Civic Intelligence

Alpha Epsilon Pi Fraternity Inc

EIN 43-0769468 • 501(c)7 • Indianapolis, IN

View Organization Page

Profile

Developing leadership for the jewish community.

8910 Purdue Road 730Indianapolis, IN 46268

www.aepi.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

47th percentile

0.13x

Higher debt load relative to assets than 47% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.13x

Higher debt load relative to revenue than 40% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2023

Net Margin

60th percentile

8.9%

Higher net margin than 60% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

100th percentile

$274,425

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

501(c)7 • $1M-$5M nonprofits • Source year 2019

Asset Growth

89th percentile

17%

Faster asset growth than 89% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

37th percentile

2.5%

Faster revenue growth than 37% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$3,433,678

Down $1,162,010 (-25%) from 2023

Liabilities

Down

$514,395

Down $78,685 (-13%) from 2023

Net Assets

Down

$2,919,283

Down $1,083,325 (-27%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin60th percentile

Revenue

Up

$5,462,935

Up $777,735 (+17%) from 2023

Expenses

Up

$6,617,669

Up $2,348,384 (+55%) from 2023

Net Income

Down

-$1,154,734

Down $1,570,649 (-378%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,716,410Liabilities 2010: $985,367Net Assets 2010: $5,731,0432010Assets 2011: $3,850,475Liabilities 2011: $0Net Assets 2011: $3,850,4752011Assets 2012: $4,348,142Liabilities 2012: $0Net Assets 2012: $4,348,1422012Assets 2013: $5,234,639Liabilities 2013: $1,648,346Net Assets 2013: $3,586,2932013Assets 2014: $5,535,265Liabilities 2014: $1,331,366Net Assets 2014: $4,203,8992014Assets 2015: $4,666,660Liabilities 2015: $670,018Net Assets 2015: $3,996,6422015Assets 2016: $4,782,499Liabilities 2016: $635,181Net Assets 2016: $4,147,3182016Assets 2017: $3,991,579Liabilities 2017: $469,912Net Assets 2017: $3,521,6672017Assets 2018: $3,091,619Liabilities 2018: $670,164Net Assets 2018: $2,421,4552018Assets 2019: $1,475,059Liabilities 2019: $304,175Net Assets 2019: $1,170,8842019Assets 2020: $1,212,596Liabilities 2020: $130,603Net Assets 2020: $1,081,9932020Assets 2021: $3,360,862Liabilities 2021: $540,020Net Assets 2021: $2,820,8422021Assets 2022: $3,914,099Liabilities 2022: $305,436Net Assets 2022: $3,608,6632022Assets 2023: $4,595,688Liabilities 2023: $593,080Net Assets 2023: $4,002,6082023Assets 2024: $3,433,678Liabilities 2024: $514,395Net Assets 2024: $2,919,2832024

Highlighted filing

2024

Assets$3,433,678
Liabilities$514,395
Net Assets$2,919,283
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,157,8482010Expenses 2011: $2,675,6502011Revenue 2012: $3,051,783Expenses 2012: $2,714,471Net Income 2012: $337,3122012Expenses 2013: $3,549,4002013Revenue 2014: $3,245,066Expenses 2014: $3,668,397Net Income 2014: -$423,3312014Revenue 2015: $3,799,462Expenses 2015: $4,013,861Net Income 2015: -$214,3992015Revenue 2016: $3,958,878Expenses 2016: $4,122,750Net Income 2016: -$163,8722016Revenue 2017: $5,022,324Expenses 2017: $5,006,235Net Income 2017: $16,0892017Revenue 2018: $5,598,386Expenses 2018: $6,654,857Net Income 2018: -$1,056,4712018Revenue 2019: $5,059,113Expenses 2019: $6,309,684Net Income 2019: -$1,250,5712019Revenue 2020: $4,792,226Expenses 2020: $4,883,980Net Income 2020: -$91,7542020Revenue 2021: $16,627,619Expenses 2021: $14,902,753Net Income 2021: $1,724,8662021Revenue 2022: $4,570,626Expenses 2022: $3,623,918Net Income 2022: $946,7082022Revenue 2023: $4,685,200Expenses 2023: $4,269,285Net Income 2023: $415,9152023Revenue 2024: $5,462,935Expenses 2024: $6,617,669Net Income 2024: -$1,154,7342024

