STRATEGY STUDIO / PUBLIC DATA EXPLORER

SCHOLARSHIP FUND OF ALEXANDRIA: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SCHOLARSHIP FUND OF ALEXANDRIA (EIN 20-0031464)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-12-09
IRS object ID
202013449349300906
Schema version
2018v3.2
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)
Return2020-12-09T10:20:15-06:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN753218994PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JONES & MCINTYRE PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16225 BRANDON AVENUE SUITE 307AddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22150ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200031464EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SCHOLARSHIP FUND OF ALEXANDRIABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCHOBusinessNameControlTxt
Phone7038246730PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13330 KING STREETAddressLine1Txt
CityALEXANDRIACityNm
State AbbreviationVAStateAbbreviationCd
ZIP22302ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE JOHNSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7038246730PhoneNum
Signature2020-12-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLINDA D MCINTYRE CPAPreparerPersonNm
PTINP00048561PTIN
Phone7038664500PhoneNum
Preparation2020-12-09PreparationDt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBETH LOVAINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13330 KING STREETAddressLine1Txt
CityALEXANDRIACityNm
State AbbreviationVAStateAbbreviationCd
ZIP22302ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,431,616GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ALEXSCHOLARSHIPFUND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2002FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionTO AWARD POST-SECONDARY EDUCATION SCHOLARSHIPS TO GRADUATES OF TC WILLIAMS HIGH SCHOOL.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers450TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,971,698PYContributionsGrantsAmt
CY Contributions Grants$959,122CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$228,672PYInvestmentIncomeAmt
CY Investment Income$299,963CYInvestmentIncomeAmt
PY Other Revenue$69,800PYOtherRevenueAmt
CY Other Revenue$48,100CYOtherRevenueAmt
PY Total Revenue$2,270,170PYTotalRevenueAmt
CY Total Revenue$1,307,185CYTotalRevenueAmt
PY Grants And Similar Paid$860,466PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$974,775CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$151,625PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$155,370CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$36,207CYTotalFundraisingExpenseAmt
PY Other Expenses$79,912PYOtherExpensesAmt
CY Other Expenses$126,515CYOtherExpensesAmt
PY Total Expenses$1,092,003PYTotalExpensesAmt
CY Total Expenses$1,256,660CYTotalExpensesAmt
PY Revenues Less Expenses$1,178,167PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$50,525CYRevenuesLessExpensesAmt
Total Assets BOY$5,996,071TotalAssetsBOYAmt
Total Assets EOY$5,928,248TotalAssetsEOYAmt
Total Liabilities BOY$58,750TotalLiabilitiesBOYAmt
Total Liabilities EOY$63,363TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,937,321NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,864,885NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE SCHOLARSHIP FUND OF ALEXANDRIA IS A NON-PROFIT ORGANIZATION FORMED TO RECEIVE AND MANAGE PRIVATE AND PUBLIC GIFTS AND DISPERSE THEM IN THE FORM OF SCHOLARSHIPS TO QUALIFIED GRADUATES OF ALEXANDRIA CITY PUBLIC SCHOOLS WHO ATTEND ACCREDITED COLLEGES OR CAREER SCHOOLS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,177,292ExpenseAmt
Grant$974,775GrantAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$1,177,292TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming ActivitiesYes (1)GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee7EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
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 Members22GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
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 EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7038246730PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13330 KING STREETAddressLine1Txt
CityALEXANDRIACityNm
State AbbreviationVAStateAbbreviationCd
ZIP22302ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BRUCE E JOHNSON
TREASURER1.00Yes (X)Yes (X)$0$0$0
PRISCILLA GOODWIN
CHAIR1.00Yes (X)Yes (X)$0$0$0
MICHAEL CASEY
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
DEBORAH ELLSWORTH
SECRETARY1.00Yes (X)Yes (X)$0$0$0
MARK ANDERSON
TRUSTEE1.00Yes (X)$0$0$0
ALBION C DICKSON
TRUSTEE1.00Yes (X)$0$0$0
LOIS BERLIN
TRUSTEE1.00Yes (X)$0$0$0
JOHN F LEARY
TRUSTEE1.00Yes (X)$0$0$0
SHANNON WATSON
TRUSTEE1.00Yes (X)$0$0$0
LAURA CASSIDY
TRUSTEE1.00Yes (X)$0$0$0
JEAN KELLEHER
TRUSTEE1.00Yes (X)$0$0$0
PETER COLARULLI
TRUSTEE1.00Yes (X)$0$0$0
SANDRA MURPHY
TRUSTEE1.00Yes (X)$0$0$0
GREGORY HUTCHINGS
EX OFFICIO TRUSTEE1.00Yes (X)$0$0$0
BETH LOVAIN
EXECUTIVE DIRECTOR40.00Yes (X)Yes (X)$0$0$0
PAUL BRINKMAN
TRUSTEE1.00Yes (X)$0$0$0
ANDREW GARRAHAN
TRUSTEE1.00Yes (X)$0$0$0
ANGELA GREEN
TRUSTEE1.00Yes (X)$0$0$0
KEVIN JAHNS
TRUSTEE1.00Yes (X)$0$0$0
DANIEL MURRIN
TRUSTEE1.00Yes (X)$0$0$0
JESSE O'CONNELL
TRUSTEE1.00Yes (X)$0$0$0
KIMBERLY O'DONNELL
TRUSTEE1.00Yes (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 SrcsYes (1)CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$8,001FederatedCampaignsAmt
Fundraising$318,901FundraisingAmt
All Other Contributions$632,220AllOtherContributionsAmt
Total Contributions$959,122TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$299,963TotalRevenueColumnAmt
Exclusion$299,963ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$99,431FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$318,901ContriRptFundraisingEventAmt
Fundraising Direct Expenses$99,431FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$73,100GamingGrossIncomeAmt
Gaming Direct Expenses$25,000GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$48,100TotalRevenueColumnAmt
Exclusion$48,100ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,307,185TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$348,063ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$974,775TotalAmt
Program Services$974,775ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$144,287TotalAmt
Program Services$124,666ProgramServicesAmt
Management And General$8,468ManagementAndGeneralAmt
