Civic Intelligence

Alpha Upsilon Lambda Educational Foundation

990EZ • Fiscal year 2013 • EIN 42-1548409

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization ProfileN/A
PO Box 605836106

(334) 834-0042

Siviq Scores

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

Liabilities / Assets

86th percentile

0.35x

Higher debt load relative to assets than 86% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

92nd percentile

0.48x

Higher debt load relative to revenue than 92% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

36th percentile

-4.9%

Faster asset growth than 36% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

75th percentile

25%

Faster revenue growth than 75% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$40,935

Down $2,109 (-4.9%) from 2012

Net Assets

Up

$26,790

Up $5,774 (+27%) from 2012

Liabilities

Down

$14,145

Down $7,883 (-36%) from 2012

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin77th percentile

Revenue

Up

$29,249

Up $5,817 (+25%) from 2012

Expenses

Up

$23,475

Up $3,792 (+19%) from 2012

Net Income

Up

$5,774

Up $2,025 (+54%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

2013

Assets$40,935
Liabilities$14,145
Net Assets$26,790
Open 2013 Filing

Operations Trend

Revenue Growth75th percentile

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

2013

Revenue$29,249
Expenses$23,475
Net Income$5,774
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Gross Receipts
$50,372
Mission and Program Overview

Mission

Support of community education

Program Services

DescriptionGrantsExpenses
THE FOUNDATION PROVIDED RESOURCES TO COMMUNITY ORGANIZATIONS AND ASSISTED STUDENTS IN ACHIEVING ACADEMIC GOALS-$17,640
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR EDDIE JOHNSONChairman-$0--
MANUEL WILLIAMSVice Chair-$0--
W CLIFFORD PETTYTreasurer-$0--
PERCY BLACKMONSecretary-$0--
GENE ELMOREMember-$0--
JUDGE CALVIN WILLIAMSMember-$0--
SCOTT JOHNSONMember-$0--
LORENZO ALEXANDERMember-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$43,540$43,540$8,929$34,611
Total Events$43,540$43,540$21,123$22,417
Filing and Contact Details

Filer

EIN
42-1548409
Phone
3348340042

Signing Officer

Name
Dr Eddie Johnson
Title
President
Phone
3348340042
Signed
2014-05-13

Preparer

Preparer
Lois Jenkins
Phone
3342627977
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Project alpha 724. Scholarships 15050. Contributions 2540. Advertising in community publications 50. Scholarship reception 959. Retracing the steps 75. Relay for life 1190. Alpha phirst 1132. Golf tournament 1384.”

Form 990EZ, Part II, Line 24

“Prepaid expense 1158. 4242.”

Form 990EZ, Part II, Line 26

“Deferred revenue 11460. 3577. Fiduciary funds 10568. 10568.”

Raw XML Appendix166 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0W CLIFFORD PETTY
IRS990EZ/BooksInCareOfDetail/PhoneNum03348340042
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10754 S Jackson Street
IRS990EZ/BooksInCareOfDetail/USAddress/City0Montgomery
IRS990EZ/BooksInCareOfDetail/USAddress/State0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode036106
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041886
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036693
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06832
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05774
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0371
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043044
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040935
IRS990EZ/FundraisingGrossIncomeAmt043540
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt050372
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021016
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026790
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021016
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026790
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR EDDIE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MANUEL WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2W CLIFFORD PETTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PERCY BLACKMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GENE ELMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JUDGE CALVIN WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SCOTT JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LORENZO ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01158
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04242
IRS990EZ/OtherExpensesTotalAmt023104
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support of community education
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION PROVIDED RESOURCES TO COMMUNITY ORGANIZATIONS AND ASSISTED STUDENTS IN ACHIEVING ACADEMIC GOALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017640
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021123
IRS990EZ/SpecialEventsNetIncomeLossAmt022417
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt022028
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt014145
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023475
IRS990EZ/TotalProgramServiceExpensesAmt017640
IRS990EZ/TotalRevenueAmt029249
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029249
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt022932
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt038058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt038057
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0128296
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0128296
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt029249
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt022932
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt038058
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt038057
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0128296
IRS990ScheduleA/TotalSupportAmt0128296
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021123
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt09130
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt09130
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043540
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043540
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043540
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043540
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Breakfast
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022417
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08929
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08929
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03064
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03064
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROJECT ALPHA 724. SCHOLARSHIPS 15050. CONTRIBUTIONS 2540. ADVERTISING IN COMMUNITY PUBLICATIONS 50. SCHOLARSHIP RECEPTION 959. RETRACING THE STEPS 75. RELAY FOR LIFE 1190. ALPHA PHIRST 1132. GOLF TOURNAMENT 1384.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSE 1158. 4242.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 11460. 3577. FIDUCIARY FUNDS 10568. 10568.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DR EDDIE JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03348340042
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10Alpha Upsilon Lambda Educational Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0421548409
ReturnHeader/Filer/PhoneNum03348340042
ReturnHeader/Filer/USAddress/AddressLine10PO Box 6058
ReturnHeader/Filer/USAddress/City0MONTGOMERY
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode036106
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JENKINS AND ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10600 SOUTH COURT STREET SUITE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode036104
ReturnHeader/PreparerPersonGrp/PhoneNum03342627977
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOIS JENKINS
ReturnHeader/ReturnTs02014-05-14T07:47:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,935
Liabilities
$14,145
Net assets
$26,790
Revenue
$29,249
Expenses
$23,475
Net income
$5,774
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