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Nonprofit · EIN 36-3062953

IOTA PHI LAMBDA SORORITY EDUCATIONAL FUND

Tax-exempt (reinstated) · WASHINGTON, DC 20003

Financials

$57K$53K2024
Revenue Expenses · by fiscal year end
Financials of IOTA PHI LAMBDA SORORITY EDUCATIONAL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$57,200$53,417$3,783$241,295$0$241,295
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$57,200
of which government grants
$5,311
Program service revenue
$0
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Travel
$4,251
Program services (functional)
$53,216
Management and general (functional)
$201

Balance sheet and other

Total assets, start of year
$237,512
Total assets, end of year
$241,295
Total liabilities, end of year
$0
Net assets, end of year
$241,295
Net assets without donor restrictions
$241,295
Gross receipts
$57,200
Employees
0
Year formed
1930
State of legal domicile
IL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
KAREN AREYDIRECTOR
Trustee or director
–$0
GINA BARRYDIRECTOR
Trustee or director
–$0
CHARLOTTE D BERRYPRESIDENT
Trustee or director
–$0
DIDI BOYNTONDIRECTOR
Trustee or director
–$0
AUDREY DOUGLAS-COOKIEDIRECTOR
Trustee or director
–$0
NICOLE L GEORGETREASURER
Trustee or director, Officer
–$0
VELENCIA D HALLDIRECTOR
Trustee or director
–$0
CYNTHIA L HARRISJOURNALIST
Trustee or director
–$0
WENDY B JACQUESPRESIDENT EL
Trustee or director
–$0
VONETTA B MARTINFINANCIAL SE
Trustee or director
–$0
DONNA MITCHELLSECRETARY
Trustee or director
–$0
GLORIA PERRYDIRECTOR
Trustee or director
–$0

Address and contacts

Address (IRS master file)
80 M ST SE, WASHINGTON, DC 20003-3544
In care of
% BESSIE JOWERS
Mailing address (990-N for 2023)
80 M Street SE, Washington DC 20003
Principal officer (990 for 2024)
NICOLE L GEORGE, 2723 ZEEK LN, LANHAM, MD 20706
Principal officer (990-N for 2023)
Charlotte Berry, 430 The Meadows Pkwy, Desoto TX 75115
Signed the 990
NICOLE L GEORGE, TREASURER
Phone
(301) 648-1363
Return prepared by
KHAN & COMPANY AZ LLC

Mission

THE IOTA EDUCATION FUND IS A 501(C)(3) NONPROFIT ORGANIZATION DEDICATED TO TRANSFORMING LIVES BY PROVIDING SCHOLARSHIPS TO DESERVING STUDENTS. WE BELIEVE THAT EDUCATION IS THE KEY TO UNLOCKING POTENTIAL AND CREATING OPPORTUNITIES FOR A BRIGHTER FUTURE.

990 for the year ended June 30, 2025

Program accomplishments

  • OTHERS
  • OTHERS
    Expenses $53,216

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990-N on file

IRS record

EIN
36-3062953
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2014
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B83)
Assets (IRS master file)
$241,295
Income (IRS master file)
$57,200

Revocation and reinstatement

Exemption revoked
November 15, 2010
Posted by the IRS
March 25, 2014
Reinstated
Effective November 15, 2010

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$57,200$53,417$241,295XML
990-N for 2023
Officer: Charlotte Berry
June 30, 2024≤ $50,000 receipts––e-Postcard
990-N for 2022
Officer: Charlotte Berry
June 30, 2023≤ $50,000 receipts––e-Postcard
990-N for 2020June 30, 2021≤ $50,000 receipts––e-Postcard
990-N for 2019June 30, 2020≤ $50,000 receipts––e-Postcard
990-N for 2018June 30, 2019≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3062953).

Questions about IOTA PHI LAMBDA SORORITY EDUCATIONAL FUND

What is the EIN of IOTA PHI LAMBDA SORORITY EDUCATIONAL FUND?
The employer identification number (EIN) of IOTA PHI LAMBDA SORORITY EDUCATIONAL FUND is 36-3062953.
Is IOTA PHI LAMBDA SORORITY EDUCATIONAL FUND tax-exempt?
Yes. The IRS revoked its exemption on November 15, 2010 and reinstated it effective November 15, 2010.
Are donations to IOTA PHI LAMBDA SORORITY EDUCATIONAL FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does IOTA PHI LAMBDA SORORITY EDUCATIONAL FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of IOTA PHI LAMBDA SORORITY EDUCATIONAL FUND due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did IOTA PHI LAMBDA SORORITY EDUCATIONAL FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of IOTA PHI LAMBDA SORORITY EDUCATIONAL FUND?
The 990 for the year ended June 30, 2025 names NICOLE L GEORGE.
Who are the officers and directors of IOTA PHI LAMBDA SORORITY EDUCATIONAL FUND?
The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
How much revenue does IOTA PHI LAMBDA SORORITY EDUCATIONAL FUND have?
On its 990 for the year ended June 30, 2025 it reported revenue of $57,200, expenses of $53,417 and total assets of $241,295 at year end.

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