ALPHA EPSILON PI FOUNDATION INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ALPHA EPSILON PI FOUNDATION INC (EIN 13-6141078)
Tax period
2013-06-01 to 2014-05-31
Filed
2015-01-14
IRS object ID
201540149349301124
Schema version
2013v4.0
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

FieldValueIRS element (for citing)
Return2015-01-14T15:07:29-06:00ReturnTs
Tax Period End2014-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN201717681PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SOMERSET CPAS PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13925 RIVER CROSSING PKWY STE 300AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46240ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136141078EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALPHA EPSILON PI FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlALPHBusinessNameControlTxt
Phone3178761913PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18815 WESLEYAN ROADAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46268ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW BORANSPersonNm
Person TitleOFFICERPersonTitleTxt
Phone3178761913PhoneNum
Signature2015-01-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW W UTTERBACK CPAPreparerPersonNm
PTINP00176537PTIN
Phone3174722200PhoneNum
Preparation2015-01-14PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANDREW BORANSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18815 WESLEYAN ROADAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46268ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$2,452,383GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AEPI.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1945FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTO 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 Body16VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$826,724PYContributionsGrantsAmt
CY Contributions Grants$2,374,440CYContributionsGrantsAmt
PY Program Service Revenue$61,745PYProgramServiceRevenueAmt
CY Program Service Revenue$60,871CYProgramServiceRevenueAmt
PY Investment Income$26,664PYInvestmentIncomeAmt
CY Investment Income$16,273CYInvestmentIncomeAmt
PY Other Revenue$2,544PYOtherRevenueAmt
CY Other Revenue$799CYOtherRevenueAmt
PY Total Revenue$917,677PYTotalRevenueAmt
CY Total Revenue$2,452,383CYTotalRevenueAmt
PY Grants And Similar Paid$337,306PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$331,415CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$215,194PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$174,349CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$169,802CYTotalFundraisingExpenseAmt
PY Other Expenses$578,369PYOtherExpensesAmt
CY Other Expenses$886,832CYOtherExpensesAmt
PY Total Expenses$1,130,869PYTotalExpensesAmt
CY Total Expenses$1,392,596CYTotalExpensesAmt
PY Revenues Less Expenses-$213,192PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,059,787CYRevenuesLessExpensesAmt
Total Assets BOY$2,062,875TotalAssetsBOYAmt
Total Assets EOY$3,122,008TotalAssetsEOYAmt
Total Liabilities BOY$11,548TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,718TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,051,327NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,111,290NetAssetsOrFundBalancesEOYAmt
MissionTO 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$331,415ExpenseAmt
Grant$331,415GrantAmt
DescEDUCATIONAL GRANTS TO INDIVIDUALS AND INSTITUTIONS FOR EDUCATIONAL PURPOSES AND TO ASSIST IN PAYING FOR THEIR TUITION AND BOOKSDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$696,600ExpenseAmt
Revenue$60,871RevenueAmt
DescEDUCATIONAL COSTS TO ASSIST UNDERGRADUATE CHAPTERS IN ADDRESSING PROBLEMS OF ALCOHOL AND DRUG ABUSE AND OTHER EDUCATIONAL ACTIVITIES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescPROVIDE HOUSING AND LOANS TO CHAPTERS OF ALPHA EPSILON PI FRATERNITYDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,028,015TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
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 OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
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 EntityYes (1)RelatedEntityInd
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
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 PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDREW BORANSBusinessNameLine1
FieldValueIRS element (for citing)
Phone3178761913PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18815 WESLEYAN ROADAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46268ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ADAM RUNSDORF
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
