Civic Intelligence

Alpha Epsilon Phi Foundation Incorporated

990 • Fiscal year 2019 • EIN 25-6067372

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

77th percentile

17%

Faster asset growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

60th percentile

8.5%

Faster revenue growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,313,461

Up $192,355 (+17%) from 2018

Net Assets

Up

$1,313,461

Up $192,355 (+17%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin81st percentile

Revenue

Up

$176,529

Up $13,847 (+8.5%) from 2018

Expenses

Down

$132,220

Down $7,354 (-5.3%) from 2018

Net Income

Up

$44,309

Up $21,201 (+92%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2019

Assets$1,313,461
Liabilities$0
Net Assets$1,313,461
Open 2019 Filing

Operations Trend

Revenue Growth60th 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

2019

Revenue$176,529
Expenses$132,220
Net Income$44,309
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$176,529
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,052,446$1,217,508▲ $165,062
Cash and Non-Interest-Bearing Accounts$68,660$95,953▲ $27,293
Total Assets$1,121,106$1,313,461▲ $192,355
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$875,477$1,056,282▲ $180,805
Net Assets With Donor Restrictions$245,629$257,179▲ $11,550
Total Net Assets Fund Balance$1,121,106$1,313,461▲ $192,355
Total Liabilities and Net Assets / Fund Balance$1,121,106$1,313,461▲ $192,355

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$237,888---$167,297
2018$245,629---$233,555
2017$222,791---$245,629
2016$211,404---$222,791
2015$215,913---$211,404
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Jessica KortPresident
Sarah Koepke Van BurenSecretary
Renae Spector FlandersTreasurer
Berinthia Rosenberg LevineVP-programmi
Lisa Rowe DavisVP-scholarsh
Revenue and Support

Revenue Composition

Contributions and Grants
$141,797
Program Service Revenue
$0
Investment Income
$29,191
Other Revenue
$5,541
All Other Contributions
$141,797
Change in Net Assets
$44,309
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,317
Grants and Similar Amounts Paid$44,523
Professional Fundraising Fees$33,380
Total Fundraising Expense$33,380
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$34,614--$34,614
Fees for Services Professional Fundraising--$33,380$33,380
Conferences and Meetings$10,504--$10,504
Grants to Domestic Individuals$9,909--$9,909
Fees for Service Investment Mgmnt Fees-$7,970-$7,970
Fees for Services Accounting-$5,000-$5,000
Other Expenses-$4,500-$4,500
Fees for Services Other-$275-$275
Total Functional Expenses$55,027$43,813$33,380$132,220
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Epsilon PhiDanbury, CT--$34,614
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$33,380
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
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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 inte rest or who would receive personal or financial benefit from a potential t ransaction 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 confilct of interest”

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
Renae Spector Flanders
Title
Treasurer
Phone
2037480029
Signed
2020-11-13

Organization Details

Principal Officer
Jessica Kort
Formed
1959
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
15

Preparer

Firm
Agl CPA Group LLC
Address
1870 BUFORD HIGHWAY STE 100, DULUTH, GA 30097
Preparer
James P Leutenegger CPA
Phone
7706222982
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 4, Part XIII

“The intended use of the endowment funds is 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.”

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

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IRS990ScheduleI/RecipientTable/USAddress/CityNm0DANBURY
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006811
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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 INTE REST OR WHO WOULD RECEIVE PERSONAL OR FINANCIAL BENEFIT FROM A POTENTIAL T RANSACTION 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 CONFILCT OF INTEREST
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
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01313461
IRS990/TotalAssetsGrp/BOYAmt01121106
IRS990/TotalAssetsGrp/EOYAmt01313461
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0141797
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt033380
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043813
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt055027
IRS990/TotalFunctionalExpensesGrp/TotalAmt0132220
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01313461
IRS990/TotalProgramServiceExpensesAmt055027
IRS990/TotalRevenueGrp/ExclusionAmt027088
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07644
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0176529
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01121106
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01313461
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.AEPHI.ORG/FOUNDATION
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RENAE SPECTOR FLANDERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02037480029
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId01DA84F078CBF7534D2A2C1B23A3F481794F0465B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0736C50D051042A4CA373DE2588DD351F770E788E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt03.214.242.0
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:57:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471077462
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AGL CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01870 BUFORD HIGHWAY STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030097
ReturnHeader/PreparerPersonGrp/PhoneNum07706222982
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES P LEUTENEGGER CPA
ReturnHeader/ReturnTs02020-11-16T15:57:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,313,461
Liabilities
$0
Net assets
$1,313,461
Revenue
$176,529
Expenses
$132,220
Net income
$44,309
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