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Aox Educational Trust FY2021 filing

Tax-deductible

Lincoln, NE501(c)(3)EIN 45-3991368

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Provide scholarships to members of the alpha theta chi chapter who achieve excellences in the classroom and the community.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 4
filings with a surplus
Average deficit $7K a year · 64% of revenue · last 4 filings
Concern: a surplus in 1 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
61 mo
of spending, in cash
Looks good: 61.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $16
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
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5K
Spent
$9K
To programs
100%
Net assets
$309K
By yearFY2021–FY2025
Revenue
$5K
FY2021
Revenue by fiscal year
FY2021$5K
FY2023$9K
FY2024$9K
FY2025$23K
Expenses
$9K
FY2021
Expenses by fiscal year
FY2021$9K
FY2023$23K
FY2024$21K
FY2025$22K
Net assets
$309K
FY2021
Net assets by fiscal year
FY2021$309K
FY2023$297K
FY2024$285K
FY2025$286K

From the FY2021 Form 990 (year ending June 2021) · see the original

Form 990 (PDF) Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 2012.

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $9K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Aox Educational Trust 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

Awards scholarships to members excelling in academics and community service.

Provided by the organization

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1 program · $9K · in their own filed words · FY2020
01

Provided scholarships to members of the alpha theta chi chapter who achieve excellences in the classroom and the community

$9Kprogram 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 · FY2023
Amazonsmile FoundationFY2023$16
Total grants receivedfrom 1 funder$16
Grants paid · 30 grants · $38K · 2022–2024
Individual RecipientFY2024$1,500
Individual RecipientFY2024$1,500
Individual RecipientFY2024$1,500
Individual RecipientFY2024$1,500
Individual RecipientFY2024$1,500
Individual RecipientFY2024$1,500
Individual RecipientFY2024$1,500
Individual RecipientFY2024$1,000
Individual RecipientFY2024$1,000
Individual RecipientFY2024$500
Individual RecipientFY2023$2,000
Individual RecipientFY2023$1,500
Individual RecipientFY2023$1,250
Individual RecipientFY2023$1,000
Individual RecipientFY2023$1,000
Individual RecipientFY2023$1,000
Individual RecipientFY2023$1,000
Individual RecipientFY2023$1,000
See all 30 grants →

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$5K
Ln 12
Gifts and grantsLn 1h$3K
Investment incomeLn 3$1K
Other incomeLn 4–11$865
Money outPt IX
$9K
Ln 25
Programscol B$9K
Owns and owesPt X
$309K
net assets · Ln 32
Cash and savingsLn 1–2$44K
Total assetsLn 16$309K
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3K
Investment incomeLn 3$1K
Other incomeLn 4–11$865
Total revenueLn 12$5K
Assets in detailPt X, end of year
CashLn 1$19K
SavingsLn 2$25K
Cash and savings togetherLn 1–2$44K
InvestmentsLn 11–13$266K
Total assetsLn 16$309K
LiabilitiesLn 26$0
Net assetsLn 32$309K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$313K$44K
InvestmentsLn 11–13$266K
Total assetsLn 16$313K$309K
LiabilitiesLn 26$0$0
Net assetsLn 32$313K$309K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$6K$6K
Investment management feesLn 11f$1K$1K
Other expenses (24a–d)Ln 24$1K$1K
Total functional expensesLn 25$9K$9K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $23K$22K$1K$286K 990 PDF
FY2024 $9K$21K−$12K$285K 990 PDF
FY2023 $9K$23K−$15K$297K 990 PDF
FY2022 Not on file
FY2021 Viewing $5K$9K−$4K$309K 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 FY2021 990 (4 parts)
Part VIII · Statement of revenue $4,786 across 5 lines filed
VIII-1f All other contributions, gifts and grants$2,817
VIII-1h Total contributions, gifts and grants$2,817
VIII-3 Investment incomeRelated to mission $1,104$1,104
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $865$865
VIII-12 Total revenueRelated to mission $1,969 · Unrelated business $0 · Excluded from tax $0$4,786
Part IX · Statement of functional expenses $8,564 across 3 lines filed
IX-2 Grants to domestic individualsPrograms $6,000$6,000
IX-11f Investment management feesPrograms $1,439$1,439
IX-24 Other expenses (24a–d)Programs $1,125$1,125
IX-25 Total functional expensesPrograms $8,564 · Management $0 · Fundraising $0$8,564
Part X · Balance sheet $309,055 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $311,770$18,525
X-2 Savings and temporary cash investmentsStart of year $1,063$25,008
X-11 Publicly traded securities$265,522
X-16 Total assetsStart of year $312,833$309,055
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $312,833$309,055
X-32 Total net assets or fund balancesStart of year $312,833$309,055
X-33 Total liabilities and net assetsStart of year $312,833$309,055
Part XI · Reconciliation of net assets $309,055 net assets at year end
XI-1 Total revenue$4,786
XI-2 Total expenses$8,564
XI-3 Revenue less expenses−$3,778
XI-4 Net assets at start of year$312,833
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$309,055

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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