ALPHA PHI FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALPHA PHI FOUNDATION INC (EIN 36-3895478)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-12-12
- IRS object ID
- 202513469349300521
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-12T09:33:16-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362985770 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELDEN FOX LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARKVIEW PLAZA SUITE 710 | AddressLine1Txt |
| City | OAKBROOK TERRACE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60181 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363895478 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPHA PHI FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALPH | BusinessNameControlTxt |
| Phone | 8474754532 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1985 S JOSEPHINE ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA SCHNETZER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8474754532 | PhoneNum |
| Signature | 2025-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN T WOJCIK | PreparerPersonNm |
| PTIN | P01331805 | PTIN |
| Phone | 6309541400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LINDA SCHNETZER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1985 S JOSEPHINE ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,389,494 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALPHAPHIFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | ADVANCING WOMEN'S LIVES THROUGH POWER OF PHILANTHROPY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,361,506 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,641,841 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,888,691 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,753,325 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,512 | PYOtherRevenueAmt |
| CY Other Revenue | -$1,576 | CYOtherRevenueAmt |
| PY Total Revenue | $5,253,709 | PYTotalRevenueAmt |
| CY Total Revenue | $6,393,590 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,643,581 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,702,939 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,247,631 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,069,903 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $603,972 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $643,002 | PYOtherExpensesAmt |
| CY Other Expenses | $529,812 | CYOtherExpensesAmt |
| PY Total Expenses | $4,534,214 | PYTotalExpensesAmt |
| CY Total Expenses | $4,302,654 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $719,495 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,090,936 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,925,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,536,677 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,045,020 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $551,319 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,880,460 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,985,358 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ADVANCING WOMEN'S LIVES THROUGH THE POWER OF PHILANTHROPY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,853,901 | ExpenseAmt |
| Grant | $1,823,662 | GrantAmt |
| Desc | LEADERSHIP - THE FOUNDATION SUPPORTS INNOVATIVE LEADERSHIP AND EDUCATIONAL PROGRAMMING THAT HELPS WOMEN GROW WITHIN THEIR CHAPTER, ON CAMPUS, AND IN THE WORKPLACE. THE PROGRAMS INCLUDE THE FOLLOWING: LIVE COURAGEOUSLY SERIES (EMPOWERS MEMBERS TO BE PROACTIVE IN A DIFFICULT SITUATION, TO ACT, AND TO CARE FOR ONE ANOTHER), STAND TOGETHER (TEACHES MEMBERS HOW TO MAKE ALPHA PHI A MORE WELCOMING, SAFE, AND INCLUSIVE ENVIRONMENT), LEAGUE OF COACHES (PROVIDES AN OPPORTUNITY FOR A DIVERSE GROUP OF ALUMNAE AND INDUSTRY LEADERS TO SHARE THEIR KNOWLEDGE AND EXPERTISE), LEGACY OF LEADERS(INCLUDES INNOVATIVE OPPORTUNITIES TO TEACH, INSPIRE, AND EDUCATE MEMBERS ABOUT HOW TO INFLUENCE CHANGE THROUGH EMPOWERING LEADERSHIP IN THEIR COMMUNITIES. THE FOUNDATION PROVIDES GRANTS FOR LEADERSHIP PROGRAMING AT THE CHAPTER LEVEL, AND GENEROUS HEARTS (REFLECTS THE LONG-STANDING COMMITMENT TO GIVING BACK AND PROVIDES NEW OPPORTUNITIES FOR COMMUNITY INVOLVEMENT AND EDUCATION).IN ADDITION, THE FOUNDATION SUPPORTS PROGRAMS THAT PROVIDE CONTINUED LEADERSHIP DEVELOPMENT OPPORTUNITIES AT THE CHAPTER LEVEL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $373,488 | ExpenseAmt |
| Grant | $360,269 | GrantAmt |
