Civic Intelligence

Delta Chapter of Alpha Phi Inc

990 • Fiscal year 2020 • EIN 16-6070757

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 04, 2020

8425 Woodfield Crossing Blvd 110Indianapolis, IN 46240

(317) 469-4500

Siviq Scores

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

Liabilities / Assets

34th percentile

0.07x

Higher debt load relative to assets than 34% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

36th percentile

0.19x

Higher debt load relative to revenue than 36% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Net Margin

24th percentile

-6.5%

Higher net margin than 24% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Asset Growth

15th percentile

-5.9%

Faster asset growth than 15% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,105,740

Down $69,497 (-5.9%) from 2019

Net Assets

Down

$1,030,045

Down $52,223 (-4.8%) from 2019

Liabilities

Down

$75,695

Down $17,274 (-19%) from 2019

Revenue

Down

$408,368

Down $100,415 (-20%) from 2019

Expenses

Up

$434,880

Up $19,984 (+4.8%) from 2019

Net Income

Down

-$26,512

Down $120,399 (-128%) from 2019

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,115,507Liabilities 2011: $183,654Net Assets 2011: $931,8532011Assets 2012: $1,204,562Liabilities 2012: $172,625Net Assets 2012: $1,031,9372012Assets 2013: $785,780Liabilities 2013: $164,732Net Assets 2013: $621,0482013Assets 2014: $829,390Liabilities 2014: $166,472Net Assets 2014: $662,9182014Assets 2015: $953,549Liabilities 2015: $152,675Net Assets 2015: $800,8742015Assets 2016: $1,056,403Liabilities 2016: $143,283Net Assets 2016: $913,1202016Assets 2017: $1,043,928Liabilities 2017: $128,378Net Assets 2017: $915,5502017Assets 2018: $1,111,643Liabilities 2018: $114,140Net Assets 2018: $997,5032018Assets 2019: $1,175,237Liabilities 2019: $92,969Net Assets 2019: $1,082,2682019Assets 2020: $1,105,740Liabilities 2020: $75,695Net Assets 2020: $1,030,0452020Assets 2021: $1,126,384Liabilities 2021: $57,258Net Assets 2021: $1,069,1262021Assets 2022: $1,284,869Liabilities 2022: $42,893Net Assets 2022: $1,241,9762022Assets 2023: $1,438,678Liabilities 2023: $86,814Net Assets 2023: $1,351,8642023Assets 2024: $1,487,975Liabilities 2024: $25,917Net Assets 2024: $1,462,0582024Assets 2025: $1,516,352Liabilities 2025: $22,757Net Assets 2025: $1,493,5952025

Highlighted filing

2020

Assets$1,105,740
Liabilities$75,695
Net Assets$1,030,045

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $388,973Expenses 2011: $315,724Net Income 2011: $73,2492011Revenue 2012: $417,750Expenses 2012: $317,666Net Income 2012: $100,0842012Revenue 2013: $350,012Expenses 2013: $346,321Net Income 2013: $3,6912013Revenue 2014: $468,144Expenses 2014: $427,891Net Income 2014: $40,2532014Revenue 2015: $456,218Expenses 2015: $402,848Net Income 2015: $53,3702015Revenue 2016: $472,788Expenses 2016: $364,354Net Income 2016: $108,4342016Revenue 2017: $470,877Expenses 2017: $468,726Net Income 2017: $2,1512017Revenue 2018: $474,496Expenses 2018: $386,523Net Income 2018: $87,9732018Revenue 2019: $508,783Expenses 2019: $414,896Net Income 2019: $93,8872019Revenue 2020: $408,368Expenses 2020: $434,880Net Income 2020: -$26,5122020Revenue 2021: $376,088Expenses 2021: $342,942Net Income 2021: $33,1462021Revenue 2022: $561,291Expenses 2022: $360,027Net Income 2022: $201,2642022Revenue 2023: $567,203Expenses 2023: $446,235Net Income 2023: $120,9682023Revenue 2024: $610,565Expenses 2024: $499,760Net Income 2024: $110,8052024Revenue 2025: $668,901Expenses 2025: $640,714Net Income 2025: $28,1872025

Highlighted filing

2020

Revenue$408,368
Expenses$434,880
Net Income-$26,512
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 4, 2020
Return Version
2019v5.0
Gross Receipts
$408,368
Mission and Program Overview

Mission

The organization is a fraternity promoting the social and educational growth of its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,082,268$1,030,045▼ $52,223
Land, Buildings, and Equipment, Net$449,181$432,062▼ $17,119
Investments in Publicly Traded Securities$363,043$359,944▼ $3,099
Cash and Non-Interest-Bearing Accounts$363,013$290,317▼ $72,696
Prepaid Expenses and Deferred Charges-$23,417-
Total Assets$1,175,237$1,105,740▼ $69,497
Liabilities
Mortgage Notes Payable Secured by Investment Property$88,979$72,491▼ $16,488
Accounts Payable and Accrued Expenses$3,947$3,037▼ $910
Other Liabilities$43$167▲ $124
Total Liabilities$92,969$75,695▼ $17,274
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,082,268$1,030,045▼ $52,223
Total Liabilities and Net Assets / Fund Balance$1,175,237$1,105,740▼ $69,497

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$246,071$647,438$893,509
Land$98,400-$98,400
Leasehold Improvements$51,194$29,777$80,971
Buildings$34,231$5,546$39,777
Equipment$2,734$10,531$13,265

