Civic Intelligence

Cleveland Alumnae Panhellenic Endowment Fund Inc.

990PF • Fiscal year 2024 • EIN 34-1476473

Jun 01, 2023 to May 31, 2024 • Filed on Oct 08, 2024

Organization Profile
7464 Belvedere DriveMentor, OH 44060

(216) 926-1702

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

4th percentile

-283%

Higher net margin than 4% of similar nonprofits.

2024 filings • <$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 • <$500k nonprofits • Source year 2024

Asset Growth

38th percentile

-5.0%

Faster asset growth than 38% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-39%

Faster revenue growth than 15% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$244,172

Down $12,727 (-5.0%) from 2023

Net Assets

Down

$244,172

Down $12,727 (-5.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin4th percentile

Revenue

Down

$4,499

Down $2,871 (-39%) from 2023

Expenses

Down

$17,226

Down $1,453 (-7.8%) from 2023

Net Income

Down

-$12,727

Down $1,418 (-13%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$300K$200K$100K$0Assets 2017: $212,923Liabilities 2017: $0Net Assets 2017: $212,9232017Assets 2018: $207,796Liabilities 2018: $0Net Assets 2018: $207,7962018Assets 2019: $208,456Liabilities 2019: $0Net Assets 2019: $208,4562019Assets 2020: $206,737Liabilities 2020: $0Net Assets 2020: $206,7372020Assets 2021: $210,952Liabilities 2021: $0Net Assets 2021: $210,9522021Assets 2022: $268,207Liabilities 2022: $0Net Assets 2022: $268,2072022Assets 2023: $256,899Liabilities 2023: $0Net Assets 2023: $256,8992023Assets 2024: $244,172Liabilities 2024: $0Net Assets 2024: $244,1722024Assets 2025: $240,658Liabilities 2025: $0Net Assets 2025: $240,6582025

Highlighted filing

2024

Assets$244,172
Liabilities$0
Net Assets$244,172
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

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

$100K$50K$0-$50KRevenue 2017: $18,159Expenses 2017: $20,009Net Income 2017: -$1,8502017Revenue 2018: $15,934Expenses 2018: $21,059Net Income 2018: -$5,1252018Revenue 2019: $21,724Expenses 2019: $21,064Net Income 2019: $6602019Revenue 2020: $13,314Expenses 2020: $15,033Net Income 2020: -$1,7192020Revenue 2021: $17,383Expenses 2021: $13,168Net Income 2021: $4,2152021Revenue 2022: $73,401Expenses 2022: $16,146Net Income 2022: $57,2552022Revenue 2023: $7,370Expenses 2023: $18,679Net Income 2023: -$11,3092023Revenue 2024: $4,499Expenses 2024: $17,226Net Income 2024: -$12,7272024Revenue 2025: $15,359Expenses 2025: $18,873Net Income 2025: -$3,5142025

Highlighted filing

2024

Revenue$4,499
Expenses$17,226
Net Income-$12,727
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Oct 8, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa SierkTreasurer-$0--
Jill KoenigPresident-$0--
Nicholette SamsFund Administror-$0--
Kim McLarenSecretary-$0--
Carol HackerTrustee-$0--
Kerry SaroskyTrustee-$0--
Jennifer GoodmanTrustee-$0--
Monica EllisTrustee-$0--
Amy ShepkerTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJohn Carroll UniversityScholarship-University Hts, OH, US$6,000
Paid GrantOhio UniversityScholarship-Athens, OH, US$2,000
Paid GrantToledo UniversityScholarship-Toledo, OH, US$2,000
Paid GrantCase Western Reserve UniversityScholarship-Cleveland, OH, US$2,000
Filing and Contact Details

Filer

Filer Name
Cleveland Alumnae Panhellenic Endowment Fund Inc
EIN
34-1476473
Phone
2169261702
Address
7464 Belvedere Drive, Mentor, OH 44060

Signing Officer

Name
Nicholette Sams
Title
Fund Administrator
Phone
2169261702
Signed
2024-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Vincent Gaudio CPA LLC
Address
26949 Chagrin Blvd Suite 204, Beachwood, OH 44122
Preparer
Vincent Gaudio
Phone
2163789822
Raw XML Appendix323 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0237130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Daymark Broker Stmt
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt06787
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-12190
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0See below
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-12727
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0298434
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03217
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Per Broker Statement
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-12190
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011744
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011744
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011744
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011789
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt045
IRS990PF/FMVAssetsEOYAmt0252071
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt09603
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt014941
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt019020
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0213209
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09791
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0229575
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03590
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011789
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0235776
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0239366
IRS990PF/NameChangeInd0X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Lisa Sierk
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jill Koenig
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Nicholette Sams
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Kim McLaren
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Carol Hacker
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Kerry Sarosky
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Jennifer Goodman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Monica Ellis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Amy Shepker
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Fund Administror
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01345 Granger Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11557 Marlowe Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27464 Belvedere Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt316001 Parklawn Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt417739 Indianola Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt537911 Barber Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt63827 Faversham Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt711905 Wellesley Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt83636 IRA Rd
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Willoughby
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6University Heights
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7Chardon
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4OH
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044122
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Vincent Gaudio CPA LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum02163789822
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.clevelandpanhellenic.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Application, Recommendation Form, University Transcripts
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0capascholarshipsgmail.com
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Kerry Sarsoy CAPA Scholarship Chair
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt038262 Wilson Ave
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Willoughby
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd044094
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Must meet eligibilty criteria as specified on website
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt002/28/23
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0John Carroll University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Ohio University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Toledo University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Case Western Reserve University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 John Carroll Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 Ohio University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22801 Bancroft St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt310900 Euclid Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0University Hts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Athens
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Toledo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Cleveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd243606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd344106
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0Cleveland Alumnae Panh
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0501c7
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0Founded Reported Entity
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011744
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011744
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02926
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0101
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03131
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09286
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09286
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06501
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0256
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02926
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0101
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03131
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0256
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015787
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015531
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Dues
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03570
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13570
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt322
TaxesSchedule/TaxesDetail/Amt059
TaxesSchedule/TaxesDetail/CategoryTxt0Income Tax
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Nicholette Sams
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Fund Administrator
ReturnHeader/BusinessOfficerGrp/PhoneNum02169261702
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Cleveland Alumnae Panhellenic Endowment Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0CLEV
ReturnHeader/Filer/EIN0341476473
ReturnHeader/Filer/PhoneNum02169261702
ReturnHeader/Filer/USAddress/AddressLine1Txt07464 Belvedere Drive
ReturnHeader/Filer/USAddress/CityNm0Mentor
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044060
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264154694
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Vincent Gaudio CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026949 Chagrin Blvd Suite 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beachwood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044122
ReturnHeader/PreparerPersonGrp/PhoneNum02163789822
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Vincent Gaudio
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-08T11:03:43-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$244,172
Liabilities
$0
Net assets
$244,172
Revenue
$4,499
Expenses
$17,226
Net income
-$12,727
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.15$0.19$0.04
2024Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.04$0.17$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.07$0.19$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.73$0.16$0.57
2021Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.17$0.13$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.13$0.15$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.22$0.21$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.16$0.21$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.18$0.20$0.02