Civic Intelligence

Alpha Phi Omega Endowment Inc.

990 • Fiscal year 2022 • EIN 51-0246311

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

1441 E 104th St Suite 105Kansas City, MO 64131-4635

(816) 373-8667

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

18th percentile

0.03x

Higher debt load relative to revenue than 18% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

74th percentile

$190,712

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 34.2% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

20th percentile

-9.5%

Faster asset growth than 20% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-23%

Faster revenue growth than 17% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Down

$7,173,988

Down $755,788 (-9.5%) from 2021

Net Assets

Down

$7,159,379

Down $755,088 (-9.5%) from 2021

Liabilities

Down

$14,609

Down $700 (-4.6%) from 2021

Revenue

Down

$557,417

Down $162,595 (-23%) from 2021

Expenses

Down

$30,086

Down $141,394 (-82%) from 2021

Net Income

Down

$527,331

Down $21,201 (-3.9%) from 2021

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $3,683,831Liabilities 2010: $145,521Net Assets 2010: $3,538,3102010Assets 2011: $4,860,815Liabilities 2011: $144,209Net Assets 2011: $4,716,6062011Assets 2012: $4,668,281Liabilities 2012: $137,649Net Assets 2012: $4,530,6322012Assets 2013: $5,141,630Liabilities 2013: $127,917Net Assets 2013: $5,013,7132013Assets 2014: $5,749,780Liabilities 2014: $124,909Net Assets 2014: $5,624,8712014Assets 2015: $5,621,644Liabilities 2015: $120,773Net Assets 2015: $5,500,8712015Assets 2016: $5,482,874Liabilities 2016: $117,572Net Assets 2016: $5,365,3022016Assets 2017: $6,038,193Liabilities 2017: $111,521Net Assets 2017: $5,926,6722017Assets 2018: $6,325,712Liabilities 2018: $102,986Net Assets 2018: $6,222,7262018Assets 2019: $6,532,972Liabilities 2019: $97,430Net Assets 2019: $6,435,5422019Assets 2020: $6,354,535Liabilities 2020: $82,549Net Assets 2020: $6,271,9862020Assets 2021: $7,929,776Liabilities 2021: $15,309Net Assets 2021: $7,914,4672021Assets 2022: $7,173,988Liabilities 2022: $14,609Net Assets 2022: $7,159,3792022Assets 2023: $7,424,726Liabilities 2023: $10,940Net Assets 2023: $7,413,7862023Assets 2024: $8,091,616Liabilities 2024: $10,266Net Assets 2024: $8,081,3502024Assets 2025: $9,171,331Liabilities 2025: $9,631Net Assets 2025: $9,161,7002025

Highlighted filing

2022

Assets$7,173,988
Liabilities$14,609
Net Assets$7,159,379

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $115,6492010Revenue 2011: $297,714Expenses 2011: $127,968Net Income 2011: $169,7462011Expenses 2012: $152,3302012Expenses 2013: $145,2592013Revenue 2014: $475,807Expenses 2014: $162,704Net Income 2014: $313,1032014Revenue 2015: $487,727Expenses 2015: $289,620Net Income 2015: $198,1072015Revenue 2016: $85,852Expenses 2016: $166,257Net Income 2016: -$80,4052016Revenue 2017: $474,473Expenses 2017: $194,314Net Income 2017: $280,1592017Revenue 2018: $437,545Expenses 2018: $187,451Net Income 2018: $250,0942018Revenue 2019: $238,450Expenses 2019: $203,748Net Income 2019: $34,7022019Revenue 2020: $245,147Expenses 2020: $168,997Net Income 2020: $76,1502020Revenue 2021: $720,012Expenses 2021: $171,480Net Income 2021: $548,5322021Revenue 2022: $557,417Expenses 2022: $30,086Net Income 2022: $527,3312022Revenue 2023: $146,943Expenses 2023: $334,574Net Income 2023: -$187,6312023Revenue 2024: -$69,080Expenses 2024: $302,821Net Income 2024: -$371,9012024Revenue 2025: $494,104Expenses 2025: $40,743Net Income 2025: $453,3612025

Highlighted filing

2022

Revenue$557,417
Expenses$30,086
Net Income$527,331
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$557,417
Mission and Program Overview

Mission

To provide long-term benefits for the goals and perpetuation of alpha phi omega national fraternity. This is accomplished by utilizing the interest earned from the principal in the endowment trust for appropriate financial support.

