ALPHA EPSILON PI FOUNDATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ALPHA EPSILON PI FOUNDATION INC (EIN 13-6141078)
Tax period
2012-06-01 to 2013-05-31
Filed
2014-04-09
IRS object ID
201400999349300125
Schema version
2012v2.1
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)
Timestamp2014-04-09T12:27:32-05:00Timestamp
Tax Period End Date2013-05-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN351178661EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUE & CO LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line112800 N MERIDIAN ST SUITE 400AddressLine1
CityCARMELCity
StateINState
ZIP Code46032ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-06-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN136141078EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ALPHA EPSILON PI FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlALPHNameControl
Phone3178761913Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameMARC KATZName
TitlePRESIDENTTitle
Phone3178761913Phone
Date Signed2014-04-09DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameANGELA N CRAWFORDName
PTINP00573197PTIN
Phone3178488920Phone
Date Prepared2014-04-09DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonANDREW BORANSNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line18815 WESLEYAN ROADAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46268ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1147215GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.AEPI.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1945YearFormation
State Legal DomicileINStateLegalDomicile
Activity Or Mission DescriptionTO 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body16NbrVotingMembersGoverningBody
Nbr Independent Voting Members15NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year685561ContributionsGrantsPriorYear
Contributions Grants Current Year826724ContributionsGrantsCurrentYear
Program Service Revenue Prior Year70210ProgramServiceRevenuePriorYear
Program Service Revenue CY61745ProgramServiceRevenueCY
Investment Income Prior Year27335InvestmentIncomePriorYear
Investment Income Current Year26664InvestmentIncomeCurrentYear
Other Revenue Prior Year8044OtherRevenuePriorYear
Other Revenue Current Year2544OtherRevenueCurrentYear
Total Revenue Prior Year791150TotalRevenuePriorYear
Total Revenue Current Year917677TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year337507GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY337306GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year170006SalariesEtcPriorYear
Salaries Etc Current Year215194SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year73567TotalFundrsngExpCurrentYear
Other Expense Prior Year340270OtherExpensePriorYear
Other Expenses Current Year578369OtherExpensesCurrentYear
Total Expenses Prior Year847783TotalExpensesPriorYear
Total Expenses Current Year1130869TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-56633RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-213192RevenuesLessExpensesCY
Total Assets BOY2287904TotalAssetsBOY
Total Assets EOY2062875TotalAssetsEOY
Total Liabilities BOY3268TotalLiabilitiesBOY
Total Liabilities EOY11548TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2284636NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2051327NetAssetsOrFundBalancesEOY
Mission DescriptionTO 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense337306Expense
Grants337306Grants
DescriptionEDUCATIONAL GRANTS TO INDIVIDUALS AND INSTITUTIONS FOR EDUCATIONAL PURPOSES AND TO ASSIST IN PAYING FOR THEIR TUITION AND BOOKSDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense311143Expense
DescriptionEDUCATIONAL COSTS TO ASSIST UNDERGRADUATE CHAPTERS IN ADDRESSING PROBLEMS OF ALCOHOL AND DRUG ABUSE AND OTHER EDUCATIONAL ACTIVITIESDescription

