Civic Intelligence

Alpha Upsilon Lambda Educational Foundation

990EZ • Fiscal year 2014 • EIN 42-1548409

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization ProfileN/A
PO Box 6058Montgomery, AL 36106

(334) 834-0042

Siviq Scores

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

Liabilities / Assets

86th percentile

0.36x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

94th percentile

0.68x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

86th percentile

57%

Faster asset growth than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$64,278

Up $23,343 (+57%) from 2013

Net Assets

Up

$41,000

Up $14,210 (+53%) from 2013

Liabilities

Up

$23,278

Up $9,133 (+65%) from 2013

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin89th percentile

Revenue

Up

$34,444

Up $5,195 (+18%) from 2013

Expenses

Down

$20,234

Down $3,241 (-14%) from 2013

Net Income

Up

$14,210

Up $8,436 (+146%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2014

Assets$64,278
Liabilities$23,278
Net Assets$41,000
Open 2014 Filing

Operations Trend

Revenue Growth70th 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

2014

Revenue$34,444
Expenses$20,234
Net Income$14,210
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Gross Receipts
$61,365
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-$17,975
Compensation and Service Providers
Top Officer Pay74th 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
Breakfast$44,940$44,940$10,779$34,161
Total Events$44,940$44,940$26,921$18,019
Filing and Contact Details

Filer

Filer Name
Alpha Upsilon Lambda Educational Foundation
EIN
42-1548409
Phone
3348340042
Address
PO Box 6058, MONTGOMERY, AL 36106

Signing Officer

Name
Dr Eddie Johnson
Title
President
Phone
3348340042
Signed
2015-05-14

Preparer

Firm
Jenkins and Associates Cpas
Address
600 SOUTH COURT STREET SUITE 310, MONTGOMERY, AL 36104
Preparer
Lois Jenkins
Phone
3342627977
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Project alpha 904. Scholarships 11200. Contributions 4870. Alpha phirst 1011. Scholarship reception 1000. Mentoring 200. Golf tournament 485. Alpha phirst golf tournament”

Form 990EZ, Part II, Line 24

“Prepaid expense 4242. 248.”

Form 990EZ, Part II, Line 26

“Deferred revenue 3577. 12710. Fiduciary funds 10568. 10568.”

Raw XML Appendix167 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/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR EDDIE JOHNSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Member
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04242
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0248
IRS990EZ/OtherExpensesTotalAmt019670
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support of community education
IRS990EZ/PrintingPublicationsPostageAmt0384
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017975
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt014145
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt034444
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt029249
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt022932
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt038058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt038057
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Breakfast
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt016142
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010779
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROJECT ALPHA 904. SCHOLARSHIPS 11200. CONTRIBUTIONS 4870. ALPHA PHIRST 1011. SCHOLARSHIP RECEPTION 1000. MENTORING 200. GOLF TOURNAMENT 485. ALPHA PHIRST GOLF TOURNAMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSE 4242. 248.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 3577. 12710. 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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DR EDDIE JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03348340042
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alpha Upsilon Lambda Educational Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0421548409
ReturnHeader/Filer/PhoneNum03348340042
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 6058
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036106
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JENKINS AND ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 SOUTH COURT STREET SUITE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036104
ReturnHeader/PreparerPersonGrp/PhoneNum03342627977
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOIS JENKINS
ReturnHeader/ReturnTs02015-05-14T14:29:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,278
Liabilities
$23,278
Net assets
$41,000
Revenue
$34,444
Expenses
$20,234
Net income
$14,210
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