Civic Intelligence

Alpha Epsilon Pi - Beta Iota Chapter

990 • Fiscal year 2021 • EIN 35-1067287

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 10, 2021

9245 N Meridian Street No 333Indianapolis, IN 46260

(317) 964-0000

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

Higher debt load relative to assets than 54% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

53rd percentile

0.00x

Higher debt load relative to revenue than 53% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

60th percentile

11%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Assets

$225,003

No earlier filing loaded for comparison.

Net Assets

$224,809

No earlier filing loaded for comparison.

Liabilities

$194

No earlier filing loaded for comparison.

Revenue

$287,110

No earlier filing loaded for comparison.

Expenses

$254,738

No earlier filing loaded for comparison.

Net Income

$32,372

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.

$300K$200K$100K$0Assets 2021: $225,003Liabilities 2021: $194Net Assets 2021: $224,8092021Assets 2023: $226,750Liabilities 2023: $0Net Assets 2023: $226,7502023Assets 2024: $70,749Liabilities 2024: $0Net Assets 2024: $70,7492024Assets 2025: $40,688Liabilities 2025: $0Net Assets 2025: $40,6882025

Highlighted filing

2021

Assets$225,003
Liabilities$194
Net Assets$224,809

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2021: $287,110Expenses 2021: $254,738Net Income 2021: $32,3722021Revenue 2023: $408,512Expenses 2023: $406,571Net Income 2023: $1,9412023Revenue 2024: $528,709Expenses 2024: $684,710Net Income 2024: -$156,0012024Revenue 2025: $463,582Expenses 2025: $493,643Net Income 2025: -$30,0612025

Highlighted filing

2021

Revenue$287,110
Expenses$254,738
Net Income$32,372
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 10, 2021
Return Version
2020v4.1
Gross Receipts
$287,110
Mission and Program Overview

Mission

Provide housing, leadership and brotherhood to active chapter members while attending indiana university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$60,078$185,226▲ $125,148
Cash and Non-Interest-Bearing Accounts$137,231$39,777▼ $97,454
Total Assets$197,309$225,003▲ $27,694
Liabilities
Accounts Payable and Accrued Expenses$4,872$194▼ $4,678
Total Liabilities$4,872$194▼ $4,678
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$192,437$224,809▲ $32,372
Total Net Assets Fund Balance$192,437$224,809▲ $32,372
Total Liabilities and Net Assets / Fund Balance$197,309$225,003▲ $27,694
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jacob BohrerPresident
Cole ValferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$287,110
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$32,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$236,070
Salaries, Compensation, and Employee Benefits$18,668
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$96,719
Occupancy---$71,924
Fees for Services Management---$27,000
Other Expenses---$25,000
Other Salaries and Wages---$18,424
Information Technology---$6,895
All Other Expenses---$4,529
Office Expenses---$3,866
Payroll Taxes---$244
Fees for Services Other---$137
Total Functional Expenses$0$0$0$254,738
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

Governance Explanations

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

The 990 is reviewed by the president and tresurer prior to filing.

Form 990, Part VI, Section C, Line 19

These documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Alpha Epsilon Pi - Beta Iota Chapter
EIN
35-1067287
Phone
3179640000
Address
9245 N MERIDIAN STREET NO 333, INDIANAPOLIS, IN 46260

Signing Officer

Name
Michael Edheimer
Title
Treasurer
Phone
3179640000
Signed
2021-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michel Edheimer
Formed
1957
Legal Domicile
In
Voting Board Members
2
Independent Board Members
2
Employees
8
Volunteers
2

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240
Preparer
Ryan Miller
Phone
3175802000
Raw XML Appendix249 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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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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