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Alpha Epsilon Phi Sorority FY2021 filing

Not tax-deductible

Gainesville, FL501(c)(7)Education EIN 59-0682455Revenue $834K in FY2021

On file with the IRSufaephi.com832 W Panhellenic Dr, 32601-7863 · Gainesville, FLTax-exempt since Feb 2011

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To inspire and support exemplary women dedicated to friendship and a lifelong commitment to Alpha Epsilon Phi while building on the vision of our jewish founders.

501(c)(7) social or recreational club; gifts are not tax-deductible as charitable contributions.
$500 paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(7)
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
No
Donations are not tax-deductible
Worth a look: the IRS does not list 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
5 of 6
filings with a surplus
Average surplus $207K a year · 17% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$500
to officers and key staff · 0.06% of spending
Looks good: pay to officers and key staff is 0% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
20 mo
of spending, in cash
Looks good: 19.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$24K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$834K
-9% vs prior year
Spent
$838K
To programs
0%
Net assets
$1.6M
By yearFY2020–FY2025
Revenue
$834K
FY2021▼ -9%
Tap a bar for its year
Revenue by fiscal year
FY2020$912K
FY2021$834K
FY2022$1.2M
FY2023$1.3M
FY2024$1.3M
FY2025$1.6M
Expenses
$838K
FY2021▲ +5%
Tap a bar for its year
Expenses by fiscal year
FY2020$795K
FY2021$838K
FY2022$892K
FY2023$1.0M
FY2024$1.1M
FY2025$1.3M
Net assets
$1.6M
FY2021-0.3%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.6M
FY2021$1.6M
FY2022$1.9M
FY2023$2.2M
FY2024$2.4M
FY2025$2.7M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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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 2011.

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

Who runs it and what they're paid

12 people listed on the 990; $500 paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Jessica Smith
President
$500Pt VII · Sec A
Jamie Benghiat
VP Finance
$0Pt VII · Sec A
Allison Cohen
VP Panhellen
$0Pt VII · Sec A
Lauren Cohen
VP Recruitme
$0Pt VII · Sec A
Julianna Dresner
VP Philanthr
$0Pt VII · Sec A
Samantha Haydu
VP Programmi
$0Pt VII · Sec A
Allison Helfrich
VP Sisterhoo
$0Pt VII · Sec A
Brooke Levitt
VP Operation
$0Pt VII · Sec A

Jessica Smith’s $500 as President is at the 0th percentile of top reported officer pay among 3395 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2021FY2020
Taylor Kogan—$1,000
Jessica Smith$500—
Madison Gore—$500

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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

Inspires and supports women dedicated to friendship and lifelong commitment to Jewish values.

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Provided by the organization

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1 program · in their own filed words · FY2020
01

Provide housing, meals and a meeting place for members' social activities.

Pt IX · col B

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$834K
Ln 12
Fees for servicesLn 2g$825K
Investment incomeLn 3$5K
Other incomeLn 4–11$3K
Money outPt IX
$838K
Ln 25
Owns and owesPt X
$1.6M
net assets · Ln 32
Cash and savingsLn 1–2$1.4M
Total assetsLn 16$1.6M
LiabilitiesLn 26$24K
PeoplePt VI, VII
12
listed · VII A
PaidVII A1
Voting boardVI 1a0
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$825K
Investment incomeLn 3$5K
Other incomeLn 4–11$3K
Gains on assetsLn 7$5K
Total revenueLn 12$834K
Assets in detailPt X, end of year
CashLn 1$1.4M
Cash and savings togetherLn 1–2$1.4M
Land, buildings, equipmentLn 10c$218K
Total assetsLn 16$1.6M
LiabilitiesLn 26$24K
Net assetsLn 32$1.6M
OperationsPt I, VI
EmployeesI 56
VolunteersI 695
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$1.4M$1.4M
Land, buildings, equipmentLn 10c$218K$218K
Total assetsLn 16$1.7M$1.6M
LiabilitiesLn 26$76K$24K
Net assetsLn 32$1.6M$1.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$1K
Other salaries and wagesLn 7$64K
Payroll taxesLn 10$5K
Accounting feesLn 11c$20K
Other fees for servicesLn 11g$4K
Office expensesLn 13$304
OccupancyLn 16$181K
Depreciation, depletion and amortizationLn 22$4K
InsuranceLn 23$26K
Other expenses (24a–d)Ln 24$528K
All other expensesLn 24e$5K
Total functional expensesLn 25$838K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.6M$1.3M$289K$2.7M 990 PDF
FY2024 $1.3M$1.1M$233K$2.4M 990 PDF
FY2023 $1.3M$1.0M$326K$2.2M 990 PDF
FY2022 $1.2M$892K$280K$1.9M 990 PDF
FY2021 Viewing $834K$838K−$5K$1.6M 990 PDF
FY2020 $912K$795K$117K$1.6M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $833,732 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $907,067$825,442
I-10 Investment incomePrior year −$25,745$5,027
I-11 Other revenuePrior year $30,882$3,263
I-12 Total revenuePrior year $912,204$833,732
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $153,772$70,405
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $641,679$768,021
I-18 Total expensesPrior year $795,451$838,426
I-19 Revenue less expensesPrior year $116,753−$4,694
Part VI · Governance 4 to look at
VI-1a Voting members of the governing body0
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
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
Part VIII · Statement of revenue $833,732 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $825,442$825,442
VIII-3 Investment incomeRelated to mission $24$24
VIII-7 Net gain or loss on sales of assetsRelated to mission $5,003$5,003
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $3,263$3,263
VIII-12 Total revenueRelated to mission $833,732$833,732
Part IX · Statement of functional expenses $838,426 across 11 lines filed
IX-5 Pay of current officers, directors and key staff$1,000
IX-7 Other salaries and wages$64,021
IX-10 Payroll taxes$5,384
IX-11c Accounting fees$20,334
IX-11g Other fees for services$3,740
IX-13 Office expenses$304
IX-16 Occupancy$180,633
IX-22 Depreciation, depletion and amortization$3,899
IX-23 Insurance$26,000
IX-24 Other expenses (24a–d)$527,869
IX-24e All other expenses$5,242
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$838,426
Part X · Balance sheet $1,599,944 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $1,436,483$1,381,996
X-10c Land, buildings and equipment, netStart of year $218,268$217,948
X-16 Total assetsStart of year $1,656,767$1,599,944
X-17 Accounts payable and accrued expensesStart of year $25,125$11,007
X-25 Other liabilitiesStart of year $50,938$12,927
X-26 Total liabilitiesStart of year $76,063$23,934
X-32 Total net assets or fund balancesStart of year $1,580,704$1,576,010
X-33 Total liabilities and net assetsStart of year $1,656,767$1,599,944
Part XI · Reconciliation of net assets $1,576,010 net assets at year end
XI-1 Total revenue$833,732
XI-2 Total expenses$838,426
XI-3 Revenue less expenses−$4,694
XI-4 Net assets at start of year$1,580,704
XI-10 Net assets at end of year$1,576,010

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

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