STRATEGY STUDIO / PUBLIC DATA EXPLORER

ALPHA NU EDUCATION FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
ALPHA NU EDUCATION FOUNDATION (EIN 26-3247824)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-03-13
IRS object ID
201200739349300120
Schema version
2011v1.2
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)
Timestamp2012-03-13T10:42:43-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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 Signed2012-03-05DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameWALTER J KEROName
PTINP00091951PTIN
Phone4065494148Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

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 Receipts61984GrossReceipts
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 Year40423ContributionsGrantsPriorYear
Contributions Grants Current Year60244ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year3355InvestmentIncomePriorYear
Investment Income Current Year1740InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year43778TotalRevenuePriorYear
Total Revenue Current Year61984TotalRevenueCurrentYear
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 Year13500OtherExpensePriorYear
Other Expenses Current Year79613OtherExpensesCurrentYear
Total Expenses Prior Year13500TotalExpensesPriorYear
Total Expenses Current Year79613TotalExpensesCurrentYear
Revenues Less Expenses Prior Year30278RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-17629RevenuesLessExpensesCY
Total Assets BOY142967TotalAssetsBOY
Total Assets EOY125338TotalAssetsEOY
Total Liabilities BOY100TotalLiabilitiesBOY
Total Liabilities EOY100TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY142867NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY125238NetAssetsOrFundBalancesEOY
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
Expense79613Expense
DescriptionCAPITAL CAMPAIGN TO PROVIDE FOR SCHOLARSHIPS, INTERNET AND COMPUTER INPROVEMENTS FOR THE CHAPTER FACILITY AND OTHER EDUCATIONAL IMPROVEMENTSDescription
Total Program Service Expense79613TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
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
Transaction Related Entity0TransactionRelatedEntity
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 Events57344FundraisingEvents
All Other Contributions2900AllOtherContributions
Total Contributions60244TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1740TotalRevenueColumn
Related Or Exempt Function Income1740RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Gross Income Fundraising Events0GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events57344CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses0FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column61984TotalRevenueColumn
Related Or Exempt Function Income1740RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total55Total
Program Services55ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
PROFESSIONAL SERVICES7827978279
MISCELLANEOUS EXPENSES750750
SCHOLARSHIP PYAMENTS500500
BUSINES REGISTRATION FE1515

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total14Total
Program Services14ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total79613Total
Program Services79613ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
EOY1EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY62967BOY
EOY70337EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY80000BOY
EOY55000EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY142967BOY
EOY125338EOY

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)
BOY142867BOY
EOY125238EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY142867BOY
EOY125238EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY142967BOY
EOY125338EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-17629ReconcilationRevenueExpenses
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 Minus2 Years116982CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year40433CurrentTaxYearMinus1Year
Current Tax Year60244CurrentTaxYear
Total217659Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years116982CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year40433CurrentTaxYearMinus1Year
Current Tax Year60244CurrentTaxYear
Total217659Total
FieldValueIRS element (for citing)
Public Support Total170217659PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years161CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year208CurrentTaxYearMinus1Year
Current Tax Year160CurrentTaxYear
Total529Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year3147CurrentTaxYearMinus1Year
Current Tax Year1579CurrentTaxYear
Total4726Total
FieldValueIRS element (for citing)
Total Support222914TotalSupport
Public Support Pertcentage1700.97640PublicSupportPertcentage170
Public Support Pertcent Prior Year0.97820PublicSupportPertcentPriorYear
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 Receipts57344GrossReceipts
Amount Retained By Contractor77504AmountRetainedByContractor
Net To Organization-20160NetToOrganization
FieldValueIRS element (for citing)
Total Gross Receipts57344TotalGrossReceipts
Total Retained By Contractors77504TotalRetainedByContractors
Total Net To Organization-20160TotalNetToOrganization

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1CAPITAL CAMPAIGNNameOfEvent1
Gross Receipts Event157344GrossReceiptsEvent1
Charitable Contributions Event157344CharitableContributionsEvent1
Gross Receipts Total57344GrossReceiptsTotal
Charitable Contributions Total57344CharitableContributionsTotal

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