Civic Intelligence

Alpha Gamma Delta Fraternity - Gamma Eta High Point University

990 • Fiscal year 2014 • EIN 11-6077335

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

6 Ashton CTHigh Point, NC 27410

(336) 288-1300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Net Margin

60th percentile

6.2%

Higher net margin than 60% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Asset Growth

84th percentile

28%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

68th percentile

9.9%

Faster revenue growth than 68% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$58,433

Up $12,790 (+28%) from 2013

Net Assets

Up

$58,433

Up $12,790 (+28%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$207,407

Up $18,603 (+9.9%) from 2013

Expenses

Up

$194,617

Up $13,657 (+7.5%) from 2013

Net Income

Up

$12,790

Up $4,946 (+63%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $54,035Liabilities 2011: $0Net Assets 2011: $54,0352011Assets 2012: $37,799Liabilities 2012: $0Net Assets 2012: $37,7992012Assets 2013: $45,643Liabilities 2013: $0Net Assets 2013: $45,6432013Assets 2014: $58,433Liabilities 2014: $0Net Assets 2014: $58,4332014Assets 2015: $87,205Liabilities 2015: $0Net Assets 2015: $87,2052015Assets 2016: $91,796Liabilities 2016: $0Net Assets 2016: $91,7962016Assets 2018: $120,325Liabilities 2018: $0Net Assets 2018: $120,3252018Assets 2019: $77,626Liabilities 2019: $0Net Assets 2019: $77,6262019Assets 2020: $86,627Liabilities 2020: $0Net Assets 2020: $86,6272020Assets 2021: $109,642Liabilities 2021: $0Net Assets 2021: $109,6422021Assets 2022: $121,783Liabilities 2022: $40,107Net Assets 2022: $81,5922022Assets 2023: $77,055Liabilities 2023: $0Net Assets 2023: $77,0552023Assets 2024: $100,445Liabilities 2024: $0Net Assets 2024: $100,4452024Assets 2025: $91,446Liabilities 2025: $0Net Assets 2025: $91,4462025

Highlighted filing

2014

Assets$58,433
Liabilities$0
Net Assets$58,433

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $135,347Expenses 2011: $104,339Net Income 2011: $31,0082011Revenue 2012: $186,078Expenses 2012: $202,314Net Income 2012: -$16,2362012Revenue 2013: $188,804Expenses 2013: $180,960Net Income 2013: $7,8442013Revenue 2014: $207,407Expenses 2014: $194,617Net Income 2014: $12,7902014Revenue 2015: $248,298Expenses 2015: $219,526Net Income 2015: $28,7722015Revenue 2016: $233,479Expenses 2016: $228,888Net Income 2016: $4,5912016Revenue 2018: $328,919Expenses 2018: $290,625Net Income 2018: $38,2942018Revenue 2019: $250,161Expenses 2019: $292,860Net Income 2019: -$42,6992019Revenue 2020: $211,859Expenses 2020: $202,858Net Income 2020: $9,0012020Revenue 2021: $186,574Expenses 2021: $163,559Net Income 2021: $23,0152021Revenue 2022: $102,721Expenses 2022: $147,219Net Income 2022: -$44,4982022Revenue 2023: $211,760Expenses 2023: $216,381Net Income 2023: -$4,6212023Revenue 2024: $262,063Expenses 2024: $238,673Net Income 2024: $23,3902024Revenue 2025: $276,869Expenses 2025: $285,868Net Income 2025: -$8,9992025

Highlighted filing

2014

Revenue$207,407
Expenses$194,617
Net Income$12,790
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$211,263
Mission and Program Overview

Mission

The sorority is a local chapter of a national collegiate social sorority, for which purpose is to provide meals, housing and social programs for the local social sorority members.

To support the social and educational development of the local sorority members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$45,643$58,433▲ $12,790
Pd in Cap Srpls Land Bldg Eqp Fund$45,643$45,643→ $0
Rtn Earn Endowment Incm Other Fnds$0$12,790▲ $12,790
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$45,643$58,433▲ $12,790
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$45,643$58,433▲ $12,790
Total Liabilities and Net Assets / Fund Balance$45,643$58,433▲ $12,790
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brittany PaulPresident
Megan KaswandikActivities Coordinator
Elizabeth WagnerAlpha Experience Coordinator
KELLY O'SULLIVANAlpha Experience Coordinator
Hannah LeslieAlumnae Relations Coordinator
Rebecca DornanCo-social Coordinator
Kristin StergarCOR Coordinator
Samantha EvansCorrespondence Coordinator
Taylor NissDelta Experience Coordinator
Melissa BenowitzGamma Experience Coordinator
Jacey TriceMembership Coordinator
Brittany VosePhilanthropy Coordinator
Dana MclaughlinProperty Coordinator
Jaclyn TozloskyPublic Relations Coordinator
Leeann MorrisonPublications Coordinator
Taylor MalengoPurchasing Coordinator
MAURA O'BRIENRisk Management Coordinator
Laura BernitskyRitual Coordinator
Ashley RogersSisterhood Coordinator
Mollie MckinleySocial Coordinator
Jaclyn TozloskySocial Media Coordinator
Hollyn MudgeTreasurer
Grace WeaverVP Campus Relations
Monica BeilerVP Finance
Michelle BarnaVP Member Development
Genevieve HarringtonVP Operations
Mallory JanszenVP Recruitment
Katherine AlbrechtVP Scholarship
Lacey GouldWebsite Coordinator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$157,368
Investment Income
$7
Other Revenue
$50,032
Change in Net Assets
$12,790
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$187,481
Grants and Similar Amounts Paid$7,136
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$21,705
Fees for Services Accounting---$11,556
Grants to Domestic Orgs---$7,136
Conferences and Meetings---$6,231
Other Expenses---$3,585
All Other Expenses---$725
Total Functional Expenses$0$0$0$194,617
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,302
Fundraising Direct Expenses$3,856
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The organization's form 990 is prepared by a certified public accountant experienced in the area of non-profit taxation. The board makes a cursory review of the return to make sure no material omissions or misstatements are made on the return before it is filed. Once approved, the return is signed by an authorized agent and filed.

