Form 990 for tax year 2022

Totals

Total revenue

$3,926,787

Total expenses

$6,028,158

Contributions and grants received

$4,008,943

Grants paid

$3,217,036

Program service revenue

$0

Investment income

-$108,790

Other revenue

$26,634

Total assets, end of year

$25,092,722

Total liabilities, end of year

$475,721

Net assets or fund balances, end of year

$24,617,001

Program services expenses (Part IX)

$3,655,880

Management and general expenses

$809,004

Fundraising expenses

$1,563,274

Program service expenses (Part III)

$3,655,880

Program services were 60.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2022

• LEADERSHIP - THE FOUNDATION SUPPORTS INNOVATIVE LEADERSHIP AND EDUCATIONAL PROGRAMMING THAT HELPS WOMEN GROW WITHIN THEIR CHAPTER, ON CAMPUS, AND IN THE WORKPLACE. THE PROGRAMS INCLUDE THE FOLLOWING: LIVE COURAGEOUSLY SERIES (EMPOWERS MEMBERS TO BE PROACTIVE IN A DIFFICULT SITUATION, TO ACT, AND TO CARE FOR ONE ANOTHER), STAND TOGETHER (TEACHES MEMBERS HOW TO MAKE ALPHA PHI A MORE WELCOMING, SAFE, AND INCLUSIVE ENVIRONMENT), LEAGUE OF COACHES (PROVIDES AN OPPORTUNITY FOR A DIVERSE GROUP OF ALUMNAE AND INDUSTRY LEADERS TO SHARE THEIR KNOWLEDGE AND EXPERTISE), LEGACY OF LEADERS(INCLUDES INNOVATIVE OPPORTUNITIES TO TEACH, INSPIRE, AND EDUCATE MEMBERS ABOUT HOW TO INFLUENCE CHANGE THROUGH EMPOWERING LEADERSHIP IN THEIR COMMUNITIES. THE FOUNDATION PROVIDES GRANTS FOR LEADERSHIP PROGRAMING AT THE CHAPTER LEVEL, AND GENEROUS HEARTS (REFLECTS THE LONG-STANDING COMMITMENT TO GIVING BACK AND PROVIDES NEW OPPORTUNITIES FOR COMMUNITY INVOLVEMENT AND EDUCATION).IN ADDITION, THE FOUNDATION SUPPORTS PROGRAMS THAT PROVIDE CONTINUED LEADERSHIP DEVELOPMENT OPPORTUNITIES AT THE CHAPTER LEVEL.

  Expenses $1,744,339 · Grants $1,564,218

• SCHOLARSHIPS - THE FOUNDATION AWARDS 73 MERIT AND NEED BASED EDUCATIONAL SCHOLARSHIPS TO COLLEGIATE AND ALUMNAE STUDENTS BASED ON ACADEMIC ACHIEVEMENT, ORGANIZATIONAL AND COMMUNITY ACTIVITIES, REFERENCES, AND PERSONAL ESSAYS. THEY MAY BE USED TOWARDS ACADEMIC ACTIVITIES INCLUDING TUITION, COURSE-RELATED FEES, AND BOOKS AND SUPPLIES REQUIRED FOR COURSE ENROLLMENT. SCHOLARSHIPS MAY BE USED TOWARDS FULL-TIME OR PART-TIME ENROLLMENT, A STATUS DEFINED IN ACCORDANCE WITH THE FULL-TIME AND PART-TIMEPOLICIES OF THE UNIVERSITY/COLLEGE.

  Expenses $381,337 · Grants $287,697

• COMMUNITY CONTRIBUTIONS - THE FOUNDATION PROVIDES GRANTS TO 501(C)3 ORGANIZATIONS WITH A SHARED FOCUS IN HEART HEALTH. THEY ARE MADE ON BEHALF OF ALPHA PHI FRATERNITY'S LOCAL CHAPTERS. THESE COMMUNITY CONTRIBUTION GRANTS ARE REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR. THE HEART TO HEART GRANT IS AWARDED ANNUALLY TO HOSPITALS, EDUCATIONAL INSTITUTIONS, AND RESEARCH ORGANIZATIONS PERFORMING WORK IN THE AREA OF CARDIAC CARE AND RESEARCH. THESE GRANTS SUPPORT GROUNDBREAKING CARDIAC ADVANCEMENTS. IN THIS FISCAL YEAR, THE GRANT FUNDED RESEARCH AIMING TO BETTER UNDERSTAND HFPEF (HEART FAILURE WITH PRESERVED EJECTION FRACTION) TO OFFER NEW APPROACHES TO TREATMENT. IN ADDITION, THE FOUNDATION AWARDED 16 GRANTS TO 501(C)3 ORGANIZATIONS WITH A SHARED FOCUS IN HEART HEALTH.

  Expenses $375,239 · Grants $291,717

• FORGET-ME-NOT THESE ASSISTANCE GRANTS ARE PAID TO ALPHA PHI FRATERNITY COLLEGIANS AND ALUMNAE IN GOOD STANDING WHO ARE FACING SEVERE FINANCIAL DISTRESS, SERIOUS HEALTH ISSUES, CONSEQUENCES OF NATURAL DISASTERS, AND URGENT FAMILY CRISES. THE GRANT IS DESIGNED TO PROVIDE TEMPORARY, SHORT-TERM, FINANCIAL ASSISTANCE FOR AN UNFORESEEN EVENT. MEMBERS MAY APPLY ON THEIR OWN OR ON BEHALF OF A SISTER IN NEED.APPLICATIONS ARE APPROVED BY THE EXECUTIVE DIRECTOR. MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS, FOUNDATION STAFF, AND FAMILY MEMBERS OF BOTH ARE INELIGIBLE. HERITAGE AND EDUCATIONAL HOUSING GRANTS PROVIDE GRANTS FOR SPACE RELATED TO EDUCATIONAL PURPOSES IN COLLEGIATE CHAPTER FACILITIES. PROVIDE GRANTS FOR ORGANIZATIONAL HISTORY PROJECTS AND SPACES.

  Expenses $1,154,965 · Grants $1,073,405

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• ALPHA PHI INTERNATIONAL FRATERNITY INC

  $1,466,970

  LEADERSHIP TRAINING

• UNIVERSITY OF FLORIDA FOUNDATION INC

  $100,000

  HEART HEALTH

• UNIVERSITY OF MICHIGAN

  $81,500

  SCHOLARSHIP

• TALLAHASSEE MEMORIAL HEART AND VASCULAR CENTER

  $58,276

  HEART HEALTH

• UNIVERSITY OF WASHINGTON FOUNDATION

  $43,378

  SCHOLARSHIP

• STANFORD UNIVERSITY

  $18,000

  SCHOLARSHIP

• STEVENS INSTITUTE OF TECHNOLOGY OFFICE OF FINANCIAL AID

  $18,000

  SCHOLARSHIP

• YALE SCHOOL OF MEDICINE

  $17,300

  SCHOLARSHIP

• UNIVERSITY OF NEBRASKA-LINCOLN

  $12,950

  SCHOLARSHIP

• WICHITA STATE UNIVERSITY

  $12,600

  SCHOLARSHIP

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type

form_990

Tax year

2022

Filed

22 March 2024

IRS schema version

2022v5.0

Source object

202430859349301508

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.