STRATEGY STUDIO / PUBLIC DATA EXPLORER

EPSILON EDUCATIONAL ENDOWMENT: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
EPSILON EDUCATIONAL ENDOWMENT (EIN 23-7010656)
Tax period
2017-05-01 to 2018-04-30
Filed
2018-12-14
IRS object ID
201833489349300513
Schema version
2017v2.2
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)
Return2018-12-14T07:50:10-08:00ReturnTs
Tax Period End2018-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Holly Hall Polopolos CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13411 Wagner Woods CtAddressLine1Txt
CityAnn ArborCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237010656EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EPSILON EDUCATIONAL ENDOWMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEPSIBusinessNameControlTxt
Phone7347478040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O JOHN M ROSS 594 HARTSOUGHAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48170ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN M ROSSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7347478040PhoneNum
Signature2018-12-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHOLLY G POLOPOLOS CPAPreparerPersonNm
PTINP00174271PTIN
Phone7349951578PhoneNum
Preparation2018-12-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address107.5.239.213IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-12-14IPDt
IP Tm07:50:03IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdACE52C5DECA249F8B8E77DED9AE5554F28315D1DAtSubmissionCreationDeviceId
At Submission Filing Device IdACE52C5DECA249F8B8E77DED9AE5554F28315D1DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN M ROSSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1594 HARTSOUGHAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48170ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,687GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1968FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionSCHOLARSHIPS ARE PROVIDED TO STUDENTS SELECTED FROM MEMBERS OF CHI PSI FRATERNITY AT THE UNIVERSITY OF MICHIGAN, ANN ARBORActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$500CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,954PYInvestmentIncomeAmt
CY Investment Income$1,634CYInvestmentIncomeAmt
PY Other Revenue$131PYOtherRevenueAmt
CY Other Revenue$553CYOtherRevenueAmt
PY Total Revenue$2,085PYTotalRevenueAmt
CY Total Revenue$2,687CYTotalRevenueAmt
PY Grants And Similar Paid$5,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,878PYOtherExpensesAmt
CY Other Expenses$915CYOtherExpensesAmt
PY Total Expenses$8,878PYTotalExpensesAmt
CY Total Expenses$915CYTotalExpensesAmt
PY Revenues Less Expenses-$6,793PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,772CYRevenuesLessExpensesAmt
Total Assets BOY$87,350TotalAssetsBOYAmt
Total Assets EOY$51,312TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$87,350NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$51,312NetAssetsOrFundBalancesEOYAmt
MissionSCHOLARSHIPS ARE PROVIDED TO STUDENTSMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescSCHOLARSHIPSDesc
Total Program Service Expenses$845TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressYes (true)OfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOHN M ROSSPersonNm
Phone7347478040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1594 HARTSOUGHAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48170ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtOfficerOfficerIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JOHN M ROSS
PRESIDENTYes (X)
STEVEN L CROW
SECRETARYYes (X)
CHRIS A LAUS
TREASURERYes (X)
ANDREW MCQUARRIE
TRUSTEEYes (X)
MAREK C LOCKHART
TRUSTEEYes (X)
MICHAEL RORRO
TRUSTEEYes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$500AllOtherContributionsAmt
Total Contributions$500TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,634TotalRevenueColumnAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$553TotalRevenueColumnAmt
Related Or Exempt Func Income$553RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$553OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,687TotalRevenueColumnAmt
Related Or Exempt Func Income$2,187RelatedOrExemptFuncIncomeAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$200TotalAmt
Program Services$200ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$645TotalAmt
Program Services$645ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$50TotalAmt
Program Services$0ProgramServicesAmt
Management And General$50ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Total$20TotalAmt
Program Services$0ProgramServicesAmt
Management And General$20ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$915TotalAmt
Program Services$845ProgramServicesAmt
Management And General$70ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,696BOYAmt
EOY$6,462EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$26,000BOYAmt
EOY$23,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$56,654BOYAmt
EOY$21,850EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$87,350BOYAmt
EOY$51,312EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$87,350BOYAmt
EOY$51,312EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$87,350BOYAmt
EOY$51,312EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$87,350BOYAmt
EOY$51,312EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,772ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$37,810NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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$7,950CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$500CurrentTaxYearMinus2YearsAmt
Current Tax Year$500CurrentTaxYearAmt
Total$14,450TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,950CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$500CurrentTaxYearMinus2YearsAmt
Current Tax Year$500CurrentTaxYearAmt
Total$14,450TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$14,450PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,492CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$17,457CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years-$749CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,955CurrentTaxYearMinus1YearAmt
Current Tax Year$4,634CurrentTaxYearAmt
Total-$1,125TotalAmt
FieldValueIRS element (for citing)
Total Support$13,325TotalSupportAmt
Public Support CY1700PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 11bORGANIZATION WILL REVIEW THE FORM 990 WITH PROFESSIONALS PRIOR TO SUBMISSION WITH TAX AUTHORITIES
Pt VI, Line 19ORGANIZATION WILL MAKE ITS FINANCIAL RECORDS AVAILABLE UPON WRITTEN REQUEST AND SUBSEQUENT APPROVAL BY MEMBERS OF THE BOARD OF TRUSTEES. WRITTEN REQUESTS MAY BE SUBMITTED TO THE MAILING ADDRESS ON PAGE 1 OF THE FORM 990
Form 990EZ, Part I, Line 16FILING FEES
Form 990, Part VI, Line 9STEVEN L CROW 1035 ORIOLE AVE CHARLOTTE NC 28203
Form 990, Part VI, Line 9CHRIS A LAUS 39 DOUGLAS DR SAUNDERSTOWN RI 02874
Form 990, Part VI, Line 9ANDREW MCQUARRIE 7868 MILIKEN AVE #519 RANCHO CUCAMONGA CA 91730
Form 990, Part VI, Line 9MAREK C LOCKHART 264 N HARVEY ST PLYMOUTH MI 48170
Form 990, Part VI, Line 9MICHAEL RORRO 24 BELMONT RD GLEN ROCK NC 07452