| Desc | SCHOLARSHIPS - THE FOUNDATION AWARDS MERIT AND NEED BASED EDUCATIONAL SCHOLARSHIPS TO COLLEGIATE AND ALUMNAE STUDENTS BASED ON ACADEMIC ACHIEVEMENT, ORGANIZATIONAL AND COMMUNITY ACTIVITIES, REFERENCES, AND PERSONAL ESSAYS. THEY MAY BE USED TOWARDS ACADEMIC ACTIVITIES INCLUDING TUITION, COURSE-RELATED FEES, AND BOOKS AND SUPPLIES REQUIRED FOR COURSE ENROLLMENT. SCHOLARSHIPS MAY BE USED TOWARDS FULL-TIME OR PART-TIME ENROLLMENT, A STATUS DEFINED IN ACCORDANCE WITH THE FULL-TIME AND PART-TIMEPOLICIES OF THE UNIVERSITY/COLLEGE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $803,572 | ExpenseAmt |
| Grant | $421,038 | GrantAmt |
| Desc | COMMUNITY CONTRIBUTIONS - THE FOUNDATION PROVIDES GRANTS TO 501(C)(3) ORGANIZATIONS WITH A SHARED FOCUS IN HEART HEALTH. THEY ARE MADE ON BEHALF OF ALPHA PHI FRATERNITY'S LOCAL CHAPTERS. THESE COMMUNITY CONTRIBUTION GRANTS ARE REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR. THE HEART TO HEART GRANT IS AWARDED ANNUALLY TO HOSPITALS, EDUCATIONAL INSTITUTIONS, AND RESEARCH ORGANIZATIONS PERFORMING WORK IN THE AREA OF WOMEN'S CARDIAC CARE AND RESEARCH. THESE GRANTS SUPPORT GROUNDBREAKING ADVANCEMENTS. IN THIS FISCAL YEAR, OUR HEART TO HEART GRANT FUNDED A COHORT OF PEER-SUPPORT LEADERS (PSLS) ACROSS THE U.S. AND CANADA WHO HAVE EXPERIENCED SPONTANEOUS CORONARY ARTERY DISSECTION (SCAD), WHO WILL THEN BE TRAINED TO PROVIDE SUPPORT TO CURRENT SCAD PATIENTS THROUGH ONLINE PEER-SUPPORT SESSIONS. THE PROJECT AIMS TO LEARN WHETHER EVIDENCE-BASED PEER SUPPORT TO REDUCE STRESS AND PSYCHOLOGICAL DISTRESS IS FEASIBLE AND CAN IMPROVE OUTCOMES AMONG FEMALE CARDIAC PATIENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $97,970 | ExpenseAmt |
| Grant | $97,970 | GrantAmt |
| Desc | FORGET-ME-NOT THESE ASSISTANCE GRANTS ARE PAID TO ALPHA PHI FRATERNITY COLLEGIANS AND ALUMNAE IN GOOD STANDING WHO ARE FACING SEVERE FINANCIAL DISTRESS, SERIOUS HEALTH ISSUES, CONSEQUENCES OF NATURAL DISASTERS, AND URGENT FAMILY CRISES. THE GRANT IS DESIGNED TO PROVIDE TEMPORARY, SHORT-TERM, FINANCIAL ASSISTANCE FOR AN UNFORESEEN EVENT. MEMBERS MAY APPLY ON THEIR OWN OR ON BEHALF OF A SISTER IN NEED.APPLICATIONS ARE APPROVED BY THE EXECUTIVE DIRECTOR. MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS, FOUNDATION STAFF, AND FAMILY MEMBERS OF BOTH ARE INELIGIBLE. HERITAGE AND EDUCATIONAL HOUSING GRANTS PROVIDE GRANTS FOR SPACE RELATED TO EDUCATIONAL PURPOSES IN COLLEGIATE CHAPTER FACILITIES. PROVIDE GRANTS FOR ORGANIZATIONAL HISTORY PROJECTS AND SPACES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $97,970 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $97,970 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $3,128,931 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA SCHNETZER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8474754532 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1985 S JOSEPHINE ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80210 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|
| REBECCA ZANATTA | |||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JANELLE DEL CARLO | |||||||
| VICE CHAIR DEVELOPMENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JACKEE SCHOOLS | |||||||
| VICE CHAIR FUNDING PRIORIT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CLAIRE COSTIN | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARBARA TINGLEY | |||||||
| ASSISTANT TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANA SMITH | |||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JANIS COUGHLIN-PIESTER | |||||||
| ASSISTANT SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN MCNEICE | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER JOHNSTON | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERYL BARDEN | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DARA GOLDSMITH | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| KATE HALFON | |||||||
| EX OFFICIO | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA SCHNETZER | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $90,735 | $0 | $0 | ||
| AMY PEEBLES | |||||||
| FORMER EXECUTIVE DIRECTOR | 40.00 | $119,462 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $210,197 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,641,841 | AllOtherContributionsAmt |
| Total Contributions | $3,641,841 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $468,557 | TotalRevenueColumnAmt |
| Exclusion | $468,557 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,280,672 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,995,904 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,284,768 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,284,768 | TotalRevenueColumnAmt |
