Civic Intelligence

Alpha Epsilon Phi Foundation Incorporated

990 • Fiscal year 2023 • EIN 25-6067372

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileN/A
6510 Telecom DriveIndianapolis, IN 46278

(317) 536-8344

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

90th percentile

50%

Higher net margin than 90% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

71%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,739,529

Up $189,523 (+12%) from 2022

Net Assets

Up

$1,739,529

Up $189,523 (+12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin90th percentile

Revenue

Up

$377,311

Up $156,877 (+71%) from 2022

Expenses

Up

$187,788

Up $66,345 (+55%) from 2022

Net Income

Up

$189,523

Up $90,532 (+91%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2023

Assets$1,739,529
Liabilities$0
Net Assets$1,739,529
Open 2023 Filing

Operations Trend

Revenue Growth88th 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

2023

Revenue$377,311
Expenses$187,788
Net Income$189,523
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$377,311
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$1,287,401$1,460,724▲ $173,323
Cash and Non-Interest-Bearing Accounts$262,605$245,131▼ $17,474
Accounts Receivable-$33,674-
Total Assets$1,550,006$1,739,529▲ $189,523
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,042,700$1,211,628▲ $168,928
Net Assets With Donor Restrictions$507,306$527,901▲ $20,595
Total Net Assets Fund Balance$1,550,006$1,739,529▲ $189,523
Total Liabilities and Net Assets / Fund Balance$1,550,006$1,739,529▲ $189,523

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$-70,104---$-70,104
2022$2,764---$-70,104
2021$109,196---$2,764
2020$167,297---$109,196
2019$237,888---$167,297
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Jamie Gray LightPresident
Joan Rufo GoldsteinSecretary
Lisa RaymondTreasurer
Jessica KortVP Programs
Lauren Shapiro FordVP Scholarships
Revenue and Support

Revenue Composition

Contributions and Grants
$377,311
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$352,896
Change in Net Assets
$189,523
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$159,667
Other Expenses$28,121
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$159,667--$159,667
Fees for Services Management$0$12,000$0$12,000
Advertising$0$5,213$0$5,213
Office Expenses$0$3,048$0$3,048
Fees for Services Other$0$1,587$0$1,587
Other Expenses$0$1,158$0$1,158
Fees for Services Accounting$0$650$0$650
Fees for Services Legal$0$139$0$139
Total Functional Expenses$163,467$24,321$0$187,788
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Epsilon PhiDanbury, CT-Assist local chapters$82,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
3175368344
Address
6510 Telecom Drive, Indianapolis, IN 46278

Signing Officer

Name
Lisa Raymond
Title
Treasurer
Phone
3175368344
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Raymond
Formed
1959
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
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.”

Raw XML Appendix360 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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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
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Raymond
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03175368344
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alpha Epsilon Phi Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0256067372
ReturnHeader/Filer/PhoneNum03175368344
ReturnHeader/Filer/USAddress/AddressLine1Txt06510 Telecom Drive
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300080734
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WagnerCPAGroup
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08335 BROOKS FARM LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
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ReturnHeader/PreparerPersonGrp/PhoneNum03177487496
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deb Wagner CPA
ReturnHeader/ReturnTs02024-11-15T13:36:53-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,739,529
Liabilities
$0
Net assets
$1,739,529
Revenue
$377,311
Expenses
$187,788
Net income
$189,523
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