Civic Intelligence

Texas Alpha Endowment Fund Inc

EIN 74-2560499 • 501(c)3 • Austin, TX

Profile

The Texas Alpha Endowment Fund, Inc. (T.A.E.F.) provides funding for educational and leadership programs within the Phi Kappa Psi Fraternity House at the University of Texas to enhance the education of students and encourage personal growth and leadership skills.

PO Box 28061Austin, TX 78755-8061

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

14th percentile

-51%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

27th percentile

-24%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

17th percentile

-48%

Faster revenue growth than 17% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$464,186

Up $48,653 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$464,186

Up $48,653 (+12%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin14th percentile

Revenue

Up

$308,300

Up $47,049 (+18%) from 2023

Expenses

Down

$259,647

Down $135,485 (-34%) from 2023

Net Income

Up

$48,653

Up $182,534 (+136%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,468,497Liabilities 2011: $02011Assets 2012: $1,465,307Liabilities 2012: $02012Assets 2013: $1,558,119Liabilities 2013: $02013Assets 2014: $1,540,603Liabilities 2014: $02014Assets 2015: $1,781,543Liabilities 2015: $02015Assets 2017: $382,499Liabilities 2017: $0Net Assets 2017: $382,4992017Assets 2018: $259,775Liabilities 2018: $0Net Assets 2018: $259,7752018Assets 2019: $122,944Liabilities 2019: $1Net Assets 2019: $122,9442019Assets 2020: $166,705Liabilities 2020: $0Net Assets 2020: $166,7052020Assets 2021: $224,435Liabilities 2021: $0Net Assets 2021: $224,4352021Assets 2022: $549,414Liabilities 2022: $0Net Assets 2022: $549,4142022Assets 2023: $415,533Liabilities 2023: $0Net Assets 2023: $415,5332023Assets 2024: $464,186Liabilities 2024: $0Net Assets 2024: $464,1862024

Highlighted filing

2024

Assets$464,186
Liabilities$0
Net Assets$464,186
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $410,913Expenses 2011: $5,224Net Income 2011: $405,6892011Revenue 2012: $62,493Expenses 2012: $65,683Net Income 2012: -$3,1902012Revenue 2013: $152,627Expenses 2013: $59,815Net Income 2013: $92,8122013Revenue 2014: $74,458Expenses 2014: $91,974Net Income 2014: -$17,5162014Revenue 2015: $636,357Expenses 2015: $395,417Net Income 2015: $240,9402015Revenue 2017: $941,608Expenses 2017: $1,677,762Net Income 2017: -$736,1542017Revenue 2018: $493,208Expenses 2018: $615,932Net Income 2018: -$122,7242018Revenue 2019: $234,912Expenses 2019: $371,743Net Income 2019: -$136,8312019Revenue 2020: $377,038Expenses 2020: $321,363Net Income 2020: $55,6752020Revenue 2021: $257,319Expenses 2021: $199,589Net Income 2021: $57,7302021Revenue 2022: $501,380Expenses 2022: $176,401Net Income 2022: $324,9792022Revenue 2023: $261,251Expenses 2023: $395,132Net Income 2023: -$133,8812023Revenue 2024: $308,300Expenses 2024: $259,647Net Income 2024: $48,6532024

Highlighted filing

2024

Revenue$308,300
Expenses$259,647
Net Income$48,653
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$464,186
Liabilities
$0
Net assets
$464,186
Revenue
$308,300
Expenses
$259,647
Net income
$48,653
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.31$0.26$0.05
2023Summary only. Only limited summary data is available for this year.$0.42$0.00$0.42$0.26$0.40$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.50$0.18$0.32
2021Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.26$0.20$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.38$0.32$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.23$0.37$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.49$0.62$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.94$1.68$0.74
2015Summary only. Only limited summary data is available for this year.$1.78$0.00$0.64$0.40$0.24
2014Summary only. Only limited summary data is available for this year.$1.54$0.00$0.07$0.09$0.02
2013Summary only. Only limited summary data is available for this year.$1.56$0.00$0.15$0.06$0.09
2012Summary only. Only limited summary data is available for this year.$1.47$0.00$0.06$0.07$0.00
2011Summary only. Only limited summary data is available for this year.$1.47$0.00$0.41$0.01$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 25, 2025
Return Version
2023v6.0
Gross Receipts
$308,300
Mission and Program Overview

Mission

The Texas Alpha Endowment Fund, Inc. (T.A.E.F.) provides funding for educational and leadership programs within the Phi Kappa Psi Fraternity House at the University of Texas to enhance the education of students and encourage personal growth and leadership skills.

