Civic Intelligence

Alpha Psi Education Scholarship and Leadership Foundation Inc.

990 • Fiscal year 2018 • EIN 65-1316835

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 26, 2019

PO Box 4092Stockton, CA 95204-4092

(209) 649-8914

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

95th percentile

66%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

68th percentile

10.0%

Faster asset growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$671,443

Up $61,006 (+10.0%) from 2017

Net Assets

Up

$671,443

Up $61,006 (+10.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$92,657

Up $18,918 (+26%) from 2017

Expenses

Up

$31,651

Up $284 (+0.9%) from 2017

Net Income

Up

$61,006

Up $18,634 (+44%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $265,865Liabilities 2012: $0Net Assets 2012: $265,8652012Assets 2013: $301,552Liabilities 2013: $0Net Assets 2013: $301,5522013Assets 2014: $404,168Liabilities 2014: $0Net Assets 2014: $404,1682014Assets 2015: $451,361Liabilities 2015: $0Net Assets 2015: $451,3612015Assets 2016: $568,063Liabilities 2016: $0Net Assets 2016: $568,0632016Assets 2017: $610,437Liabilities 2017: $0Net Assets 2017: $610,4372017Assets 2018: $671,443Liabilities 2018: $0Net Assets 2018: $671,4432018Assets 2019: $702,995Liabilities 2019: $0Net Assets 2019: $702,9952019Assets 2020: $811,677Liabilities 2020: $0Net Assets 2020: $811,6772020Assets 2021: $852,889Liabilities 2021: $0Net Assets 2021: $852,8892021Assets 2022: $774,230Liabilities 2022: $0Net Assets 2022: $774,2302022Assets 2023: $810,910Liabilities 2023: $0Net Assets 2023: $810,9102023Assets 2024: $1,214,855Liabilities 2024: $295Net Assets 2024: $1,214,5602024

Highlighted filing

2018

Assets$671,443
Liabilities$0
Net Assets$671,443

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2012: $15,0772012Expenses 2013: $14,5612013Revenue 2014: $59,193Expenses 2014: $23,055Net Income 2014: $36,1382014Revenue 2015: $68,563Expenses 2015: $21,370Net Income 2015: $47,1932015Revenue 2016: $146,900Expenses 2016: $30,198Net Income 2016: $116,7022016Revenue 2017: $73,739Expenses 2017: $31,367Net Income 2017: $42,3722017Revenue 2018: $92,657Expenses 2018: $31,651Net Income 2018: $61,0062018Revenue 2019: $61,133Expenses 2019: $29,581Net Income 2019: $31,5522019Revenue 2020: $134,685Expenses 2020: $26,003Net Income 2020: $108,6822020Revenue 2021: $74,561Expenses 2021: $33,349Net Income 2021: $41,2122021Revenue 2022: $52,874Expenses 2022: $131,533Net Income 2022: -$78,6592022Revenue 2023: $65,884Expenses 2023: $29,204Net Income 2023: $36,6802023Revenue 2024: $240,368Expenses 2024: $31,814Net Income 2024: $208,5542024

Highlighted filing

2018

Revenue$92,657
Expenses$31,651
Net Income$61,006
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 26, 2019
Return Version
2018v3.1
Gross Receipts
$93,157
Mission and Program Overview

Mission

To promote education, scholarship and leader development by providing financial support to pharmacy students with special consideration given to members of the alpha psi chapter of the phi delta chi pharmacy fraternity.

To promote education and leader development through financial support to pharmacy students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$597,163$668,416▲ $71,253
Savings and Temporary Cash Investments$13,274$3,027▼ $10,247
Total Assets$610,437$671,443▲ $61,006
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$610,437$671,443▲ $61,006
Total Net Assets Fund Balance$610,437$671,443▲ $61,006
Total Liabilities and Net Assets / Fund Balance$610,437$671,443▲ $61,006
Compensation and Service Providers