Highlighted filing

2024

Revenue$5,462,935
Expenses$6,617,669
Net Income-$1,154,734
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,433,678
Liabilities
$514,395
Net assets
$2,919,283
Revenue
$5,462,935
Expenses
$6,617,669
Net income
-$1,154,734
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.43$0.51$2.92$5.46$6.62$1.15
2023Detailed filing. Detailed filing data is available for this year.$4.60$0.59$4.00$4.69$4.27$0.42
2022Detailed filing. Detailed filing data is available for this year.$3.91$0.31$3.61$4.57$3.62$0.95
2021Detailed filing. Detailed filing data is available for this year.$3.36$0.54$2.82$16.6$14.9$1.72
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.13$1.08$4.79$4.88$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.30$1.17$5.06$6.31$1.25
2018Detailed filing. Detailed filing data is available for this year.$3.09$0.67$2.42$5.60$6.65$1.06
2017Detailed filing. Detailed filing data is available for this year.$3.99$0.47$3.52$5.02$5.01$0.02
2016Summary only. Only limited summary data is available for this year.$4.78$0.64$4.15$3.96$4.12$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.67$0.67$4.00$3.80$4.01$0.21
2014Detailed filing. Detailed filing data is available for this year.$5.54$1.33$4.20$3.25$3.67$0.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.23$1.65$3.59$3.55
2012Summary only. Only limited summary data is available for this year.$4.35$0.00$4.35$3.05$2.71$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$0.00$3.85$2.68
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.72$0.99$5.73$7.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Apr 12, 2025
Return Version
2023v6.0
Gross Receipts
$5,789,619
Mission and Program Overview

Mission

Developing leadership for the jewish community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,775,469$1,622,559▼ $152,910
Savings and Temporary Cash Investments$1,824,278$1,044,443▼ $779,835
Intangible Assets$412,500$322,500▼ $90,000
Cash and Non-Interest-Bearing Accounts$316,638$278,361▼ $38,277
Accounts Receivable$92,525$76,200▼ $16,325
Inventories for Sale or Use$39,384$41,616▲ $2,232
Prepaid Expenses and Deferred Charges$78,896$20,000▼ $58,896
Total Assets$4,595,688$3,433,678▼ $1,162,010
Other Assets Total$55,998$27,999▼ $27,999
Liabilities
Unsecured Notes Loans Payable$436,191$343,844▼ $92,347
Other Liabilities$155,172$170,551▲ $15,379
Accounts Payable and Accrued Expenses$1,717$0▼ $1,717
Total Liabilities$593,080$514,395▼ $78,685
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,002,608$2,919,283▼ $1,083,325
Total Net Assets Fund Balance$4,002,608$2,919,283▼ $1,083,325
Total Liabilities and Net Assets / Fund Balance$4,595,688$3,433,678▼ $1,162,010
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rob DerdigerCEOFT$224,334$31,554$255,888
Michael WaitzCOOFT$197,769$21,443$219,212
Andrew NeibergDirector of Campus OperationsFT$148,308$19,282$167,590
Joshua SchenkDirector of Housing-$121,057$11,439$132,496
Lynsie MorganDirector of EventsFT$118,769$11,439$130,208
Zachary PellishDirector of MarketingFT$115,409$3,804$119,213

Board Members and Trustees

NameTitle
Andrew BoransExecutive Director Emeritus
Jason OshinsPast Supreme Master
Jeremy BrookSupreme Exchequer
Craig RosenbergSupreme Governor
Evan DerrowSupreme Governor
Michael OxmanSupreme Governor
Mike WeinhausSupreme Governor
Steven SenftSupreme Governor
Scott KnappSupreme Master
Eric FarbmanSupreme Master-elect
Adam CohenSupreme Scribe
David KirschnerSupreme Sentinel
Revenue and Support

Revenue Composition

Contributions and Grants
$959,281
Program Service Revenue
$4,331,271
Investment Income
$127,212
Other Revenue
$45,171
All Other Contributions
$73,898
Change in Net Assets
$-1,154,734

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,450,353
Revenue Not Reported on Financial Statements
$12,582
Revenue Not Reported on Form 990
$71,409
Total Revenue per Audited Statements
$5,521,762
Total Revenue per Form 990
$5,462,935
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,868,701
Salaries, Compensation, and Employee Benefits$2,552,369
Grants and Similar Amounts Paid$196,599
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,771,421
Insurance---$1,057,897
Current Officers, Directors, Trustees, and Key Employees---$478,294
Travel---$322,937
Grants to Domestic Orgs---$196,599
Payroll Taxes---$167,107
Office Expenses---$135,549
Fees for Services Other---$114,916
Fees for Services Legal---$100,320
Other Employee Benefits---$96,211
Depreciation Depletion---$90,000
Occupancy---$55,324
Conferences and Meetings---$46,703
Information Technology---$45,506
Pension Plan Contributions---$39,336
Fees for Services Accounting---$29,500
Other Expenses---$23,852
All Other Expenses---$14,873
Advertising---$13,863
Fees for Service Investment Mgmnt Fees---$12,582
Interest---$12,261
Total Functional Expenses$0$0$0$6,617,669

