STRATEGY STUDIO / PUBLIC DATA EXPLORER

ALPHA NU EDUCATION FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ALPHA NU EDUCATION FOUNDATION (EIN 26-3247824)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-04
IRS object ID
202131249349301463
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-04T11:26:19-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463055005PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WJ KERO CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 16894AddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59808ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263247824EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALPHA NU EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALPHBusinessNameControlTxt
Phone4065496616PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 17006AddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP598087006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUZANNE PETERSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4065496616PhoneNum
Signature2021-04-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUZANNEPersonFirstNm
Person LastPETERSONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWalter J Kero CPAPreparerPersonNm
PTINP00091951PTIN
Phone4065492288PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSUZANNE PETERSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 17006AddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59808ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$13,478GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2008FormationYr
Legal Domicile StateMTLegalDomicileStateCd
Activity Or MissionEDUCATIONAL SUPPORT/IMPROVEMENTS AND SCHOLARSHIPS FOR THE ALPHA NU CHAPTER MEMBERS OF KAPPA ALPHA THETAActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,569PYContributionsGrantsAmt
CY Contributions Grants$4,821CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$9,803PYInvestmentIncomeAmt
CY Investment Income$8,657CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$14,372PYTotalRevenueAmt
CY Total Revenue$13,478CYTotalRevenueAmt
PY Grants And Similar Paid$11,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,750CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$9,697PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$7,746CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$7,746CYTotalFundraisingExpenseAmt
PY Other Expenses$1,358PYOtherExpensesAmt
CY Other Expenses$776CYOtherExpensesAmt
PY Total Expenses$22,555PYTotalExpensesAmt
CY Total Expenses$16,272CYTotalExpensesAmt
PY Revenues Less Expenses-$8,183PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,794CYRevenuesLessExpensesAmt
Total Assets BOY$362,617TotalAssetsBOYAmt
Total Assets EOY$390,250TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$362,617NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$390,250NetAssetsOrFundBalancesEOYAmt
MissionTo support higher education acheivement of the local sorority members at the University of Montana through scholarships and educational improvements within the house structure.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$8,526ExpenseAmt
Grant$7,750GrantAmt
DescCAPITAL CAMPAIGN TO PROVIDE FOR SCHOLARSHIPS, INTERNET AND COMPUTER IMPROVEMENTS FOR THE CHAPTER FACILITY AND OTHER EDUCATIONAL IMPROVEMENTS.Desc
Total Program Service Expenses$8,526TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARJI WALLINDERPersonNm
Phone4062515813PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15604 BRIDGER COURTAddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59803ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SUZANNE M PETERSON
PRESIDENT10.00Yes (X)Yes (X)$0$0$0
FOREY CEDERBERG
DIRECTOR10.00Yes (X)$0$0$0
DEBORAH D MCWHINNEY
DIRECTOR10.00Yes (X)$0$0$0
JULIE HOUSTON
DIRECTOR10.00Yes (X)$0$0$0
MARJORIE WALLINDER
TREASURER10.00Yes (X)Yes (X)$0$0$0
LORI WORDEN
DIRECTOR10.00Yes (X)$0$0$0
BRELAND TOMMERUP
SECRETARY10.00Yes (X)Yes (X)$0$0$0
ANDREA GOUDGE
DIRECTOR10.00Yes (X)$0$0$0
JAMIE KARPILOW
DIRECTOR10.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$3,721FederatedCampaignsAmt
All Other Contributions$1,100AllOtherContributionsAmt
Total Contributions$4,821TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,657TotalRevenueColumnAmt
Related Or Exempt Func Income$8,657RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,478TotalRevenueColumnAmt
Related Or Exempt Func Income$8,657RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$7,750TotalAmt
Program Services$7,750ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$750TotalAmt
Program Services$750ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$7,746TotalAmt
Fundraising$7,746FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$26TotalAmt
Program Services$26ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,272TotalAmt
Program Services$8,526ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$7,746FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$867BOYAmt
EOY$1,398EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$310,350BOYAmt
EOY$352,163EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$51,400BOYAmt
EOY$36,689EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$362,617BOYAmt
EOY$390,250EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$289,633BOYAmt
EOY$315,839EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$72,984BOYAmt
EOY$74,411EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$362,617BOYAmt
EOY$390,250EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$362,617BOYAmt
EOY$390,250EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,794ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$30,427NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College OrganizationYes (X)CollegeOrganizationInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,829CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,891CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,458CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,569CurrentTaxYearMinus1YearAmt
Current Tax Year$4,821CurrentTaxYearAmt
Total$62,568TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,829CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,891CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,458CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,569CurrentTaxYearMinus1YearAmt
Current Tax Year$4,821CurrentTaxYearAmt
Total$62,568TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$62,568PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$222CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,524CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,640CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,803CurrentTaxYearMinus1YearAmt
Current Tax Year$8,657CurrentTaxYearAmt
Total$30,846TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,392CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,765CurrentTaxYearMinus3YearsAmt
Total$8,157TotalAmt
FieldValueIRS element (for citing)
Total Support$101,571TotalSupportAmt
Public Support CY1700.61600PublicSupportCY170Pct
Public Support PY1700.82140PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeCOLLEGE SCHOLORSHIPSGrantTypeTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 6ALL ALUMNI OF THE ALPHA NU CHAPTER OF KAPPA ALPHA THETA ARE MEMBERS OF THIS COPRORATION.
Form 990, Part VI, Section B, line 11bTHE ALPHA NU EDUCATION FOUNDATION FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER BEFORE FILING. COPIES OF THE FORM ARE AVAILABLE TO ANY BOARD MEMBER.
Form 990, Part VI, Section C, line 18Our organizations form 1023 is available upon written request
Form 990, Part VI, Section C, line 19All documents are available upon request in writing