Civic Intelligence

Alpha Epsilon Phi Foundation Incorporated

990 • Fiscal year 2015 • EIN 25-6067372

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 30, 2016

Organization ProfileWWW.AEPHI.ORG/FOUNDATION
11 Lake Avenue ExtensionDanbury, CT 06811

(203) 748-0029

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

96th percentile

70%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

41st percentile

-1.1%

Faster asset growth than 41% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

157%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$1,020,329

Down $11,728 (-1.1%) from 2014

Net Assets

Down

$1,020,329

Down $11,728 (-1.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin96th percentile

Revenue

Up

$321,600

Up $196,306 (+157%) from 2014

Expenses

Up

$97,657

Up $3,571 (+3.8%) from 2014

Net Income

Up

$223,943

Up $192,735 (+618%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,004,687Liabilities 2013: $0Net Assets 2013: $1,004,6872013Assets 2014: $1,032,057Liabilities 2014: $0Net Assets 2014: $1,032,0572014Assets 2015: $1,020,329Liabilities 2015: $0Net Assets 2015: $1,020,3292015Assets 2016: $1,055,668Liabilities 2016: $0Net Assets 2016: $1,055,6682016Assets 2017: $1,207,589Liabilities 2017: $0Net Assets 2017: $1,207,5892017Assets 2018: $1,121,106Liabilities 2018: $0Net Assets 2018: $1,121,1062018Assets 2019: $1,313,461Liabilities 2019: $0Net Assets 2019: $1,313,4612019Assets 2020: $1,453,394Liabilities 2020: $0Net Assets 2020: $1,453,3942020Assets 2021: $1,675,258Liabilities 2021: $14,167Net Assets 2021: $1,661,0912021Assets 2022: $1,550,006Liabilities 2022: $0Net Assets 2022: $1,550,0062022Assets 2023: $1,739,529Liabilities 2023: $0Net Assets 2023: $1,739,5292023Assets 2024: $1,760,960Liabilities 2024: $0Net Assets 2024: $1,760,9602024

Highlighted filing

2015

Assets$1,020,329
Liabilities$0
Net Assets$1,020,329
Open 2015 Filing

Operations Trend

Revenue Growth96th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2013: $123,925Expenses 2013: $96,460Net Income 2013: $27,4652013Revenue 2014: $125,294Expenses 2014: $94,086Net Income 2014: $31,2082014Revenue 2015: $321,600Expenses 2015: $97,657Net Income 2015: $223,9432015Revenue 2016: $132,277Expenses 2016: $141,675Net Income 2016: -$9,3982016Revenue 2017: $188,049Expenses 2017: $127,076Net Income 2017: $60,9732017Revenue 2018: $162,682Expenses 2018: $139,574Net Income 2018: $23,1082018Revenue 2019: $176,529Expenses 2019: $132,220Net Income 2019: $44,3092019Revenue 2020: $155,330Expenses 2020: $124,017Net Income 2020: $31,3132020Revenue 2021: $292,457Expenses 2021: $226,871Net Income 2021: $65,5862021Revenue 2022: $220,434Expenses 2022: $121,443Net Income 2022: $98,9912022Revenue 2023: $377,311Expenses 2023: $187,788Net Income 2023: $189,5232023Revenue 2024: $34,887Expenses 2024: $12,756Net Income 2024: $22,1312024

Highlighted filing

2015

Revenue$321,600
Expenses$97,657
Net Income$223,943
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 30, 2016
Return Version
2015v2.1
Gross Receipts
$1,098,528
Mission and Program Overview

Mission

Support leadership development, programming, and to provide ongoing support for alpha epsilon phi sorority and its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$947,737$953,998▲ $6,261
Cash and Non-Interest-Bearing Accounts$35,085$34,729▼ $356
Savings and Temporary Cash Investments$49,235$31,602▼ $17,633
Total Assets$1,032,057$1,020,329▼ $11,728
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$816,144$808,925▼ $7,219
Temporarily Rstr Net Assets$215,913$211,404▼ $4,509
Total Net Assets Fund Balance$1,032,057$1,020,329▼ $11,728
Total Liabilities and Net Assets / Fund Balance$1,032,057$1,020,329▼ $11,728

