Form 990 for tax year 2024
Filed by ALPHA EPSILON PI FRATERNITY INC.
Totals
- Total revenue
- $6,152,973
- Total expenses
- $6,450,661
- Contributions and grants received
- $1,105,240
- Grants paid
- $0
- Program service revenue
- $4,902,734
- Investment income
- $92,549
- Other revenue
- $52,450
- Total assets, end of year
- $3,156,158
- Total liabilities, end of year
- $500,613
- Net assets or fund balances, end of year
- $2,655,545
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$1,015,594
-
1f · All other contributions, gifts and grants
$89,646
-
2a · Program service revenue: MEMBER DUES
total $4,546,120 · related or exempt $4,546,120
-
2b · Program service revenue: SERVICE FEE INCOME
total $257,200 · related or exempt $257,200
-
2c · Program service revenue: LEADERSHIP EDUCATION
total $99,414 · related or exempt $99,414
-
3 · Investment income
total $66,045 · unrelated business $66,045
-
5 · Royalties
total $42,318 · unrelated business $42,318
-
7a · Gross sales of assets other than inventory
securities $313,345
-
7b · Less cost or other basis and sales expenses
securities $286,841
-
7c · Gain or loss
securities $26,504
-
7d · Net gain or loss
total $26,504 · unrelated business $26,504
-
11a · Other revenue: MISCELLANEOUS INCOME
total $10,132 · related or exempt $10,132
-
11e · Other revenue, total
$10,132
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $280,324
-
7 · Other salaries and wages
total $2,236,843
-
8 · Pension plan contributions
total $63,122
-
9 · Other employee benefits
total $131,577
-
10 · Payroll taxes
total $190,083
-
11b · Fees: legal
total $114,699
-
11c · Fees: accounting
total $33,755
-
11f · Fees: investment management
total $12,189
-
11g · Fees: other
total $95,239
-
12 · Advertising and promotion
total $30,671
-
13 · Office expenses
total $138,393
-
14 · Information technology
total $51,750
-
16 · Occupancy
total $52,516
-
17 · Travel
total $406,263
-
19 · Conferences, conventions and meetings
total $88,562
-
20 · Interest
total $13,426
-
22 · Depreciation, depletion and amortization
total $90,000
-
23 · Insurance
total $1,277,845
-
24a · Other expenses: PROGRAM EXPENSE
total $1,000,999
-
24b · Other expenses: CHAPTER SERVICES
total $97,952
-
24c · Other expenses: DUES & SUB.
total $34,740
-
24d · Other expenses: MISCELLANEOUS EXPENSE
total $9,713
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $278,361 · end of year $270,682
-
2 · Savings and temporary cash investments
beginning of year $1,044,443 · end of year $945,162
-
4 · Accounts receivable
beginning of year $76,200 · end of year $64,821
-
8 · Inventories for sale or use
beginning of year $41,616 · end of year $130,744
-
9 · Prepaid expenses and deferred charges
beginning of year $20,000 · end of year $64,686
-
11 · Investments: publicly traded securities
beginning of year $1,622,559 · end of year $1,447,563
-
14 · Intangible assets
beginning of year $322,500 · end of year $232,500
-
15 · Other assets
beginning of year $27,999 · end of year $0
-
17 · Accounts payable and accrued expenses
end of year $78,136
-
24 · Unsecured notes and loans payable
beginning of year $343,844 · end of year $262,714
-
25 · Other liabilities
beginning of year $170,551 · end of year $159,763
-
27 · Net assets without donor restrictions
beginning of year $2,919,283 · end of year $2,655,545
Mission and programs · 2024
Mission
DEVELOPING LEADERSHIP FOR THE JEWISH COMMUNITY.
-
ASSIST WITH EDUCATION ON LEADERSHIP, CHAPTER MANAGEMENT, FRATERNITY POLICIES, AND HEALTH AND SAFETY ISSUES THAT FACE UNDERGRADUATE STUDENTS ON THEIR CAMPUSES. UTILIZE REGIONAL AND NATIONAL CONFERENCES AS WELL AS DIGITAL PLATFORMS AND TRAVELING STAFF TO PROVIDE RESOURCES AND ADVICE TO MEMBERS AND RECOGNIZED CHAPTERS. EQUIP STUDENTS WITH NECESSARY TOOLS TO COMBAT ANTISEMITISM
-
ADVISE CHAPTER MEMBERS AND LEADERS ON PERSONAL DEVELOPMENT IN LINE WITH FRATERNITY VALUES THROUGH PARTICIPATION IN COMMUNITY SERVICE, PHILANTHROPIC, AND JEWISH COMMUNAL INVOLVEMENT
As filed on the 2024 return.
