Civic Intelligence

Upsilon Lambda Chapter of Alpha Phi Alpha Fraternity Inc.

990EZ • Fiscal year 2024 • EIN 77-0621980

Sep 01, 2023 to Aug 31, 2024 • Filed on Jan 10, 2025

PO Box 40081Jacksonville, FL 32203

(904) 316-1551

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$97,834

Down $57,200 (-37%) from 2023

Net Assets

Down

$97,834

Down $57,200 (-37%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$67,704

Up $8,782 (+15%) from 2023

Expenses

Up

$124,904

Up $84,568 (+210%) from 2023

Net Income

Down

-$57,200

Down $75,786 (-408%) from 2023

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2023: $155,034Net Assets 2023: $155,0342023Assets 2024: $97,834Net Assets 2024: $97,8342024Assets 2025: $95,723Net Assets 2025: $95,7232025

Highlighted filing

2024

Assets$97,834
Liabilities-
Net Assets$97,834

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2023: $58,922Expenses 2023: $40,336Net Income 2023: $18,5862023Revenue 2024: $67,704Expenses 2024: $124,904Net Income 2024: -$57,2002024Revenue 2025: $83,296Expenses 2025: $85,407Net Income 2025: -$2,1112025

Highlighted filing

2024

Revenue$67,704
Expenses$124,904
Net Income-$57,200
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jan 10, 2025
Return Version
2023v6.0
Gross Receipts
$95,439
Mission and Program Overview

Mission

Developing young men into leaders of the community, promoting brotherhood among members, rewarding academic excellence, fostering youth education and training, promoting personal progress and good character, and conducting charitable activities that benefit families.

Program Services

DescriptionGrantsExpenses
MLK Oratorical Competition: Facilitate public speaking competition to promote leadership skills. Awarded $16,750 in scholarships to 7 high school juniors and seniors payable through our affiliate public charity.$16,750$2,500
High School Recognition: Rewarded and encouraged 13 seniors for scholastic excellence. Awarded certificates, and awarded $9,500 in scholarship commitments through our affiliate public charity.$9,500$2,855
Youth Mentoring Programs: Men of Valor, GTHSGTC, Project Alpha, and FYILS. Provided several hours of training to several students,and awarded trophies and certificates.-$1,129
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gregory D BosticPresidentPT$0--
Dweise A HarrisVice President-$0--
Brian FosterTreasurerPT$0--
Arnold F BrownSecretaryPT$0--
Joshua AdamsBusiness Mgr-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Black & Gold Scholarship Gala$22,961$22,961$4,900$18,061
Veterans' Luncheon$7,266$7,266$1,000$6,266
Total Events$30,227$30,227$26,007$4,220
Filing and Contact Details

Filer

Filer Name
Upsilon Lambda Chapter of
EIN
77-0621980
Phone
9043161551
Address
PO Box 40081, Jacksonville, FL 32203

Signing Officer

Name
Brian Foster
Title
Treasurer
Signed
2025-01-10
Discuss with paid preparer
Yes

Preparer

Firm
USA Tax and Accounting LLC
Address
5000-18 US HIGHWAY 17 S 286, FLEMING ISLAND, FL 32003
Preparer
Jeffrey S Turner
Phone
9046374555
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.4

| Donee's Name: 1925 AMJ Foundation | Cash Amount Given: $60437

Grants and Similar Amounts Paid In Excess of $5,000.5

| Donee's Name: 1925 AMJ Foundation | Cash Amount Given: $28829

Other Expenses.1001

Advertising and Promotion $2283

Other Expenses.1002

Office Expenses $4608

Other Expenses.1007

Conferences, Conventions, and Meetings $6922

Other Expenses.1

Dues and Assessments $10568

Other Expenses.2

New Member Celebration $1401

Other Expenses.3

Other Misc $735

Other Expenses.5

Brother's Keeper Gifts $690

Other Expenses.6

Taxes and Licenses $138

Other Expenses.7

Bank Fes $111

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: 1925 AMJ Foundation | Cash Amount Given: $60437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: 1925 AMJ Foundation | Cash Amount Given: $28829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $2283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $4608
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dues and Assessments $10568
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6New Member Celebration $1401
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-10
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Alpha Phi Alpha Fraternity Inc
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ReturnHeader/Filer/EIN0770621980
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ReturnHeader/ReturnTs02025-01-17T07:01:09-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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Filings