STRATEGY STUDIO / PUBLIC DATA EXPLORER

SCHOLARSHIP FUND OF ALEXANDRIA: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SCHOLARSHIP FUND OF ALEXANDRIA (EIN 20-0031464)
Tax period
2017-10-01 to 2018-09-30
Filed
2019-06-13
IRS object ID
201911649349301216
Schema version
2017v2.3
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)
Return2019-06-13T14:50:00-05:00ReturnTs
Tax Period End2018-09-30TaxPeriodEndDt

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 Begin2017-10-01TaxPeriodBeginDt

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
Signature2019-06-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLINDA D MCINTYRE CPAPreparerPersonNm
PTINP00048561PTIN
Phone7038664500PhoneNum
Preparation2019-06-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address40.117.47.89IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-06-13IPDt
IP Tm15:49:51IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA426F58B69222F000E66796E85F60A85A6AB2BCCAtSubmissionCreationDeviceId
At Submission Filing Device IdA426F58B69222F000E66796E85F60A85A6AB2BCCAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$2,396,786GrossReceiptsAmt
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 Body20VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers450TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,030,705PYContributionsGrantsAmt
CY Contributions Grants$1,971,698CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$165,769PYInvestmentIncomeAmt
CY Investment Income$228,672CYInvestmentIncomeAmt
PY Other Revenue$69,900PYOtherRevenueAmt
CY Other Revenue$69,800CYOtherRevenueAmt
PY Total Revenue$1,266,374PYTotalRevenueAmt
CY Total Revenue$2,270,170CYTotalRevenueAmt
PY Grants And Similar Paid$887,850PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$860,466CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$146,067PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$151,625CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$33,916CYTotalFundraisingExpenseAmt
PY Other Expenses$62,675PYOtherExpensesAmt
CY Other Expenses$79,912CYOtherExpensesAmt
PY Total Expenses$1,096,592PYTotalExpensesAmt
CY Total Expenses$1,092,003CYTotalExpensesAmt
PY Revenues Less Expenses$169,782PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,178,167CYRevenuesLessExpensesAmt
Total Assets BOY$4,726,121TotalAssetsBOYAmt
Total Assets EOY$5,996,071TotalAssetsEOYAmt
Total Liabilities BOY$95,892TotalLiabilitiesBOYAmt
Total Liabilities EOY$58,750TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,630,229NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,937,321NetAssetsOrFundBalancesEOYAmt
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$1,019,168ExpenseAmt
Grant$860,466GrantAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$1,019,168TotalProgramServiceExpensesAmt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
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 (20 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
KATHY CONRAD
CHAIR1.00Yes (X)Yes (X)$0$0$0
PRISCILLA GOODWIN
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
MICHAEL CASEY
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
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$6,830FederatedCampaignsAmt
Fundraising$246,924FundraisingAmt
All Other Contributions$1,717,944AllOtherContributionsAmt
Total Contributions$1,971,698TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$228,672TotalRevenueColumnAmt
Exclusion$228,672ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$101,616FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$246,924ContriRptFundraisingEventAmt
Fundraising Direct Expenses$101,616FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$94,800GamingGrossIncomeAmt
Gaming Direct Expenses$25,000GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$69,800TotalRevenueColumnAmt
Exclusion$69,800ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,270,170TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$298,472ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$860,466TotalAmt
Program Services$860,466ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$140,798TotalAmt
Program Services$117,302ProgramServicesAmt
Management And General$8,455ManagementAndGeneralAmt
Fundraising$15,041FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,827TotalAmt
Program Services$9,019ProgramServicesAmt
Management And General$650ManagementAndGeneralAmt
Fundraising$1,158FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,133TotalAmt
Management And General$19,133ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$11,023TotalAmt
Program Services$11,023ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,350TotalAmt
Program Services$11,350ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,476TotalAmt
Program Services$3,453ProgramServicesAmt
Management And General$2,839ManagementAndGeneralAmt
Fundraising$5,184FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$526TotalAmt
Program Services$526ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,736TotalAmt
Management And General$2,736ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
SPECIAL EVENTS COSTS$10,949$992$9,957
BANK CHARGES$7,553$51$2,396$5,106
SOFTWARE EXPENSE$4,926$4,926
PUBLICITY$240$60$180

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,092,003TotalAmt
Program Services$1,019,168ProgramServicesAmt
Management And General$38,919ManagementAndGeneralAmt
Fundraising$33,916FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$27,354BOYAmt
EOY$88,396EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$225,939BOYAmt
EOY$634,159EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,632BOYAmt
EOY$300EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,639BOYAmt
EOY$5,790EOYAmt
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$4,464,557BOYAmt
EOY$5,267,426EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,726,121BOYAmt
EOY$5,996,071EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$18,142BOYAmt
EOY$0EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$65,650BOYAmt
EOY$33,000EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$12,100BOYAmt
EOY$25,750EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$95,892BOYAmt
EOY$58,750EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,455,275BOYAmt
EOY$5,758,994EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$42,629BOYAmt
EOY$46,002EOYAmt