To provide long-term benefits for the goals and perpetuation of alpha phi omega national fratenrity. This is accomplished by utilizing the interest earned from the principal in the endowment trust for appropriate financial support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,763,834$6,839,796▼ $924,038
Savings and Temporary Cash Investments$145,294$313,544▲ $168,250
Pledges and Grants Receivable$20,648$20,648→ $0
Total Assets$7,929,776$7,173,988▼ $755,788
Liabilities
Other Liabilities$15,309$14,609▼ $700
Total Liabilities$15,309$14,609▼ $700
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,342,193$5,587,105▼ $755,088
Net Assets With Donor Restrictions$1,572,274$1,572,274→ $0
Total Net Assets Fund Balance$7,914,467$7,159,379▼ $755,088
Total Liabilities and Net Assets / Fund Balance$7,929,776$7,173,988▼ $755,788

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,172,274---$1,172,274
2020$1,172,274-▲ $400,000$400,000$1,172,274
2019$1,172,274-▲ $3,364$3,364$1,172,274
2018$1,172,274-▲ $73,267$73,267$1,172,274
2017$1,172,274-▲ $102,897$102,897$1,172,274
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$12,220
Program Service Revenue
$0
Investment Income
$545,197
Other Revenue
$0
All Other Contributions
$12,220
Change in Net Assets
$527,331
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,086
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$33,686-$33,686
Fees for Services Accounting-$-3,600-$-3,600
Total Functional Expenses$0$30,086$0$30,086
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Obligations$14,609
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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 8B

The organization does not have committees acting on behalf of the governing body.

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

The secretary of the board of trustees and the director of finance review the draft of form 990 prior to submission to the irs.

Form 990, Part VI, Section B, Line 12C

The board trustees notify each other at the regular meetings if there is, or even an appearance of, a conflict of interest based on individual employment or investment situations.

Form 990, Part VI, Section C, Line 19

The organization makes all required information available for inspection by the public at the organization's office during normal business hours.

Filing and Contact Details

Filer

Filer Name
Alpha Phi Omega Endowment Inc
EIN
51-0246311
Phone
8163738667
Address
1441 E 104TH ST SUITE 105, KANSAS CITY, MO 64131-4635

Signing Officer

Name
Robert J London
Title
Secretary
Phone
8163738667
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert J London
Formed
1978
Legal Domicile
Mo
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Marr and Company Pc
Address
1401 EAST 104TH STREET SUITE 100, KANSAS CITY, MO 64131
Preparer
Jason D Louk
Phone
8163638700
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process for overseeing the audit and selection of an independent accountant has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The endowment is exempt form income taxes under section 501(c)(3) of the internal revenue code. Accordingly, no provision or liability for income taxes has been included in the accompanying financial statements. The endowment recognizes the financial statement benefit of a tax position only after determining that the relevant tax authority would more-likely-than not threshold, the amount recognized in the financial statements is the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement with the relevant taxing authority. The endowment is subject to income tax regulations in the u.s. Federal jurisdiction and certain state jurisdictions. Tax regulations within each jurisdiction are subject to the interpretation of the related tax laws and regulations and require significant judgement to apply. With few exceptions, the endowment is no longer subject to income tax examinations by the applicabale tax authorities for the years before 2018. If any were to be incurred, the endowment policy is to record penalties and interest assessed by income taxing authorities as operating expenses.

PART V, LINE 4:

The earnings from the permanently restricted funds are used to support alpha phi omega national fraternity activities such as scholarships, chapter grants, and development programs.

