Civic Intelligence

Alpha Epsilon Phi Foundation Incorporated

990 • Fiscal year 2022 • EIN 25-6067372

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

Organization ProfileN/A
6510 Telecom DriveIndianapolis, IN 46278

(317) 816-1615

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

24th percentile

-7.5%

Faster asset growth than 24% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-25%

Faster revenue growth than 16% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,550,006

Down $125,252 (-7.5%) from 2021

Net Assets

Down

$1,550,006

Down $111,085 (-6.7%) from 2021

Liabilities

Down

$0

Down $14,167 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin87th percentile

Revenue

Down

$220,434

Down $72,023 (-25%) from 2021

Expenses

Down

$121,443

Down $105,428 (-46%) from 2021

Net Income

Up

$98,991

Up $33,405 (+51%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2022

Assets$1,550,006
Liabilities$0
Net Assets$1,550,006
Open 2022 Filing

Operations Trend

Revenue Growth16th 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

2022

Revenue$220,434
Expenses$121,443
Net Income$98,991
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$220,434
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$1,511,644$1,287,401▼ $224,243
Cash and Non-Interest-Bearing Accounts$163,614$262,605▲ $98,991
Total Assets$1,675,258$1,550,006▼ $125,252
Liabilities
Accounts Payable and Accrued Expenses$14,167--
Total Liabilities$14,167$0▼ $14,167
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,381,785$1,042,700▼ $339,085
Net Assets With Donor Restrictions$279,306$507,306▲ $228,000
Total Net Assets Fund Balance$1,661,091$1,550,006▼ $111,085
Total Liabilities and Net Assets / Fund Balance$1,675,258$1,550,006▼ $125,252

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$2,764---$-70,104
2021$109,196---$2,764
2020$167,297---$109,196
2019$237,888---$167,297
2018$245,629---$233,555
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Jamie LightPresident
Sharon RaphaelSorority President
Amy PerraultDirector
Carlie MoeDirector
Cheryl CooperDirector
Jennifer RosenblattDirector
Kristin SchultzDirector
Lauren FordDirector
Patti KennerDirector
Sharon RossiDirector
Bonnie WunschEx-Officio Sorority Ex. Director
Lisa RaymondTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$220,434
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$196,354
Change in Net Assets
$98,991
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$72,868
Other Expenses$29,475
Professional Fundraising Fees$19,100
Total Fundraising Expense$19,100
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$72,868--$72,868
Fees for Services Professional Fundraising--$19,100$19,100
Fees for Services Management$0$6,128$0$6,128
Advertising$0$6,000$0$6,000
Fees for Services Accounting$0$5,000$0$5,000
Fees for Services Legal$0$3,500$0$3,500
Occupancy$0$3,458$0$3,458
Other Expenses$0$1,155$0$1,155
Information Technology$0$1,038$0$1,038
Total Functional Expenses$72,868$29,475$19,100$121,443
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Epsilon PhiDanbury, CT-Assist local chapters$19,700
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$19,100
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
Filing and Contact Details

Filer

Filer Name
Alpha Epsilon Phi Foundation
EIN
25-6067372
Phone
3178161615
Address
6510 Telecom Drive, Indianapolis, IN 46278

Signing Officer

Name
Jamie Light
Title
President
Phone
3178161615
Signed
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jamie Light
Formed
1959
Legal Domicile
In
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
40

Preparer

Firm
WagnerCPAGroup
Address
8335 BROOKS FARM LN, INDIANAPOLIS, IN 46237
Preparer
Deb Wagner CPA
Phone
3177487496
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Form 990 prepared by independent CPA and reviewed by management. The 990 is then reviewed and approved by the Board of Directors prior to filing with IRS.”

Pt VI, Line 19

“The governing documents are available upon request.”

Pt VI, Line 12C

“A trustee or development director who has a financial or personal interest or who would receive personal or fincial 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.”

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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0220434
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0200278
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0134021
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0141797
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0113689
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0810219
IRS990ScheduleA/TotalSupportAmt0926409
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/BeginningYearBalanceAmt02764
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0-70104
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt072868
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0109196
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02764
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0106432
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0167297
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0109196
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt058101
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0237888
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0167297
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt070591
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0245629
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0233555
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt012074
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt019700
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Assist local chapters
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 prepared by independent CPA and reviewed by management. The 990 is then reviewed and approved by the Board of Directors prior to filing with IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The governing documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A trustee or development director who has a financial or personal interest or who would receive personal or fincial 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01675258
IRS990/TotalAssetsEOYAmt01550006
IRS990/TotalAssetsGrp/BOYAmt01675258
IRS990/TotalAssetsGrp/EOYAmt01550006
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0220434
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt019100
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029475
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt072868
IRS990/TotalFunctionalExpensesGrp/TotalAmt0121443
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014167
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt014167
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01661091
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01550006
IRS990/TotalProgramServiceExpensesAmt072868
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0220434
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01675258
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01550006
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt06510 Telecom Dr Ste 200
IRS990/USAddress/CityNm0Indianapolis
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046728
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jamie Light
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03178161615
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alpha Epsilon Phi Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0256067372
ReturnHeader/Filer/PhoneNum03178161615
ReturnHeader/Filer/USAddress/AddressLine1Txt06510 Telecom Drive
ReturnHeader/Filer/USAddress/CityNm0Indianapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046278
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300080734
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WagnerCPAGroup
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08335 BROOKS FARM LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046237
ReturnHeader/PreparerPersonGrp/PhoneNum03177487496
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deb Wagner CPA
ReturnHeader/ReturnTs02023-11-15T07:04:06-08:00
ReturnHeader/ReturnTypeCd0990

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,550,006
Liabilities
$0
Net assets
$1,550,006
Revenue
$220,434
Expenses
$121,443
Net income
$98,991
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