Civic Intelligence

Alpha Upsilon Lambda Educational Foundation

990EZ • Fiscal year 2023 • EIN 42-1548409

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileN/A
P O Box 6058Montgomery, AL 36106

(334) 399-2895

Siviq Scores

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

Liabilities / Assets

85th percentile

0.22x

Higher debt load relative to assets than 85% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

94th percentile

0.70x

Higher debt load relative to revenue than 94% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$125,710

Up $36,670 (+41%) from 2019

Net Assets

$97,721

No earlier filing loaded for comparison.

Liabilities

Down

$27,989

Down $16,037 (-36%) from 2019

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin83rd percentile

Revenue

Up

$40,204

Up $20,855 (+108%) from 2019

Expenses

Up

$27,068

Up $11,395 (+73%) from 2019

Net Income

Up

$13,136

Up $9,460 (+257%) from 2019

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2010: $40,423Liabilities 2010: $21,868Net Assets 2010: $18,5552010Assets 2011: $40,081Liabilities 2011: $22,814Net Assets 2011: $17,2672011Assets 2012: $43,044Liabilities 2012: $22,028Net Assets 2012: $21,0162012Assets 2013: $40,935Liabilities 2013: $14,145Net Assets 2013: $26,7902013Assets 2014: $64,278Liabilities 2014: $23,278Net Assets 2014: $41,0002014Assets 2015: $64,778Liabilities 2015: $33,4132015Assets 2016: $68,091Liabilities 2016: $38,5332016Assets 2017: $78,503Liabilities 2017: $37,8732017Assets 2018: $84,296Liabilities 2018: $42,9582018Assets 2019: $89,040Liabilities 2019: $44,0262019Assets 2023: $125,710Liabilities 2023: $27,989Net Assets 2023: $97,7212023Assets 2024: $135,318Liabilities 2024: $33,933Net Assets 2024: $101,3852024

Highlighted filing

2023

Assets$125,710
Liabilities$27,989
Net Assets$97,721
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2010: $17,574Expenses 2010: $17,739Net Income 2010: -$1652010Revenue 2011: $12,817Expenses 2011: $14,105Net Income 2011: -$1,2882011Revenue 2012: $23,432Expenses 2012: $19,683Net Income 2012: $3,7492012Revenue 2013: $29,249Expenses 2013: $23,475Net Income 2013: $5,7742013Revenue 2014: $34,444Expenses 2014: $20,234Net Income 2014: $14,2102014Revenue 2015: $30,360Expenses 2015: $34,480Net Income 2015: -$4,1202015Revenue 2016: $16,581Expenses 2016: $18,388Net Income 2016: -$1,8072016Revenue 2017: $27,339Expenses 2017: $16,267Net Income 2017: $11,0722017Revenue 2018: $20,154Expenses 2018: $19,446Net Income 2018: $7082018Revenue 2019: $19,349Expenses 2019: $15,673Net Income 2019: $3,6762019Revenue 2023: $40,204Expenses 2023: $27,068Net Income 2023: $13,1362023Revenue 2024: $41,858Expenses 2024: $38,371Net Income 2024: $3,4872024

Highlighted filing

2023

Revenue$40,204
Expenses$27,068
Net Income$13,136
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$40,204
Mission and Program Overview

Mission

Support of community education

Provide scholarships to students

Program Services

DescriptionGrantsExpenses
PROVIDED RESOURCES TO COMMUNITY ORGANIZATIONS AND ASSISTED STUDENTS IN ACHIEVING ACADEMIC GOALS$78,803$78,803
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD ASHLEYMember-$0--
CRAIG HILLChairman-$0--
ANTONIO FORTSONTreasurer-$0--
CLARENCE A WILSON JRInterim Treasurer-$0--
WENDELL SAXONMember-$0--
JIMMIE MORRIS JRVice Chairman-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mlkbreakfast$91,240$91,240$21,124$70,116
Total Events$91,240$91,240$51,735$39,505
Filing and Contact Details

Filer

Filer Name
Alpha Upsilon Lambda Ed Foundation
EIN
42-1548409
Address
P O BOX 6058, MONTGOMERY, AL 36106

Signing Officer

Name
Craig Hill
Title
Chairman
Phone
3342334152
Signed
2024-11-15
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountscholarships 22,400contributions 1,850scholarship reception 1,979bank service charges 839”

Description of other assets Part II line 24

“Category beginning of year end of year24 other assets 3,699 62”

Description of total liabilities Part II line 26

“Category beginning of year end of yearother liabilities 57,637 27,989”

Raw XML Appendix142 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CLARENCE A WILSON JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WENDELL SAXON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JIMMIE MORRIS JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE CHAIRMAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03699
IRS990EZ/OtherAssetsTotalDetail/EOYAmt062
IRS990EZ/OtherExpensesTotalAmt027068
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS TO STUDENTS
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt091240
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSCHOLARSHIPS 22,400CONTRIBUTIONS 1,850SCHOLARSHIP RECEPTION 1,979BANK SERVICE CHARGES 839
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEAR24 OTHER ASSETS 3,699 62
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEAROTHER LIABILITIES 57,637 27,989
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0421548409
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 6058
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036106
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-11-15T17:07:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,710
Liabilities
$27,989
Net assets
$97,721
Revenue
$40,204
Expenses
$27,068
Net income
$13,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.34$1.01$0.42$0.38$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.28$0.98$0.40$0.27$0.13
2019Summary only. Only limited summary data is available for this year.$0.89$0.44$0.19$0.16$0.04
2018Summary only. Only limited summary data is available for this year.$0.84$0.43$0.20$0.19$0.01
2017Summary only. Only limited summary data is available for this year.$0.79$0.38$0.27$0.16$0.11
2016Summary only. Only limited summary data is available for this year.$0.68$0.39$0.17$0.18$0.02
2015Summary only. Only limited summary data is available for this year.$0.65$0.33$0.30$0.34$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.23$0.41$0.34$0.20$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.41$0.14$0.27$0.29$0.23$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.22$0.21$0.23$0.20$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.23$0.17$0.13$0.14$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.22$0.19$0.18$0.18$0.00