Raw XML AppendixShowing 400 of 419 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE LONG-TERM BENEFITS FOR THE GOALS AND PERPETUATION OF ALPHA PHI OMEGA NATIONAL FRATENRITY. THIS IS ACCOMPLISHED BY UTILIZING THE INTEREST EARNED FROM THE PRINCIPAL IN THE ENDOWMENT TRUST FOR APPROPRIATE FINANCIAL SUPPORT.
IRS990/AllOtherContributionsAmt012220
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROBERT J LONDON
IRS990/BooksInCareOfDetail/PhoneNum08163738667
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01441 EAST 104TH ST SUITE 105
IRS990/BooksInCareOfDetail/USAddress/CityNm0KANSAS CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0641314635
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt012220
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0545197
IRS990/CYOtherExpensesAmt030086
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0527331
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt030086
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0557417
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SUPPORT FOR ALPHA PHI OMEGA
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01572274
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01572274
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0-3600
IRS990/FeesForServicesAccountingGrp/TotalAmt0-3600
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt033686
IRS990/FeesForServicesManagementGrp/TotalAmt033686
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0WILFRED KRENEK
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN WETHERINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD SCRUGGS
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID OVERHAUSER
IRS990/Form990PartVIISectionAGrp/PersonNm4REBECCA CADY
IRS990/Form990PartVIISectionAGrp/PersonNm5SUSAN MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT J LONDON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6190712
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0324284
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0324284
IRS990/GrossReceiptsAmt0557417
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0220913
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0220913
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07763834
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06839796
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE LONG-TERM BENEFITS FOR THE GOALS AND PERPETUATION OF ALPHA PHI OMEGA NATIONAL FRATERNITY. THIS IS ACCOMPLISHED BY UTILIZING THE INTEREST EARNED FROM THE PRINCIPAL IN THE ENDOWMENT TRUST FOR APPROPRIATE FINANCIAL SUPPORT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07914467
IRS990/NetAssetsOrFundBalancesEOYAmt07159379
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0324284
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0324284
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1277216
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06342193
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05587105
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt015309
IRS990/OtherLiabilitiesGrp/EOYAmt014609
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt020648
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt020648
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT J LONDON
IRS990/PriorPeriodAdjustmentsAmt0-5203
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt012826
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0157800
IRS990/PYInvestmentIncomeAmt0638496
IRS990/PYOtherExpensesAmt013680
IRS990/PYOtherRevenueAmt068690
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0548532
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0171480
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0720012
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0527331
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0145294
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0313544
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OF THE SEVEN ENDOWMENT TRUSTEES, ALPHA PHI OMEGA FRATERNITY SELECTS THREE MEMBERS TO SERVE ON THE ENDOWMENT BOARD. CURRENTLY, NONE OF THE THREE SELECTED SERVE IN ANY OTHER FIDICUARY RESPONSIBILITY TO THE FRATERNITY. THIS STRUCTURE WILL THUS PROVIDE SUPPORT AND MANAGEMENT BY THESE THREE TRUSTEES, BUT WILL NOT PROVIDE OR GENERATE CONTROL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION C. LINE 1
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0440562039
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ALPHA PHI OMEGA NATIONAL SERVICE FRATERNITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01172274
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01172274
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01172274
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01172274
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0400000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0400000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01172274
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01172274
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03364
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt03364
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01172274
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01172274
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt073267
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt073267
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01172274
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01172274
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0102897
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0102897
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014609
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY OBLIGATIONS
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT IS EXEMPT FORM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ENDOWMENT RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE-LIKELY-THAN NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAXING AUTHORITY. THE ENDOWMENT IS SUBJECT TO INCOME TAX REGULATIONS IN THE U.S. FEDERAL JURISDICTION AND CERTAIN STATE JURISDICTIONS. TAX REGULATIONS WITHIN EACH JURISDICTION ARE SUBJECT TO THE INTERPRETATION OF THE RELATED TAX LAWS AND REGULATIONS AND REQUIRE SIGNIFICANT JUDGEMENT TO APPLY. WITH FEW EXCEPTIONS, THE ENDOWMENT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE APPLICABALE TAX AUTHORITIES FOR THE YEARS BEFORE 2018. IF ANY WERE TO BE INCURRED, THE ENDOWMENT POLICY IS TO RECORD PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES AS OPERATING EXPENSES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE EARNINGS FROM THE PERMANENTLY RESTRICTED FUNDS ARE USED TO SUPPORT ALPHA PHI OMEGA NATIONAL FRATERNITY ACTIVITIES SUCH AS SCHOLARSHIPS, CHAPTER GRANTS, AND DEVELOPMENT PROGRAMS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt014609
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0190712
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT J LONDON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0190712
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0ALPHA PHI OMEGA FRATERNITY, A RELATED ORGANIZATION, COMPENSATES ITS EXECUTIVE DIRECTOR, WHO SERVES AS SECRETARY OF THE ENDOWMENT, WITHOUT ADDITIONAL COMPENSATION. THE COMPENSATION IS DETERMINED AND APPROVED BY A BOARD COMMITTEE BASED ON COMPARABLE DATA OBTAINED FROM SIMILAR ORGANIZATIONS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE COMMITTEES ACTING ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SECRETARY OF THE BOARD OF TRUSTEES AND THE DIRECTOR OF FINANCE REVIEW THE DRAFT OF FORM 990 PRIOR TO SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD TRUSTEES NOTIFY EACH OTHER AT THE REGULAR MEETINGS IF THERE IS, OR EVEN AN APPEARANCE OF, A CONFLICT OF INTEREST BASED ON INDIVIDUAL EMPLOYMENT OR INVESTMENT SITUATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ALL REQUIRED INFORMATION AVAILABLE FOR INSPECTION BY THE PUBLIC AT THE ORGANIZATION'S OFFICE DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS FOR OVERSEEING THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ALPHA PHI OMEGA NATIONAL SERVICE FRATERNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0440562039
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO DEVELOP LEADERSHIP, PROMOTE FRIENDSHIP, AND PROVIDE SERVICE TO HUMANITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01441 EAST 104TH ST SUITE 105
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0KANSAS CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0641314635
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MO
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07929776
IRS990/TotalAssetsEOYAmt07173988
IRS990/TotalAssetsGrp/BOYAmt07929776
IRS990/TotalAssetsGrp/EOYAmt07173988
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt012220
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030086
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt030086
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015309
IRS990/TotalLiabilitiesEOYAmt014609
IRS990/TotalLiabilitiesGrp/BOYAmt015309
IRS990/TotalLiabilitiesGrp/EOYAmt014609
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07914467
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07159379
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0545197
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0557417
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07929776
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07173988
IRS990/TotReportableCompRltdOrgAmt0190712
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01441 EAST 104TH ST SUITE 105
IRS990/USAddress/CityNm0KANSAS CITY
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd0641314635
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.APO.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT J LONDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08163738667
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHI OMEGA ENDOWMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0510246311
ReturnHeader/Filer/PhoneNum08163738667
ReturnHeader/Filer/USAddress/AddressLine1Txt01441 E 104TH ST SUITE 105