Activity3 Activity3

FieldValueIRS element (for citing)
Revenue37500Revenue
DescriptionPROVIDE HOUSING AND LOANS TO CHAPTERS OF ALPHA EPSILON PI FRATERNITYDescription
FieldValueIRS element (for citing)
Total Program Service Expense648449TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members16NbrVotingGoverningBodyMembers
Number Independent Voting Members15NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement0RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledINStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ANDREW BORANSBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3178761913TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (16 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
ANDREW S BORANS
EXECUTIVE VICE PRESIDENT13.00XX017698430552
A EDWARD SCHERER
CHAIRMAN2.00XX000
MARC P KATZ
PRESIDENT2.00XX000
GARY ANDERSON
DIRECTOR2.00X000
IRA BRODY
DIRECTOR2.00X000
HOWARD S COHEN
DIRECTOR2.00X000
ANDREW FRADKIN
DIRECTOR2.00X000
JOSH S GOTTHEIMER
DIRECTOR2.00X000
HOWARD M LORBER
DIRECTOR2.00X000
ANDREW G MORRIS
DIRECTOR2.00X000
MICHAEL MORRIS
DIRECTOR2.00X000
DAVID NIGLIAZZO
DIRECTOR2.00X000
JONATHAN M PIERCE
DIRECTOR2.00X000
ADAM RUNSDORF
DIRECTOR2.00X000
BARRY A SCHWARTZ
DIRECTOR2.00X000
RICHARD H STEIN
DIRECTOR2.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs176984TotalReportableCompFrmRltdOrgs
Total Other Compensation30552TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions826724AllOtherContributions
Total Contributions826724TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
RENTAL INC - AEPI FRAT5320003750037500
CHAPTER LOAN INTEREST5259902424524245
FieldValueIRS element (for citing)
Total Program Service Revenue61745TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column18855TotalRevenueColumn
Exclusion$18,855ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities237347Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities229538Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities7809Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column7809TotalRevenueColumn
Exclusion$7,809ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUS REVENUEDescription
Business Code900099BusinessCode
Total Revenue Column2544TotalRevenueColumn
Exclusion$2,544ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue2544TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column917677TotalRevenueColumn
Related Or Exempt Function Income61745RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$29,208ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total337306Total
Program Services337306ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total189818Total
Management And General189818ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total4384Total
Management And General4384ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total6415Total
Management And General6415ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total14577Total
Management And General14577ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total3456Total
Management And General3456ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total21664Total
Management And General21664ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total3443Total
Management And General3443ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total13790Total
Program Services3376ProgramServices
Management And General6135ManagementAndGeneral
Fundraising4279Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total1275Total
Program Services1013ProgramServices
Management And General262ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total21172Total
Program Services2110ProgramServices
Management And General4283ManagementAndGeneral
Fundraising14779Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total121471Total
Program Services117508ProgramServices
Management And General3963ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total38160Total
Management And General38160ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total15736Total
Management And General15736ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
OTHER PROGRAM EXPENSES114494114494
JEWISH PROGRAMMING5592055920
ADMINISTRATIVE FEE TO A5000050000
MISCELLANEOUS EXPENSES36682921316364125

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total81106Total
Program Services15801ProgramServices
Management And General14921ManagementAndGeneral
Fundraising50384Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1130869Total
Program Services648449ProgramServices
Management And General408853ManagementAndGeneral
Fundraising73567Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY310420BOY
EOY353200EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
EOY40987EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY246000EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
EOY8960EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1513429LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec849820LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY701769BOY
EOY663609EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY706784BOY
EOY459060EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY568931BOY
EOY291059EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2287904BOY
EOY2062875EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY3268BOY
EOY11548EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3268BOY
EOY11548EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY42537BOY
EOY-142430EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1681806BOY
EOY1610863EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY560293BOY
EOY582894EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2284636BOY
EOY2051327EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2287904BOY
EOY2062875EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-213192ReconcilationRevenueExpenses
Reconciliation Unrealized Invest-20117ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years268916CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years274209CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years344945CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year685561CurrentTaxYearMinus1Year
Current Tax Year826724CurrentTaxYear
Total2400355Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years147300CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years185150CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years158095CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year70210CurrentTaxYearMinus1Year
Current Tax Year61745CurrentTaxYear
Total622500Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years416216CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years459359CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years503040CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year755771CurrentTaxYearMinus1Year
Current Tax Year888469CurrentTaxYear
Total3022855Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years22936CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years22435CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years29886CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year59754CurrentTaxYearMinus1Year
Current Tax Year65225CurrentTaxYear
Total200236Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years22936CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years22435CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years29886CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year59754CurrentTaxYearMinus1Year
Current Tax Year65225CurrentTaxYear
Total200236Total
FieldValueIRS element (for citing)
Public Support Total5092822619PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years60762CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years35621CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years39276CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year29608CurrentTaxYearMinus1Year
Current Tax Year18855CurrentTaxYear
Total184122Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years60762CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years35621CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years39276CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year29608CurrentTaxYearMinus1Year
Current Tax Year18855CurrentTaxYear
Total184122Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years476978CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years494980CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years542316CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year785379CurrentTaxYearMinus1Year
Current Tax Year907324CurrentTaxYear
Total3206977Total
FieldValueIRS element (for citing)
Public Support Percentage5090.88010PublicSupportPercentage509
Prior Year Support Percentage0.87360PriorYearSupportPercentage
Investment Income Percentage0.05740InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.06680PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance782863BeginningOfYearBalance
Contributions23151Contributions
Investment Earnings Or Losses-9379InvestmentEarningsOrLosses
Other Expenditures56025OtherExpenditures
End Of Year Balance740610EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance789628BeginningOfYearBalance
Contributions6206Contributions
Investment Earnings Or Losses34765InvestmentEarningsOrLosses
Other Expenditures47736OtherExpenditures
End Of Year Balance782863EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance777807BeginningOfYearBalance
Contributions10718Contributions
Investment Earnings Or Losses18778InvestmentEarningsOrLosses
Other Expenditures63212OtherExpenditures
End Of Year Balance744091EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance788771BeginningOfYearBalance
Contributions9900Contributions
Investment Earnings Or Losses22998InvestmentEarningsOrLosses
Other Expenditures43862OtherExpenditures
End Of Year Balance777807EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance0.21300PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.78700TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis141389OtherCostOrOtherBasis
Book Value141389BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis968288OtherCostOrOtherBasis
Depreciation468961Depreciation
Book Value499327BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis403752OtherCostOrOtherBasis
Depreciation380859Depreciation
Book Value22893BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings663609TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBook ValueBookValue
MORTGAGE RECEIVABLES FROM LOCAL CHAPTERS239129
INTEREST RECEIVABLE - MORTGAGE NOTES32781
CSV LIFE INSURANCE-HB BERMAN19149
FieldValueIRS element (for citing)
Total Book Value Other Assets291059TotalBookValueOtherAssets
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt897560TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-20117NetUnrealizedGainsInvestments
Revenue Not Rptd F990-20117RevenueNotRptdF990
Revenue Subtotal917677RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form990917677TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1130869TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal1130869ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901130869TotalExpensesPerForm990

