Alpha Phi Foundation Inc in New Albany, Ohio (OH)

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Alpha Phi Foundation Inc
Employer Identification Number (EIN)363895478
Name of OrganizationAlpha Phi Foundation Inc
In Care of NameJudith Callander
Address1440 Sedgefield Drive, New Albany, OH 43054
ActivitiesScholarships (other)
SubsectionCharitable Organization
Ruling Date12/1993
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period2011
Assets$10,000,000 to $49,999,999
Income$5,000,000 to $9,999,999
Filing Requirement990 - Required to file Form 990-N - Income less than $25,000 per year
Asset Amount$10,160,187
Amount of Income$5,356,572
Form 990 Revenue Amount$3,072,730
National Taxonomy of Exempt Entities (NTEE)Educational Institutions and Related Activities: Student Sororities, Fraternities


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Amount of income in 2011: $5,356,572
This organization: 

 $5,356,572
Other organizations performing similar types of work: 

 $274,865

Assets in 2011: $10,160,187
Alpha Phi Foundation Inc: 

 $10,160,187
Other organizations performing similar types of work: 

 $722,818

Expenses in 2007: $1,802,625
This organization: 

 $1,802,625
Other organizations performing similar types of work: 

 $185,895

Income to expenses ratio in 2007: 1.7
Alpha Phi Foundation Inc: 

 1.7
Other organizations performing similar types of work: 

 1.1

Expenses allocated to program services in 2007: 56.0%
This organization: 

 56.0%
Other organizations performing similar types of work: 

 0.0%

Number of employees in 2007: 4
Alpha Phi Foundation Inc: 

 4
Other organizations performing similar types of work: 

 9

Employees paid over $50,000 in 2007: 25.0%
Alpha Phi Foundation Inc: 

 25.0%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2007: 81.7%
Alpha Phi Foundation Inc: 

 81.7%
Other organizations performing similar types of work: 

 0.0%

Financial snapshot ($)

Revenue for 2007

Assets at end of 2007

Expenses for 2007

Functional Expenses for 2007 ($)

