Alpha Iota Educational Foundation

990EZ • Fiscal year 2023 • EIN 43-1622121

Sep 01, 2022 to Aug 31, 2023 • Filed on Jan 08, 2024

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 2023

No value available

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

Source year 2023

-79%

Higher net margin than 7% of similar nonprofits.

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

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

-12%

Faster asset growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

-20%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Flat

$430,202

Flat from 2023

Net Assets

$430,202

No earlier filing loaded for comparison.

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin7th percentile

Revenue

Flat

$70,797

Flat from 2023

Expenses

Flat

$126,942

Flat from 2023

Net Income

Flat

-$56,145

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

Highlighted filing

2023

Assets$430,202

Liabilities-

Net Assets$430,202

Open 2023 Filing

Operations Trend

Revenue Growth25th percentile

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

Highlighted filing

2023

Revenue$70,797

Expenses$126,942

Net Income-$56,145

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Sep 1, 2022 to Aug 31, 2023
Signed: Jan 8, 2024
Return Version: 2022v5.0
Gross Receipts: $70,797

Mission and Program Overview

Mission

See Schedule O

Program Services

Description	Grants	Expenses
Provided scholarships and educational facilities for students.	$47,750	$32,750

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	-	-
Michael 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: 2024-01-08
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: $94192”

Other Expenses.1001

“Advertising and Promotion $22800”

Other Expenses.1002

“Office Expenses $838”

Other Expenses.1

“Scholarship Dinner $4097”

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 Appendix179 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/PersonNm	1	Philip Weber
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	Timothy Kamp
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Secretary
IRS990EZ/OperateHospitalInd	0	false
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IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	27735
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	See Schedule O
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	32750
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	126942
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IRS990EZ/TotalRevenueAmt	0	70797
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	62418
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	73622
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	485055
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	248556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	959210
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt	0	0
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	19057
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	274
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	2696
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	37531
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	0
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt	0	0
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	19057
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	15402
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	274
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	37531
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.03770
IRS990ScheduleA/InvestmentIncomePYPct	0	0.01560
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt	0	0
IRS990ScheduleA/OtherIncome509Grp/TotalAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt	0	0
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.96230
IRS990ScheduleA/PublicSupportPY509Pct	0	0.98440
IRS990ScheduleA/PublicSupportTotal509Amt	0	959210
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	62418
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2	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: $94192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Advertising and Promotion $22800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Office Expenses $838
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	Scholarship Dinner $4097
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Form 990- Organization's Mission
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ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm	0	Mike King
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-01-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Alpha Iota Educational Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	ALPH
ReturnHeader/Filer/EIN	0	431622121
ReturnHeader/Filer/PhoneNum	0	3148723556
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ReturnHeader/Filer/USAddress/CityNm	0	Saint Charles
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MO
ReturnHeader/Filer/USAddress/ZIPCd	0	63303
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Brett Bruner CPA EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	901 N Pine St Ste 304
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	2024-01-08T12:08:10-08:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Mike
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	King
ReturnHeader/TaxPeriodBeginDt	0	2022-09-01
ReturnHeader/TaxPeriodEndDt	0	2023-08-31
ReturnHeader/TaxYr	0	2022

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: $430,202
Liabilities: -
Net assets: $430,202
Revenue: $70,797
Expenses: $126,942
Net income: -$56,145

	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
2023Detailed filing. Detailed filing data is available for this year.	$4.30		$4.30	$0.71	$1.27	$0.56
2023Summary only. Only limited summary data is available for this year.	$4.30	$0.00		$0.71	$1.27	$0.56
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$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