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Alpha Upsilon Pks Foundation FY2021 filing

Tax-deductible

Seattle, WA501(c)(3)Foundations & Grantmakers EIN 91-1755561Revenue $48K in FY2021Latest return filed Jun 30, 2025

On file with the IRSSeattle, WATax-exempt since Apr 1997Publicly supported charity — 170(b)(1)(A)(vi)

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Providing educational facilities and college scholarships.

Form 990 Part I, line 1, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 91-1755561) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
77¢ 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
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $125K a year · 70% of revenue · last 5 filings
A surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
77%
of spending
77% of spending went to programs.
Pt IX · Ln 25 · col B
Cash reserves
33.3 mo
of spending, in cash
Plus $616K in investments, Pt X · Ln 11–13
33.3 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $10K
2 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$500
0.06% of total assets
Liabilities are 0.06% of assets.
Pt X · Ln 26
Independent board members
11
of 11 voting members
11 of 11 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
$48K
Spent
$26K
To programs
77%
Net assets
$875K
By yearFY2021–FY2025
Revenue
$48K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$48K
FY2022$80K
FY2023$287K
FY2024$240K
FY2025$239K
Expenses
$26K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$26K
FY2022$39K
FY2023$61K
FY2024$62K
FY2025$78K
Net assets
$875K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$875K
FY2022$916K
FY2023$1.1M
FY2024$1.3M
FY2025$1.5M

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

Give Follow 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 Apr 1997.

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

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $20K Management & general 23% · $6K

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

Something off? Claim to add context

Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Sandy Dick
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Donald Root
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Alpha Upsilon Pks Foundation executive salaries →

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

Builds schools and offers college scholarships to students.

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2 programs · $20K · in their own filed words · FY2020
01

Providing scholarships for tuition and books.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 91-1755561) · Dispute this line
$19Kprogram expense
02

Provides grants to phi kappa sigma fraternity, alpha upsilon chapter to reimburse for the cost of providing eduational facilities and retaining funds to create educational endowment

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 91-1755561) · Dispute this line
$730program 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
Vanguard Charitable Endowment ProgramFY2023$10K
Amazonsmile FoundationFY2023$29
Total grants receivedfrom 2 funders$10K
Grants paid · 20 grants · $143K · 2020–2024
Unitemized GrantFY2024$21,250
Unitemized GrantFY2024$9,000
Unitemized GrantFY2024$2,500
Unitemized GrantFY2024$2,500
Unitemized GrantFY2023$16,500
Unitemized GrantFY2023$9,000
Unitemized GrantFY2023$3,250
Unitemized GrantFY2023$3,000
Unitemized GrantFY2022$14,500
Unitemized GrantFY2022$9,000
Unitemized GrantFY2022$5,000
Unitemized GrantFY2022$5,000
Unitemized GrantFY2021$10,000
Unitemized GrantFY2021$9,500
Unitemized GrantFY2021$3,000
Unitemized GrantFY2021$1,000
Unitemized GrantFY2020$11,000
Unitemized GrantFY2020$5,000
See all 20 grants →

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$48K
Ln 12
Investment incomeLn 3$19K
Gifts and grantsLn 1h$16K
Other incomeLn 4–11$13K
Money outPt IX
$26K
Ln 25
Programscol B$20K
Managementcol C$6K
Owns and owesPt X
$875K
net assets · Ln 32
Cash and savingsLn 1–2$71K
Total assetsLn 16$876K
LiabilitiesLn 26$500
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$16K
Fundraising eventsLn 1c$7K
Investment incomeLn 3$19K
Other incomeLn 4–11$13K
Gains on assetsLn 7$13K
Total revenueLn 12$48K
Assets in detailPt X, end of year
CashLn 1$13K
SavingsLn 2$58K
Cash and savings togetherLn 1–2$71K
Accounts receivableLn 4$750
Notes and loans receivableLn 7$185K
Prepaid expenses and deferred chargesLn 9$2K
InvestmentsLn 11–13$616K
Total assetsLn 16$876K
LiabilitiesLn 26$500
Net assetsLn 32$875K
OperationsPt I, VI
EmployeesI 50
VolunteersI 611
Fiscal year endsHeaderApril
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$149K$71K
InvestmentsLn 11–13$513K$616K
Total assetsLn 16$854K$876K
LiabilitiesLn 26$500$500
Net assetsLn 32$853K$875K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$730$730
Grants to domestic individualsLn 2$19K$19K
Investment management feesLn 11f$6K$6K
Other fees for servicesLn 11g$225$225
Total functional expensesLn 25$26K$20K$6K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Jun 30, 2025 $239K$78K$161K$1.5M 990 PDF
FY2024Filed with the IRS May 31, 2024 $240K$62K$178K$1.3M 990 PDF
FY2023Filed with the IRS Jul 31, 2023 $287K$61K$226K$1.1M 990 PDF
FY2022Filed with the IRS Sep 1, 2022 $80K$39K$41K$916K 990 PDF
FY2021 ViewingFiled with the IRS Sep 14, 2021 $48K$26K$22K$875K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2021 990
Part I · Summary $47,655 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $207,521$15,649
I-9 Program service revenue$0
I-10 Investment incomePrior year $31,653$32,006
I-11 Other revenue$0
I-12 Total revenuePrior year $239,174$47,655
I-13 Grants and similar amounts paidPrior year $35,124$19,730
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $39,249$5,994
I-18 Total expensesPrior year $74,373$25,724
I-19 Revenue less expensesPrior year $164,801$21,931
Part VI · Governance 11 of 11 board members independent, 4 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
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 $47,655 across 6 lines filed
VIII-1c Fundraising events$6,695
VIII-1f All other contributions, gifts and grants$8,954
VIII-1h Total contributions, gifts and grants$15,649
VIII-3 Investment incomeExcluded from tax $19,343$19,343
VIII-7 Net gain or loss on sales of assetsRelated to mission $2,236 · Excluded from tax $10,427$12,663
VIII-12 Total revenueRelated to mission $2,236 · Excluded from tax $29,770$47,655
Part IX · Statement of functional expenses $25,724 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $730$730
IX-2 Grants to domestic individualsPrograms $19,000$19,000
IX-11f Investment management feesManagement $5,769$5,769
IX-11g Other fees for servicesManagement $225$225
IX-25 Total functional expensesPrograms $19,730 · Management $5,994 · Fundraising $0$25,724
Part X · Balance sheet $875,787 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $39,826$13,327
X-2 Savings and temporary cash investmentsStart of year $109,546$58,086
X-4 Accounts receivable$750
X-7 Notes and loans receivableStart of year $189,347$185,277
X-9 Prepaid expenses and deferred chargesStart of year $1,940$1,940
X-11 Publicly traded securitiesStart of year $513,197$616,407
X-16 Total assetsStart of year $853,856$875,787
X-25 Other liabilitiesStart of year $500$500
X-26 Total liabilitiesStart of year $500$500
X-27 Net assets without donor restrictionsStart of year $853,356$875,287
X-32 Total net assets or fund balancesStart of year $853,356$875,287
X-33 Total liabilities and net assetsStart of year $853,856$875,787
Part XI · Reconciliation of net assets $875,287 net assets at year end
XI-1 Total revenue$47,655
XI-2 Total expenses$25,724
XI-3 Revenue less expenses$21,931
XI-4 Net assets at start of year$853,356
XI-10 Net assets at end of year$875,287

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

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