Fundraising$11,153FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$11,083TotalAmt
Program Services$9,576ProgramServicesAmt
Management And General$650ManagementAndGeneralAmt
Fundraising$857FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,927TotalAmt
Management And General$21,927ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$12,124TotalAmt
Program Services$12,124ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$45,142TotalAmt
Program Services$43,438ProgramServicesAmt
Fundraising$1,704FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,571TotalAmt
Program Services$4,544ProgramServicesAmt
Management And General$1,742ManagementAndGeneralAmt
Fundraising$5,285FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$69TotalAmt
Program Services$69ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,853TotalAmt
Management And General$3,853ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
SPECIAL EVENTS COSTS$18,914$3,590$15,324
BANK CHARGES$8,665$260$1,884$6,521
SOFTWARE EXPENSE$4,175$4,175
PUBLICITY$75$75

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,256,660TotalAmt
Program Services$1,177,292ProgramServicesAmt
Management And General$43,161ManagementAndGeneralAmt
Fundraising$36,207FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$88,396BOYAmt
EOY$427,332EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$634,159BOYAmt
EOY$350,269EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$300BOYAmt
EOY$2,035EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,790BOYAmt
EOY$550EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,795LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,795LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,267,426BOYAmt
EOY$5,148,062EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,996,071BOYAmt
EOY$5,928,248EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$6,975EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$33,000BOYAmt
EOY$56,388EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$25,750BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$58,750BOYAmt
EOY$63,363EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,758,994BOYAmt
EOY$2,310,645EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$46,002BOYAmt
EOY$3,421,915EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$132,325BOYAmt
EOY$132,325EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,937,321BOYAmt
EOY$5,864,885EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,996,071BOYAmt
EOY$5,928,248EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$50,525ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$122,961NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$740,825CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$852,155CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,030,705CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,971,698CurrentTaxYearMinus1YearAmt
Current Tax Year$959,122CurrentTaxYearAmt
Total$5,554,505TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$80,219CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$84,312CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$86,508CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90,443CurrentTaxYearMinus1YearAmt
Current Tax Year$90,921CurrentTaxYearAmt
Total$432,403TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$821,044CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$936,467CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,117,213CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,062,141CurrentTaxYearMinus1YearAmt
Current Tax Year$1,050,043CurrentTaxYearAmt
Total$5,986,908TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$657,208SubstantialContributorsTotAmt
Public Support Total170$5,329,700PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$220,117CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$175,566CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$165,769CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$228,672CurrentTaxYearMinus1YearAmt
Current Tax Year$299,963CurrentTaxYearAmt
Total$1,090,087TotalAmt
FieldValueIRS element (for citing)
Total Support$7,076,995TotalSupportAmt
Public Support CY1700.75310PublicSupportCY170Pct
Public Support PY1700.76390PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,781,951BeginningYearBalanceAmt
Contributions$1,777,431ContributionsAmt
Investment Earnings Or Losses$5,093InvestmentEarningsOrLossesAmt
Other Expenditures$10,235OtherExpendituresAmt
End Year Balance$3,554,240EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$956,578BeginningYearBalanceAmt
Contributions$822,000ContributionsAmt
Investment Earnings Or Losses$10,614InvestmentEarningsOrLossesAmt
Other Expenditures$7,241OtherExpendituresAmt
End Year Balance$1,781,951EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$944,217BeginningYearBalanceAmt
Investment Earnings Or Losses$19,015InvestmentEarningsOrLossesAmt
Other Expenditures$6,654OtherExpendituresAmt
End Year Balance$956,578EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$935,514BeginningYearBalanceAmt
Investment Earnings Or Losses$15,915InvestmentEarningsOrLossesAmt
Other Expenditures$7,212OtherExpendituresAmt
End Year Balance$944,217EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$946,780BeginningYearBalanceAmt
Investment Earnings Or Losses-$5,034InvestmentEarningsOrLossesAmt
Other Expenditures$6,232OtherExpendituresAmt
End Year Balance$935,514EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,795OtherCostOrOtherBasisAmt
Depreciation$5,795DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,330,001TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$122,961NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$145,777DonatedServicesAndUseFcltsAmt
Revenue Not Reported$22,816RevenueNotReportedAmt
Revenue Subtotal$1,307,185RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,307,185TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,402,437TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$145,777DonatedServicesUseFcltsAmt
Expenses Not Reported$145,777ExpensesNotReportedAmt
Expenses Subtotal$1,256,660ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,256,660TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:SFA'S ENDOWMENT CONSISTS OF VARIOUS FUNDS ESTABLISHED TO PROVIDE SCHOLARSHIPS TO QUALIFYING STUDENTS. SFA'S ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS, INCOME ON THOSE FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS.
