Civic Intelligence

Alpha Nu Education Foundation

990 • Fiscal year 2021 • EIN 26-3247824

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization ProfileN/A
PO Box 17006Missoula, MT 59808-7006

(406) 549-6616

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

23rd percentile

-12%

Higher net margin than 23% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

51st percentile

6.0%

Faster asset growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

50%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$413,735

Up $23,485 (+6.0%) from 2020

Net Assets

Up

$413,735

Up $23,485 (+6.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin23rd percentile

Revenue

Up

$20,231

Up $6,753 (+50%) from 2020

Expenses

Up

$22,714

Up $6,442 (+40%) from 2020

Net Income

Up

-$2,483

Up $311 (+11%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $142,967Liabilities 2010: $100Net Assets 2010: $142,8672010Assets 2011: $125,338Liabilities 2011: $100Net Assets 2011: $125,2382011Assets 2012: $311,858Liabilities 2012: $100Net Assets 2012: $311,7582012Assets 2013: $320,511Liabilities 2013: $100,000Net Assets 2013: $220,5112013Assets 2014: $248,941Liabilities 2014: $0Net Assets 2014: $248,9412014Assets 2015: $336,189Liabilities 2015: $0Net Assets 2015: $336,1892015Assets 2016: $351,991Liabilities 2016: $0Net Assets 2016: $351,9912016Assets 2017: $356,279Liabilities 2017: $0Net Assets 2017: $356,2792017Assets 2018: $343,035Liabilities 2018: $0Net Assets 2018: $343,0352018Assets 2019: $362,617Liabilities 2019: $0Net Assets 2019: $362,6172019Assets 2020: $390,250Liabilities 2020: $0Net Assets 2020: $390,2502020Assets 2021: $413,735Liabilities 2021: $0Net Assets 2021: $413,7352021Assets 2022: $351,610Liabilities 2022: $0Net Assets 2022: $351,6102022Assets 2023: $393,279Liabilities 2023: $0Net Assets 2023: $393,2792023Assets 2024: $411,950Liabilities 2024: $0Net Assets 2024: $411,9502024

Highlighted filing

2021

Assets$413,735
Liabilities$0
Net Assets$413,735
Open 2021 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KExpenses 2010: $13,5002010Expenses 2011: $79,6132011Expenses 2012: $1,3362012Revenue 2013: $53,457Expenses 2013: $144,705Net Income 2013: -$91,2482013Revenue 2014: $31,987Expenses 2014: $3,557Net Income 2014: $28,4302014Revenue 2015: $94,164Expenses 2015: $6,916Net Income 2015: $87,2482015Revenue 2016: $24,585Expenses 2016: $8,783Net Income 2016: $15,8022016Revenue 2017: $19,179Expenses 2017: $18,150Net Income 2017: $1,0292017Revenue 2018: $18,098Expenses 2018: $17,406Net Income 2018: $6922018Revenue 2019: $14,372Expenses 2019: $22,555Net Income 2019: -$8,1832019Revenue 2020: $13,478Expenses 2020: $16,272Net Income 2020: -$2,7942020Revenue 2021: $20,231Expenses 2021: $22,714Net Income 2021: -$2,4832021Revenue 2022: $23,943Expenses 2022: $26,098Net Income 2022: -$2,1552022Revenue 2023: $30,722Expenses 2023: $20,729Net Income 2023: $9,9932023Revenue 2024: $20,685Expenses 2024: $23,058Net Income 2024: -$2,3732024

Highlighted filing

2021

Revenue$20,231
Expenses$22,714
Net Income-$2,483
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.2
Gross Receipts
$20,231
Mission and Program Overview

Mission

To support higher education acheivement of the local sorority members at the University of Montana through scholarships and educational improvements within the house structure.

