Civic Intelligence

Alpha Chi Rho Educational Foundation Inc.

990 • Fiscal year 2017 • EIN 13-6085233

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 12, 2018

109 Oxford WayNeptune, NJ 07753

(732) 988-0588

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Net Margin

5th percentile

-30%

Higher net margin than 5% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

62nd percentile

$99,358

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 35.4% of source-year revenue.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Asset Growth

22nd percentile

-3.4%

Faster asset growth than 22% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-31%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$2,531,111

Down $88,827 (-3.4%) from 2016

Net Assets

Down

$2,531,111

Down $86,818 (-3.3%) from 2016

Liabilities

Down

$0

Down $2,009 (-100%) from 2016

Revenue

Down

$280,687

Down $125,090 (-31%) from 2016

Expenses

Up

$366,162

Up $159,965 (+78%) from 2016

Net Income

Down

-$85,475

Down $285,055 (-143%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $2,073,791Liabilities 2010: $4,220Net Assets 2010: $2,069,5712010Assets 2011: $2,107,075Liabilities 2011: $3,700Net Assets 2011: $2,103,3752011Assets 2012: $2,158,042Liabilities 2012: $1,083Net Assets 2012: $2,156,9592012Assets 2013: $2,183,896Liabilities 2013: $5,327Net Assets 2013: $2,178,5692013Assets 2014: $2,204,658Liabilities 2014: $2,025Net Assets 2014: $2,202,6332014Assets 2015: $2,422,615Liabilities 2015: $0Net Assets 2015: $2,422,6152015Assets 2016: $2,619,938Liabilities 2016: $2,009Net Assets 2016: $2,617,9292016Assets 2017: $2,531,111Liabilities 2017: $0Net Assets 2017: $2,531,1112017Assets 2018: $3,585,039Liabilities 2018: $498,485Net Assets 2018: $3,086,5542018Assets 2019: $2,939,528Liabilities 2019: $399,499Net Assets 2019: $2,540,0292019Assets 2021: $4,028,614Liabilities 2021: $550,095Net Assets 2021: $3,478,5192021Assets 2022: $3,331,781Liabilities 2022: $550,095Net Assets 2022: $2,781,6862022Assets 2023: $3,089,643Liabilities 2023: $450,095Net Assets 2023: $2,639,5482023Assets 2024: $3,525,959Liabilities 2024: $451,399Net Assets 2024: $3,074,5602024

Highlighted filing

2017

Assets$2,531,111
Liabilities$0
Net Assets$2,531,111

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $402,3102010Revenue 2011: $135,922Expenses 2011: $361,244Net Income 2011: -$225,3222011Revenue 2012: $352,294Expenses 2012: $298,710Net Income 2012: $53,5842012Revenue 2013: $343,439Expenses 2013: $321,828Net Income 2013: $21,6112013Revenue 2014: $242,988Expenses 2014: $155,293Net Income 2014: $87,6952014Revenue 2015: $202,044Expenses 2015: $133,809Net Income 2015: $68,2352015Revenue 2016: $405,777Expenses 2016: $206,197Net Income 2016: $199,5802016Revenue 2017: $280,687Expenses 2017: $366,162Net Income 2017: -$85,4752017Revenue 2018: $1,051,208Expenses 2018: $330,168Net Income 2018: $721,0402018Revenue 2019: $363,988Expenses 2019: $438,425Net Income 2019: -$74,4372019Revenue 2021: $789,191Expenses 2021: $342,868Net Income 2021: $446,3232021Revenue 2022: -$295,853Expenses 2022: $400,937Net Income 2022: -$696,7902022Revenue 2023: $405,590Expenses 2023: $567,682Net Income 2023: -$162,0922023Revenue 2024: $878,973Expenses 2024: $441,758Net Income 2024: $437,2152024

Highlighted filing

2017

Revenue$280,687
Expenses$366,162
Net Income-$85,475
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 12, 2018
Return Version
2017v2.2
Gross Receipts
$464,782
Mission and Program Overview

Mission

EDUCATIONAL ENHANCEMENT

Educational enhancement student loans and scholarships, academic programing in support of leadership skills.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,893,421$1,901,713▲ $8,292
Land, Buildings, and Equipment, Net$162,939$162,939→ $0
Accounts Receivable$134,559$136,646▲ $2,087
Savings and Temporary Cash Investments$110,836$11,630▼ $99,206
Total Assets$2,619,938$2,531,111▼ $88,827
Other Assets Total$318,183$318,183→ $0
Liabilities
Accounts Payable and Accrued Expenses$2,009--
Total Liabilities$2,009$0▼ $2,009
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,377,509$1,377,509→ $0
Temporarily Rstr Net Assets$657,350$657,350→ $0
Unrestricted Net Assets$583,070$496,252▼ $86,818
Total Net Assets Fund Balance$2,617,929$2,531,111▼ $86,818
Total Liabilities and Net Assets / Fund Balance$2,619,938$2,531,111▼ $88,827

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$88,974--
Land$43,757--
Equipment$10,496--
Leasehold Improvements$19,712--
Other Assets Org$318,183--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott CarlsonCEOPT$3,500$95,858$99,358