| Exclusion | $2,284,768 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$1,576 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,576 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$1,576 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,393,590 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,576 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,753,325 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,702,939 | TotalAmt |
| Program Services | $2,702,939 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,735 | TotalAmt |
| Program Services | $28,128 | ProgramServicesAmt |
| Management And General | $31,757 | ManagementAndGeneralAmt |
| Fundraising | $30,850 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $758,088 | TotalAmt |
| Program Services | $236,696 | ProgramServicesAmt |
| Management And General | $265,533 | ManagementAndGeneralAmt |
| Fundraising | $255,859 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,908 | TotalAmt |
| Program Services | $7,438 | ProgramServicesAmt |
| Management And General | $8,510 | ManagementAndGeneralAmt |
| Fundraising | $7,960 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,534 | TotalAmt |
| Program Services | $43,714 | ProgramServicesAmt |
| Management And General | $41,045 | ManagementAndGeneralAmt |
| Fundraising | $50,775 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,638 | TotalAmt |
| Program Services | $20,033 | ProgramServicesAmt |
| Management And General | $20,671 | ManagementAndGeneralAmt |
| Fundraising | $20,934 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,301 | TotalAmt |
| Program Services | $424 | ProgramServicesAmt |
| Management And General | $11,971 | ManagementAndGeneralAmt |
| Fundraising | $1,906 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,765 | TotalAmt |
| Management And General | $15,750 | ManagementAndGeneralAmt |
| Fundraising | $15 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,911 | TotalAmt |
| Management And General | $31,921 | ManagementAndGeneralAmt |
| Fundraising | $8,990 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,174 | TotalAmt |
| Fundraising | $31,174 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,715 | TotalAmt |
| Program Services | $206 | ProgramServicesAmt |
| Management And General | $2,626 | ManagementAndGeneralAmt |
| Fundraising | $11,883 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,554 | TotalAmt |
| Program Services | $16,950 | ProgramServicesAmt |
| Management And General | $44,792 | ManagementAndGeneralAmt |
| Fundraising | $80,812 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,472 | TotalAmt |
| Program Services | $4,616 | ProgramServicesAmt |
| Management And General | $20,408 | ManagementAndGeneralAmt |
| Fundraising | $23,448 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,871 | TotalAmt |
| Program Services | $20,175 | ProgramServicesAmt |
| Management And General | $16,222 | ManagementAndGeneralAmt |
| Fundraising | $12,474 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,455 | TotalAmt |
| Program Services | $5,079 | ProgramServicesAmt |
| Management And General | $26,590 | ManagementAndGeneralAmt |
| Fundraising | $4,786 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,800 | TotalAmt |
| Management And General | $4,800 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,659 | TotalAmt |
| Management And General | $3,659 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DEVELOPMENT | $54,150 | $19,924 | $4,052 | $30,174 |
| PRINTING AND PUBLICATIO | $33,031 | $6,494 | $1,172 | $25,365 |
| BAD DEBT | $14,959 | $20,696 | -$5,737 | |
| POSTAGE | $14,451 | $589 | $2,377 | $11,485 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,544 | TotalAmt |
| Program Services | -$5,170 | ProgramServicesAmt |
| Management And General | $15,895 | ManagementAndGeneralAmt |
| Fundraising | $819 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,302,654 | TotalAmt |
| Program Services | $3,128,931 | ProgramServicesAmt |
| Management And General | $569,751 | ManagementAndGeneralAmt |
| Fundraising | $603,972 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,889,355 | BOYAmt |
| EOY | $2,547,334 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $623,861 | BOYAmt |
| EOY | $411,888 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,948 | BOYAmt |
| EOY | $147,857 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,471 | BOYAmt |
| EOY | $74,594 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $116,826 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,578 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,403 | BOYAmt |
| EOY | $90,248 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,988,490 | BOYAmt |