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.17$0.01$9.16$0.49$0.04$0.45
2024Detailed filing. Detailed filing data is available for this year.$8.09$0.01$8.08$0.07$0.30$0.37
2023Detailed filing. Detailed filing data is available for this year.$7.42$0.01$7.41$0.15$0.33$0.19
2022Detailed filing. Detailed filing data is available for this year.$7.17$0.01$7.16$0.56$0.03$0.53
2021Detailed filing. Detailed filing data is available for this year.$7.93$0.02$7.91$0.72$0.17$0.55
2020Detailed filing. Detailed filing data is available for this year.$6.35$0.08$6.27$0.25$0.17$0.08
2019Detailed filing. Detailed filing data is available for this year.$6.53$0.10$6.44$0.24$0.20$0.03
2018Detailed filing. Detailed filing data is available for this year.$6.33$0.10$6.22$0.44$0.19$0.25
2017Detailed filing. Detailed filing data is available for this year.$6.04$0.11$5.93$0.47$0.19$0.28
2016Detailed filing. Detailed filing data is available for this year.$5.48$0.12$5.37$0.09$0.17$0.08
2015Detailed filing. Detailed filing data is available for this year.$5.62$0.12$5.50$0.49$0.29$0.20
2014Detailed filing. Detailed filing data is available for this year.$5.75$0.12$5.62$0.48$0.16$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.14$0.13$5.01$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.67$0.14$4.53$0.15
2011Summary only. Only limited summary data is available for this year.$4.86$0.14$4.72$0.30$0.13$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.68$0.15$3.54$0.12