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$215,913---$211,404
2014$227,876$26,369▲ $6,832-$215,913
2013$236,936$29,231▼ $14,797-$227,876
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Kelly Green KoffmanPresident
Caryl Ferber PoserTrustee
Connie Savitt SandlerTrustee
Lisa Rowe DavisTrustee
Melissa Zalkin StollmanTrustee
Sally Strauss LangTrustee
Bonnie Rubenstein WunschDevelopment
Debbie FriedmanNational Pre
Libby AndersonSecretary
Donna Palley KassTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$88,783
Program Service Revenue
$0
Investment Income
$232,817
Other Revenue
$0
All Other Contributions
$88,783
Change in Net Assets
$223,943
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$45,503
Professional Fundraising Fees$37,766
Total Fundraising Expense$37,766
Other Expenses$14,388
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Professional Fundraising--$37,766$37,766
Grants to Domestic Orgs$35,000--$35,000
Grants to Domestic Individuals$10,503--$10,503
Fees for Services Management-$8,748-$8,748
Fees for Services Accounting-$5,000-$5,000
Office Expenses$640--$640
Total Functional Expenses$46,143$13,748$37,766$97,657
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Epsilon Sorority IncDanbury, CT7Leadership Training$35,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$37,766
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
Yes
Annual disclosure for covered persons
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is prepared by an independent cpa firm and reviewed by the organization's top management. The form 990 is then reviewed and approved by the board of directors prior to filing with the irs.”

Form 990, Page 6, Part VI, Line 12C

“A trustee or the development director who has a financial or personal interest or who would receive personal or financial benefit from a potential transaction with the foundation should not participate in the discussion or the vote on a transaction or arrangement that involves the interest. If a trustee or development director fails to disclose a conflict of interest, either intenionally or unintentionally, the president shall determine what appropriate action should be taken.”

Form 990, Page 6, Part VI, Line 19

“The governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Alpha Epsilon Phi Foundation Inc
EIN
25-6067372
Phone
2037480029
Address
11 LAKE AVENUE EXTENSION, DANBURY, CT 06811

Signing Officer

Name
Donna Palley Kass
Title
Treasurer
Phone
2037480029
Signed
2016-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna Palley Kass
Formed
1959
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
15

Preparer

Firm
Agl Ascent Group LLC
Address
2810 PREMIERE PKWY STE 200, DULUTH, GA 30097
Preparer
Bradley Sienkiewicz
Phone
8003269530
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The intended use of the endowment funds are to be used for scholarship and leadership training purposes that further the foundation's mission. The funds are as follows: katz leadership fund, the cheryl kraff-cooper md giraffe fund, and the 1909 fund.”

