expenses$1,029PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$692CYRevenuesLessExpensesAmt
Total Assets BOY$356,279TotalAssetsBOYAmt
Total Assets EOY$343,035TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$356,279NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$343,035NetAssetsOrFundBalancesEOYAmt
MissionTo support higher education acheivement of the local sorority members at the University of Montana through scholarships and educational improvements within the house structure.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,169ExpenseAmt
Grant$6,375GrantAmt
DescCAPITAL CAMPAIGN TO PROVIDE FOR SCHOLARSHIPS, INTERNET AND COMPUTER IMPROVEMENTS FOR THE CHAPTER FACILITY AND OTHER EDUCATIONAL IMPROVEMENTS.Desc
Total Program Service Expenses$7,169TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARJI WALLINDERPersonNm
Phone4062515813PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15604 BRIDGER COURTAddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59803ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SUZANNE M PETERSON
VICE-PRESIDENT10.00Yes (X)Yes (X)$0$0$0
FOREY CEDERBERG
DIRECTOR10.00Yes (X)$0$0$0
DEBORAH D MCWHINNEY
DIRECTOR10.00Yes (X)$0$0$0
JAMIE KARPILOW
PRESIDENT10.00Yes (X)Yes (X)$0$0$0
JULIE HOUSTON
DIRECTOR10.00Yes (X)$0$0$0
MARJORIE WALLINDER
TREASURER10.00Yes (X)Yes (X)$0$0$0
LORI WORDEN
SECRETARY10.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$8,458AllOtherContributionsAmt
Total Contributions$8,458TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,640TotalRevenueColumnAmt
Related Or Exempt Func Income$9,640RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,098TotalRevenueColumnAmt
Related Or Exempt Func Income$9,640RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$6,375TotalAmt
Program Services$6,375ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$725TotalAmt
Program Services$725ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$10,237TotalAmt
Fundraising$10,237FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$69TotalAmt
Program Services$69ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,406TotalAmt
Program Services$7,169ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$10,237FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$684BOYAmt
EOY$159EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$270,203BOYAmt
EOY$274,141EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$85,392BOYAmt
EOY$68,735EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$356,279BOYAmt
EOY$343,035EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$286,180BOYAmt
EOY$271,806EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$70,099BOYAmt
EOY$71,229EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$356,279BOYAmt
EOY$343,035EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$356,279BOYAmt
EOY$343,035EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$692ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$13,936NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College OrganizationYes (X)CollegeOrganizationInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$41,327CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$105,574CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,829CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,891CurrentTaxYearMinus1YearAmt
Current Tax Year$8,458CurrentTaxYearAmt
Total$200,079TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$41,327CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$105,574CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,829CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,891CurrentTaxYearMinus1YearAmt
Current Tax Year$8,458CurrentTaxYearAmt
Total$200,079TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$200,079PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$126CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$170CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$222CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,524CurrentTaxYearMinus1YearAmt
Current Tax Year$9,640CurrentTaxYearAmt
Total$12,682TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,573CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,993CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,392CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,765CurrentTaxYearMinus1YearAmt
Total$18,723TotalAmt
FieldValueIRS element (for citing)
Total Support$231,484TotalSupportAmt
Public Support CY1700.86430PublicSupportCY170Pct
Public Support PY1700.89800PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeCOLLEGE SCHOLORSHIPSGrantTypeTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 6ALL ALUMNI OF THE ALPHA NU CHAPTER OF KAPPA ALPHA THETA ARE MEMBERS OF THIS COPRORATION.
Form 990, Part VI, Section B, line 11bTHE ALPHA NU EDUCATION FOUNDATION FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER BEFORE FILING. COPIES OF THE FORM ARE AVAILABLE TO ANY BOARD MEMBER.
Form 990, Part VI, Section C, line 18Our organizations form 1023 is available upon written request
Form 990, Part VI, Section C, line 19All documents are available upon request in writing

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