ANDREW MORRIS
VICE PRESIDENT2.00Yes (X)Yes (X)$0$191,110$5,433
PHILIP H COHEN
CHAIRMAN2.00Yes (X)Yes (X)$0$0$0
MICHAEL MORRIS
VICE-CHAIRMAN2.00Yes (X)Yes (X)$0$0$0
ANDREW S BORANS
SECRETARY2.00Yes (X)Yes (X)$0$0$0
RICHARD H STEIN
TREASURER2.00Yes (X)Yes (X)$0$0$0
MARC KATZ
PRESIDENT EMERITUS2.00Yes (X)Yes (X)$0$0$0
A EDWARD SCHERER
CHAIRMAN EMERITUS2.00Yes (X)Yes (X)$0$0$0
GARY ANDERSON
DIRECTOR2.00Yes (X)$0$0$0
JUDD AZULAY
DIRECTOR2.00Yes (X)$0$0$0
SAM BLUSTEIN
DIRECTOR2.00Yes (X)$0$0$0
BARRY BURAK
DIRECTOR2.00Yes (X)$0$0$0
HOWARD COHEN
DIRECTOR2.00Yes (X)$0$0$0
PETER COHEN-MILSTEIN
DIRECTOR2.00Yes (X)$0$0$0
MICHAEL FISHEL
DIRECTOR2.00Yes (X)$0$0$0
JOSH S GOTTHEIMER
DIRECTOR2.00Yes (X)$0$0$0
MICAH KAMRASS
DIRECTOR2.00Yes (X)$0$0$0
MICHAEL A LEVEN
DIRECTOR2.00Yes (X)$0$0$0
BARRY LEVEN
DIRECTOR2.00Yes (X)$0$0$0
LARRY LEIDER
DIRECTOR2.00Yes (X)$0$0$0
HOWARD M LORBER
DIRECTOR2.00Yes (X)$0$0$0
DAVID NIGLIAZZO
DIRECTOR2.00Yes (X)$0$0$0
MICHAEL OXMAN
DIRECTOR2.00Yes (X)$0$0$0
BARRY A SCHWARTZ
DIRECTOR2.00Yes (X)$0$0$0
JARED WEISS
DIRECTOR2.00Yes (X)$0$0$0
JASON ZALER
DIRECTOR2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$191,110TotReportableCompRltdOrgAmt
Total Other Compensation$5,433TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,374,440AllOtherContributionsAmt
Total Contributions$2,374,440TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RENTAL INCOME - AEPI F532000$37,500$37,500
CHAPTER LOAN INTEREST525990$23,371$23,371
FieldValueIRS element (for citing)
Total Program Service Revenue$60,871TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,273TotalRevenueColumnAmt
Exclusion$16,273ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
OTHER REVENUE900099$787$787
MISCELLANEOUS INCOME900099$12$12
FieldValueIRS element (for citing)
Other Revenue Total$799OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,452,383TotalRevenueColumnAmt
Related Or Exempt Func Income$60,871RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$17,072ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$331,415TotalAmt
Program Services$331,415ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$154,836TotalAmt
Program Services$27,423ProgramServicesAmt
Management And General$18,240ManagementAndGeneralAmt
Fundraising$109,173FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,863TotalAmt
Program Services$525ProgramServicesAmt
Fundraising$3,338FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,439TotalAmt
Program Services$791ProgramServicesAmt
Fundraising$2,648FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$12,211TotalAmt
Program Services$2,074ProgramServicesAmt
Management And General$1,625ManagementAndGeneralAmt
Fundraising$8,512FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$900TotalAmt
Management And General$900ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,900TotalAmt
Management And General$10,900ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,430TotalAmt
Management And General$3,430ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$28,898TotalAmt
Program Services$679ProgramServicesAmt
Management And General$9,244ManagementAndGeneralAmt
Fundraising$18,975FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,396TotalAmt
Program Services$692ProgramServicesAmt
Management And General$5,078ManagementAndGeneralAmt
Fundraising$626FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$33,635TotalAmt
Program Services$10,227ProgramServicesAmt
Management And General$7,231ManagementAndGeneralAmt
Fundraising$16,177FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$135,180TotalAmt
Program Services$132,610ProgramServicesAmt
Management And General$2,570ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$33,043TotalAmt
Management And General$33,043ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$34,419TotalAmt
Management And General$34,419ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,768TotalAmt
Management And General$7,768ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OTHER PROGRAM EXPENSE$468,308$468,308
JEWISH PROGRAMING$48,751$48,751
ADMINISTRATIVE FEES$28,000$28,000
MEALS & ENTERTAINMENT$13,116$4,295$3,364$5,457

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$34,088TotalAmt
Program Services$225ProgramServicesAmt
Management And General$28,967ManagementAndGeneralAmt
Fundraising$4,896FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,392,596TotalAmt
Program Services$1,028,015ProgramServicesAmt
Management And General$194,779ManagementAndGeneralAmt
Fundraising$169,802FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$353,200BOYAmt
EOY$495,455EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$40,987BOYAmt
