Civic Intelligence

Alpha Zeta Foundation Inc.

990 • Fiscal year 2017 • EIN 31-1110069

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 03, 2018

201 East Main StreetLexington, KY 40507

(859) 514-9150

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.11x

Higher debt load relative to revenue than 66% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

16th percentile

-16%

Higher net margin than 16% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$583,801

No earlier filing loaded for comparison.

Net Assets

$580,793

No earlier filing loaded for comparison.

Liabilities

$3,008

No earlier filing loaded for comparison.

Revenue

$28,403

No earlier filing loaded for comparison.

Expenses

$32,838

No earlier filing loaded for comparison.

Net Income

-$4,435

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2017: $583,801Liabilities 2017: $3,008Net Assets 2017: $580,7932017Assets 2018: $584,297Liabilities 2018: $0Net Assets 2018: $584,2972018Assets 2019: $573,790Liabilities 2019: $0Net Assets 2019: $573,7902019Assets 2020: $560,710Liabilities 2020: $0Net Assets 2020: $560,7102020Assets 2021: $665,241Liabilities 2021: $0Net Assets 2021: $665,2412021Assets 2022: $557,677Liabilities 2022: $21,850Net Assets 2022: $535,8272022Assets 2023: $644,864Liabilities 2023: $50,200Net Assets 2023: $594,6642023Assets 2024: $758,671Liabilities 2024: $43,368Net Assets 2024: $715,3032024

Highlighted filing

2017

Assets$583,801
Liabilities$3,008
Net Assets$580,793

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2017: $28,403Expenses 2017: $32,838Net Income 2017: -$4,4352017Revenue 2018: $46,112Expenses 2018: $51,830Net Income 2018: -$5,7182018Revenue 2019: $46,471Expenses 2019: $39,256Net Income 2019: $7,2152019Revenue 2020: $26,418Expenses 2020: $28,425Net Income 2020: -$2,0072020Revenue 2021: $36,186Expenses 2021: $33,721Net Income 2021: $2,4652021Revenue 2022: $25,640Expenses 2022: $30,398Net Income 2022: -$4,7582022Revenue 2023: $28,858Expenses 2023: $34,454Net Income 2023: -$5,5962023Revenue 2024: $39,066Expenses 2024: $43,807Net Income 2024: -$4,7412024

Highlighted filing

2017

Revenue$28,403
Expenses$32,838
Net Income-$4,435
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 3, 2018
Return Version
2016v3.0
Gross Receipts
$119,888
Mission and Program Overview

Mission

Promotion of agricultural education at institutions of higher learning

Promotion of agricultural education at institutions of higher learning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$483,755$514,574▲ $30,819
Cash and Non-Interest-Bearing Accounts$40,989$35,908▼ $5,081
Savings and Temporary Cash Investments$16,621$32,616▲ $15,995
Prepaid Expenses and Deferred Charges$675$703▲ $28
Total Assets$542,040$583,801▲ $41,761
Liabilities
Accounts Payable and Accrued Expenses-$3,008-
Total Liabilities$0$3,008▲ $3,008
Net Assets / Fund Balance
Permanently Rstr Net Assets$470,499$470,499→ $0
Temporarily Rstr Net Assets$57,537$76,691▲ $19,154
Unrestricted Net Assets$14,004$33,603▲ $19,599
Total Net Assets Fund Balance$542,040$580,793▲ $38,753
Total Liabilities and Net Assets / Fund Balance$542,040$583,801▲ $41,761

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$498,665-▲ $57,346$28,718$514,573
2015$472,788-▲ $41,496-$498,665
2014$502,939-▼ $10,526-$472,788
2013$445,851-▲ $75,190-$502,939
2012$406,756-▲ $58,065-$445,851
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ole MelandPresident
Weston MccorkleVice-president
Beatriz RodriguezDirector
Dennis LcannonDirector
Kayle RobbenDirector
Todd HigginsDirector
Kayla HurstHigh Council Representative
Ricki SchroederHigh Council Representative
Jackie MundtSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,175
Program Service Revenue
$0
Investment Income
$12,299
Other Revenue
$1,929
All Other Contributions
$14,175
Change in Net Assets
$-4,435
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,838
Grants and Similar Amounts Paid$13,000
Total Fundraising Expense$173
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$0$10,920$0$10,920
Grants to Domestic Individuals$7,000--$7,000
Grants to Domestic Orgs$6,000--$6,000
Insurance$0$873$0$873
Fees for Services Legal$0$680$0$680
Office Expenses$0$351$0$351
Other Expenses$0$112$0$112
Total Functional Expenses$19,720$12,945$173$32,838
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montana State UniversityBozeman, MT-Scholarship$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

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
No
Annual disclosure for covered persons
Yes
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
Yes
Filing and Contact Details

Filer

Filer Name
Alpha Zeta Foundation Inc
EIN
31-1110069
Phone
8595149150
Address
201 EAST MAIN STREET, LEXINGTON, KY 40507

Signing Officer

Name
Ole Meland
Title
President
Phone
8595149150
Signed
2018-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ole Meland
Formed
1984
Legal Domicile
In
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Murray Petrey Pllc
Address
120 S MAPLE ST, WINCHESTER, KY 40391-1928
Preparer
Colleen V Murray CPA
Phone
8597447722
Supplemental Narrative

Additional Explanations

Pt VI, Line 3

The foundation outsources management and operation functions to amr management services, a full service association management company accredited by the amc institute. Fees for the management services were included in fees paid by the fraternity of alpha zeta in prior years. The foundation began paying the management fees effective october 1,2016.

