Civic Intelligence

Alpha Phi Alpha Education Foundation Inc.

990 • Fiscal year 2017 • EIN 38-6107756

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 05, 2018

2313 St Paul StreetBaltimore, MD 21218

(410) 554-0040

Siviq Scores

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

Liabilities / Assets

46th percentile

0.02x

Higher debt load relative to assets than 46% of similar nonprofits.

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

Liabilities / Revenue

67th percentile

0.11x

Higher debt load relative to revenue than 67% of similar nonprofits.

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

Net Margin

90th percentile

47%

Higher net margin than 90% 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

76th percentile

18%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

123%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$604,111

Up $92,198 (+18%) from 2016

Net Assets

Up

$589,816

Up $89,107 (+18%) from 2016

Liabilities

Up

$14,295

Up $3,091 (+28%) from 2016

Revenue

Up

$126,644

Up $69,869 (+123%) from 2016

Expenses

Down

$67,583

Down $12,052 (-15%) from 2016

Net Income

Up

$59,061

Up $81,921 (+358%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $150,412Liabilities 2010: $23,5032010Assets 2011: $185,391Liabilities 2011: $76,015Net Assets 2011: $109,3762011Assets 2012: $204,270Liabilities 2012: $76,016Net Assets 2012: $128,2542012Assets 2013: $515,808Liabilities 2013: $76,015Net Assets 2013: $439,7932013Assets 2014: $539,417Liabilities 2014: $107,615Net Assets 2014: $431,8022014Assets 2016: $511,913Liabilities 2016: $11,204Net Assets 2016: $500,7092016Assets 2017: $604,111Liabilities 2017: $14,295Net Assets 2017: $589,8162017Assets 2018: $556,769Liabilities 2018: $12,765Net Assets 2018: $544,0042018Assets 2019: $619,261Liabilities 2019: $16,263Net Assets 2019: $602,9982019Assets 2020: $657,082Liabilities 2020: $16,263Net Assets 2020: $640,8192020Assets 2021: $746,856Liabilities 2021: $16,263Net Assets 2021: $730,5932021Assets 2023: $681,108Liabilities 2023: $16,751Net Assets 2023: $664,3572023Assets 2024: $708,544Liabilities 2024: $17,994Net Assets 2024: $690,5502024

Highlighted filing

2017

Assets$604,111
Liabilities$14,295
Net Assets$589,816

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $91,685Expenses 2010: $6,876Net Income 2010: $84,8092010Revenue 2011: $74,857Expenses 2011: $28,815Net Income 2011: $46,0422011Revenue 2012: $31,374Expenses 2012: $12,496Net Income 2012: $18,8782012Revenue 2013: $364,307Expenses 2013: $52,768Net Income 2013: $311,5392013Revenue 2014: $59,732Expenses 2014: $67,723Net Income 2014: -$7,9912014Revenue 2016: $56,775Expenses 2016: $79,635Net Income 2016: -$22,8602016Revenue 2017: $126,644Expenses 2017: $67,583Net Income 2017: $59,0612017Revenue 2018: $64,898Expenses 2018: $65,895Net Income 2018: -$9972018Revenue 2019: $67,775Expenses 2019: $46,869Net Income 2019: $20,9062019Revenue 2020: $37,433Expenses 2020: $41,142Net Income 2020: -$3,7092020Revenue 2021: $125,736Expenses 2021: $0Net Income 2021: $125,7362021Revenue 2023: $19,089Expenses 2023: $22,761Net Income 2023: -$3,6722023Revenue 2024: $51,980Expenses 2024: $62,352Net Income 2024: -$10,3722024

Highlighted filing

2017

Revenue$126,644
Expenses$67,583
Net Income$59,061
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 5, 2018
Return Version
2017v2.3
Gross Receipts
$126,644
Mission and Program Overview

Mission

Alpha phi alpha education foundation,inc.(education foundation")is the non-profit charitable arm of the fratenity,which focuses on scholarship,programs, and training and development of of the membership.

Alpha phi alpha (apa) education foundation inc. ("education foundation") is the non-profit charitable arm of the fraternity, which focuses on scholarships, programs, and training and development of the membership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$258,251$350,440▲ $92,189
Cash and Non-Interest-Bearing Accounts$194,096$191,228▼ $2,868
Accounts Receivable$5,532$5,533▲ $1
Total Assets$511,913$604,111▲ $92,198
Other Assets Total$54,034$56,910▲ $2,876
Liabilities
Other Liabilities$11,204$14,295▲ $3,091
Total Liabilities$11,204$14,295▲ $3,091
Net Assets / Fund Balance
Unrestricted Net Assets$500,709$589,816▲ $89,107
Total Net Assets Fund Balance$500,709$589,816▲ $89,107
Total Liabilities and Net Assets / Fund Balance$511,913$604,111▲ $92,198

