ALPHA EPSILON PI FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ALPHA EPSILON PI FOUNDATION INC (EIN 13-6141078)
- Tax period
- 2009-06-01 to 2010-05-31
- Filed
- 2011-04-18
- IRS object ID
- 201111089349300116
- Schema version
- 2009v1.7
- 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) |
|---|---|---|
| Timestamp | 2011-04-18T11:53:32-05:00 | Timestamp |
| Tax Period End Date | 2010-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N MERIDIAN ST SUITE 400 | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136141078 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alpha Epsilon Pi Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALPH | NameControl |
| Phone | 3178761913 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8815 wesleyan road | AddressLine1 |
| City | indianapolis | City |
| State | IN | State |
| ZIP Code | 46268 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Andrew Borans | Name |
| Title | Executive Vice President | Title |
| Phone | 3178761913 | Phone |
| Date Signed | 2011-04-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Eric Jaske | Name |
| Phone | 3178488920 | Phone |
| Date Prepared | 2011-04-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANDREW BORANS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8815 wesleyan road | AddressLine1 |
| City | indianapolis | City |
| State | IN | State |
| ZIP Code | 46268 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 991815 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.aepi.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1914 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | To 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 Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 268916 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 274209 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 147300 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 185150 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -6481 | InvestmentIncomePriorYear |
| Investment Income Current Year | 69757 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 455 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3568 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 410190 | TotalRevenuePriorYear |
| Total Revenue Current Year | 532684 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 172757 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 178067 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 42232 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 117027 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 421548 | OtherExpensePriorYear |
| Other Expenses Current Year | 309796 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 594305 | TotalExpensesPriorYear |
| Total Expenses Current Year | 530095 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -184115 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2589 | RevenuesLessExpensesCY |
| Total Assets BOY | 2404331 | TotalAssetsBOY |
| Total Assets EOY | 2382165 | TotalAssetsEOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2404331 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2382165 | NetAssetsOrFundBalancesEOY |
| Mission Description | To 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 Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 178067 | Expense |
| Grants | 178067 | Grants |
| Description | EDUCATIONAL GRANTS TO INDIVIDUALS AND INSTITUTIONS FOR EDUCATIONAL PURPOSES AND TO ASSIST IN PAYING FOR THEIR TUITION AND BOOKS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 93602 | Expense |
| Revenue | 97955 | Revenue |
| Description | EDUCATIONAL COSTS TO ASSIST UNDERGRADUATE CHAPTERS IN ADDRESSING PROBLEMS OF ALCOHOL AND DRUG ABUSE AND OTHER EDUCATIONAL ACTIVITIES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 271669 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW BORANS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3178761913 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8815 WESLEYAN ROAD | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46268 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| A Edward Scherer | ||||||
| Chairman | 2.00 | X | X | 0 | 0 | 0 |
| Andrew Fradkin | ||||||
| President | 2.00 | X | X | 0 | 0 | 0 |
| Dr Robert Ausman | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Marc P Katz | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Harry B Smith | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Richard H Stein | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Irving A Axelrod | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Andrew S Borans | ||||||
| Executive Vice President | 13.00 | X | X | 0 | 0 | 0 |
| Dr Jules I Jay Levine | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 274209 | AllOtherContributions |
| Total Contributions | 274209 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Educational Seminars | 611710 | 97955 | 97955 |
| Rental inc - aepi frat | 532000 | 51720 | 51720 |
| CHAPTER LOAN INTEREST | 525990 | 35475 | 35475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 185150 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35621 | TotalRevenueColumn |
| Related Or Exempt Function Income | 35621 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 493067 | Securities |
| Other | 200 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 459131 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33936 | Securities |
| Other | 200 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34136 | TotalRevenueColumn |
| Related Or Exempt Function Income | 200 | RelatedOrExemptFunctionIncome |
| Exclusion | $33,936 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Increase in cash surre | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 437 | TotalRevenueColumn |
| Exclusion | $437 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3131 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3131 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3568 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 532684 | TotalRevenueColumn |
| Related Or Exempt Function Income | 224102 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $34,373 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85000 | Total |
| Program Services | 85000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93067 | Total |
| Program Services | 93067 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1657 | Total |
| Management And General | 1657 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42232 | Total |
| Fundraising | 42232 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9895 | Total |
| Program Services | 2080 | ProgramServices |
| Management And General | 7815 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35228 | Total |
| Management And General | 35228 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1200 | Total |
| Program Services | 1200 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21967 | Total |
| Program Services | 20422 | ProgramServices |
| Management And General | 1545 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54992 | Total |
| Management And General | 54992 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Administrative Fee to A | 70000 | 17900 | 34200 | 17900 |
| Other Fundraising Costs | 42480 | 42480 | ||
| Lorber Jewish Programmi | 40000 | 40000 | ||
| Travel Expenses | 14415 | 14415 | ||
| Donation to Hillel | 12000 | 12000 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5962 | Total |
| Management And General | 5962 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 530095 | Total |
| Program Services | 271669 | ProgramServices |
| Management And General | 141399 | ManagementAndGeneral |
| Fundraising | 117027 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99346 | BOY |
| EOY | 173352 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15369 | BOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1473740 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 734227 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 786910 | BOY |
