Civic Intelligence

Alpha Epsilon Phi Foundation Incorporated

990 • Fiscal year 2024 • EIN 25-6067372

Jan 01, 2024 to Dec 31, 2024 • Filed on May 14, 2025

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

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

41st percentile

1.2%

Faster asset growth than 41% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,760,960

Up $21,431 (+1.2%) from 2023

Net Assets

Up

$1,760,960

Up $21,431 (+1.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin93rd percentile

Revenue

Down

$34,887

Down $342,424 (-91%) from 2023

Expenses

Down

$12,756

Down $175,032 (-93%) from 2023

Net Income

Down

$22,131

Down $167,392 (-88%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2024

Assets$1,760,960
Liabilities$0
Net Assets$1,760,960
Open 2024 Filing

Operations Trend

Revenue Growth1st 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

2024

Revenue$34,887
Expenses$12,756
Net Income$22,131
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$34,887
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$1,460,724$1,460,724→ $0
Cash and Non-Interest-Bearing Accounts$245,131$290,838▲ $45,707
Accounts Receivable$33,674$9,398▼ $24,276
Total Assets$1,739,529$1,760,960▲ $21,431
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,211,628$1,495,674▲ $284,046
Net Assets With Donor Restrictions$527,901$265,286▼ $262,615
Total Net Assets Fund Balance$1,739,529$1,760,960▲ $21,431
Total Liabilities and Net Assets / Fund Balance$1,739,529$1,760,960▲ $21,431

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$-70,104---$-70,104
2023$-70,104---$-70,104
2022$2,764---$-70,104
2021$109,196---$2,764
2020$167,297---$109,196
Compensation and Service Providers
Top Officer Pay40th 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
$34,887
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$34,887
Change in Net Assets
$22,131
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,756
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$5,408$1,802$0$7,210
Information Technology$0$1,195$0$1,195
Conferences and Meetings$526$0$0$526
Other Expenses$0$510$0$510
Total Functional Expenses$8,911$3,845$0$12,756
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Epsilon PhiDanbury, CT-assist local chpts.-
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
Jamie Gray Light
Title
President
Phone
3175368344
Signed
2025-05-14
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 Appendix334 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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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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
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IRS990/TotalProgramServiceExpensesAmt08911
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034887
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01739529
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01760960
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06510 Telecom Dr Ste 370
IRS990/USAddress/CityNm0Indianapolis
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046728
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jamie Gray Light
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03175368344
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alpha Epsilon Phi Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0256067372
ReturnHeader/Filer/PhoneNum03175368344
ReturnHeader/Filer/USAddress/AddressLine1Txt06510 Telecom Drive
ReturnHeader/Filer/USAddress/CityNm0Indianapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
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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/ReturnTs02025-05-27T13:00:39-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,760,960
Liabilities
$0
Net assets
$1,760,960
Revenue
$34,887
Expenses
$12,756
Net income
$22,131
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