To encourage the educational pursuits of students at the University of Texas at Austin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$326,869-
Savings and Temporary Cash Investments$312,582--
Cash and Non-Interest-Bearing Accounts$77,762$118,425▲ $40,663
Land, Buildings, and Equipment, Net$25,189$18,892▼ $6,297
Total Assets$415,533$464,186▲ $48,653
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$302,611$302,611→ $0
Net Assets Without Donor Restrictions$112,922$161,575▲ $48,653
Total Net Assets Fund Balance$415,533$464,186▲ $48,653
Total Liabilities and Net Assets / Fund Balance$415,533$464,186▲ $48,653

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$18,892$12,594$31,486
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Kelly FishPresident
Brian CrowVice President
Brad FisherDirector
Ed FigueredoDirector
Justin SmithDirector
Michael StreichDirector
Rob ZivneyDirector
Trent PattersonDirector
Tom PenningtonSecretary
Ken SandovalTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$270,603
Program Service Revenue
$23,410
Investment Income
$14,287
Other Revenue
$0
All Other Contributions
$270,603
Change in Net Assets
$48,653
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$174,500
Other Expenses$85,147
Total Fundraising Expense$24,826
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$174,500--$174,500
Other Expenses$35,082--$35,082
Fees for Services Other$6,125-$24,826$30,951
Information Technology$9,655--$9,655
Depreciation Depletion$6,297--$6,297
Fees for Services Accounting-$1,400-$1,400
Office Expenses$587$513-$1,100
Travel-$407-$407
Fees for Services Legal-$255-$255
Total Functional Expenses$232,246$2,575$24,826$259,647
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Austin Limestone Management Group IncAustin, TX501(c)(7)Educational support$174,500
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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 B, line 11B

“Form 990 is reviewed by the Treasurer and President. The return is provided to the board prior to filing.”

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

“Board members complete an annual director disclosure statement in accordance with the conflict of interest policy. Board members may not vote on matters in confilct.”

Form 990, Part VI, Section C, line 19

“Upon request.”

Filing and Contact Details

Filer

Filer Name
Texas Alpha Endowment Fund Inc
EIN
74-2560499
Phone
7137528628
Address
PO Box 28061, Austin, TX 78755-8061

Signing Officer

Name
Tom Pennington
Title
President
Phone
7137528628
Signed
2025-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Pennington
Formed
1991
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Barbara Murphy
Phone
7134395739
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Tutoring services: Program service expenses 6,125. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,125. Fundraising administration: Program service expenses 0. Management and general expenses 0. Fundraising expenses 24,826. Total expenses 24,826.”

