Alpha Iota Educational Foundation

990EZ • Fiscal year 2022 • EIN 43-1622121

Sep 01, 2021 to Aug 31, 2022 • Filed on Jan 12, 2023

Organization Profile N/A

13 Wheeler CourtSaint Charles, MO 63303

(314) 872-3556

Siviq Scores

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

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

-70%

Higher net margin than 8% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

-17%

Faster asset growth than 24% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

-82%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

$486,347

Down $102,088 (-17%) from 2021

Net Assets

Down

$486,347

Down $102,088 (-17%) from 2021

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin8th percentile

Revenue

Down

$89,024

Down $400,313 (-82%) from 2021

Expenses

$151,553

Up $95,184 (+169%) from 2021

Net Income

Down

-$62,529

Down $495,497 (-114%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

Highlighted filing

2022

Assets$486,347

Liabilities-

Net Assets$486,347

Open 2022 Filing

Operations Trend

Revenue Growth5th percentile

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

Highlighted filing

2022

Revenue$89,024

Expenses$151,553

Net Income-$62,529

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Sep 1, 2021 to Aug 31, 2022
Signed: Jan 12, 2023
Return Version: 2021v4.1
Gross Receipts: $89,024

Mission and Program Overview

Mission

See Schedule O

Program Services

Description	Grants	Expenses
Provided scholarships and educational facilities for students.	$107,821	$43,732

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Michael Munsell	President	-	$0	-	-
Philip Weber	Vice President	-	$0	-	-
Mike King	Treasurer	-	$0	-	-
Timothy Kamp	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Alpha Iota Educational Foundation
EIN: 43-1622121
Phone: 3148723556
Address: 13 Wheeler Court, Saint Charles, MO 63303

Signing Officer

Name: Mike King
Title: Treasurer
Signed: 2023-01-12
Discuss with paid preparer: Yes

Preparer

Firm: Brett Bruner CPA EA
Address: 901 N Pine St Ste 304, Rolla, MO 65401
Preparer: Brett Bruner
Phone: 5734333999

Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Alpha Iota Building Association | Relationship of Donee: Related organization | Cash Amount Given: $40750”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: Andrew Vidal Memorial Scholarship | Cash Amount Given: $67071”

Other Expenses.1001

“Advertising and Promotion $30325”

Other Expenses.1

“Scholarship Dinner $6179”

Other Expenses.2

“Furniture $3202”

Other Expenses.3

“Donor gifts $456”

Form 990- Organization'S Mission

“To encourage and provide means for the development and advancement of education, educational facilities, and educational equipment to encourage scholarship among and promote the educational development of students at the University of Missouri-Rolla by granting scholarships and providing educational facilities.”

Raw XML Appendix182 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/TitleTxt	1	Vice President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Secretary
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IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherChangesInNetAssetsAmt	0	-39559
IRS990EZ/OtherExpensesTotalAmt	0	40162
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IRS990EZ/PrimaryExemptPurposeTxt	0	See Schedule O
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IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
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IRS990EZ/TotalRevenueAmt	0	89024
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	73622
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	1285729
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	15402
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	20426
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	0
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt	0	0
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	15402
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	102
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IRS990ScheduleA/InvestmentIncomeCYPct	0	0.01560
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00400
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt	0	0
IRS990ScheduleA/OtherIncome509Grp/TotalAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt	0	0
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.98440
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IRS990ScheduleA/PublicSupportTotal509Amt	0	1285729
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	\| Donee's Name: Alpha Iota Building Association \| Relationship of Donee: Related organization \| Cash Amount Given: $40750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	\| Donee's Name: Andrew Vidal Memorial Scholarship \| Cash Amount Given: $67071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Advertising and Promotion $30325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	Scholarship Dinner $6179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	Furniture $3202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	Donor gifts $456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	To encourage and provide means for the development and advancement of education, educational facilities, and educational equipment to encourage scholarship among and promote the educational development of students at the University of Missouri-Rolla by granting scholarships and providing educational facilities.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Grants and Similar Amounts Paid In Excess of $5,000.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	Form 990- Organization's Mission
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ReturnHeader/BuildTS	0	2023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Mike King
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Alpha Iota Educational Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	ALPH
ReturnHeader/Filer/EIN	0	431622121
ReturnHeader/Filer/PhoneNum	0	3148723556
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	13 Wheeler Court
ReturnHeader/Filer/USAddress/CityNm	0	Saint Charles
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MO
ReturnHeader/Filer/USAddress/ZIPCd	0	63303
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Rolla
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	65401
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5734333999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Brett Bruner
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2023-01-12T15:24:00-08:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Mike
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	King
ReturnHeader/TaxPeriodBeginDt	0	2021-09-01
ReturnHeader/TaxPeriodEndDt	0	2022-08-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $486,347
Liabilities: -
Net assets: $486,347
Revenue: $89,024
Expenses: $151,553
Net income: -$62,529

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$4.34		$4.34	$0.72	$0.79	$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.41		$4.41	$0.70	$0.59	$0.11
2023Summary only. Only limited summary data is available for this year.	$4.30	$0.00		$0.71	$1.27	$0.56
2022Detailed filing. Detailed filing data is available for this year.	$4.86		$4.86	$0.89	$1.52	$0.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.88	$0.00	$5.88	$4.89	$0.56	$4.33
2020Summary only. Only limited summary data is available for this year.	$1.55	$0.00		$0.90	$1.97	$1.08
2019Summary only. Only limited summary data is available for this year.	$2.63	$0.00	$2.63	$2.51	$3.26	$0.75
2018Summary only. Only limited summary data is available for this year.	$3.42	$0.00	$3.42	$3.91	$5.36	$1.45
2017Summary only. Only limited summary data is available for this year.	$4.84	$0.00	$4.84	$3.70	$0.29	$3.42
2016Summary only. Only limited summary data is available for this year.	$1.38	$0.00	$1.38	$0.02	$0.08	$0.06
2015Summary only. Only limited summary data is available for this year.	$1.42	$0.00	$1.42	$0.02	$0.08	$0.06
2014Summary only. Only limited summary data is available for this year.	$1.52	$0.00	$1.52	$0.06	$0.07	$0.00
2013Summary only. Only limited summary data is available for this year.	$1.45	$0.00	$1.45	$0.09	$0.10	$0.00
2012Summary only. Only limited summary data is available for this year.	$1.40	$0.00	$1.40	$0.30	$0.12	$0.18
2011Summary only. Only limited summary data is available for this year.	$1.22	$0.00	$1.22	$0.18	$0.10	$0.08