STRATEGY STUDIO / PUBLIC DATA EXPLORER

ALPHA NU EDUCATION FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ALPHA NU EDUCATION FOUNDATION (EIN 26-3247824)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-06-04
IRS object ID
201331559349300438
Schema version
2012v2.1
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)
Timestamp2013-06-04T15:36:52-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN810348775EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1JUNKERMIERCLARKCAMPANELLASTEVENS PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 16237AddressLine1
CityMISSOULACity
StateMTState
ZIP Code59808ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN263247824EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ALPHA NU EDUCATION FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlALPHNameControl
Phone4065496616Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameSUZANNE PETERSONName
TitlePRESIDENTTitle
Phone4065496616Phone
Date Signed2013-05-17DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameWALTER J KEROName
PTINP00091951PTIN
Phone4065494148Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSUZANNE PETERSONNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1229 MANSION HEIGHTSAddressLine1
CityMISSOULACity
StateMTState
ZIP Code59803ZIPCode
FieldValueIRS element (for citing)
Gross Receipts234722GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2008YearFormation
State Legal DomicileMTStateLegalDomicile
Activity Or Mission DescriptionEDUCATIONAL SUPPORT/IMPROVEMENTS AND SCHOLARSHIPS FOR THE ALPHA NU CHAPTER MEMBERS OF KAPPA ALPHA THETAActivityOrMissionDescription
Nbr Voting Members Governing Body3NbrVotingMembersGoverningBody
Nbr Independent Voting Members3NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year60244ContributionsGrantsPriorYear
Contributions Grants Current Year215055ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year1740InvestmentIncomePriorYear
Investment Income Current Year3722InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year-30920OtherRevenueCurrentYear
Total Revenue Prior Year61984TotalRevenuePriorYear
Total Revenue Current Year187857TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year79613OtherExpensePriorYear
Other Expenses Current Year1336OtherExpensesCurrentYear
Total Expenses Prior Year79613TotalExpensesPriorYear
Total Expenses Current Year1336TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-17629RevenuesLessExpensesPriorYear
Revenues Less Expenses CY186521RevenuesLessExpensesCY
Total Assets BOY125338TotalAssetsBOY
Total Assets EOY311858TotalAssetsEOY
Total Liabilities BOY100TotalLiabilitiesBOY
Total Liabilities EOY100TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY125238NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY311758NetAssetsOrFundBalancesEOY
Mission DescriptionTO SUPPORT HIGHER EDUCATION ACHEIVEMENT OF THE LOCAL SORORITY MEMBERS AT THE UNIVERSITY OF MONTANA THROUGH SCHOLARSHIPS AND EDUCATIONAL IMPROVEMENTS WITHIN THE HOUSE STRUCTURE.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1336Expense
DescriptionCAPITAL CAMPAIGN TO PROVIDE FOR SCHOLARSHIPS, INTERNET AND COMPUTER IMPROVEMENTS FOR THE CHAPTER FACILITY AND OTHER EDUCATIONAL IMPROVEMENTS.Description
Total Program Service Expense1336TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members3NbrVotingGoverningBodyMembers
Number Independent Voting Members3NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement0RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonSUZANNE PETERSONNamePerson
Telephone Number4065496616TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (3 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
SUZANNE M PETERSON
PRESIDENT10.00XX000
FOREY CEDERBERG
DIRECTOR10.00X000
DEBORAH D MCWHINNEY
DIRECTOR10.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events214835FundraisingEvents
All Other Contributions220AllOtherContributions
Total Contributions215055TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column3594TotalRevenueColumn
Related Or Exempt Function Income3594RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities16073Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities15945Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities128Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column128TotalRevenueColumn
Related Or Exempt Function Income128RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Gross Income Fundraising Events0GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events214835CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses30920FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-30920TotalRevenueColumn
Exclusion-$30,920ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column187857TotalRevenueColumn
Related Or Exempt Function Income3722RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion-$30,920ExclusionAmount

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total680Total
Program Services680ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total156Total
Program Services156ProgramServices

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionSCHOLARSHIP PAYMENTDescription
Total500Total
Program Services500ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1336Total
Program Services1336ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1BOY
EOY0EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY70337BOY
EOY184515EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY55000BOY
EOY127343EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY125338BOY
EOY311858EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY100BOY
EOY100EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY100BOY
EOY100EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY125238BOY
EOY311758EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY125238BOY
EOY311758EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY125338BOY
EOY311858EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses186521ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College Support Org170b1 AivXCollegeSupportOrg170b1Aiv

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years116982CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years40433CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year60244CurrentTaxYearMinus1Year
Current Tax Year215055CurrentTaxYear
Total432714Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years116982CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years40433CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year60244CurrentTaxYearMinus1Year
Current Tax Year215055CurrentTaxYear
Total432714Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total242572AmountsSubstContributorsTotal
Public Support Total170190142PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years161CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years208CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year160CurrentTaxYearMinus1Year
Current Tax Year160CurrentTaxYear
Total689Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years3147CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1579CurrentTaxYearMinus1Year
Current Tax Year3434CurrentTaxYear
Total8160Total
FieldValueIRS element (for citing)
Total Support441563TotalSupport
Public Support Pertcentage1700.43060PublicSupportPertcentage170
Public Support Pertcent Prior Year0.97640PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionNOTE PAYABLEDescription
Amount$100Amount
FieldValueIRS element (for citing)
Total Of Amounts100TotalOfAmounts

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Agreement Ref Fundraising1AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

Name Of Organization NameOfOrganization

FieldValueIRS element (for citing)
Business Name Line1PENNINGTON & COBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1501 GATEWAY DRIVE SUITE AAddressLine1
CityLAWRENCECity
StateKSState
ZIP Code66049ZIPCode
FieldValueIRS element (for citing)
ActivityFUNDRASINGActivity
Fundraiser Control Of Funds0FundraiserControlOfFunds
Gross Receipts0GrossReceipts
Amount Retained By Contractor0AmountRetainedByContractor
Net To Organization0NetToOrganization

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1CAPITAL CAMPAIGNNameOfEvent1
Gross Receipts Event1214835GrossReceiptsEvent1
Charitable Contributions Event1214835CharitableContributionsEvent1
Other Direct Expenses Event130920OtherDirectExpensesEvent1
Gross Receipts Total214835GrossReceiptsTotal
Charitable Contributions Total214835CharitableContributionsTotal
Other Direct Expenses Total Events30920OtherDirectExpensesTotalEvents
Direct Expense Summary Events30920DirectExpenseSummaryEvents
Net Income Summary-30920NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

Return ReferenceReturnReferenceExplanationExplanation
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