| EOY | $25,250,825 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,952 | BOYAmt |
| EOY | $13,931 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,925,480 | BOYAmt |
| EOY | $28,536,677 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,125 | BOYAmt |
| EOY | $426,319 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $645,895 | BOYAmt |
| EOY | $125,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,045,020 | BOYAmt |
| EOY | $551,319 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,580,560 | BOYAmt |
| EOY | $14,358,681 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,299,900 | BOYAmt |
| EOY | $13,626,677 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,880,460 | BOYAmt |
| EOY | $27,985,358 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,925,480 | BOYAmt |
| EOY | $28,536,677 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,090,936 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$865,901 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$120,137 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,066,421 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,649,359 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,008,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,361,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,641,841 | CurrentTaxYearAmt |
| Total | $18,728,070 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,066,421 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,649,359 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,008,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,361,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,641,841 | CurrentTaxYearAmt |
| Total | $18,728,070 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $18,728,070 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,001,137 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,086,236 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$108,790 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,888,691 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,753,325 | CurrentTaxYearAmt |
| Total | $11,620,599 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $18,012 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,512 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$1,576 | CurrentTaxYearAmt |
| Total | $19,948 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $30,368,617 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $58,681 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61670 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64330 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,840,550 | BeginningYearBalanceAmt |
| Contributions | $355,210 | ContributionsAmt |
| Investment Earnings Or Losses | $643,601 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $590,718 | OtherExpendituresAmt |
| End Year Balance | $19,248,643 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,996,815 | BeginningYearBalanceAmt |
| Contributions | $353,928 | ContributionsAmt |
| Investment Earnings Or Losses | $1,294,797 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $804,990 | OtherExpendituresAmt |
| End Year Balance | $18,840,550 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,328,830 | BeginningYearBalanceAmt |
| Contributions | $845,236 | ContributionsAmt |
| Investment Earnings Or Losses | $1,179,272 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $356,523 | OtherExpendituresAmt |
| End Year Balance | $17,996,815 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,325,369 | BeginningYearBalanceAmt |
| Contributions | $2,188,643 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,182,583 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,002,599 | OtherExpendituresAmt |
| End Year Balance | $16,328,830 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,059,941 | BeginningYearBalanceAmt |
| Contributions | $7,265,428 | ContributionsAmt |
| End Year Balance | $16,325,369 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $106,036 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,788 | DepreciationAmt |
