STRATEGY STUDIO / PUBLIC DATA EXPLORER

ALPHA NU EDUCATION FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ALPHA NU EDUCATION FOUNDATION (EIN 26-3247824)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-09-10
IRS object ID
201412539349300956
Schema version
2013v3.0
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)
Return2014-09-10T15:48:20-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463055005PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WJ KERO CPA PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 16894AddressLine1
CityMISSOULACity
StateMTState
ZIP Code59808ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263247824EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALPHA NU EDUCATION FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlALPHBusinessNameControlTxt
Phone4065496616PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1229 MANSION HEIGHTS DRIVEAddressLine1
CityMISSOULACity
StateMTState
ZIP Code59803ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUZANNE PETERSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4065496616PhoneNum
Signature2014-09-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWalter J Kero CPAPreparerPersonNm
PTINP00091951PTIN
Phone4065492288PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSUZANNE PETERSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1229 MANSION HEIGHTSAddressLine1
CityMISSOULACity
StateMTState
ZIP Code59803ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$66,755GrossReceiptsAmt
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$215,055PYContributionsGrantsAmt
CY Contributions Grants$61,349CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,722PYInvestmentIncomeAmt
CY Investment Income$5,406CYInvestmentIncomeAmt
PY Other Revenue-$30,920PYOtherRevenueAmt
CY Other Revenue-$13,298CYOtherRevenueAmt
PY Total Revenue$187,857PYTotalRevenueAmt
CY Total Revenue$53,457CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
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$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,336PYOtherExpensesAmt
CY Other Expenses$144,705CYOtherExpensesAmt
PY Total Expenses$1,336PYTotalExpensesAmt
CY Total Expenses$144,705CYTotalExpensesAmt
PY Revenues Less Expenses$186,521PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$91,248CYRevenuesLessExpensesAmt
Total Assets BOY$311,858TotalAssetsBOYAmt
Total Assets EOY$320,511TotalAssetsEOYAmt
Total Liabilities BOY$100TotalLiabilitiesBOYAmt
Total Liabilities EOY$100,000TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$311,758NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$220,511NetAssetsOrFundBalancesEOYAmt
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$144,705ExpenseAmt
DescCAPITAL CAMPAIGN TO PROVIDE FOR SCHOLARSHIPS, INTERNET AND COMPUTER IMPROVEMENTS FOR THE CHAPTER FACILITY AND OTHER EDUCATIONAL IMPROVEMENTS.Desc
Total Program Service Expenses$144,705TotalProgramServiceExpensesAmt
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 Endowments0TempOrPermanentEndowmentsInd
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 Individuals0GrantsToIndividualsInd
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 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 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
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)
PersonSUZANNE PETERSONPersonNm
Phone4065496616PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1229 MANSION HEIGHTSAddressLine1
CityMISSOULACity
StateMTState
ZIP Code59803ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 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
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
Fundraising$61,349FundraisingAmt
Total Contributions$61,349TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,406TotalRevenueColumnAmt
Related Or Exempt Func Income$5,406RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$61,349ContriRptFundraisingEventAmt
Fundraising Direct Expenses$13,298FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$13,298TotalRevenueColumnAmt
Exclusion-$13,298ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$53,457TotalRevenueColumnAmt
Related Or Exempt Func Income$5,406RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$13,298ExclusionAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,435TotalAmt
Program Services$1,435ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$185TotalAmt
Program Services$185ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$14TotalAmt
Program Services$14ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
REFUND OF PRIOR YEAR CO$100,000$100,000
EDUCATIONAL FURNISHINGS$42,571$42,571
SCHOLARSHIP PAYMENT$500$500

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$144,705TotalAmt
Program Services$144,705ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$184,515BOYAmt
EOY$174,763EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$127,343BOYAmt
EOY$145,748EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$311,858BOYAmt
EOY$320,511EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$100,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$100BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$100BOYAmt
EOY$100,000EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

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

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$311,758BOYAmt
EOY$220,511EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$311,758BOYAmt
EOY$220,511EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$311,858BOYAmt
EOY$320,511EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$91,248ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$1OtherChangesInNetAssetsAmt
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$116,982CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,433CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,244CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$215,055CurrentTaxYearMinus1YearAmt
Current Tax Year$61,349CurrentTaxYearAmt
Total$494,063TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$116,982CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,433CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,244CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$215,055CurrentTaxYearMinus1YearAmt
Current Tax Year$61,349CurrentTaxYearAmt
Total$494,063TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$250,317SubstantialContributorsTotAmt
Public Support Total170$243,746PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$161CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$208CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$160CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$160CurrentTaxYearMinus1YearAmt
Current Tax Year$295CurrentTaxYearAmt
Total$984TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$3,147CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,579CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,434CurrentTaxYearMinus1YearAmt
Current Tax Year$5,111CurrentTaxYearAmt
Total$13,271TotalAmt
FieldValueIRS element (for citing)
Total Support$508,318TotalSupportAmt
Public Support CY1700.47950PublicSupportCY170Pct
Public Support PY1700.43060PublicSupportPY170Pct
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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 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 11THE 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
Form 990, Part XI, line 9:rounding 1.