Pt VI, Line 8B

There is no committee that has the authority to act on behalf of the board.

Pt VI, Line 11B

An electronic copy of the form 990 is provided to each voting member of the governing body at least 2 weeks prior to the filing of the return. Upon tax preparer completion of the irs form 990, the form and accompanying schedules are first reviewed by the association management company's president and controller. Thereafter, an electronic copy of the form 990 (and accompanying schedules) will be made available by the foundation director to each voting member of the governing body via electronic e-mail notification and instructions for contacting foundation headquarters with comments or questions. A 2-week timeframe will be provided for governing body comments or questions.

Pt VI, Line 11B

Following the open timeframe for governing body comments and questions, and following the resolution of any questions or other matters that have arisen, the form 990 and accompanying schedules will be provided by the account executive to a designated officer (president or treasurer) for final authorizing signature.

Pt VI, Line 12C

The organization requires officers to disclose all conflicts. Any conflicts that arise in between annual disclosures shall be disclosed in advance of any relevant high council or foundation action.

Pt VI, Line 19

BY REQUEST.

Raw XML AppendixShowing 400 of 431 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03008
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROMOTION OF AGRICULTURAL EDUCATION AT INSTITUTIONS OF HIGHER LEARNING.
IRS990/AllOtherContributionsAmt014175
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0AMR MANAGEMENT SERVICES
IRS990/BooksInCareOfDetail/PhoneNum08595149150
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0201 EAST MAIN ST 1405
IRS990/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040507
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt040989
IRS990/CashNonInterestBearingGrp/EOYAmt035908
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt014175
IRS990/CYGrantsAndSimilarPaidAmt013000
IRS990/CYInvestmentIncomeAmt012299
IRS990/CYOtherExpensesAmt019838
IRS990/CYOtherRevenueAmt01929
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-4435
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt032838
IRS990/CYTotalFundraisingExpenseAmt0173
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt028403
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0NATIONAL CONVENTION-LEADERSHIP PROGRAM
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt07000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0680
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt0680
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt010920
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt010920
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/PersonNm0OLE MELAND
IRS990/Form990PartVIISectionAGrp/PersonNm1WESTON MCCORKLE
IRS990/Form990PartVIISectionAGrp/PersonNm2JACKIE MUNDT
IRS990/Form990PartVIISectionAGrp/PersonNm3KAYLA HURST
IRS990/Form990PartVIISectionAGrp/PersonNm4RICKI SCHROEDER
IRS990/Form990PartVIISectionAGrp/PersonNm5DENNIS LCANNON
IRS990/Form990PartVIISectionAGrp/PersonNm6TODD HIGGINS
IRS990/Form990PartVIISectionAGrp/PersonNm7BEATRIZ RODRIGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm8KAYLE ROBBEN
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3HIGH COUNCIL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt4HIGH COUNCIL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0160
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt07000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt07000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt07000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt06000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt06000
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt091645
IRS990/GrossReceiptsAmt0119888
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0873
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt0873
IRS990/InvestmentIncomeGrp/ExclusionAmt012139
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012139
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0483755
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0514574
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt091485
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROMOTION OF AGRICULTURAL EDUCATION AT INSTITUTIONS OF HIGHER LEARNING.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0542040
IRS990/NetAssetsOrFundBalancesEOYAmt0580793
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0160
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0160
IRS990/NetUnrlzdGainsLossesInvstAmt043188
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0351
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt0351
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0INVESTMENT/ADMIN
IRS990/OtherExpensesGrp/Desc1BANK AND CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc2ALUM DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt2173
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3112
IRS990/OtherExpensesGrp/ProgramServicesAmt06720
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt06720
IRS990/OtherExpensesGrp/TotalAmt19
IRS990/OtherExpensesGrp/TotalAmt2173
IRS990/OtherExpensesGrp/TotalAmt3112
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0470499
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0470499
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0675
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0703
IRS990/PrincipalOfficerNm0OLE MELAND
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0KEITH SCHOLARSHIP FUND
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt012720
IRS990/ProgSrvcAccomActy2Grp/GrantAmt06000
IRS990/ProgSrvcAccomActy3Grp/Desc0MORRILL FUND
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt015477
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt014500
IRS990/PYInvestmentIncomeAmt0-3198
IRS990/PYOtherExpensesAmt09137
IRS990/PYOtherRevenueAmt01835
IRS990/PYRevenuesLessExpensesAmt0-9523
IRS990/PYTotalExpensesAmt023637
IRS990/PYTotalRevenueAmt014114
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-4435
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/ExclusionAmt01929
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt01929
IRS990/SavingsAndTempCashInvstGrp/BOYAmt016621
IRS990/SavingsAndTempCashInvstGrp/EOYAmt032616
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015477
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012728
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt022973
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt078900
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014068
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010190
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014793
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt042359
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012576