EOY$931,699EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$246,000BOYAmt
EOY$246,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,960BOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,537,804LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$883,814LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$663,609BOYAmt
EOY$653,990EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$459,060BOYAmt
EOY$516,362EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$291,059BOYAmt
EOY$278,502EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,062,875BOYAmt
EOY$3,122,008EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,548BOYAmt
EOY$10,718EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,548BOYAmt
EOY$10,718EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$142,430BOYAmt
EOY-$69,690EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,610,863BOYAmt
EOY$2,300,877EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$582,894BOYAmt
EOY$880,103EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,051,327BOYAmt
EOY$3,111,290EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,062,875BOYAmt
EOY$3,122,008EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,059,787ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$176NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$274,209CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$344,945CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$685,561CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$826,724CurrentTaxYearMinus1YearAmt
Current Tax Year$2,374,440CurrentTaxYearAmt
Total$4,505,879TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$185,150CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$158,095CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$70,210CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61,745CurrentTaxYearMinus1YearAmt
Current Tax Year$60,871CurrentTaxYearAmt
Total$536,071TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$459,359CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$503,040CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$755,771CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$888,469CurrentTaxYearMinus1YearAmt
Current Tax Year$2,435,311CurrentTaxYearAmt
Total$5,041,950TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,435CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,886CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,754CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,225CurrentTaxYearMinus1YearAmt
Current Tax Year$77,312CurrentTaxYearAmt
Total$254,612TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,435CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,886CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,754CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,225CurrentTaxYearMinus1YearAmt
Current Tax Year$77,312CurrentTaxYearAmt
Total$254,612TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$4,787,338PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,621CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,276CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,608CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,855CurrentTaxYearMinus1YearAmt
Current Tax Year$16,273CurrentTaxYearAmt
Total$139,633TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,621CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,276CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,608CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,855CurrentTaxYearMinus1YearAmt
Current Tax Year$16,273CurrentTaxYearAmt
Total$139,633TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$494,980CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$542,316CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$785,379CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$907,324CurrentTaxYearMinus1YearAmt
Current Tax Year$2,451,584CurrentTaxYearAmt
Total$5,181,583TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.92390PublicSupportCY509Pct
Public Support PY5090.88010PublicSupportPY509Pct
Investment Income CY0.02690InvestmentIncomeCYPct
Investment Income PY0.06680InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$740,610BeginningYearBalanceAmt
Contributions$58,880ContributionsAmt
Investment Earnings Or Losses$11,889InvestmentEarningsOrLossesAmt
Other Expenditures$14,763OtherExpendituresAmt
End Year Balance$796,616EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$782,863BeginningYearBalanceAmt
Contributions$23,151ContributionsAmt
Investment Earnings Or Losses-$9,379InvestmentEarningsOrLossesAmt
Other Expenditures$56,025OtherExpendituresAmt