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$4,630,229BOYAmt
EOY$5,937,321EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,726,121BOYAmt
EOY$5,996,071EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,178,167ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$128,925NetUnrlzdGainsLossesInvstAmt
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$795,246CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$740,825CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$852,155CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,030,705CurrentTaxYearMinus1YearAmt
Current Tax Year$1,971,698CurrentTaxYearAmt
Total$5,390,629TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$81,494CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$80,219CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$84,312CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$86,508CurrentTaxYearMinus1YearAmt
Current Tax Year$90,443CurrentTaxYearAmt
Total$422,976TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$876,740CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$821,044CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$936,467CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,117,213CurrentTaxYearMinus1YearAmt
Current Tax Year$2,062,141CurrentTaxYearAmt
Total$5,813,605TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$655,977SubstantialContributorsTotAmt
Public Support Total170$5,157,628PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$147,680CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$220,117CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$175,566CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$165,769CurrentTaxYearMinus1YearAmt
Current Tax Year$228,672CurrentTaxYearAmt
Total$937,804TotalAmt
FieldValueIRS element (for citing)
Total Support$6,751,409TotalSupportAmt
Public Support CY1700.76390PublicSupportCY170Pct
Public Support PY1700.81320PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$857,885BeginningYearBalanceAmt
Contributions$75,000ContributionsAmt
Investment Earnings Or Losses$20,466InvestmentEarningsOrLossesAmt
Other Expenditures$6,571OtherExpendituresAmt
End Year Balance$946,780EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.90000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.07400PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.02600TermEndowmentBalanceEOYPct
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$2,574,515TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$128,925NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$175,420DonatedServicesAndUseFcltsAmt
Revenue Not Reported$304,345RevenueNotReportedAmt
Revenue Subtotal$2,270,170RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,270,170TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,267,423TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$175,420DonatedServicesUseFcltsAmt
Expenses Not Reported$175,420ExpensesNotReportedAmt
Expenses Subtotal$1,092,003ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,092,003TotalExpensesPerForm990Amt

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$348,540GrossReceiptsEvent1Amt
Charitable Contri Event1$348,540CharitableContriEvent1Amt
Rent Facility Costs Event1$2,266RentFacilityCostsEvent1Amt
Food And Beverage Event1$79,691FoodAndBeverageEvent1Amt
Entertainment Event1$18,920EntertainmentEvent1Amt
Other Direct Expenses Event1$740OtherDirectExpensesEvent1Amt
Gross Receipts Total$348,540GrossReceiptsTotalAmt
Charitable Contributions Tot$348,540CharitableContributionsTotAmt
Rent Fclty Costs Total Events$2,266RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$79,691FoodAndBeverageTotalEventsAmt
Entertainment Total Events$18,920EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$740OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$101,617DirectExpenseSummaryEventsAmt
Net Income Summary-$101,617NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$94,800GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming$25,000CashPrizesOtherGamingAmt
Volunteer Labor Other Gaming0VolunteerLaborOtherGamingInd
Gross Revenue Total Gaming$94,800GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming$25,000CashPrizesTotalGamingAmt
Direct Expense Summary Gaming$25,000DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$69,800NetGamingIncomeSummaryAmt
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
Recipient337RecipientCnt
Cash Grant$860,466CashGrantAmt

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 $70,605.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 4APROGRAM ACCOMPLISHMENTS FY2018 AWARDED 154 NEW SCHOLARSHIPS TO GRADUATES OF THE CLASS OF 2018 AND 183 RENEWAL SCHOLARSHIPS TO PREVIOUS AWARDEES TO CONTINUE AND COMPLETE THEIR HIGHER EDUCATION. PROVIDED COLLEGE ADVISING AND FINANCIAL AID ADVISING TO 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. 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 AWARDEES TEXTING PROGRAM FOR SENIORS ALUMNI HIGHLIGHTS: NETWORKING LUNCHEON FOR FIRST-SEMESTER COLLEGE STUDENTS TEXTING PROGRAM FOR NEW COLLEGE STUDENTS DIRECT SERVICE: STUDENT MEETINGS: 2,921 ONE-ON-ONE MEETINGS WITH HIGH SCHOOL STUDENTS 1,946 HIGH SCHOOL STUDENTS REACHED THROUGH 56 CLASSROOM PRESENTATIONS OR SMALL GROUP WORKSHOPS 2,261 INTERACTIONS WITH MIDDLE SCHOOL STUDENTS 1,055 INTERACTIONS WITH MIDDLE AND HIGH SCHOOL PARENTS SENIOR TEXT MESSAGING PLATFORM: 86% STUDENT ENGAGEMENT 96 GROUP MESSAGES SENT 7.8% RESPONSE RATE PER MESSAGE 4,437 INDIVIDUAL TEXT MESSAGE RESPONSES TO STUDENT QUESTIONS ALUMNI MEETINGS: 506 IN-PERSON MEETINGS 236 TELEPHONE OR EMAIL INTERACTIONS 63 PARENT MEETINGS ALUMNI TEXT MESSAGING PLATFORM: 81.73% STUDENT ENGAGEMENT 101 GROUP MESSAGES SENT 14.83% RESPONSE RATE PER MESSAGE 3,532 INDIVIDUAL TEXT MESSAGE RESPONSES TO STUDENT QUESTIONS KEY INDICATOR OF COLLEGE MATRICULATION: FAFSA COMPLETIONS INCREASED BY 19% FROM 436 TO 519
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.