Board Members and Trustees

NameTitle
John SchlegelImmediate Past President/CEO
Edward LarimerPresident/CEO
Jeff MierczynskiDirector
Jim SantaDirector
Jon VanboeningDirector
Matthew DunnDirector
Michael ConnerDirector
Nam NguyenDirector
Ralph SaroyanDirector
Vivian LeeDirector
Larry GorhamCFO
Chintan ShahSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$47,491
Program Service Revenue
$0
Investment Income
$14,872
Other Revenue
$30,294
All Other Contributions
$47,491
Change in Net Assets
$61,006
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,876
Grants and Similar Amounts Paid$9,775
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$8,660-$8,660
Grants to Domestic Individuals$8,500--$8,500
Fees for Service Investment Mgmnt Fees-$7,298-$7,298
Conferences and Meetings$1,980$1,078-$3,058
Grants to Domestic Orgs$1,275--$1,275
Other Expenses$851$299-$299
Information Technology-$288-$288
All Other Expenses-$35-$35
Total Functional Expenses$12,726$18,925$0$31,651
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$27,910
Fundraising Direct Expenses$500
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Super Bowl Raffle$27,910$27,910$500$27,410
Total Events$27,910$27,910$500$27,410
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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 B, Line 11B

The federal form 990 is reviewed by the cfo. Once approved, the draft 990 is provided to all board members, via email, for review. Once all review comments are in and the 990 is finalized, a final copy is provided to all board members prior to filing.

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

The board reviews the conflict of interest policy for any compliance issues at each annual meeting.

Form 990, Part VI, Section C, Line 19

The organization makes these documents available for public inspection upon request.

Filing and Contact Details

Filer

Filer Name
Alpha Psi Education Scholarship
EIN
65-1316835
Phone
2096498914
Address
PO BOX 4092, STOCKTON, CA 95204-4092

Signing Officer

Name
Larry Gorham
Title
CFO
Phone
2096498914
Signed
2019-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Gorham
Formed
2007
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Bowman & Company Llp
Address
10100 TRINITY PARKWAYSTE 310, STOCKTON, CA 95219
Preparer
Ryan Dingler CPA
Phone
2094731040
Raw XML AppendixShowing 400 of 401 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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt056843
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt051070
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0318355
IRS990ScheduleA/TotalSupportAmt0372906
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SUPER BOWL RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027910
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027410
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0500
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt08500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0VARIOUS SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION DOES NOT MONITOR THE USE OF THE SCHOLARSHIPS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FEDERAL FORM 990 IS REVIEWED BY THE CFO. ONCE APPROVED, THE DRAFT 990 IS PROVIDED TO ALL BOARD MEMBERS, VIA EMAIL, FOR REVIEW. ONCE ALL REVIEW COMMENTS ARE IN AND THE 990 IS FINALIZED, A FINAL COPY IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS THE CONFLICT OF INTEREST POLICY FOR ANY COMPLIANCE ISSUES AT EACH ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0610437
IRS990/TotalAssetsEOYAmt0671443
IRS990/TotalAssetsGrp/BOYAmt0610437
IRS990/TotalAssetsGrp/EOYAmt0671443
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt047491
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018925
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt012726
IRS990/TotalFunctionalExpensesGrp/TotalAmt031651
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0610437
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0671443
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt012726
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt045166
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt092657
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0610437
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0671443
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0610437
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0671443
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 4092
IRS990/USAddress/CityNm0STOCKTON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0952044092
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0ALPHAPSIFOUNDATION.NET
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY GORHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02096498914
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PSI EDUCATION SCHOLARSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND LEADERSHIP FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0651316835
ReturnHeader/Filer/PhoneNum02096498914
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4092
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0952044092
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FE3C68DFCBE0677599AFF043A7BBFA9D795AF1FF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06EBD035E47347117FDCC4934D7D7402F676CB929
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.201.67.50
ReturnHeader/FilingSecurityInformation/IPDt02019-06-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:50:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941481988
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOWMAN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010100 TRINITY PARKWAYSTE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094731040
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN DINGLER CPA
ReturnHeader/ReturnTs02019-07-08T19:35:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.24$0.03$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$0.07$0.03$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.05$0.13$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.07$0.03$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$0.13$0.03$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.06$0.03$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.09$0.03$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.07$0.03$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.15$0.03$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.07$0.02$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.06$0.02$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$0.02