PART X, LINE 2:SFA BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN INCOME TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. SFA'S INCOME TAX RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND OTHER STATE AND LOCAL TAXING AUTHORITIES FOR THREE YEARS AFTER THEY WERE FILED.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALAEvent1Nm
Gross Receipts Event1$413,832GrossReceiptsEvent1Amt
Charitable Contri Event1$413,832CharitableContriEvent1Amt
Rent Facility Costs Event1$2,995RentFacilityCostsEvent1Amt
Food And Beverage Event1$74,821FoodAndBeverageEvent1Amt
Entertainment Event1$21,615EntertainmentEvent1Amt
Gross Receipts Total$413,832GrossReceiptsTotalAmt
Charitable Contributions Tot$413,832CharitableContributionsTotAmt
Rent Fclty Costs Total Events$2,995RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$74,821FoodAndBeverageTotalEventsAmt
Entertainment Total Events$21,615EntertainmentTotalEventsAmt
Direct Expense Summary Events$99,431DirectExpenseSummaryEventsAmt
Net Income Summary-$99,431NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$73,100GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming$25,000CashPrizesOtherGamingAmt
Volunteer Labor Other Gaming0VolunteerLaborOtherGamingInd
Gross Revenue Total Gaming$73,100GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming$25,000CashPrizesTotalGamingAmt
Direct Expense Summary Gaming$25,000DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$48,100NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedVAStatesWhereGamingConductedCd
LicensedYes (1)LicensedInd
License Suspended Etc0LicenseSuspendedEtcInd
Gaming With NonmembersYes (1)GamingWithNonmembersInd
Member Of Other Entity0MemberOfOtherEntityInd
Gaming Other Facility1.00000GamingOtherFacilityPct

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE SCHOLARSHIP FUND OF ALEXANDRIABusinessNameLine1Txt

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line13330 KING STREETAddressLine1Txt
CityALEXANDRIACityNm
State AbbreviationVAStateAbbreviationCd
ZIP22302ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game Rev0CntrctWith3rdPrtyForGameRevInd
Gaming Manager PersonBETH LOVAIN EXECUTIVE DIRECTORGamingManagerPersonNm
Gaming Manager Services ProvOVERSEES MANAGEMENT AND REPORTING OF THE EVENT AS PART OF HER JOB RESPONSIBILTIES.GamingManagerServicesProvTxt
Gaming Manager Is Director OfcrYes (X)GamingManagerIsDirectorOfcrInd
Charitable Distribution RqrYes (1)CharitableDistributionRqrInd

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 TypeSCHOLARSHIPS AND RENEWAL AWARDS TO QUALIFIED GRADUATES OF THE ALEXANDRIA CITY PUBLIC SCHOOLS TO ATTEND ACCREDITED COLLEGES, UNIVERSITIES, COMMUNITY COLLEGES AND CAREER SCHOOLS. CASH GRANT AMOUNT IS NET OF FORFEITED SCHOLARSHIPS.GrantTypeTxt
Recipient360RecipientCnt
Cash Grant$974,775CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSFA VERIFIES ENROLLMENT FOR EACH RECIPIENT. WHEN RENEWAL APPLICATIONS ARE SUBMITTED, THEY ARE REQUIRED TO BE ACCOMPANIED BY TRANSCRIPTS AND AWARD LETTERS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceCOMPENSATION FROM UNRELATED ORGANIZATIONFormAndLineReferenceDesc