| EOY | 739513 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160129 | BOY |
| EOY | 50000 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 702392 | BOY |
| EOY | 777705 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 640185 | BOY |
| EOY | 641595 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2404331 | BOY |
| EOY | 2382165 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 604743 | BOY |
| EOY | 434367 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1255413 | BOY |
| EOY | 1403623 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 544175 | BOY |
| EOY | 544175 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2404331 | BOY |
| EOY | 2382165 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2404331 | BOY |
| EOY | 2382165 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 219652 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 316229 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 518587 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 268916 | CurrentTaxYearMinus1Year |
| Current Tax Year | 274209 | CurrentTaxYear |
| Total | 1597593 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 97374 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 134390 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 98288 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 147300 | CurrentTaxYearMinus1Year |
| Current Tax Year | 185150 | CurrentTaxYear |
| Total | 662502 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 317026 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 450619 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 616875 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 416216 | CurrentTaxYearMinus1Year |
| Current Tax Year | 459359 | CurrentTaxYear |
| Total | 2260095 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18277 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 37418 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 40776 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22936 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22435 | CurrentTaxYear |
| Total | 141842 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18277 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 37418 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 40776 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22936 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22435 | CurrentTaxYear |
| Total | 141842 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 2118253 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18656 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20552 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31566 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 60762 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35621 | CurrentTaxYear |
| Total | 167157 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18656 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20552 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31566 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 60762 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35621 | CurrentTaxYear |
| Total | 167157 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 335682 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 471171 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 648441 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 476978 | CurrentTaxYearMinus1Year |
| Current Tax Year | 494980 | CurrentTaxYear |
| Total | 2427252 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.87270 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.85630 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.06890 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.08130 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 141389 | OtherCostOrOtherBasis |
| Book Value | 141389 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 893413 | OtherCostOrOtherBasis |
| Depreciation | 379700 | Depreciation |
| Book Value | 513713 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 74875 | OtherCostOrOtherBasis |
| Depreciation | 14768 | Depreciation |
| Book Value | 60107 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 364063 | OtherCostOrOtherBasis |
| Depreciation | 339759 | Depreciation |
| Book Value | 24304 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 739513 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| STATE OF ISRAEL BONDS | 3350 | F |
| Money Market Funds | 5874 | F |
| Government Bonds | 402921 | F |
| Corporate Bonds | 211870 | F |
| CD | 145000 | F |
| Accrued Interest on Bonds | 8690 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 777705 | TotalOfBookValueSecurities |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Mortgage receivables from local chapters | 566455 |
| Interest Receivable - mortgage notes | 51718 |
| CSV Life Insurance-HB Berman | 18319 |
| Kintera Donations Receivable | 5103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 641595 | TotalBookValueOtherAssets |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | Gary Anderson 333 Guthrie Gree Su | NameOfIndividual |
| Activity | Activities listed in Part I, 1 | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 15000 | GrossReceipts |
| Amount Retained By Contractor | 42232 | AmountRetainedByContractor |
| Net To Organization | -27232 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 15000 | TotalGrossReceipts |
| Total Retained By Contractors | 42232 | TotalRetainedByContractors |
| Total Net To Organization | -27232 | TotalNetToOrganization |
| Licensed States | IN | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| American Committee for Shaare Zedek | |||||||||
| 6670 North Lincoln Ave | Lincolnwood | IL | 60712 | 135645878 | 501(C)(3) | 40000 | n/a | N/A | General Support for Chosen national philanthropy |
| Hillel Foundation for Jewish Campus Life | |||||||||
| 800 Eighth St | Washington | DC | 20001 | 521844823 | 501(C)(3) | 17000 | N/a | N/A | General Support for Chosen national philanthropy |
| United States Holocaust Museum | |||||||||
| PO Box 90988 | Washington | DC | 20090 | 521309391 | 501(C)(3) | 10000 | N/a | N/A | General Support for Chosen national philanthropy |
| Vanderbilt university | |||||||||
| 2301 vanderbilt pi-pmb 351522 | nashville | TN | 37235 | 620476822 | 18000 | n/a | n/A | Jeffrey Dittleman Fund Grant - Benefit of AEPi Building fund at Vanderbilt | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 4 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Various Educational and Other Grants < $1,000 | TypeOfGrant |
| Number Of Recipients | 297 | NumberOfRecipients |
| Amount Of Cash Grant | 93067 | AmountOfCashGrant |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | Educational grants and assistance for members tuition and books | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule 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 activites | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | A copy of form 990 was provided to the organization's governing body and reviewed prior to filing. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alpha Epsilon Pi Fraternity Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8815 Wesleyan Road | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46268 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430769468 | EIN |
| Primary Activities | Train future leaders of Jewish Community | PrimaryActivities |
| Legal Domicile State | IN | LegalDomicileState |
| Exempt Code Section | 501(c)(7) | ExemptCodeSection |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Alpha Epsilon Pi Fraternity Inc | |
| A | 35475 |
| alpha Epsilon Pi Fraternity Inc | |
| I | 37500 |
| alpha Epsilon Pi Fraternity Inc | |
| N | 70000 |
| alpha Epsilon Pi Fraternity Inc | |
| P | 14220 |
| alpha Epsilon Pi Fraternity Inc | |
| O | 40000 |
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