ALPHA UPSILON LAMBDA EDUCATIONAL FOUNDATION: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ALPHA UPSILON LAMBDA EDUCATIONAL FOUNDATION (EIN 42-1548409)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201511349349204556
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T14:29:45-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENKINS AND ASSOCIATES CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SOUTH COURT STREET SUITE 310 | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421548409 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alpha Upsilon Lambda Educational Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALPH | BusinessNameControlTxt |
| Phone | 3348340042 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6058 | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR EDDIE JOHNSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3348340042 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOIS JENKINS | PreparerPersonNm |
| Phone | 3342627977 | PhoneNum |
| Preparation | 2015-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $61,365 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $16,425 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $0 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $44,940 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $26,921 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $18,019 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $34,444 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $180 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $384 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $19,670 | OtherExpensesTotalAmt |
| Total Expenses | $20,234 | TotalExpensesAmt |
| Excess Or Deficit For Year | $14,210 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $26,790 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $41,000 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,693 | BOYAmt |
| EOY | $64,030 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,242 | BOYAmt |
| EOY | $248 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,935 | BOYAmt |
| EOY | $64,278 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,145 | BOYAmt |
| EOY | $23,278 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,790 | BOYAmt |
| EOY | $41,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Support of community education | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE FOUNDATION PROVIDED RESOURCES TO COMMUNITY ORGANIZATIONS AND ASSISTED STUDENTS IN ACHIEVING ACADEMIC GOALS | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $17,975 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $17,975 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| DR EDDIE JOHNSON | ||
| Chairman | 2.00 | $0 |
| MANUEL WILLIAMS | ||
| Vice Chair | 1.00 | $0 |
| W CLIFFORD PETTY | ||
| Treasurer | 1.00 | $0 |
| PERCY BLACKMON | ||
| Secretary | 1.00 | $0 |
| GENE ELMORE | ||
| Member | 1.00 | $0 |
| JUDGE CALVIN WILLIAMS | ||
| Member | 1.00 | $0 |
| SCOTT JOHNSON | ||
| Member | 1.00 | $0 |
| LORENZO ALEXANDER | ||
| Member | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W CLIFFORD PETTY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 754 S Jackson Street | AddressLine1Txt |
| City | Montgomery | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3348340042 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
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 | $38,057 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,932 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,249 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,444 | CurrentTaxYearAmt |
| Total | $162,740 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,057 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,932 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,249 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,444 | CurrentTaxYearAmt |
| Total | $162,740 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $162,740 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $162,740 | TotalSupportAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Breakfast | Event1Nm |
| Gross Receipts Event1 | $44,940 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $44,940 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $16,142 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $10,779 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $44,940 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $44,940 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $16,142 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,779 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $26,921 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $18,019 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 16 | PROJECT ALPHA 904. SCHOLARSHIPS 11200. CONTRIBUTIONS 4870. ALPHA PHIRST 1011. SCHOLARSHIP RECEPTION 1000. MENTORING 200. GOLF TOURNAMENT 485. ALPHA PHIRST GOLF TOURNAMENT |
| Form 990EZ, Part II, Line 24 | PREPAID EXPENSE 4242. 248. |
| Form 990EZ, Part II, Line 26 | DEFERRED REVENUE 3577. 12710. FIDUCIARY FUNDS 10568. 10568. |
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