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,617,669
Expenses per Audited Statements$6,605,087
Total Expenses per Audited Statements$6,605,087
Expenses Not Reported on Financial Statements$12,582
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cofa Holdings IncIndianapolis, IN501(c)(2)Capital Contribution$193,145

International Summary

Offices
0
Employees
2
Spending
$0

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumProgram Service RevenueMembership Dues00-
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,Program Service RevenueMembership Dues01-
North America - Canada and Mexico, But Not the United StatesProgram Service RevenueMembership Dues01-
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Program Service RevenueMembership Dues00-
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held in Trust$170,551
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
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 A, Line 7A

“-undergraduate brothers of aepi shall be enrolled in a college or university and seeking an undergraduate degree (ba, bs, aa, or any equivalent degree) who have been rightfully initiated into the fraternity with its rituals. -alumni brothers of aepi shall be defined as brothers who have been rightfully initiated into the fraternity with its rituals and have graduated from his respective college or university or otherwise entered into the professional world. -brothers by honorary initiation of aepi are individuals selected by the supreme board of governors to receive brotherhood status to the fraternity even if they would not qualify as an undergraduate brother. This decision shall be made with a simple majority vote of the supreme board of governors.”

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

“A copy of form 990 was provided to the organization's governing body and reviewed prior to filing.”

Form 990, Part VI, Section B, Line 15A

“Prior to approval by the independent board, the organization compares the compensation of top management to that of other comparable organizations to determine a reasonable compensation level.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Alpha Epsilon Pi Fraternity Inc
EIN
43-0769468
Phone
3178761913
Address
8910 PURDUE ROAD 730, INDIANAPOLIS, IN 46268

Signing Officer

Name
Rob Derdiger
Title
CEO
Phone
3178761913
Signed
2025-04-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rob Derdiger
Formed
1914
Legal Domicile
In
Voting Board Members
11
Independent Board Members
11
Employees
29
Volunteers
150

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN ST STE 400, CARMEL, IN 46032
Preparer
Angela Crawford CPA
Phone
3178488920
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“Modified cash basis of accounting is used.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The fraternity is organized as a not-for-profit corporation under section 501(c)(7) of the united states internal revenue code and similar state law. The exemption is on all income except unrelated business income. An unrelated trade or business of an exempt organization is any trade or business which is not substantially related to the exercise or performance of its exempt purpose. Certain nonmember income, that would otherwise be taxable, may be set aside. Any income that the board of directors has properly set aside must be used for the qualifying purposes outlined in the set aside resolution. Management is required to evaluate tax positions taken by the fraternity to determine if the fraternity has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by the fraternity, and has concluded that as of may 31, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require disclosure in the accompanying financial statements. The fraternity is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The fraternity has filed its federal and state income tax returns for periods through may 31, 2023. These income tax returns are generally open to examination by the relevant taxing authorities for a period of three years from the later of the date the return was filed or its due date (including approved extensions).”