Income-Producing Activities for 2007

Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220062007
Total revenue$1,140,427$812,652$806,127$1,980,810$3,072,730
Contributions, gifts, grants, and similar amounts received$951,406$760,749$804,894$1,751,612$2,511,638
Contributions to donor advised funds$0$0
Direct public support$951,406$760,749$804,894$1,751,612$2,511,638
Indirect public support$0$0$0$0$0
Government contributions (grants)$0$0$0$0$0
Program service revenue including government fees and contracts$0$0$0$0$0
Membership dues and assessments$0$0$0$0$0
Interest on savings and temporary cash investments$0$0$0$36,292$11,439
Dividends and interest from securities$57,587$46,470$42,147$65,543$106,910
Net rental income or (loss)$26,100$26,100$26,100$26,100$26,100
Gross rents$26,100$26,100$26,100$26,100$26,100
Less: rental expenses$0$0$0$0$0
Other investment income$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$147,480$14,736$-73,451$37,075$22,064
Gross amount from sales of assets other than inventory$147,480$380,154$183,602$759,105$1,152,262
Less: cost or other basis and sales expenses$0$365,418$257,053$722,030$1,130,198
Net income or (loss) from special events and activities$0$0$0$0$0
Gross revenue$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0
Gross profit or (loss) from sales of inventory$6,723$3,866$668$1,129$1,151
Gross sales of inventory, less returns and allowances$17,368$9,465$3,838$8,830$5,770
Less: cost of goods sold$10,645$5,599$3,170$7,701$4,619
Other revenue$-48,869$-39,269$5,769$63,059$393,428
Total expenses$1,036,390$873,862$793,801$1,591,078$1,802,625
Program services$637,234$510,621$483,343$1,059,146$1,008,711
Management and general$266,095$219,299$162,388$198,271$157,099
Fundraising$133,061$143,942$148,070$333,661$636,815
Payments to affiliates$0$0$0$0$0
Net assets or fund balances at end of year$2,882,504$2,646,544$2,755,450$5,414,989$6,292,382
Excess or (deficit) for the year$104,037$-61,210$12,326$389,732$1,270,105
Net assets or fund balances at beginning of year$3,017,885$2,882,504$2,646,544$4,640,564$5,414,989
Other changes in net assets or fund balances$-239,418$-174,750$96,580$384,693$-392,712
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$1,802,625$1,008,711$157,099$636,815
Grants paid from donor advised funds$0
Other grants and allocations$761,594
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$87,998$18,480$11,440$58,078
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$313,441$65,823$40,747$206,871
Pension plan contributions not included above$4,931$1,036$641$3,254
Employee benefits not included above$25,560$9,748$2,602$13,210
Payroll taxes$30,141$6,330$3,918$19,893
Professional fundraising fees$0$0$0$0
Accounting fees$18,000$0$18,000$0
Legal fees$3,182$668$414$2,100
Supplies$9,433$1,981$1,226$6,226
Telephone$5,211$1,094$677$3,440
Postage and shipping$30,303$236$146$29,921
Occupancy$16,521$3,469$2,148$10,904
Equipment rental and maintenance$12,950$2,720$1,683$8,547
Printing and publications$112,483$19,891$149$92,443
Travel$80,288$0$0$80,288
Conferences, conventions, and meetings$65,793$49,933$15,860$0
Interest$0$0$0$0
Depreciation, depletion, etc.$40,645$8,535$5,284$26,826
Other expenses not covered above$184,151$57,173$52,164$74,814
Balance Sheets
20002001200220062007
Total assets$3,072,325$2,826,039$2,914,971$5,684,864$6,547,762
Cash - non-interest-bearing$50,703$123,141$113,618$140,503$546,415
Savings and temporary cash investments$373,759$167,641$250,366$545,544$460,895
Accounts receivable less allowance for doubtful accounts$0$0$0$0$0
Pledges receivable less allowance for doubtful accounts$0$0$0$0$1,179,079
Grants receivable$381,602$335,159$329,646$110,577$110,409
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0
Inventories for sale or use$4,787$518$2,187$758$2,086
Prepaid expenses and deferred charges$0$0$0$1,498$2,735
Investments - publicly-traded securities$4,166,704$3,573,745
Investments - other securities$1,492,917$1,390,047$1,438,663$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0
Investments - other$32,068$32,068$32,068$47,367$39,238
Land, buildings, and equipment less accumulated depreciation$721,042$766,405$738,665$663,877$629,275
Other assets, including program-related investments$15,447$11,060$9,758$8,036$3,885
Total liabilities$189,821$179,495$159,521$269,875$255,380
Accounts payable and accrued expenses$189,821$155,659$122,773$262,785$180,194
Grants payable$0$0$0$0$42,049
Deferred revenue$0$0$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0
Mortgages and other notes payable$0$0$0$0$0
Other liabilities$0$23,836$36,748$7,090$33,137
Total liabilities and net assets/fund balances$3,072,325$2,826,039$2,914,971$5,684,864$6,547,762
Total net assets or fund balances$2,882,504$2,646,544$2,755,450$5,414,989$6,292,382
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220062007
Total revenue$1,140,427$812,652$806,127$1,980,810$3,072,730
Total revenue, gains, and other support per audited financial statements$1,202,705$889,843$809,297$2,373,204$2,684,637
Other expenses$10,645$5,599$3,170$384,693$-392,712
Net unrealized gains on investments$0$0$0$376,247$-392,544
Donated services and use of facilities$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0
Other$10,645$5,599$3,170$8,446$-168
Other revenue$-51,633$-71,592$0$-7,701$-4,619
Investment expenses$2,521$-25,149$0$0$0
Other$-54,154$-46,443$0$-7,701$-4,619
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220062007
Total expenses$1,036,390$873,862$793,801$1,591,078$1,802,625
Total expenses and losses per audited financial statements$1,044,514$879,463$796,971$1,598,779$1,807,244
Other revenue$10,645$5,601$3,170$7,701$4,619
Donated services and use of facilities$0$0$0$0$0
Prior year adjustments$0$0$0$0$0
Losses$0$0$0$0$0
Other$10,645$5,601$3,170$7,701$4,619
Other expenses$2,521$0$0$0$0
Investment expenses$2,521$0$0$0$0
Other$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
40$78,214$9,784$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings9
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20064
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$1,151$559,941$0