Listed in Part VII
-
Eric FarbmanERIC FARBMAN
SUPREME MASTER
- Total calculated
- $0
- Hours/week
- 2
-
Scott KnappSCOTT KNAPP
PAST SUPREME MASTER
- Total calculated
- $0
- Hours/week
- 2
-
Adam CohenADAM COHEN
SUPREME MASTER-ELECT
- Total calculated
- $0
- Hours/week
- 2
-
Jeremy BrookJEREMY BROOK
SUPREME SCRIBE
- Total calculated
- $0
- Hours/week
- 2
-
David KirschnerDAVID KIRSCHNER
SUPREME EXCHEQUER
- Total calculated
- $0
- Hours/week
- 2
-
Craig RosenbergCRAIG ROSENBERG
SUPREME SENTINEL
- Total calculated
- $0
- Hours/week
- 2
-
Evan DerrowEVAN DERROW
SUPREME GOVERNOR
- Total calculated
- $0
- Hours/week
- 2
-
Michael OxmanMICHAEL OXMAN
SUPREME GOVERNOR
- Total calculated
- $0
- Hours/week
- 2
-
Max GreenMAX GREEN
SUPREME GOVERNOR
- Total calculated
- $0
- Hours/week
- 2
-
Steven SenftSTEVEN SENFT
SUPREME GOVERNOR
- Total calculated
- $0
- Hours/week
- 2
-
Marc PineMARC PINE
SUPREME GOVERNOR
- Total calculated
- $0
- Hours/week
- 2
-
Rob DerdigerROB DERDIGER
CEO
- Total calculated
- $272,442
- From this org
- $256,962
- From related orgs
- $0
- Other
- $15,480
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $241,962
- Bonus
- $15,000
- Other
- $0
- Deferred
- $7,714
- Nontaxable benefits
- $7,766
- Filer's total
- $272,442
-
Michael WaitzMICHAEL WAITZ
COO
- Total calculated
- $232,258
- From this org
- $218,616
- From related orgs
- $0
- Other
- $13,642
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $208,616
- Bonus
- $10,000
- Other
- $0
- Deferred
- $6,558
- Nontaxable benefits
- $7,084
- Filer's total
- $232,258
-
Andrew NeibergANDREW NEIBERG
DIRECTOR OF CAMPUS OPERATI
- Total calculated
- $180,520
- From this org
- $167,710
- From related orgs
- $0
- Other
- $12,810
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,960
- Bonus
- $7,750
- Other
- $0
- Deferred
- $5,044
- Nontaxable benefits
- $7,766
- Filer's total
- $180,520
-
Lynsie MorganLYNSIE MORGAN
DIRECTOR OF EVENTS
- Total calculated
- $143,023
- From this org
- $131,305
- From related orgs
- $0
- Other
- $11,718
- Hours/week
- 40
-
Joshua SchenkJOSHUA SCHENK
DIRECTOR OF HOUSING
- Total calculated
- $144,922
- From this org
- $133,149
- From related orgs
- $0
- Other
- $11,773
- Hours/week
- 1 + 40 related
-
Jordan PollackJORDAN POLLACK
COMPTROLLER
- Total calculated
- $124,429
- From this org
- $124,108
- From related orgs
- $0
- Other
- $321
- Hours/week
- 35 + 5 related
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
Answered yes
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
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
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · EDUCATIONAL AND SCHOLASTIC ASSISTANCE TO ALPHA EPSILON PI FRATERNITY · IN
-
ESPONDA ASSOCIATES INC
501(C)(7) · HOUSING AND RELATED ACTIVITIES TO CHAPTERS OF ALPHA EPSILON PI · IN
-
EDGEMERE FRATERNAL PROPERTIES INC
501(C)(7) · HOUSING AND RELATED ACTIVITIES TO CHAPTERS OF ALPHA EPSILON PI · IN
-
501(C)(7) · PROPERTY MANAGEMENT · IN
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 April 2026
- IRS schema version
- 2024v5.5
- Source object
- 202631059349300033
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