Civic Intelligence

Alpha Epsilon Phi Foundation Incorporated

990 • Fiscal year 2021 • EIN 25-6067372

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

40th percentile

0.05x

Higher debt load relative to revenue than 40% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

66th percentile

22%

Higher net margin than 66% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

61st percentile

15%

Faster asset growth than 61% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

88%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,675,258

Up $221,864 (+15%) from 2020

Net Assets

Up

$1,661,091

Up $207,697 (+14%) from 2020

Liabilities

Up

$14,167

Up $14,167 from 2020

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin66th percentile

Revenue

Up

$292,457

Up $137,127 (+88%) from 2020

Expenses

Up

$226,871

Up $102,854 (+83%) from 2020

Net Income

Up

$65,586

Up $34,273 (+109%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2021

Assets$1,675,258
Liabilities$14,167
Net Assets$1,661,091
Open 2021 Filing

Operations Trend

Revenue Growth86th 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

2021

Revenue$292,457
Expenses$226,871
Net Income$65,586
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$1,384,292
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$1,329,656$1,511,644▲ $181,988
Cash and Non-Interest-Bearing Accounts$123,738$163,614▲ $39,876
Total Assets$1,453,394$1,675,258▲ $221,864
Liabilities
Accounts Payable and Accrued Expenses-$14,167-
Total Liabilities$0$14,167▲ $14,167
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,181,726$1,381,785▲ $200,059
Net Assets With Donor Restrictions$271,668$279,306▲ $7,638
Total Net Assets Fund Balance$1,453,394$1,661,091▲ $207,697
Total Liabilities and Net Assets / Fund Balance$1,453,394$1,675,258▲ $221,864

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$109,196---$2,764
2020$167,297---$109,196
2019$237,888---$167,297
2018$245,629---$233,555
2017$222,791---$245,629
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jamie LightPresident
Joan GoldsteinSecretary
-Treasurer
Jessica KortVP Programmi
Lauren FordVP Scholarsh
Revenue and Support

Revenue Composition

Contributions and Grants
$200,275
Program Service Revenue
$0
Investment Income
$79,213
Other Revenue
$12,969
All Other Contributions
$200,275
Change in Net Assets
$65,586
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$156,564
Professional Fundraising Fees$36,762
Total Fundraising Expense$36,762
Other Expenses$33,545
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$105,746--$105,746
Grants to Domestic Individuals$50,818--$50,818
Fees for Services Professional Fundraising--$36,762$36,762
Office Expenses-$18,747-$18,747
Fees for Service Investment Mgmnt Fees-$9,932-$9,932
Fees for Services Accounting-$4,866-$4,866
Total Functional Expenses$156,564$33,545$36,762$226,871
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Epsilon PhiDanbury, CT--$65,314
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$36,762
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
Jamie Light
Title
President
Phone
2037480029
Signed
2022-11-15

Organization Details

Principal Officer
Jamie Light
Formed
1959
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
11
Employees
0
Volunteers
40

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/GrantsOtherAsstToIndivInUSGrp/RecipientCnt011
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/RecipientTable/CashGrantAmt065314
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALPHA EPSILON PHI
IRS990ScheduleI/RecipientTable/RecipientEIN0251072670
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt011 LAKE AVE EXTENSION STE 1A
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DANBURY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006811
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 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01453394
IRS990/TotalAssetsEOYAmt01675258
IRS990/TotalAssetsGrp/BOYAmt01453394
IRS990/TotalAssetsGrp/EOYAmt01675258
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0200275
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt036762
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033545
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0156564
IRS990/TotalFunctionalExpensesGrp/TotalAmt0226871
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt014167
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt014167
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01453394
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01661091
IRS990/TotalOtherProgSrvcExpenseAmt01000
IRS990/TotalOtherProgSrvcGrantAmt01000
IRS990/TotalProgramServiceExpensesAmt0156564
IRS990/TotalRevenueGrp/ExclusionAmt092182
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0292457
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01453394
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01675258
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011 LAKE AVENUE EXTENSION
IRS990/USAddress/CityNm0DANBURY
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006811
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.AEPHI.ORG/FOUNDATION
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE LIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02037480029
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES P LEUTENEGGER CPA
ReturnHeader/ReturnTs02022-11-15T22:58:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LIGHT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,675,258
Liabilities
$14,167
Net assets
$1,661,091
Revenue
$292,457
Expenses
$226,871
Net income
$65,586
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