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Alpha Epsilon Phi Foundation Incorporated FY2022 filing

Tax-deductible

Indianapolis, IN501(c)(3)EducationEIN 25-6067372Revenue $220K in FY2022

On file with the IRSaephi.org/foundation6510 Telecom Drive, 46278-6029 · Indianapolis, INTax-exempt since Jul 1961Publicly supported — 509(a)(2)

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Support leadership development, programming, and to provide ongoing support for Alpha Epsilon Phi sorority and it's members.

501(c)(3) charity; gifts are tax-deductible.
60¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $82K a year · 38% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
60%
of spending
Worth a look: 60% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
26 mo
of spending, in cash
Looks good: 25.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $30K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$220K
-25% vs prior year
Spent
$121K
To programs
60%
Net assets
$1.6M
By yearFY2020–FY2024
Revenue
$220K
FY2022▼ -25%
Tap a bar for its year
Revenue by fiscal year
FY2020$155K
FY2021$292K
FY2022$220K
FY2023$377K
FY2024$35K
Expenses
$121K
FY2022▼ -46%
Tap a bar for its year
Expenses by fiscal year
FY2020$124K
FY2021$227K
FY2022$121K
FY2023$188K
FY2024$13K
Net assets
$1.6M
FY2022▼ -7%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.5M
FY2021$1.7M
FY2022$1.6M
FY2023$1.7M
FY2024$1.8M

From the FY2022 Form 990 · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1961.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

60 cents of each dollar spent went to programs.

Program services 60% · $73K Management & general 24% · $29K Fundraising 16% · $19K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation
Jamie Light
President
$0Pt VII · Sec A
Lisa Raymond
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Lauren Ford
Director
$0Pt VII · Sec A
Patti Kenner
Director
$0Pt VII · Sec A
Carlie Moe
Director
$0Pt VII · Sec A
Amy Perrault
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Alpha Epsilon Phi Foundation Incorporated executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Develops leaders and supports sorority members through programming and ongoing assistance.

Questions for Alpha Epsilon Phi Foundation Incorporated

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Provided by the organization

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1 program · $73K · in their own filed words · FY2022
01

Support leadership development, programming, and to provide ongoing support for Alpha Epsilon Phi Sorority and it's members.

$73Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Elizabeth E Bettelheim Family FoundationFY2025$30K
Total grants receivedfrom 1 funder$30K
Grants paid · 7 grants · $276K · 2020–2023
Alpha Epsilon Phi Sorority INCCT · FY2023$82,000
Alpha Epsilon Phi Sorority INCCT · FY2022$19,700
Alpha Epsilon Phi Sorority INCCT · FY2021$65,314
Unitemized GrantFY2021$49,818
Unitemized GrantFY2021$1,000
Alpha Epsilon Phi Sorority INCCT · FY2020$44,283
Unitemized GrantFY2020$13,818

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$220K
Ln 12
Gifts and grantsLn 1h$220K
Money outPt IX
$121K
Ln 25
Programscol B$73K
Managementcol C$29K
Fundraisingcol D$19K
Owns and owesPt X
$1.6M
net assets · Ln 32
Cash and savingsLn 1–2$263K
Total assetsLn 16$1.6M
LiabilitiesLn 26$0
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$220K
Total revenueLn 12$220K
Assets in detailPt X, end of year
CashLn 1$263K
Cash and savings togetherLn 1–2$263K
InvestmentsLn 11–13$1.3M
Total assetsLn 16$1.6M
LiabilitiesLn 26$0
Net assetsLn 32$1.6M
OperationsPt I, VI
EmployeesI 50
VolunteersI 640
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$164K$263K
InvestmentsLn 11–13$1.5M$1.3M
Total assetsLn 16$1.7M$1.6M
LiabilitiesLn 26$14K$0
Net assetsLn 32$1.7M$1.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$73K$73K
Management feesLn 11a$6K$0$6K$0
Legal feesLn 11b$4K$0$4K$0
Accounting feesLn 11c$5K$0$5K$0
Professional fundraising feesLn 11e$19K$19K
Advertising and promotionLn 12$6K$0$6K$0
Information technologyLn 14$1K$0$1K$0
OccupancyLn 16$3K$0$3K$0
Other expenses (24a–d)Ln 24$4K$0$4K$0
Total functional expensesLn 25$121K$73K$29K$19K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $35K$13K$22K$1.8M 990 PDF
FY2023 $377K$188K$190K$1.7M 990 PDF
FY2022 Viewing $220K$121K$99K$1.6M 990 PDF
FY2021 $292K$227K$66K$1.7M 990 PDF
FY2020 $155K$124K$31K$1.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $220,434 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $200,275$220,434
I-9 Program service revenue$0
I-10 Investment incomePrior year $79,213$0
I-11 Other revenuePrior year $12,969$0
I-12 Total revenuePrior year $292,457$220,434
I-13 Grants and similar amounts paidPrior year $156,564$72,868
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising feesPrior year $36,762$19,100
I-17 Other expensesPrior year $33,545$29,475
I-18 Total expensesPrior year $226,871$121,443
I-19 Revenue less expensesPrior year $65,586$98,991
Part VI · Governance 12 of 12 board members independent, 3 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $220,434 across 4 lines filed
VIII-1b Membership dues$24,080
VIII-1f All other contributions, gifts and grants$196,354
VIII-1h Total contributions, gifts and grants$220,434
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$220,434
Part IX · Statement of functional expenses $121,443 across 9 lines filed
IX-1 Grants to domestic organizationsPrograms $72,868$72,868
IX-11a Management feesPrograms $0 · Management $6,128 · Fundraising $0$6,128
IX-11b Legal feesPrograms $0 · Management $3,500 · Fundraising $0$3,500
IX-11c Accounting feesPrograms $0 · Management $5,000 · Fundraising $0$5,000
IX-11e Professional fundraising feesFundraising $19,100$19,100
IX-12 Advertising and promotionPrograms $0 · Management $6,000 · Fundraising $0$6,000
IX-14 Information technologyPrograms $0 · Management $1,038 · Fundraising $0$1,038
IX-16 OccupancyPrograms $0 · Management $3,458 · Fundraising $0$3,458
IX-24 Other expenses (24a–d)Programs $0 · Management $4,351 · Fundraising $0$4,351
IX-25 Total functional expensesPrograms $72,868 · Management $29,475 · Fundraising $19,100$121,443
Part X · Balance sheet $1,550,006 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $163,614$262,605
X-11 Publicly traded securitiesStart of year $1,511,644$1,287,401
X-16 Total assetsStart of year $1,675,258$1,550,006
X-26 Total liabilitiesStart of year $14,167$0
X-27 Net assets without donor restrictionsStart of year $1,381,785$1,042,700
X-28 Net assets with donor restrictionsStart of year $279,306$507,306
X-32 Total net assets or fund balancesStart of year $1,661,091$1,550,006
X-33 Total liabilities and net assetsStart of year $1,675,258$1,550,006
Part XI · Reconciliation of net assets $1,550,006 net assets at year end
XI-1 Total revenue$220,434
XI-2 Total expenses$121,443
XI-3 Revenue less expenses$98,991
XI-4 Net assets at start of year$1,661,091
XI-10 Net assets at end of year$1,550,006

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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