Raw XML Appendix368 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORT LEADERSHIP DEVELOPMENT, PROGRAMMING, AND TO PROVIDE ONGOING SUPPORT FOR ALPHA EPSILON PHI SORORITY AND ITS MEMBERS.
IRS990/AllOtherContributionsAmt088783
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0DONNIE PALLEY KASS
IRS990/BooksInCareOfDetail/PhoneNum02037480029
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011 LAKE AVENUE EXTENSION SUITE 1A
IRS990/BooksInCareOfDetail/USAddress/CityNm0DANBURY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006811
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt035085
IRS990/CashNonInterestBearingGrp/EOYAmt034729
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt088783
IRS990/CYGrantsAndSimilarPaidAmt045503
IRS990/CYInvestmentIncomeAmt0232817
IRS990/CYOtherExpensesAmt014388
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0223943
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt097657
IRS990/CYTotalFundraisingExpenseAmt037766
IRS990/CYTotalProfFndrsngExpnsAmt037766
IRS990/CYTotalRevenueAmt0321600
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0LEADERSHIP DEVELOPMENT, EDUCATIONAL SCHOLARSHIPS AND GRANTS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt046143
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05000
IRS990/FeesForServicesAccountingGrp/TotalAmt05000
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt08748
IRS990/FeesForServicesManagementGrp/TotalAmt08748
IRS990/FeesForServicesProfFundraising/FundraisingAmt037766
IRS990/FeesForServicesProfFundraising/TotalAmt037766
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0KELLY GREEN KOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1LISA ROWE DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm2SALLY STRAUSS LANG
IRS990/Form990PartVIISectionAGrp/PersonNm3LIBBY ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm4DONNA PALLEY KASS
IRS990/Form990PartVIISectionAGrp/PersonNm5CARYL FERBER POSER
IRS990/Form990PartVIISectionAGrp/PersonNm6CONNIE SAVITT SANDLER
IRS990/Form990PartVIISectionAGrp/PersonNm7MELISSA ZALKIN STOLLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8DEBBIE FRIEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9BONNIE RUBENSTEIN WUNSCH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8NATIONAL PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt9DEVELOPMENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0210587
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt045503
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt010503
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt010503
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt035000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt035000
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0987515
IRS990/GrossReceiptsAmt01098528
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt022230
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022230
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0947737
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0953998
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0776928
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT LEADERSHIP DEVELOPMENT, PROGRAMMING, AND TO PROVIDE ONGOING SUPPORT FOR ALPHA EPSILON PHI SORORITY AND ITS MEMBERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01032057
IRS990/NetAssetsOrFundBalancesEOYAmt01020329
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0210587
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0210587
IRS990/NetUnrlzdGainsLossesInvstAmt0-235671
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt0640
IRS990/OfficeExpensesGrp/TotalAmt0640
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DONNA PALLEY KASS
IRS990/ProfessionalFundraisingInd0true
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0102374
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt035281
IRS990/PYInvestmentIncomeAmt022912
IRS990/PYOtherExpensesAmt014901
IRS990/PYOtherRevenueAmt08
IRS990/PYRevenuesLessExpensesAmt031208
IRS990/PYTotalExpensesAmt094086
IRS990/PYTotalProfFndrsngExpnsAmt043904
IRS990/PYTotalRevenueAmt0125294
IRS990/ReconcilationRevenueExpnssAmt0223943
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt049235
IRS990/SavingsAndTempCashInvstGrp/EOYAmt031602
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ROYALTIES 3,293
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt088783
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0102374
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt095446
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0117929
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt073874
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0478406
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022230
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt021114
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt020602
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt028522
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017964
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0110432
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02793
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03293
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80790
IRS990ScheduleA/PublicSupportPY170Pct00.78340
IRS990ScheduleA/PublicSupportTotal170Amt0478406
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt088783
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0102374
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt095446
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0117929
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt073874
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0478406
IRS990ScheduleA/TotalSupportAmt0592131
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0215913
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0211404
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt045503
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0227876
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt026369