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$56,910--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ruben Barkley JrBoard Chairm
Aaron CrutisonVice Chairma
Donald E JacksonComptroller
Dr Ralph E JohnsonEastern Alum
Jamie R Riley PhdExecutive Di
Daryl D ParksGeneral Coun
Everett B WardGeneral Pres
Densel FlemingGeneral Trea
Algerian HartMember-at-la
Kenyatta ShamburgerMember-at-la
Myron D WhiteMember-at-la
Dr Loyd G BingmanMidwest Alum
Dr Larry D HardySouthern Alu
Dr Jeffrey J DarbySouthwestern
Wilbur E JacksonWestern Alum
Revenue and Support

Revenue Composition

Contributions and Grants
$93,473
Program Service Revenue
$18,100
Investment Income
$14,474
Other Revenue
$597
All Other Contributions
$93,473
Change in Net Assets
$59,061
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$67,583
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$65,115--$65,115
Fees for Services Other-$1,689-$1,689
Fees for Service Investment Mgmnt Fees-$653-$653
Office Expenses-$126-$126
Total Functional Expenses$65,115$2,468$0$67,583
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliated Foundations$14,295
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The education foundation is an arm of the apa fraternity which is member driven.

Form 990, Page 6, Part VI, Line 7A

The education foundation is arm of apa fraternity.

Form 990, Page 6, Part VI, Line 11B

The 990 tax form will be reviewed by the governing body prior to its filing.

Form 990, Page 6, Part VI, Line 19

It is the custom of the education foundation to refer the request for governing documents to the apa fraternity.

Filing and Contact Details

Filer

Filer Name
Alpha Phi Alpha Education
EIN
38-6107756
Phone
4105540040
Address
2313 ST PAUL STREET, BALTIMORE, MD 21218

Signing Officer

Name
Jamie R Riley Phd
Title
Executive Director
Phone
4105540040
Signed
2018-10-05

Organization Details

Principal Officer
Jamie R Riley Phd
Formed
1965
Legal Domicile
Md
Voting Board Members
15
Independent Board Members
15
Employees
0

Preparer

Firm
Bert Smith & Co
Address
1090 VERMONT AVE NW STE 920, WASHINGTON, DC 20005-2125
Preparer
Stephanie Lane CPA
Phone
2023935600
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

Fianancial accounting standards board (fasb), accounting standards codification 740, income taxes (asc 740) requires that a tax position be recognized or derecognized based on a "more-likely-than-not" threshold. This applies to positions taken or expected to be taken in a tax return. As of december 31, 2017, management has assessed its various tax positions and it believes there are no liabilities for uncertain tax positions.

Raw XML Appendix379 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FIANANCIAL ACCOUNTING STANDARDS BOARD (FASB), ACCOUNTING STANDARDS CODIFICATION 740, INCOME TAXES (ASC 740) REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AS OF DECEMBER 31, 2017, MANAGEMENT HAS ASSESSED ITS VARIOUS TAX POSITIONS AND IT BELIEVES THERE ARE NO LIABILITIES FOR UNCERTAIN TAX POSITIONS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EDUCATION FOUNDATION IS AN ARM OF THE APA FRATERNITY WHICH IS MEMBER DRIVEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EDUCATION FOUNDATION IS ARM OF APA FRATERNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 TAX FORM WILL BE REVIEWED BY THE GOVERNING BODY PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IT IS THE CUSTOM OF THE EDUCATION FOUNDATION TO REFER THE REQUEST FOR GOVERNING DOCUMENTS TO THE APA FRATERNITY.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE R RILEY PHD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04105540040
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI ALPHA EDUCATION
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.59.120.51
ReturnHeader/FilingSecurityInformation/IPDt02018-10-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:32:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521094722
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERT SMITH & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01090 VERMONT AVE NW STE 920
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0200052125
ReturnHeader/PreparerPersonGrp/PhoneNum02023935600
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE LANE CPA
ReturnHeader/ReturnTs02018-10-05T17:32:17-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.09$0.18$6.91$0.52$0.62$0.10
2023Detailed filing. Detailed filing data is available for this year.$6.81$0.17$6.64$0.19$0.23$0.04
2021Detailed filing. Detailed filing data is available for this year.$7.47$0.16$7.31$1.26$0.00$1.26
2020Detailed filing. Detailed filing data is available for this year.$6.57$0.16$6.41$0.37$0.41$0.04
2019Detailed filing. Detailed filing data is available for this year.$6.19$0.16$6.03$0.68$0.47$0.21
2018Detailed filing. Detailed filing data is available for this year.$5.57$0.13$5.44$0.65$0.66$0.01
2017Detailed filing. Detailed filing data is available for this year.$6.04$0.14$5.90$1.27$0.68$0.59
2016Detailed filing. Detailed filing data is available for this year.$5.12$0.11$5.01$0.57$0.80$0.23
2014Detailed filing. Detailed filing data is available for this year.$5.39$1.08$4.32$0.60$0.68$0.08
2013Detailed filing. Detailed filing data is available for this year.$5.16$0.76$4.40$3.64$0.53$3.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.76$1.28$0.31$0.12$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.76$1.09$0.75$0.29$0.46
2010Summary only. Only limited summary data is available for this year.$1.50$0.24$0.92$0.07$0.85