Nonprofit · EIN 74-2560499
TEXAS ALPHA ENDOWMENT FUND INC
Tax-exempt · AUSTIN, TX 78755
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $900,041 | $577,541 | $322,500 | $786,686 | $0 | $786,686 |
| June 30, 2024 | 990 | $308,300 | $259,647 | $48,653 | $464,186 | $0 | $464,186 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $898,543
- Program service revenue
- $0
- Investment income
- $1,498
- Net gain from sales of assets
- -$20,041
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $527,532
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $696
- Accounting fees
- $7,425
- Travel
- $338
- Depreciation
- $6,297
- Program services (functional)
- $563,741
- Management and general (functional)
- $8,241
- Fundraising (functional)
- $5,559
Balance sheet and other
- Total assets, start of year
- $464,186
- Total assets, end of year
- $786,686
- Total liabilities, end of year
- $0
- Net assets, end of year
- $786,686
- Land, buildings and equipment
- $12,595
- Publicly traded securities
- $589,241
- Net assets without donor restrictions
- $484,075
- Net assets with donor restrictions
- $302,611
- Gross receipts
- $1,476,585
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1991
- State of legal domicile
- TX
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelly Fish | President to 1/24/25 Trustee or director, Officer | 4 | $0 |
| Tom Pennington | President from 1/25/25 Trustee or director, Officer | 5 | $0 |
| Brian Crow | Vice President to 1/24/25 Trustee or director, Officer | 1 | $0 |
| Rob Zivney | Vice President from 1/25/25 Trustee or director, Officer | 1 | $0 |
| Ken Sandoval | Treasurer to 1/24/25 Trustee or director, Officer | 4 | $0 |
| Alan Orwick | Treasurer from 1/25/25 Trustee or director, Officer | 4 | $0 |
| Brian Crow | Secretary from 1/25/25 Trustee or director, Officer | 1 | $0 |
| Brad Fisher | Director Trustee or director | 1 | $0 |
| Trent Patterson | Director Trustee or director | 0.25 | $0 |
| Justin Smith | Director Trustee or director | 1 | $0 |
| Rob Zivney | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelly Fish | President Trustee or director, Officer | 4 | $0 |
| Brian Crow | Vice President Trustee or director, Officer | 1 | $0 |
| Tom Pennington | Secretary Trustee or director, Officer | 1 | $0 |
| Ken Sandoval | Treasurer Trustee or director, Officer | 4 | $0 |
| Ed Figueredo | Director Trustee or director | 1 | $0 |
| Brad Fisher | Director Trustee or director | 1 | $0 |
| Trent Patterson | Director Trustee or director | 0.25 | $0 |
| Justin Smith | Director Trustee or director | 1 | $0 |
| Michael Streich | Director Trustee or director | 0.25 | $0 |
| Rob Zivney | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 28061, AUSTIN, TX 78755-8061
- Principal officer (990 for 2024)
- Tom Pennington, PO Box 28061, Austin, TX 787558061
- Signed the 990
- Tom Pennington, President
- Phone
- (713) 752-8628
- Return prepared by
- Blazek & Vetterling
Mission
The Texas Alpha Endowment Fund, Inc. (T.A.E.F.) provides funding for educational and leadership programs within the Phi Kappa Psi Fraternity House at the University of Texas to enhance the education of students and encourage personal growth and leadership skills.
Program accomplishments
- The T.A.E.F provides funding for educational and leadership programs including, but not limited to, individual scholarships and grants, tutoring, career mentoring, leadership training, educational seminars, and lectures, the support of overseas study or summer internships, and grants for educational areas and resources within the chapter house.Expenses $563,741 · grants $527,532
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 74-2560499
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $786,686
- Income (IRS master file)
- $1,476,585
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $900,041 | $577,541 | $786,686 | XML |
| 990 | June 2024 | $308,300 | $259,647 | $464,186 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
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 74-2560499).
Questions about TEXAS ALPHA ENDOWMENT FUND INC
- What is the EIN of TEXAS ALPHA ENDOWMENT FUND INC?
- The employer identification number (EIN) of TEXAS ALPHA ENDOWMENT FUND INC is 74-2560499.
- Is TEXAS ALPHA ENDOWMENT FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to TEXAS ALPHA ENDOWMENT FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TEXAS ALPHA ENDOWMENT FUND INC 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 TEXAS ALPHA ENDOWMENT FUND INC 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 TEXAS ALPHA ENDOWMENT FUND INC 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 TEXAS ALPHA ENDOWMENT FUND INC?
- The 990 for the year ended June 30, 2025 names Tom Pennington.
- Who are the officers and directors of TEXAS ALPHA ENDOWMENT FUND INC?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does TEXAS ALPHA ENDOWMENT FUND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $900,041, expenses of $577,541 and total assets of $786,686 at year end.
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