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (9 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistancePurpose Of GrantPurposeOfGrant
ELEM ISRAEL
4905 CLOVER COURTLONG GROVEIL60047133171815501(C)(3)25000N/AN/AGENERAL SUPPORT FOR CHOSEN NATIONAL PHILANTHROPY
FRIENDS OF THE ISRAEL DEFENSE FORCES CO CENTRAL REGION
29 EAST MADISONCHICAGOIL60602133156445501(C)(3)9885N/AN/AGENERAL SUPPORT FOR CHOSEN NATIONAL PHILANTHROPY
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021131659627501(C)(3)25000N/AN/AGENERAL SUPPORT FOR CHOSEN NATIONAL PHILANTHROPY
KESHET
617 LANDWEHR ROADNORTHBROOKIL60062363441392501(C)(3)25000N/AN/AGENERAL SUPPORT FOR CHOSEN NATIONAL PHILANTHROPY
SHARSHERET
1086 TEANECK ROAD SUITE 3ATEANECKNJ07666134198529501(C)(3)20987N/AN/AGENERAL SUPPORT FOR CHOSEN NATIONAL PHILANTHROPY
SAVE A CHILD'S HEART FOUNDATION US INC
10050 CHAPEL ROAD SUITE 18POTOMACMD20854521783323501(C)(3)21618N/AN/AGENERAL SUPPORT FOR CHOSEN NATIONAL PHILANTHROPY
AMERICAN FRIENDS OF LEKET ISRAEL INC
PO BOX 2090TEANECKNJ07666208202424501(C)(3)25000N/AN/AGENERAL SUPPORT FOR CHOSEN NATIONAL PHILANTHROPY
ALPHA EPSILON PI FRATERNITY
8815 WESLEYAN ROADINDIANAPOLISIN46268430769468501(C)(7)14118CIVICS ENGAGEMENT
ALPHA EPSILON PI FRATERNITY
8815 WESLEYAN ROADINDIANAPOLISIN46268430769468501(C)(7)1400002012 CONVENTION
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants7TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: 1. AT THE NATIONAL CONVENTION HELD YEARLY, ALL CHAPTERS HAVE INPUT VIA THE SUPREME COUNCIL MEETING, TO SELECT DESTINATION OF OFFICIAL PHILANTROPHY FUNDRAISING EFFORTS. 2. INDIVIDUAL GRANT REQUESTS ARE SUBMITTED BY APPLICATION FOR BENEFIT OF EITHER A CHAPTER OR AN UNDERGRADUATE, UP TO A PREDETERMINED AMOUNT, EACH SEMESTER. THE EXECUTIVE VP REVIEWS THE APPLICATION & DETERMINES IF FUNDS ARE AVAILABLE TO BE DISBURSED FROM EITHER THE SPECIAL FUNDS OR THE GENERAL FUND. 3. WORKING IN CONJUNCTION WITH OUR PARTNER ORGANIZATIONS, CO-SPONSORSHIP OR DONATIONS, MAY BE NECESSARY TO SUPPORT SPECIFIC EVENTS OR ACTIVITESExplanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonANDREW S BORANSNamePerson
TitleEXECUTIVE VICE PRESIDENTTitle
Base Compensation Filing Org0BaseCompensationFilingOrg
Comp Based On Related Orgs151984CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs25000BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs22500DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org0NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs8052NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org0TotalCompensationFilingOrg
Total Compensation Related Orgs207536TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11A COPY OF FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY AND REVIEWED PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionControlled OrgControlledOrg
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 Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs1RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
ALPHA EPSILON PI FRATERNITY
P50000
ALPHA EPSILON PI FRATERNITY
J37500

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