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$185,758$5,793▼ $27,898-$163,653
2018$186,469$8,621▼ $9,332-$185,758
2017$167,649$23,773▼ $4,953-$186,469
2016$170,793$7,055▲ $101$10,300$167,649
2015$165,756$7,027▼ $1,990-$170,793
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kathryn V Diemert-carlislePresident
Lynn M LeopoldAt Largeboar
Katy PanSecretary
Susan G CollinsTreasurer
Susanne N SolomonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$400,250
Investment Income
$7,988
Other Revenue
$130
Change in Net Assets
$-26,512
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$405,812
Salaries, Compensation, and Employee Benefits$29,068
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$331,428--$331,428
Depreciation Depletion$28,794--$28,794
Other Salaries and Wages$26,775--$26,775
Fees for Services Accounting-$11,908-$11,908
Insurance$9,224--$9,224
Fees for Services Other-$5,685-$5,685
Interest$4,144--$4,144
Fees for Services Legal$2,465--$2,465
Payroll Taxes$2,293--$2,293
Other Expenses$1,000--$1,000
All Other Expenses$938--$938
Office Expenses$387$232-$619
Conferences and Meetings$535--$535
Total Functional Expenses$417,055$17,825$0$434,880
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
State W/h$144
Suta$23
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The organization has members.

Form 990, Page 6, Part VI, Line 7A

The organization has members with the authority to appoint or elect members of the governing body.

Form 990, Page 6, Part VI, Line 11B

The tax return is provided to the governing body for review and the treasurer's signature before the return is filed.

Form 990, Page 6, Part VI, Line 19

Governing documents are not made available to the public.

Filing and Contact Details

Filer

Filer Name
Delta Chapter of Alpha Phi Inc
EIN
16-6070757
Address
8425 WOODFIELD CROSSING BLVD 110, INDIANAPOLIS, IN 46240

Signing Officer

Name
Susan G Collins
Title
Treasurer
Phone
6313511774
Signed
2020-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan G Collins
Formed
1921
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
10
Employees
2
Volunteers
10

Preparer

Firm
Aspire Cpas Pc
Address
8425 WOODFIELD CROSSING 110, INDIANAPOLIS, IN 46240-7316
Preparer
Beverly K Nead CPA
Phone
3174694500
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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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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1990
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02734
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010531
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013265
IRS990ScheduleD/LandGrp/BookValueAmt098400
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt098400
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt051194
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt029777
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt080971
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0246071
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0647438
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0893509
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0144
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt123
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0STATE W/H
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SUTA
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0432630
IRS990ScheduleD/TotalLiabilityAmt0167
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS WITH THE AUTHORITY TO APPOINT OR ELECT MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX RETURN IS PROVIDED TO THE GOVERNING BODY FOR REVIEW AND THE TREASURER'S SIGNATURE BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01175237
IRS990/TotalAssetsEOYAmt01105740
IRS990/TotalAssetsGrp/BOYAmt01175237
IRS990/TotalAssetsGrp/EOYAmt01105740
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017825
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0417055
IRS990/TotalFunctionalExpensesGrp/TotalAmt0434880
IRS990/TotalGrossUBIAmt07988
IRS990/TotalLiabilitiesBOYAmt092969
IRS990/TotalLiabilitiesEOYAmt075695
IRS990/TotalLiabilitiesGrp/BOYAmt092969
IRS990/TotalLiabilitiesGrp/EOYAmt075695
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01082268
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01030045
IRS990/TotalProgramServiceExpensesAmt0417055
IRS990/TotalProgramServiceRevenueAmt0400250
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0400380
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0408368
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt07988
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01175237
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01105740
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0294 WEST NECK ROAD
IRS990/USAddress/CityNm0HUNTINGTON
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011743
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0HTTP://CORNELLALPHAPHI.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN G COLLINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06313511774
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DELTA CHAPTER OF ALPHA PHI INC
ReturnHeader/Filer/BusinessNameControlTxt0DELT
ReturnHeader/Filer/EIN0166070757
ReturnHeader/Filer/USAddress/AddressLine1Txt08425 WOODFIELD CROSSING BLVD 110
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046240
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId052C0753A6958938E9D63E3C0A4A134890C728F80
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId052C0753A6958938E9D63E3C0A4A134890C728F80
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0168.61.221.22
ReturnHeader/FilingSecurityInformation/IPDt02020-11-04
ReturnHeader/FilingSecurityInformation/IPTm016:01:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351841044
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ASPIRE CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08425 WOODFIELD CROSSING 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462407316
ReturnHeader/PreparerPersonGrp/PhoneNum03174694500
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BEVERLY K NEAD CPA
ReturnHeader/ReturnTs02020-11-09T13:51:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.02$1.49$0.67$0.64$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.03$1.46$0.61$0.50$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.09$1.35$0.57$0.45$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.04$1.24$0.56$0.36$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.06$1.07$0.38$0.34$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.11$0.08$1.03$0.41$0.43$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.09$1.08$0.51$0.41$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.11$1.00$0.47$0.39$0.09
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.13$0.92$0.47$0.47$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.14$0.91$0.47$0.36$0.11
2015Summary only. Only limited summary data is available for this year.$0.95$0.15$0.80$0.46$0.40$0.05
2014Summary only. Only limited summary data is available for this year.$0.83$0.17$0.66$0.47$0.43$0.04
2013Summary only. Only limited summary data is available for this year.$0.79$0.16$0.62$0.35$0.35$0.00
2012Summary only. Only limited summary data is available for this year.$1.20$0.17$1.03$0.42$0.32$0.10
2011Summary only. Only limited summary data is available for this year.$1.12$0.18$0.93$0.39$0.32$0.07