Educational support/improvements and scholarships for the alpha nu chapter members of kappa alpha theta

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$352,163$360,595▲ $8,432
Other Notes and Loans Receivable, Net$36,689$47,753▲ $11,064
Cash and Non-Interest-Bearing Accounts$1,398$5,387▲ $3,989
Total Assets$390,250$413,735▲ $23,485
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$315,839$335,924▲ $20,085
Net Assets With Donor Restrictions$74,411$77,811▲ $3,400
Total Net Assets Fund Balance$390,250$413,735▲ $23,485
Total Liabilities and Net Assets / Fund Balance$390,250$413,735▲ $23,485
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Suzanne M PetersonPresident
Andrea GoudgeDirector
Deborah D McwhinneyDirector
Forey CederbergDirector
Jamie KarpilowDirector
Julie HoustonDirector
Kristianne WilsonDirector
Lori WordenDirector
Breland TommerupSecretary
Marjorie WallinderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,440
Program Service Revenue
$0
Investment Income
$7,791
Other Revenue
$0
All Other Contributions
$3,444
Change in Net Assets
$-2,483
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Professional Fundraising Fees$12,648
Total Fundraising Expense$12,648
Grants and Similar Amounts Paid$8,950
Other Expenses$1,116
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Professional Fundraising--$12,648$12,648
Grants to Domestic Individuals$8,950--$8,950
Fees for Services Accounting$750--$750
Fees for Services Other$366--$366
Total Functional Expenses$10,066$0$12,648$22,714
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$12,648
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
No
Annual disclosure for covered persons
Yes
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, Part VI, Section A, line 6

“All alumni of the alpha nu chapter of kappa alpha theta are members of this coproration.”

Form 990, Part VI, Section B, line 11B

“The alpha nu education foundation form 990 is reviewed by the president and treasurer before filing. Copies of the form are available to any board member.”

Form 990, Part VI, Section C, line 18

“Our organizations form 1023 is available upon written request”

Form 990, Part VI, Section C, line 19

“All documents are available upon request in writing”

Filing and Contact Details

Filer

Filer Name
Alpha Nu Education Foundation
EIN
26-3247824
Phone
4065496616
Address
PO BOX 17006, MISSOULA, MT 59808-7006

Signing Officer

Name
Suzanne Peterson
Title
President
Phone
4065496616
Signed
2022-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzanne Peterson
Formed
2008
Legal Domicile
Mt
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Wj Kero CPA Pc
Address
PO BOX 16894, MISSOULA, MT 59808
Preparer
Walter J Kero CPA
Phone
4065492288
Raw XML Appendix345 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/ExplanationTxt0ALL ALUMNI OF THE ALPHA NU CHAPTER OF KAPPA ALPHA THETA ARE MEMBERS OF THIS COPRORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ALPHA NU EDUCATION FOUNDATION FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER BEFORE FILING. COPIES OF THE FORM ARE AVAILABLE TO ANY BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Our organizations form 1023 is available upon written request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All documents are available upon request in writing
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0390250
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0413735
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt010066
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt020231
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt07791
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0390250
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0413735
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 17006
IRS990/USAddress/CityNm0MISSOULA
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059808
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04065496616
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA NU EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0263247824
ReturnHeader/Filer/PhoneNum04065496616
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 17006
ReturnHeader/Filer/USAddress/CityNm0MISSOULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd0598087006
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463055005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WJ KERO CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 16894
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSOULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059808
ReturnHeader/PreparerPersonGrp/PhoneNum04065492288
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Walter J Kero CPA
ReturnHeader/ReturnTs02022-05-16T17:00:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUZANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PETERSON
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
$413,735
Liabilities
$0
Net assets
$413,735
Revenue
$20,231
Expenses
$22,714
Net income
-$2,483
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.21$0.23$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.31$0.21$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.24$0.26$0.02
2021Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.20$0.23$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.13$0.16$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.14$0.23$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.18$0.17$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.19$0.18$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.25$0.09$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.94$0.07$0.87
2014Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.32$0.04$0.28
2013Detailed filing. Detailed filing data is available for this year.$3.21$1.00$2.21$0.53$1.45$0.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.12$0.00$3.12$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$0.80
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.00$1.43$0.14