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt093986
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.37180
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.38370
IRS990ScheduleA/PublicSupportTotal170Amt064273
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt014627
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015477
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012728
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt022973
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt078900
IRS990ScheduleA/TotalSupportAmt0172886
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt06720
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0498665
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0514573
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt06000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt057346
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt028718
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt06619
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0472788
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0498665
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt09000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt041496
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04625
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0502939
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0472788
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt015000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-10526
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt05102
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0445851
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0502939
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt013000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt075190
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt06970
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0406756
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0445851
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt012000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt058065
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt07000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0NONE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/RecipientTable/CashGrantAmt06000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Scholarship
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Montana State University
IRS990ScheduleI/RecipientTable/RecipientEIN0816010045
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 174160
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Bozeman
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd059717
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Scholarships that are paid directly to the university are applied to the student's account. The general scholarships are paid directly to the student to be used for their education expenses. The students that are in graduate school must provide proof to the organization that they are enrolled in a graduate program. For the undergraduate students, the organization confirms their enrollment with the chapter advisors.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION OUTSOURCES MANAGEMENT AND OPERATION FUNCTIONS TO AMR MANAGEMENT SERVICES, A FULL SERVICE ASSOCIATION MANAGEMENT COMPANY ACCREDITED BY THE AMC INSTITUTE. FEES FOR THE MANAGEMENT SERVICES WERE INCLUDED IN FEES PAID BY THE FRATERNITY OF ALPHA ZETA IN PRIOR YEARS. THE FOUNDATION BEGAN PAYING THE MANAGEMENT FEES EFFECTIVE OCTOBER 1,2016.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS NO COMMITTEE THAT HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN ELECTRONIC COPY OF THE FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY AT LEAST 2 WEEKS PRIOR TO THE FILING OF THE RETURN. UPON TAX PREPARER COMPLETION OF THE IRS FORM 990, THE FORM AND ACCOMPANYING SCHEDULES ARE FIRST REVIEWED BY THE ASSOCIATION MANAGEMENT COMPANY'S PRESIDENT AND CONTROLLER. THEREAFTER, AN ELECTRONIC COPY OF THE FORM 990 (AND ACCOMPANYING SCHEDULES) WILL BE MADE AVAILABLE BY THE FOUNDATION DIRECTOR TO EACH VOTING MEMBER OF THE GOVERNING BODY VIA ELECTRONIC E-MAIL NOTIFICATION AND INSTRUCTIONS FOR CONTACTING FOUNDATION HEADQUARTERS WITH COMMENTS OR QUESTIONS. A 2-WEEK TIMEFRAME WILL BE PROVIDED FOR GOVERNING BODY COMMENTS OR QUESTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FOLLOWING THE OPEN TIMEFRAME FOR GOVERNING BODY COMMENTS AND QUESTIONS, AND FOLLOWING THE RESOLUTION OF ANY QUESTIONS OR OTHER MATTERS THAT HAVE ARISEN, THE FORM 990 AND ACCOMPANYING SCHEDULES WILL BE PROVIDED BY THE ACCOUNT EXECUTIVE TO A DESIGNATED OFFICER (PRESIDENT OR TREASURER) FOR FINAL AUTHORIZING SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION REQUIRES OFFICERS TO DISCLOSE ALL CONFLICTS. ANY CONFLICTS THAT ARISE IN BETWEEN ANNUAL DISCLOSURES SHALL BE DISCLOSED IN ADVANCE OF ANY RELEVANT HIGH COUNCIL OR FOUNDATION ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE FRATERNITY OF ALPHA ZETA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0530234469
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C)(7)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROFESSIONAL, HONORARY AGRICULTURE FRATERNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0201 EAST MAIN STREET SUITE 1405
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LEXINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd040507
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt057537
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt076691
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0542040
IRS990/TotalAssetsEOYAmt0583801
IRS990/TotalAssetsGrp/BOYAmt0542040
IRS990/TotalAssetsGrp/EOYAmt0583801
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt014175
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0173
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012945
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt019720
IRS990/TotalFunctionalExpensesGrp/TotalAmt032838
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt03008
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt03008
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0542040
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0580793
IRS990/TotalProgramServiceExpensesAmt019720
IRS990/TotalRevenueGrp/ExclusionAmt014228
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt028403
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0542040
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0583801
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt014004
IRS990/UnrestrictedNetAssetsGrp/EOYAmt033603
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0201 EAST MAIN ST 1405
IRS990/USAddress/CityNm0LEXINGTON
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040507
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.ALPHAZETA.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings