Civic Intelligence

Alpha Epsilon Phi Foundation Incorporated

990 • Fiscal year 2020 • EIN 25-6067372

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 26, 2021

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.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

73rd percentile

20%

Higher net margin than 73% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

60th percentile

11%

Faster asset growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-12%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,453,394

Up $139,933 (+11%) from 2019

Net Assets

Up

$1,453,394

Up $139,933 (+11%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin73rd percentile

Revenue

Down

$155,330

Down $21,199 (-12%) from 2019

Expenses

Down

$124,017

Down $8,203 (-6.2%) from 2019

Net Income

Down

$31,313

Down $12,996 (-29%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2020

Assets$1,453,394
Liabilities$0
Net Assets$1,453,394
Open 2020 Filing

Operations Trend

Revenue Growth30th 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

2020

Revenue$155,330
Expenses$124,017
Net Income$31,313
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 26, 2021
Return Version
2020v4.0
Gross Receipts
$163,809
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$1,217,508$1,329,656▲ $112,148
Cash and Non-Interest-Bearing Accounts$95,953$123,738▲ $27,785
Total Assets$1,313,461$1,453,394▲ $139,933
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,056,282$1,181,726▲ $125,444
Net Assets With Donor Restrictions$257,179$271,668▲ $14,489
Total Net Assets Fund Balance$1,313,461$1,453,394▲ $139,933
Total Liabilities and Net Assets / Fund Balance$1,313,461$1,453,394▲ $139,933

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$167,297---$109,196
2019$237,888---$167,297
2018$245,629---$233,555
2017$222,791---$245,629
2016$211,404---$222,791
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Lisa Rowe DavisPresident
Jillian Weyman KatzSecretary
Renae Spector FlandersTreasurer
Sarah Koepke Van BurenVP Scholarsh
Revenue and Support

Revenue Composition

Contributions and Grants
$134,021
Program Service Revenue
$0
Investment Income
$14,847
Other Revenue
$6,462
All Other Contributions
$134,021
Change in Net Assets
$31,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$58,101
Professional Fundraising Fees$37,824
Total Fundraising Expense$37,824
Other Expenses$28,092
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$44,283--$44,283
Fees for Services Professional Fundraising--$37,824$37,824
Grants to Domestic Individuals$13,818--$13,818
Other Expenses-$11,337-$11,337
Fees for Service Investment Mgmnt Fees-$8,319-$8,319
Conferences and Meetings$4,936--$4,936
Fees for Services Accounting-$3,500-$3,500
Total Functional Expenses$63,037$23,156$37,824$124,017
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Epsilon PhiDanbury, CT--$44,283
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$37,824
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
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
2021-10-26

Organization Details

Principal Officer
Lisa Rowe Davis
Formed
1959
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
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.”

Raw XML Appendix332 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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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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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/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023156
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt063037
IRS990/TotalFunctionalExpensesGrp/TotalAmt0124017
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IRS990/TotalProgramServiceExpensesAmt063037
IRS990/TotalRevenueGrp/ExclusionAmt023326
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-2017
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011 LAKE AVENUE EXTENSION
IRS990/USAddress/CityNm0DANBURY
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006811
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.AEPHI.ORG/FOUNDATION
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RENAE SPECTOR FLANDERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02037480029
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-26
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 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/PreparationDt02021-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES P LEUTENEGGER CPA
ReturnHeader/ReturnTs02021-11-05T14:01:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RENAE SPECTOR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FLANDERS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,453,394
Liabilities
$0
Net assets
$1,453,394
Revenue
$155,330
Expenses
$124,017
Net income
$31,313
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