Civic Intelligence

Alpha Nu Education Foundation

990 • Fiscal year 2024 • EIN 26-3247824

Jan 01, 2024 to Dec 31, 2024 • Filed on Aug 11, 2025

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

25th percentile

-11%

Higher net margin than 25% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

56th percentile

4.7%

Faster asset growth than 56% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-33%

Faster revenue growth than 17% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$411,950

Up $18,671 (+4.7%) from 2023

Net Assets

Up

$411,950

Up $18,671 (+4.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin25th percentile

Revenue

Down

$20,685

Down $10,037 (-33%) from 2023

Expenses

Up

$23,058

Up $2,329 (+11%) from 2023

Net Income

Down

-$2,373

Down $12,366 (-124%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2024

Assets$411,950
Liabilities$0
Net Assets$411,950
Open 2024 Filing

Operations Trend

Revenue Growth17th 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

2024

Revenue$20,685
Expenses$23,058
Net Income-$2,373
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 11, 2025
Return Version
2024v5.2
Gross Receipts
$20,685
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.

Provision of support for alpha nu chapter of kappa alpha theta at university of montana.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$343,766$376,743▲ $32,977
Other Notes and Loans Receivable, Net$36,702$28,708▼ $7,994
Cash and Non-Interest-Bearing Accounts$12,811$6,499▼ $6,312
Total Assets$393,279$411,950▲ $18,671
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$314,279$338,121▲ $23,842
Net Assets With Donor Restrictions$79,000$73,829▼ $5,171
Total Net Assets Fund Balance$393,279$411,950▲ $18,671
Total Liabilities and Net Assets / Fund Balance$393,279$411,950▲ $18,671
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Kristianne WilsonScholarship Chair
Suzanne M PetersonPresident
Andrea GoudgeDirector
Forey CederbergDirector
Julie HustonDirector
Lori WardenDirector
Marjorie WallinderDirector
Deborah McwhinneyDirector (former)
Breland TommerupSecretary
Laura SliterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,239
Program Service Revenue
$0
Investment Income
$10,762
Other Revenue
$684
All Other Contributions
$9,239
Change in Net Assets
$-2,373
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Professional Fundraising Fees$11,401
Total Fundraising Expense$11,401
Grants and Similar Amounts Paid$8,750
Other Expenses$2,907
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Professional Fundraising--$11,401$11,401
Grants to Domestic Individuals$8,750--$8,750
Office Expenses$2,107--$2,107
Fees for Services Accounting-$800-$800
Total Functional Expenses$10,857$800$11,401$23,058
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$11,401
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 1A

“The organization's executive committee is comprised of the president, treasurer, and secretary. There are times when just the executive committee votes regarding matters of governance.”

Form 990, Part VI, Section A, Line 6

“To obtain membership status, any alumni is eligible to apply for membership which must be granted by other members in the organization.”

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 B, Line 12C

“Potential conflicts of interest are discussed during the normal course of governance meetings. When a sitauation where a conflict of interest arises, board members are recused from voting.”

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
Laura Sliter
Title
Treasurer
Phone
4065496616
Signed
2025-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Sliter
Formed
2008
Legal Domicile
Mt
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Elevated Tax & Accounting
Address
269 W FRONT STREET, MISSOULA, MT 59802
Preparer
Nathan Saravalli
Phone
4065492288
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 8

“Prior period adjustment: additional disbursements of scholarships were recorded for the year ended december 31, 2023 subsequent to the filing of the prior year 990.”

Raw XML Appendix359 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/Desc0DURING THE YEAR ENDED DECEMBER 31, 2024, THE ALPHA NU EDUCATION FOUNDATION PROVIDED SCHOLARSHIPS TO A TOTAL OF 19 DIFFERENT INDIVIDUALS. ADDITIONALLY, ALPHA NU EDUCATION FOUNDATION FUNDED ONE EDUCATIONAL RETREAT AND SEVERAL UPGRADES TO THE STUDY LOUNGE AT THE CHAPTER FACILITY INCLUDING THREE STUDY TABLES AND A NEW PRINTER.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TO BE ELIGIBLE FOR VARIOUS SCHOLARSHIPS AVAILABLE, APPLICANTS MAY BE REQUIRED TO HAVE A MINIMUM GPA, MAY BE REQUIRED TO LIVE IN THE CHAPTER FACILITY, AND MAY BE REQUIRED TO FILL OUT AN APPLICATION AND/OR COMPLETE AN ESSAY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S EXECUTIVE COMMITTEE IS COMPRISED OF THE PRESIDENT, TREASURER, AND SECRETARY. THERE ARE TIMES WHEN JUST THE EXECUTIVE COMMITTEE VOTES REGARDING MATTERS OF GOVERNANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO OBTAIN MEMBERSHIP STATUS, ANY ALUMNI IS ELIGIBLE TO APPLY FOR MEMBERSHIP WHICH MUST BE GRANTED BY OTHER MEMBERS IN THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/ExplanationTxt3POTENTIAL CONFLICTS OF INTEREST ARE DISCUSSED DURING THE NORMAL COURSE OF GOVERNANCE MEETINGS. WHEN A SITAUATION WHERE A CONFLICT OF INTEREST ARISES, BOARD MEMBERS ARE RECUSED FROM VOTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OUR ORGANIZATIONS FORM 1023 IS AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL DOCUMENTS ARE AVAILABLE UPON REQUEST IN WRITING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRIOR PERIOD ADJUSTMENT: ADDITIONAL DISBURSEMENTS OF SCHOLARSHIPS WERE RECORDED FOR THE YEAR ENDED DECEMBER 31, 2023 SUBSEQUENT TO THE FILING OF THE PRIOR YEAR 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 8
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ReturnHeader/ReturnTs02025-08-11T11:19:24-05:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$411,950
Liabilities
$0
Net assets
$411,950
Revenue
$20,685
Expenses
$23,058
Net income
-$2,373
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