Raw XML Appendix390 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 encourage the educational pursuits of students at the University of Texas at Austin.
IRS990/AllOtherContributionsAmt0270603
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Melinda Connors
IRS990/BooksInCareOfDetail/PhoneNum07137528628
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 28061
IRS990/BooksInCareOfDetail/USAddress/CityNm0Austin
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0787558061
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt077762
IRS990/CashNonInterestBearingGrp/EOYAmt0118425
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0270603
IRS990/CYGrantsAndSimilarPaidAmt0174500
IRS990/CYInvestmentIncomeAmt014287
IRS990/CYOtherExpensesAmt085147
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt023410
IRS990/CYRevenuesLessExpensesAmt048653
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0259647
IRS990/CYTotalFundraisingExpenseAmt024826
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0308300
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt06297
IRS990/DepreciationDepletionGrp/TotalAmt06297
IRS990/Desc0The T.A.E.F provides funding for educational and leadership programs including, but not limited to, individual scholarships and grants, tutoring, career mentoring, leadership training, educational seminars, and lectures, the support of overseas study or summer internships, and grants for educational areas and resources within the chapter house.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0302611
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0302611
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0232246
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01400
IRS990/FeesForServicesAccountingGrp/TotalAmt01400
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0255
IRS990/FeesForServicesLegalGrp/TotalAmt0255
IRS990/FeesForServicesOtherGrp/FundraisingAmt024826
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt06125
IRS990/FeesForServicesOtherGrp/TotalAmt030951
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0Kelly Fish
IRS990/Form990PartVIISectionAGrp/PersonNm1Brian Crow
IRS990/Form990PartVIISectionAGrp/PersonNm2Tom Pennington
IRS990/Form990PartVIISectionAGrp/PersonNm3Ken Sandoval
IRS990/Form990PartVIISectionAGrp/PersonNm4Ed Figueredo
IRS990/Form990PartVIISectionAGrp/PersonNm5Brad Fisher
IRS990/Form990PartVIISectionAGrp/PersonNm6Trent Patterson
IRS990/Form990PartVIISectionAGrp/PersonNm7Justin Smith
IRS990/Form990PartVIISectionAGrp/PersonNm8Michael Streich
IRS990/Form990PartVIISectionAGrp/PersonNm9Rob Zivney
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt0174500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0174500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0174500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0308300
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt09655
IRS990/InformationTechnologyGrp/TotalAmt09655
IRS990/InvestmentIncomeGrp/ExclusionAmt014287
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014287
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0326869
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt012594
IRS990/LandBldgEquipBasisNetGrp/BOYAmt025189
IRS990/LandBldgEquipBasisNetGrp/EOYAmt018892
IRS990/LandBldgEquipCostOrOtherBssAmt031486
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The Texas Alpha Endowment Fund, Inc. (T.A.E.F.) provides funding for educational and leadership programs within the Phi Kappa Psi Fraternity House at the University of Texas to enhance the education of students and encourage personal growth and leadership skills.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0415533
IRS990/NetAssetsOrFundBalancesEOYAmt0464186
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0112922
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0161575
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0513
IRS990/OfficeExpensesGrp/ProgramServicesAmt0587
IRS990/OfficeExpensesGrp/TotalAmt01100
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Founder's day expenses
IRS990/OtherExpensesGrp/ProgramServicesAmt035082
IRS990/OtherExpensesGrp/TotalAmt035082
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Tom Pennington
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Founder's Day
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023410
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023410
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0251116
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0361426
IRS990/PYInvestmentIncomeAmt09835
IRS990/PYOtherExpensesAmt033706
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0300
IRS990/PYRevenuesLessExpensesAmt0-133881
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0395132
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0261251
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt048653
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt023410
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0312582
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0270603
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0251116
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0496404
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0257382
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0350851
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01626356
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014287
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09835
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0145
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01269
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt025546
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt028541
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62920
IRS990ScheduleA/PublicSupportPY170Pct00.71430
IRS990ScheduleA/PublicSupportTotal170Amt01039431
IRS990ScheduleA/SubstantialContributorsTotAmt0586925
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0270603
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0251116
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0496404
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0257382
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0350851
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01626356
IRS990ScheduleA/TotalSupportAmt01651902
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt018892
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012594
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt031486
IRS990ScheduleD/TotalBookValueLandBuildingsAmt018892
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0174500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(7)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Educational support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Austin Limestone Management Group Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0742967266
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 28061
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Austin
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078755
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0T.A.E.F receives monthly reports from the Austin Limestone Management Group, Inc. to verify that the funds are used as intended for maintenance of educational spaces consistent with the grant agreement.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is reviewed by the Treasurer and President. The return is provided to the board prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board members complete an annual director disclosure statement in accordance with the conflict of interest policy. Board members may not vote on matters in confilct.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Tutoring services: Program service expenses 6,125. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,125. Fundraising administration: Program service expenses 0. Management and general expenses 0. Fundraising expenses 24,826. Total expenses 24,826.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0415533
IRS990/TotalAssetsEOYAmt0464186
IRS990/TotalAssetsGrp/BOYAmt0415533
IRS990/TotalAssetsGrp/EOYAmt0464186
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0270603
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt024826
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02575
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0232246
IRS990/TotalFunctionalExpensesGrp/TotalAmt0259647
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0415533
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0464186
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0232246
IRS990/TotalProgramServiceRevenueAmt023410
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt014287
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023410
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0308300
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0415533
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0464186
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0407
IRS990/TravelGrp/TotalAmt0407
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 28061
IRS990/USAddress/CityNm0Austin
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0787558061
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Tom Pennington
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07137528628
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Texas Alpha Endowment Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0TEXA
ReturnHeader/Filer/EIN0742560499
ReturnHeader/Filer/PhoneNum07137528628
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 28061
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0787558061
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760269860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blazek & Vetterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 Weslayan Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077027
ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Murphy
ReturnHeader/ReturnTs02025-03-25T16:15:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.