ExplanationBETH LOVAIN, EXECUTIVE DIRECTOR, IS PAID BY ALEXANDRIA CITY PUBLIC SCHOOLS FOR SERVICES RENDERED TO SFA. 50% OF HER COMPENSATION AND BENEFITS IS TREATED AS SERVICES DONATED TO SFA. THE VALUE OF THE DONATED SERVICES ARE ESTIMATED AT $72,989.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 4APROGRAM ACCOMPLISHMENTS FY2019 AWARDED 170 NEW SCHOLARSHIPS TO GRADUATES OF THE CLASS OF 2019 AND 190 RENEWAL SCHOLARSHIPS TO PREVIOUS AWARDEES TO CONTINUE AND COMPLETE THEIR HIGHER EDUCATION. PROVIDED COLLEGE ADVISING AND FINANCIAL AID ADVISING TO 6,500+ STUDENTS IN GRADES 6 - 12 AND THROUGHOUT COLLEGE. DIRECT SERVICES ARE PROVIDED THROUGH ONE-ON-ONE MEETINGS, SMALL GROUP AND CLASSROOM PRESENTATIONS, AFTER-SCHOOL GROUPS, PROGRAMS FOR FAMILIES, RESPONSIVE TEXTING PLATFORM, AND MONTHLY SCHOLARSHIP EMAILS. KEY INDICATOR OF COLLEGE MATRICULATION - FAFSA COMPLETION WINNER - SCHEV STATEWIDE CONTEST FOR HIGHEST FAFSA COMPLETION RATE FOR HIGH SCHOOLS WITH MORE THAN 200 SENIORS. MIDDLE SCHOOL HIGHLIGHTS: WEEKLY AFTER SCHOOL ASPIRE HIGHER PROGRAM FOR STUDENTS TRANSITION TO HIGH SCHOOL PLANNING NIGHT FOR FAMILIES TC ALUMNI PANELS FOR STUDENTS HIGH SCHOOL HIGHLIGHTS: COLLEGE NIGHT VIRGINIA FOR FAMILIES 3 FAFSA COMPLETION WORKSHOPS FOR SENIORS SCHOLARSHIP APPLICATION WORKSHOP FOR SENIORS COLLEGE PLANNING NIGHTS FOR SENIORS, JUNIORS AND INT'L ACADEMY FAMILIES COLLEGE SUCCESS WORKSHOPS FOR SCHOLARSHIP AWARDEES TEXTING PROGRAM FOR SENIORS NOMINATION PROGRAM FOR POSSE SCHOLARSHIP ALUMNI HIGHLIGHTS: NETWORKING LUNCHEON FOR FIRST-SEMESTER COLLEGE STUDENTS TEXTING PROGRAM FOR NEW COLLEGE STUDENTS
FORM 990, PART VI, SECTION B, LINE 11BTHE DIRECTOR WILL PROVIDE FORM 990 TO THE MEMBERSHIP OF THE BOARD OF TRUSTEES AT LEAST TWO WEEKS PRIOR TO THE SUBMISSION DEADLINE. BOARD MEMBERS WILL HVE A MINIMUM OF TEN DAYS TO REVIEW THE DOCUMENT AND TO OFFER COMMENTS BEFORE IT IS FILED WITH THE IRS. IF THERE ARE COMMENTS, FORM 990 WILL BE SUMITTED TO THE FINANCE COMMITTEE FOR CONSIDERATION.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS DISCUSSED EACH YEAR BY THE BOARD OF TRUSTEES. TRUSTEES ARE REQUIRED TO SIGN A STATEMENT ACKNOWLEDGING THE POLICY ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15ATHE EXECUTIVE DIRECTOR IS PAID BY ALEXANDRIA CITY PUBLIC SCHOOLS AND HER SERVICES ARE DONATED TO THE ORGANIZAITON. THE COMPENSATION LEVEL IS DETERMINED BY THE OFFICE OF HUMAN RESOURCES OF ALEXANDRIA CITY PUBLIC SCHOOLS IN ACCORDANCE WITH PROCEDURES THAT ADHERE TO STANDARDS AND PRACTICES OF EQUITY IN COMPENSATION FOR DUTIES PERFORMED, CLASSIFICATIONS, LICENSURE, AND OTHER CONTRACTUAL STANDARDS, (INCLUDING CONSIDERATION OF JOB RESPONSIBILITIES, AND COMPARABLE SALARIES) AS DIRECTED BY THE SCHOOL BOARD OF THE CITY OF ALEXANDRIA.
FORM 990, PART VI, SECTION C, LINE 19SFA'S DOCUMENTS ARE AVAILABLE UPON REQUEST.