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$143,145
Program Service Revenue
$2,980
Investment Income
$53,328
Other Revenue
$81,234
All Other Contributions
$143,145
Change in Net Assets
$-85,475
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$141,338
Other Expenses$122,325
Total Fundraising Expense$111,210
Salaries, Compensation, and Employee Benefits$102,499
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$113,719--$113,719
Other Salaries and Wages$46,216$0$40,000$86,216
Other Expenses$0$0$46,406$46,406
Grants to Domestic Orgs$27,619--$27,619
Occupancy$11,854$2,963$0$14,817
Advertising$10,795$603$3,250$14,648
Fees for Service Investment Mgmnt Fees$10,149$0$0$10,149
Payroll Taxes$4,812$0$4,000$8,812
Insurance$3,500$4,202$0$7,702
Other Employee Benefits$3,871$0$3,600$7,471
Fees for Services Accounting$3,469$0$3,500$6,969
Office Expenses$4,379$893$0$5,272
Travel$427$0$1,200$1,627
Conferences and Meetings$449$0$0$449
Total Functional Expenses$245,315$9,637$111,210$366,162
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Alpha Chi Rho Educational Foundation Inc
EIN
13-6085233
Phone
7329880588
Address
109 OXFORD WAY, NEPTUNE, NJ 07753

Signing Officer

Name
Gary Delpiano
Title
President
Phone
7329880588
Signed
2018-10-12
Discuss with paid preparer
Yes

Organization Details

Formed
1950
Legal Domicile
Nj
Voting Board Members
14
Independent Board Members
13
Employees
5
Volunteers
25

Preparer

Firm
Scott Carlson CPA
Address
182 Grande Woodlands Way, Toms River, NJ 08755
Preparer
Scott a Carlson
Phone
7322329143
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

donation creates membership and ability to vote

Pt VI, Line 7A

members and or donors vote to elect trustees at annual meeting

Pt VI, Line 7B

members elect trustees

Pt VI, Line 11B

trustees see copy of 990 filing prior to submission

Pt VI, Line 15A

no compensation

Form 990EZ, Part II, Line 24

Accounts Receivable - Net

Form 990EZ, Part II, Line 24

Other Receivables

Form 990EZ, Part II, Line 24

Investments

Form 990EZ, Part II, Line 24

Unconditional promice to give

Form 990EZ, Part II, Line 24

Remainer interest Trust

Form 990EZ, Part II, Line 26

Accounts Payable & Accrued Expenses

Raw XML AppendixShowing 400 of 527 raw XML fields

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IRS990/OtherExpensesGrp/Desc1miscelaneous
IRS990/OtherExpensesGrp/Desc2postage
IRS990/OtherExpensesGrp/Desc3Dir of Dev Expenses
IRS990/OtherExpensesGrp/FundraisingAmt09254
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt346406
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1976
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt14000
IRS990/OtherExpensesGrp/ProgramServicesAmt256
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt09254
IRS990/OtherExpensesGrp/TotalAmt14976
IRS990/OtherExpensesGrp/TotalAmt256
IRS990/OtherExpensesGrp/TotalAmt346406
IRS990/OtherRevenueMiscGrp/BusinessCd0523000
IRS990/OtherRevenueMiscGrp/Desc0UNREALIZED PORTFOLIO GAIN/LOSS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt083470
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt083470
IRS990/OtherRevenueTotalAmt083470
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt040000
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt046216
IRS990/OtherSalariesAndWagesGrp/TotalAmt086216
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04000
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt04812
IRS990/PayrollTaxesGrp/TotalAmt08812
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01377509
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01377509
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Scott Carlson
IRS990/PriorPeriodAdjustmentsAmt0-1343
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT LOAN INTEREST
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02980
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0117410
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt095338
IRS990/PYInvestmentIncomeAmt0295419
IRS990/PYOtherExpensesAmt074982
IRS990/PYOtherRevenueAmt0-9914
IRS990/PYProgramServiceRevenueAmt02862
IRS990/PYRevenuesLessExpensesAmt0199580
IRS990/PYSalariesCompEmpBnftPaidAmt035877
IRS990/PYTotalExpensesAmt0206197
IRS990/PYTotalRevenueAmt0405777
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-85475
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-2236
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02980
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0110836
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011630
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0143145
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0117410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0177656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt086990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt090799
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0616000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt036272
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt047633
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt055253
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt060926
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt062723
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0262807
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70100
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.71360
IRS990ScheduleA/PublicSupportTotal170Amt0616000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0143145
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0117410
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0177656
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt086990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt090799
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0616000
IRS990ScheduleA/TotalSupportAmt0878807
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt088974
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt088974
IRS990ScheduleD/EquipmentGrp/BookValueAmt010496
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt010496
IRS990ScheduleD/LandGrp/BookValueAmt043757
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt043757
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt019712
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt019712
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0318183
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Remainer interest Trust
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0162939
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0318183
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt030500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0none
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt014
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0N/A
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0donation creates membership and ability to vote
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1members and or donors vote to elect trustees at annual meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2members elect trustees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3trustees see copy of 990 filing prior to submission
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4no compensation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Receivable - Net
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Other Receivables
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Investments
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8UNCONDITIONAL PROMICE TO GIVE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Remainer interest Trust
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Payable & Accrued Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 26
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.53$0.45$3.07$0.88$0.44$0.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.45$2.64$0.41$0.57$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.33$0.55$2.78$0.30$0.40$0.70
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.03$0.55$3.48$0.79$0.34$0.45
2019Detailed filing. Detailed filing data is available for this year.$2.94$0.40$2.54$0.36$0.44$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.59$0.50$3.09$1.05$0.33$0.72
2017Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.28$0.37$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.00$2.62$0.41$0.21$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.20$0.13$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.24$0.16$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.18$0.01$2.18$0.34$0.32$0.02
2012Summary only. Only limited summary data is available for this year.$2.16$0.00$2.16$0.35$0.30$0.05
2011Summary only. Only limited summary data is available for this year.$2.11$0.00$2.10$0.14$0.36$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$0.00$2.07$0.40