Form 990, Part VI, Section B, Line 12C

The board reviews and monitors any actual or potential conflicts of interest that the sorority may have.

Form 990, Part VI, Section C, Line 19

Upon request, within one week of request

Filing and Contact Details

Filer

EIN
11-6077335
Phone
3362881300

Signing Officer

Name
Rebecca Phillips
Title
Finance Advisor
Phone
3362881300
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca Phillips
Formed
1955
Legal Domicile
Nc
Voting Board Members
29
Independent Board Members
29
Employees
0
Volunteers
38

Preparer

Preparer
Kristine P Braxton CPA
Phone
7063245435
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0ACTIVITIES COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1ALPHA EXPERIENCE COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2ALUMNAE RELATIONS COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3COR COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CORRESPONDENCE COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DELTA EXPERIENCE COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6GAMMA EXPERIENCE COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBERSHIP COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PHILANTHROPY COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10PROPERTY COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11PUBLIC RELATIONS COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PUBLICATIONS COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PURCHASING COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14RISK MANAGEMENT COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15RITUAL COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP CAMPUS RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP MEMBER DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP RECRUITMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP SCHOLARSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt22ALPHA EXPERIENCE COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23SOCIAL MEDIA COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt25CO-SOCIAL COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26SISTERHOOD COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27SOCIAL COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28WEBSITE COORDINATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt03856
IRS990/FundraisingGrossIncomeAmt011302
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt029
IRS990/GrantsToDomesticOrgsGrp/TotalAmt07136
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0211263
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GroupExemptionNum00416
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt029
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitiationFeesAndCapContriAmt015155
IRS990/InvestmentIncomeGrp/ExclusionAmt07
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt02136
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt02136
IRS990/MissionDesc0THE SORORITY IS A LOCAL CHAPTER OF A NATIONAL COLLEGIATE SOCIAL SORORITY, FOR WHICH PURPOSE IS TO PROVIDE MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL SORORITY MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt045643
IRS990/NetAssetsOrFundBalancesEOYAmt058433
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt07446
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt07446
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt021705
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP DUES & ASSES
IRS990/OtherExpensesGrp/Desc1OTHER - PURCHASE/MERCH
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
IRS990/OtherExpensesGrp/TotalAmt084602
IRS990/OtherExpensesGrp/TotalAmt132266
IRS990/OtherExpensesGrp/TotalAmt226811
IRS990/OtherExpensesGrp/TotalAmt33585
IRS990/OtherOrganizationDsc0SORORITY CHAPTER
IRS990/OtherRevenueMiscGrp/BusinessCd0611310
IRS990/OtherRevenueMiscGrp/BusinessCd1611310
IRS990/OtherRevenueMiscGrp/BusinessCd2611310
IRS990/OtherRevenueMiscGrp/Desc0OTHER - PURCHASE/MERCH
IRS990/OtherRevenueMiscGrp/Desc1FINES
IRS990/OtherRevenueMiscGrp/Desc2LATE FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt032266
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt14160
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt24024
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt032266
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14160
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt24024
IRS990/OtherRevenueTotalAmt042586
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt045643
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt045643
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0REBECCA PHILLIPS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611310
IRS990/ProgramServiceRevenueGrp/BusinessCd1611310
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES AND AS
IRS990/ProgramServiceRevenueGrp/Desc1OCCUPANCY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0135521
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt121847
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0135521
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt121847
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt07136
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0173824
IRS990/PYOtherRevenueAmt0188804
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt07844
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0180960
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0188804
IRS990/ReconcilationRevenueExpnssAmt012790
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt012790
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT EXPERIENCED IN THE AREA OF NON-PROFIT TAXATION. THE BOARD MAKES A CURSORY REVIEW OF THE RETURN TO MAKE SURE NO MATERIAL OMISSIONS OR MISSTATEMENTS ARE MADE ON THE RETURN BEFORE IT IS FILED. ONCE APPROVED, THE RETURN IS SIGNED BY AN AUTHORIZED AGENT AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS AND MONITORS ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST THAT THE SORORITY MAY HAVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST, WITHIN ONE WEEK OF REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt045643
IRS990/TotalAssetsEOYAmt058433
IRS990/TotalAssetsGrp/BOYAmt045643
IRS990/TotalAssetsGrp/EOYAmt058433

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$2.77$2.86$0.09
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$2.62$2.39$0.23
2023Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$2.12$2.16$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.40$0.82$1.03$1.47$0.44
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$1.87$1.64$0.23
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$2.12$2.03$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$2.50$2.93$0.43
2018Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$3.29$2.91$0.38
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$2.33$2.29$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$2.48$2.20$0.29
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$2.07$1.95$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$1.89$1.81$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.38$1.86$2.02$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$1.35$1.04$0.31