Program service revenue
Program service revenue 1000000$000$0$0
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$11,439$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$106,910$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$0Real property rental income that does not depend on the income or profits derived by the person leasing the property and is excluded by section 512(b)(3)$26,100$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$22,064$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventoryInvestment activities of section 501(c)(7), (9), or (17) organizations$1,15100$0$0
Other revenue000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$393,428$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
Enter the total number of donor advised funds owned at the end of the tax year$0
Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
Enter the aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that receives a substantial part of its support from a governmental unit or from the general public
Support Schedule
19992000200120052006
Total$843,823$1,041,816$844,359$2,010,921$1,943,735
Gifts, grants, and contributions received$769,418$951,406$760,749$1,873,080$1,751,612
Membership fees received$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0$0$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$63,999$83,687$72,570$101,682$127,935
Net income from unrelated business activities not included above$5,604$6,723$3,866$-1,468$1,129
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0
Other income$4,802$0$7,174$37,627$63,059
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Unrelated Trade or Business Income (for 2008)
IncomeExpensesNet
Total$0$0$151
Gross receipts or sales less returns and allowances$5,770$0$0
Cost of goods sold$46,191$0$0
Gross profit$1,151$0$1,151
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$0$0$0
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2008)
Total deductions$0
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$0
Unrelated business taxable income$0
Unrelated business taxable income before net operating loss deduction$1,151
Net operating loss deduction$339
Unrelated business taxable income before specific deduction$812
Specific deduction$1,000
Organizations performing similar types of work
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1Kappa Kappa Gamma Fraternity Inc, Group Return530 E Town St, Columbus, OH 43215-4820OH1945-10$43,472,004
2Delta Sigma Theta Sorority Inc, Group Return1707 Nh Ave Nw, Washington, DC 20009-2501DC1952-07$39,505,855
3Alpha Omicron Pi Fraternity Inc, Group Return5390 Virginia Way, Brentwood, TN 37027-7529TN1961-09$23,082,779
4Kappa Delta Sorority Inc, National Headquarters3205 Players Ln, Memphis, TN 38125-8897TN1945-04$21,235,534
5Honor Society Of Phi Kappa Phi65 First St, Troy, NY 12180NY1999-01$19,835,518
6Alpha Kappa Alpha Sorority Inc5656 S Stn Isld Ave, Chicago, IL 60637-1906IL1952-10$16,533,386
7Alpha Kappa Alpha Sorority Inc5656 S Stony Island Ave, Chicago, IL 60637-1906IL1983-02$15,559,125
8Zeta Tau Alpha Intl Fraternity & Fraternity Housing Corporation3450 Founders Rd, Indianapolis, IN 46268-1334IN1941-05$15,435,628
9Delta Zeta Sorority, Group Return202 E Church St, Oxford, OH 45056-1320OH1941-01$14,946,548
10Delta Zeta National Housing Corporation, Group Return202 E Church St, Oxford, OH 45056-1320OH1994-01$13,764,896
11Phi Mu Fraternity, Group Return400 Westpark Dr, Peachtree Cty, GA 30269-1482GA1944-12$13,690,759
12Kappa Alpha Theta Fraternity8740 Founders Rd, Indianapolis, IN 46268-1337IN1940-10$13,518,554
13Delta Sigma Theta Sorority Inc, Grand Chapter1707 New Hampshire Ave Nw, Washington, DC 20009-2501DC1952-07$13,151,298
14Sigma Phi Epsilon Fraternity Inc1501 Lakeside Drive Sigma Phi Epsilon, Lynchburg, VA 24501VA1941-01$12,259,003
15Alpha Phi International Fraternity Inc1930 Sherman Ave, Evanston, IL 60201-3214IL1949-02$10,757,315
16Alpha Chi Omega National Housing Corporation5939 Cast Ck Pkwy N Dr, Indianapolis, IN 46250-4343IN1996-09$8,607,374
17Pi Beta Phi Fraternity344 3rd Avenue Apartment 19h, New York, NY 10010NY1935-03$8,562,593
18Delta Zeta Sorority, San Diego Alumnae Chapter814 Hacienda Drive, El Cajon, CA 92020CA1952-02$8,358,995
19Kappa Alpha Psi Fraternity IncPo Box 2221, Lake Charles, LA 70602LA1957-06$8,320,210
20Alpha Delta Kappa Sorority Inc, Virginia Gamma Iota1615 West 92nd Street, Kansas City, MO 64114MO1970-10$7,884,042
21Alpha Delta Pi Sorority1386 Ponce D L Ave Ne, Atlanta, GA 30306-4604GA1943-06$7,812,401
22Alpha Phi Foundation Inc1440 Sedgefield Drive, New Albany, OH 43054OH1993-12$5,356,572
23Delta Zeta National Housing Corporation202 E Church St, Oxford, OH 45056-1320OH1994-01$2,276,760
24Ohio Alpha Of Phi Delta Theta CorpPO BOX 728, Dublin, OH 43017-0828OH1990-04$192,042
25Delta Zeta Sorority, Gamma Kappa Chapter202 E Church St, Oxford, OH 45056-1320OH1941-01$147,066
26Alpha Chi Omega House Corporation For Alpha Omicron Chapter47 E 16th Ave, Columbus, OH 43201-1614OH1990-07$140,559
27Gamma House Corporation 52 E Gay Street530 W Spring St, Columbus, OH 43215OH1990-04$93,107
28Acacia Fraternity Incorporated, Ohio State University Chapter166 E Woodruff Ave, Columbus, OH 43201-1475OH1940-10$90,271
29Phi Kappa Tau Fraternity, Delta Lambda Chapter37 S 7th St, Zanesville, OH 43701-4301OH1972-01$43,709
30International Fraternity Of Delta Sigma Pi330 South Campus Avenue, Oxford, OH 45056OH1966-09$41,594
Number of organizations performing similar types of work
Alaska1
Alabama10
Arkansas2
Arizona4
California14
Colorado6
Connecticut2
District of Columbia2
Florida12
Georgia20
Hawaii1
Iowa4
Idaho1
Illinois23
Indiana35
Kansas13
Kentucky6
Louisiana16
Massachusetts6
Maryland9
Maine3
Michigan12
Minnesota2
Missouri17
Mississippi2
Montana3
North Carolina11
North Dakota1
Nebraska4
New Hampshire1
New Jersey3
New Mexico2
Nevada2
New York18
Ohio15
Oklahoma4
Oregon5
Pennsylvania18
Rhode Island2
South Carolina3
South Dakota2
Tennessee14
Texas18
Utah1
Virginia8
Washington12
Wisconsin6
West Virginia2
Wyoming2
International1
Total381

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