Raw XML AppendixShowing 400 of 664 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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IRS990/Form990PartVIISectionAGrp/PersonNm4JEREMY BROOK
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID KIRSCHNER
IRS990/Form990PartVIISectionAGrp/PersonNm6EVAN DERROW
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL OXMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8CRAIG ROSENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm9STEVEN SENFT
IRS990/Form990PartVIISectionAGrp/PersonNm10MIKE WEINHAUS
IRS990/Form990PartVIISectionAGrp/PersonNm11ROB DERDIGER
IRS990/Form990PartVIISectionAGrp/PersonNm12MICHAEL WAITZ
IRS990/Form990PartVIISectionAGrp/PersonNm13ANDREW NEIBERG
IRS990/Form990PartVIISectionAGrp/PersonNm14LYNSIE MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm15JOSHUA SCHENK
IRS990/Form990PartVIISectionAGrp/PersonNm16ZACHARY PELLISH
IRS990/Form990PartVIISectionAGrp/PersonNm17ANDREW BORANS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11240794
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12205269
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13155308
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14118769
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15121057
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16115409
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17124492
IRS990/Form990PartVIISectionAGrp/TitleTxt0SUPREME MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST SUPREME MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SUPREME MASTER-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SUPREME SCRIBE
IRS990/Form990PartVIISectionAGrp/TitleTxt4SUPREME EXCHEQUER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SUPREME SENTINEL
IRS990/Form990PartVIISectionAGrp/TitleTxt6SUPREME GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7SUPREME GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8SUPREME GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SUPREME GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10SUPREME GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12COO
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF CAMPUS OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF HOUSING
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR EMERITUS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01914
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt038566
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0196599
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0365250
IRS990/GrossReceiptsAmt05789619
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt045506
IRS990/InitiationFeesAndCapContriAmt01394818
IRS990/InsuranceGrp/TotalAmt01057897
IRS990/IntangibleAssetsGrp/BOYAmt0412500
IRS990/IntangibleAssetsGrp/EOYAmt0322500
IRS990/InterestGrp/TotalAmt012261
IRS990/InventoriesForSaleOrUseGrp/BOYAmt039384
IRS990/InventoriesForSaleOrUseGrp/EOYAmt041616
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt088646
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt088646
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01775469
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01622559
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0326684
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0DEVELOPING LEADERSHIP FOR THE JEWISH COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04002608
IRS990/NetAssetsOrFundBalancesEOYAmt02919283
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt038566
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt038566
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt071409
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04002608
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02919283
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt055324
IRS990/OfficeExpensesGrp/TotalAmt0135549
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt055998
IRS990/OtherAssetsTotalGrp/EOYAmt027999
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt096211
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc1SETTLEMENT
IRS990/OtherExpensesGrp/Desc2CHAPTER SERVICES
IRS990/OtherExpensesGrp/Desc3DUES & SUB.
IRS990/OtherExpensesGrp/TotalAmt0890521
IRS990/OtherExpensesGrp/TotalAmt1825000
IRS990/OtherExpensesGrp/TotalAmt277097
IRS990/OtherExpensesGrp/TotalAmt323852
IRS990/OtherLiabilitiesGrp/BOYAmt0155172
IRS990/OtherLiabilitiesGrp/EOYAmt0170551
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01743
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01743
IRS990/OtherRevenueTotalAmt01743
IRS990/OtherSalariesAndWagesGrp/TotalAmt01771421
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0167107
IRS990/PensionPlanContributionsGrp/TotalAmt039336
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt078896
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020000
IRS990/PrincipalOfficerNm0ROB DERDIGER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER DUES
IRS990/ProgramServiceRevenueGrp/Desc1RISK MANAGEMENT
IRS990/ProgramServiceRevenueGrp/Desc2SERVICE FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc3LEADERSHIP EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc4SERVICE AND RENTAL FEE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02354114
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11672715
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2194200
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3100242
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt410000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02354114
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11672715
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2194200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3100242
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt410000
IRS990/ProgSrvcAccomActy2Grp/Desc0ADVISE CHAPTER MEMBERS AND LEADERS ON PERSONAL DEVELOPMENT IN LINE WITH FRATERNITY VALUES THROUGH PARTICIPATION IN COMMUNITY SERVICE, PHILANTHROPIC, AND JEWISH COMMUNAL INVOLVEMENT
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0753579
IRS990/PYGrantsAndSimilarPaidAmt06000
IRS990/PYInvestmentIncomeAmt039747
IRS990/PYOtherExpensesAmt02379563
IRS990/PYOtherRevenueAmt083881
IRS990/PYProgramServiceRevenueAmt03807993
IRS990/PYRevenuesLessExpensesAmt0415915
IRS990/PYSalariesCompEmpBnftPaidAmt01883722
IRS990/PYTotalExpensesAmt04269285
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04685200
IRS990/ReconcilationRevenueExpnssAmt0-1154734
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0885383
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt043428
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt043428
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01824278
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01044443
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt012582
IRS990ScheduleD/ExpensesSubtotalAmt06605087
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt012582
IRS990ScheduleD/InvestmentExpensesNotIncldAmt012582
IRS990ScheduleD/NetUnrealizedGainsInvstAmt071409
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0170551
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD IN TRUST
IRS990ScheduleD/RevenueNotReportedAmt071409
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt012582
IRS990ScheduleD/RevenueSubtotalAmt05450353
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FRATERNITY IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(7) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME. AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION IS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. CERTAIN NONMEMBER INCOME, THAT WOULD OTHERWISE BE TAXABLE, MAY BE SET ASIDE. ANY INCOME THAT THE BOARD OF DIRECTORS HAS PROPERLY SET ASIDE MUST BE USED FOR THE QUALIFYING PURPOSES OUTLINED IN THE SET ASIDE RESOLUTION. MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE FRATERNITY TO DETERMINE IF THE FRATERNITY HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FRATERNITY, AND HAS CONCLUDED THAT AS OF MAY 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FRATERNITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FRATERNITY HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH MAY 31, 2023. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS).
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt06617669
IRS990ScheduleD/TotalLiabilityAmt0170551
IRS990ScheduleD/TotalRevenuePerForm990Amt05462935
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05521762
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06605087
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt11
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt21
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt3EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0MEMBERSHIP DUES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1MEMBERSHIP DUES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt2MEMBERSHIP DUES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt3MEMBERSHIP DUES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICE REVENUE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1PROGRAM SERVICE REVENUE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2PROGRAM SERVICE REVENUE

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