| Book Value | $90,248 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,790 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,790 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $90,248 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $5,407,552 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$865,901 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$865,901 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,273,453 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $120,137 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $120,137 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,393,590 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,302,654 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,302,654 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,302,654 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | THE ENDOWMENT FUNDS CONSIST OF FIVE UNIQUE CATEGORIES ESTABLISHED FOR SPECIFIC PURPOSES. THESE CATEGORIES ARE SCHOLARSHIPS, LEADERSHIP TRAINING, HEART HEALTH, DIRECT ASSISTANCE TO ALPHA PHI COLLEGIANS AND ALUMNAE IN GOOD STANDING, AND THE PRESERVATION OF THE HISTORY OF THE ALPHA PHI FRATERNITY. THE BOARD OF DIRECTORS HAS THE PRIMARY FIDUCIARY RESPONSIBILITY FOR INVESTING THE FUNDS. THE FUNDS ARE INVESTED IN A REASONABLY PRUDENT MANNER MANAGED BY A PROFESSIONAL INVESTMENT ADVISOR. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALPHA PHI INTERNATIONAL FRATERNITY INC | |||||||
| 1985 S JOSEPHINE ST | DENVER | CO | 80210 | 134148824 | $1,436,610 | $0 | LEADERSHIP TRAINING |
| DARTHMOUTH COLLEGE | |||||||
| 6071 MCNUTT HALL | HANOVER | NH | 03755 | 020222111 | $11,750 | $0 | SCHOLARSHIP |
| WORCESTER POLYTECHNIC INSTITUTE | |||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 016092280 | 042121659 | $9,500 | $0 | SCHOLARSHIP |
| AMERICAN HEART ASSOCIATION-UTAH | |||||||
| 465 SOUTH 400 EAST SUITE 110 | SALT LAKE CITY | UT | 84111 | 135613797 | $8,767 | $0 | HEART HEALTH |
| CORNELL UNIVERSITY | |||||||
| 373 PINE TREE ROAD | ITHACA | NY | 148502820 | 150532082 | $11,250 | $0 | SCHOLARSHIP |
| BRYAN HEALTH FOUNDATION | |||||||
| 1600 S 48THSTREET | LINCOLN | NE | 68506 | 237005720 | $15,611 | $0 | SCHOLARSHIP |
| RUSH MEDICAL COLLEGE | |||||||
| 1653 W CONGRESS PKWY | CHICAGO | IL | 606123833 | 362174823 | $50,000 | $0 | SCHOLARSHIP |
| BRYAN HEALTH | |||||||
| 1600 S 48THSTREET | LINCOLN | NE | 68506 | 363414823 | $11,192 | $0 | HEART HEALTH |
| MICHIGAN STATE UNIVERSITY | |||||||
| 426 AUDITORIUM RD | EAST LANSING | MI | 488241046 | 386005984 | $13,500 | $0 | SCHOLARSHIP |
| ALPHA PHI HOUSE CORP BOARD - UNIVERSITY OF MISSOURI | |||||||
| POC - 104 E BROADWAY TL | COLUMBIA | MO | 65202 | 436050433 | $147,115 | $0 | EDUCATIONAL HOUSING FUND |
| UNIVERSITY OF NEBRASKA AT KEARNEY | |||||||
| 2113 WARNER HALL | KEARNEY | NE | 688492230 | 470049123 | $5,650 | $0 | SCHOLARSHIP |
| WASHBURN UNIVERSITY | |||||||
| 1700 SW COLLEGE AVENUE | TOKEKA | KS | 66621 | 486030115 | $16,400 | $0 | SCHOLARSHIP |
| APPALACHIAN REGIONAL HEALTHCARE FOUNDATION | |||||||
| 2260 EXECUTIVE DR | LEXINGTON | KY | 405054808 | 520795508 | $8,244 | $0 | HEART HEALTH |
| TALLAHASSEE MEMORIAL HOSPITAL | |||||||
| 1300 MICCOSUKEE RD | TALLAHASSEE | FL | 323085054 | 591917016 | $24,471 | $0 | HEART HEALTH |
| OREGON STATE UNIVERSITY | |||||||
| 1500 SW JEFFERSON WAY | CORVALLIS | OR | 97331 | 611730890 | $11,750 | $0 | SCHOLARSHIP |
| CALIFORNIA STATE UNIVERSITY SACRAMENTO | |||||||
| 6000 J STREET - MS 6052 | SACRAMENTO | CA | 95819 | 680365325 | $5,600 | $0 | SCHOLARSHIP |
| COLORADO SCHOOL OF MINES | |||||||
| 1301 19TH STREET | GOLDEN | CO | 80401 | 846000551 | $5,200 | $0 | SCHOLARSHIP |
| UC REGENTS - BERKELEY | |||||||
| 2195 HEARST AVE ROOM 120 | BERKELEY | CA | 947201083 | 943067788 | $16,100 | $0 | SCHOLARSHIP |
| UC REGENTS - SANTA BARBARA | |||||||
| 3227 CHEADLE HALL 3RD FLOOR | SANTA BARBARA | CA | 931062050 | 943067788 | $16,100 | $0 | SCHOLARSHIP |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| 4333 BROOKLYN AVE NE BOX 359515 | SEATTLE | WA | 981959515 | 943079432 | $31,059 | $0 | SCHOLARSHIP |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY PEEBLES | PersonNm |
| Title | FORMER EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $119,462 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $119,462 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS RECEIVED A COPY OF THE 990 FOR REVIEW AND APPROVAL PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD OF DIRECTORS, ADVISORY GROUP MEMBERS, AND STAFF ANNUALLY SIGN A FORM ATTESTING THAT THEY HAVE, AND WILL CONTINUE TO, COMPLY WITH THE FOUNDATION'S CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS APPROVES THE SALARY OF THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES. THE SALARIES AND BENEFITS ARE COMPARED TO OTHER SALARIES IN THE INDUSTRY AND GEOGRAPHIC LOCATION AND ARE CONSIDERED REASONABLE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST. TAX RETURNS AND SOME OF THE FOUNDATION'S KEY POLICIES ARE ALSO AVAILABLE ON THE FOUNDATION'S WEBSITE. |
| PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |