Civic Intelligence

Omicron Lambda Chapter Alpha Phi Alpha Education Foundation Inc.

990PF • Fiscal year 2020 • EIN 58-2089794

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

2210 - 1st Avenue NorthBirmingham, AL 35203

(205) 322-1995

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

23rd percentile

-22%

Higher net margin than 23% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

34th percentile

-4.7%

Faster asset growth than 34% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-85%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$31,253

Down $1,527 (-4.7%) from 2019

Net Assets

$31,253

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$7,002

Down $40,953 (-85%) from 2019

Expenses

Down

$8,529

Down $43,258 (-84%) from 2019

Net Income

Up

-$1,527

Up $2,305 (+60%) from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $15,424Liabilities 2011: $02011Assets 2012: $9,491Liabilities 2012: $02012Assets 2013: $8,556Liabilities 2013: $02013Assets 2014: $11,705Liabilities 2014: $02014Assets 2015: $15,835Liabilities 2015: $02015Assets 2019: $32,780Liabilities 2019: $02019Assets 2020: $31,253Liabilities 2020: $0Net Assets 2020: $31,2532020Assets 2021: $32,200Liabilities 2021: $0Net Assets 2021: $32,2002021Assets 2022: $61,998Liabilities 2022: $0Net Assets 2022: $61,9982022Assets 2023: $72,761Liabilities 2023: $0Net Assets 2023: $72,7612023Assets 2024: $35,485Liabilities 2024: $0Net Assets 2024: $35,4852024

Highlighted filing

2020

Assets$31,253
Liabilities$0
Net Assets$31,253

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $33,079Expenses 2011: $44,808Net Income 2011: -$11,7292011Revenue 2012: $13,575Expenses 2012: $14,737Net Income 2012: -$1,1622012Revenue 2013: $14,340Expenses 2013: $12,202Net Income 2013: $2,1382013Revenue 2014: $19,305Expenses 2014: $15,324Net Income 2014: $3,9812014Revenue 2015: $15,774Expenses 2015: $12,718Net Income 2015: $3,0562015Revenue 2019: $47,955Expenses 2019: $51,787Net Income 2019: -$3,8322019Revenue 2020: $7,002Expenses 2020: $8,529Net Income 2020: -$1,5272020Revenue 2021: $12,554Expenses 2021: $11,607Net Income 2021: $9472021Revenue 2022: $41,548Expenses 2022: $11,750Net Income 2022: $29,7982022Revenue 2023: $26,638Expenses 2023: $15,875Net Income 2023: $10,7632023Revenue 2024: $0Expenses 2024: $12,000Net Income 2024: -$12,0002024

Highlighted filing

2020

Revenue$7,002
Expenses$8,529
Net Income-$1,527
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY MCELDERRYChairmanPT$0--
CALVIN BRIGGSMemberPT$0--
ROLLIN CLARKTreasurerPT$0--
OTHA RICHARDSONMemberPT$0--
IVA WILLIAMSMemberPT$0--
RALPH LOGANMemberPT$0--
D BARNETTMemberPT$0--
GREGORY CLARKMemberPT$0--
Filing and Contact Details

Filer

Filer Name
Omicron Lambda Chapter Alpha Phi Alpha Education Foundation
EIN
58-2089794
Phone
2053221995
Address
2210 - 1st Avenue North, Birmingham, AL 35203

Signing Officer

Name
Barry McElderry
Title
Chairman
Phone
2053221995
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Gardner Accounting Services PC
Address
PO Box 310685, Birminhgam, AL 35231
Preparer
Barry V Gardner
Phone
2057912000
Raw XML Appendix329 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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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Proceeds from the Foundations 2019 Scholarship Ball and related donations that went to help fund our scholarship
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1program and gain awareness from the community of our education programs
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2Donations that went to help fund our scholarship program and gain community awareness of our outreach programs
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt02019 Scholarship Ball - Expenses of giving the Foundation's 2019 Scholarship Ball to raise money for college scholarships to students residing in the Metro-Birmingham area for the Spring of 2020
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Scholarships - Scholarships given to area students to help fund their college education
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Donations - Donations made to various local charitable causes
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Entire application package should be emailed before deadline
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0April 27, 2020
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To help pay college expenses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To help pay college expenses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2To help pay college expenses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3To help pay college expenses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4To help pay college expenses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5To help pay college expenses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6To help pay college expenses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7To help pay college expenses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8To help pay college expenses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Andrew L carpenter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Jacquez J Cotton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Chandler D Dobbs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Justin Williams
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Russell A Allen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Matthew Dale
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Xavier Lankford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Jakorree Thornton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Zakeeswe Lowery
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01003 5th Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11723 Annendale Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21340 22nd Ave N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31108 Corvair Circle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4213 16th Ave N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52321 Woodhighlands Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6153 Wild Timber Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7UAB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8Miles College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Pleasant Grove
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Birmingham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Bessemer
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Birmingham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Birmingham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Hoover
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Pelham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Birmingham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Fairfield
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035127
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd135235
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd235020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd335235
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd435234
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd535244
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd635124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd735203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd835064
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01577
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01577
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt049683
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt053229
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07079
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04368
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04368
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0129802
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06952
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt049683
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt053229
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07079
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012859
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08529
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06952
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0134170
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0127218
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc02019 Scholarship Ball Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Donations
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0529
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0529
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Barry McElderry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum02053221995
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Omicron Lambda Chapter Alpha Phi Alpha Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OMIC
ReturnHeader/Filer/EIN0582089794
ReturnHeader/Filer/PhoneNum02053221995
ReturnHeader/Filer/USAddress/AddressLine1Txt02210 - 1st Avenue North
ReturnHeader/Filer/USAddress/CityNm0Birmingham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gardner Accounting Services PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 310685
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Birminhgam
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035231
ReturnHeader/PreparerPersonGrp/PhoneNum02057912000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barry V Gardner
ReturnHeader/ReturnTs02021-11-12T09:33:29-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rollin
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Clark
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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