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0215913
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt045164
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06832
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0236936
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt029231
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0227876
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt023494
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-14797
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENDED USE OF THE ENDOWMENT FUNDS ARE TO BE USED FOR SCHOLARSHIP AND LEADERSHIP TRAINING PURPOSES THAT FURTHER THE FOUNDATION'S MISSION. THE FUNDS ARE AS FOLLOWS: KATZ LEADERSHIP FUND, THE CHERYL KRAFF-COOPER MD GIRAFFE FUND, AND THE 1909 FUND.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/LicensedStatesCd0CT
IRS990ScheduleG/LicensedStatesCd1NY
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010503
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/RecipientTable/CashGrantAmt035000
IRS990ScheduleI/RecipientTable/IRCSectionDesc07
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LEADERSHIP TRAINING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALPHA EPSILON SORORITY INC
IRS990ScheduleI/RecipientTable/RecipientEIN0251072670
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt011 LAKE AVENUE SUITE 1A
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DANBURY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006811
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SINCE ITS FOUNDING IN 1959, THE ALPHA EPSILON PHI FOUNDATION HAS BEEN ENRICHING THE LIVES OF AEPHI MEMBERS BY AWARDING SCHOLARSHIPS FOR BOTH UNDERGRADUATE AND GRADUATE STUDIES. ALL APPLICANTS MUST HAVE A MINIMUM GPA OF 3.0 AND WILL BE SCORED BASED ON ACADEMIC PERFORMANCE; CHAPTER, CAMPUS AND COMMUNITY ACTIVITIES AND NEED. RISING JUNIORS AND SENIORS ARE ELIGIBLE TO APPLY FOR UNDERGRADUATE SCHOLARSHIPS AND THESE WOMEN MUST BE FULL-TIME STUDENTS FOR THE COMING YEAR. GRADUATE APPLICANTS MUST HAVE COMPLETED AT LEAST ONE YEAR OF GRADUATE STUDIES PRIOR TO APPLYING. APPLICATIONS FOR THE ABOVE-NAMED SCHOLARSHIPS AND GENERAL FOUNDATION SCHOLARSHIPS ARE AVAILABLE EACH YEAR AFTER JANUARY AND ARE DUE BY APRIL 1ST.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED BY THE ORGANIZATION'S TOP MANAGEMENT. THE FORM 990 IS THEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A TRUSTEE OR THE DEVELOPMENT DIRECTOR WHO HAS A FINANCIAL OR PERSONAL INTEREST OR WHO WOULD RECEIVE PERSONAL OR FINANCIAL BENEFIT FROM A POTENTIAL TRANSACTION WITH THE FOUNDATION SHOULD NOT PARTICIPATE IN THE DISCUSSION OR THE VOTE ON A TRANSACTION OR ARRANGEMENT THAT INVOLVES THE INTEREST. IF A TRUSTEE OR DEVELOPMENT DIRECTOR FAILS TO DISCLOSE A CONFLICT OF INTEREST, EITHER INTENIONALLY OR UNINTENTIONALLY, THE PRESIDENT SHALL DETERMINE WHAT APPROPRIATE ACTION SHOULD BE TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/StatesWhereCopyOfReturnIsFldCd1NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0215913
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0211404
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01032057
IRS990/TotalAssetsEOYAmt01020329
IRS990/TotalAssetsGrp/BOYAmt01032057
IRS990/TotalAssetsGrp/EOYAmt01020329
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt088783
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt037766
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013748
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt046143
IRS990/TotalFunctionalExpensesGrp/TotalAmt097657
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01032057
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01020329
IRS990/TotalProgramServiceExpensesAmt046143
IRS990/TotalRevenueGrp/ExclusionAmt022230
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0210587
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0321600
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01032057
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01020329
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0816144
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0808925
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.AEPHI.ORG/FOUNDATION
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA PALLEY KASS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02037480029
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA EPSILON PHI FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0256067372
ReturnHeader/Filer/PhoneNum02037480029
ReturnHeader/Filer/USAddress/AddressLine1Txt011 LAKE AVENUE EXTENSION
ReturnHeader/Filer/USAddress/CityNm0DANBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006811
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471077462
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AGL ASCENT GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02810 PREMIERE PKWY STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030097
ReturnHeader/PreparerPersonGrp/PhoneNum08003269530
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY SIENKIEWICZ
ReturnHeader/ReturnTs02016-06-30T13:06:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,020,329
Liabilities
$0
Net assets
$1,020,329
Revenue
$321,600
Expenses
$97,657
Net income
$223,943
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.03$0.01$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.38$0.19$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.22$0.12$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.68$0.01$1.66$0.29$0.23$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.16$0.12$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.18$0.13$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.16$0.14$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.19$0.13$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.13$0.14$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.32$0.10$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.13$0.09$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.12$0.10$0.03