End Year Balance$740,610EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$789,628BeginningYearBalanceAmt
Contributions$6,206ContributionsAmt
Investment Earnings Or Losses$34,765InvestmentEarningsOrLossesAmt
Other Expenditures$47,736OtherExpendituresAmt
End Year Balance$782,863EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$777,807BeginningYearBalanceAmt
Contributions$10,718ContributionsAmt
Investment Earnings Or Losses$18,778InvestmentEarningsOrLossesAmt
Other Expenditures$63,212OtherExpendituresAmt
End Year Balance$744,091EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$788,771BeginningYearBalanceAmt
Contributions$9,900ContributionsAmt
Investment Earnings Or Losses$22,998InvestmentEarningsOrLossesAmt
Other Expenditures$43,862OtherExpendituresAmt
End Year Balance$777,807EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$141,389OtherCostOrOtherBasisAmt
Book Value$141,389BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$992,663OtherCostOrOtherBasisAmt
Depreciation$494,252DepreciationAmt
Book Value$498,411BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$403,752OtherCostOrOtherBasisAmt
Depreciation$389,562DepreciationAmt
Book Value$14,190BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$653,990TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVESTMENTS-NBI$496,362C
ISRAEL BONDS$20,000C
FieldValueIRS element (for citing)
Total Book Value Securities$516,362TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
MORTGAGE RECEIVABLES FROM LOCAL CHAPTERS$219,009
INTEREST RECEIVABLE - MORTGAGE NOTES$39,557
CSV LIFE INSURANCE - HB BERMAN$19,936
FieldValueIRS element (for citing)
Total Book Value Other Assets$278,502TotalBookValueOtherAssetsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ELEM ISRAEL
4905 CLOVER COURTLONG GROVEIL60047133171815501(C)(3)$25,000GENERAL SUPPORT FOR CHOOSEN NATIONAL PHILANTHROPY
FRIENDS OF THE ISRAEL DEFENSE FORCES CO CENTRAL REGION
29 EAST MADISONCHICAGOIL60602133156445501(C)(3)$25,000GENERAL SUPPORT FOR CHOOSEN NATIONAL PHILANTHROPY
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021131659627501(C)(3)$25,000GENERAL SUPPORT FOR CHOOSEN NATIONAL PHILANTHROPY
KESHET
617 LANDWEHR ROADNORTHBROOKIL60062363441392501(C)(3)$26,800GENERAL SUPPORT FOR CHOOSEN NATIONAL PHILANTHROPY
AMERICAN FRIENDS OF LEKET ISRAEL INC
PO BOX 2090TEANECKNJ07666208202424501(C)(3)$25,000GENERAL SUPPORT FOR CHOOSEN NATIONAL PHILANTHROPY
SAVE A CHILD'S HEART FOUNDATION US INC
10050 CHAPEL ROAD SUITE 18POTOMACMD20854521783323501(C)(3)$20,869GENERAL SUPPORT FOR CHOOSEN NATIONAL PHILANTHROPY
SHARSHERET
1086 TEANECK ROAD SUITE 3ATEANECKNJ07666134198529501(C)(3)$21,679GENERAL SUPPORT FOR CHOOSEN NATIONAL PHILANTHROPY
ALPHA EPSILON PI FRATERNITY - LORBER PROGRAM
8815 WESLEYAN ROADINDIANAPOLISIN46268430769468501(C)(7)$37,500CIVIC ENGAGEMENT
ALPHA EPSILON PI FRATERNITY - ISRAEL AMPLIFIED
8815 WESLEYAN ROADINDIANAPOLISIN46268430769468501(C)(7)$18,897CIVIC ENGAGEMENT
ALPHA EPSILON PI FRATERNITY - HINENI
8815 WESLEYAN ROADINDIANAPOLISIN46268430769468501(C)(7)$6,823CIVIC ENGAGEMENT
ALPHA EPSILON PI FRATERNITY - GENERAL FUNDS GRANTS
8815 WESLEYAN ROADINDIANAPOLISIN46268430769468501(C)(7)$32,500CIVICS ENGAGEMENT
ALPHA EPSILON PI FRATERNITY - LEVEN INSTITUTE
8815 WESLEYAN ROADINDIANAPOLISIN46268430769468501(C)(7)$49,000CIVICS ENGAGEMENT
ALPHA EPSILON PI FRATERNITY - MASTER'S ACADEMY
8815 WESLEYAN ROADINDIANAPOLISIN46268430769468501(C)(7)$6,260CIVICS ENGAGEMENT
ALPHA EPSILON PI FRATERNITY - MILSTEIN CIVICS
8815 WESLEYAN ROADINDIANAPOLISIN46268430769468501(C)(7)$11,087CIVICS ENGAGEMENT

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonANDREW MORRISPersonNm
TitleVICE PRESIDENTTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$181,110CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$10,000BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$5,433DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$196,543TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11A COPY OF FORM 990 WAS PROVIDED TO THE ORGANIZATIONS GOVERNING BODY AND REVIEWED PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 18A COPY OF FORM 990 WAS PROVIDED TO THE ORGANIZATIONS GOVERNING BODY AND REVIEWED PRIOR TO FILING
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
ALPHA EPSILON PI FRATERNITY INC
8815 WESLEYAN ROADINDIANAPOLISIN46268430769468TRAIN FUTURE LEADERS OF JEWISH COMMUNITYIN501(C)(7)0
ESPONDA ASSOCIATES INC
8815 WESLEYAN ROADINDIANAPOLISIN46268270762793PROVIDING APPROPRIATE SAFE HOUSING FACILITIES FOR THE FRATERNITYIN501(C)(7)0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
ALPHA EPSILON PI FRATERNITY
P$28,000
ALPHA EPSILON PI FRATERNITY
J$37,500

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