Civic Intelligence

Alpha Gamma Rho Educational Foundation of Iota Chapter Inc.

990 • Fiscal year 2014 • EIN 23-7013492

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 08, 2014

Organization ProfileN/A
5321 Fairway Dr53711

(608) 238-2864

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

48th percentile

$500

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

88th percentile

42%

Faster asset growth than 88% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

96th percentile

160%

Faster revenue growth than 96% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$541,177

Up $179,118 (+49%) from 2012

Net Assets

Up

$541,177

Up $179,118 (+49%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin94th percentile

Revenue

Up

$212,637

Up $128,077 (+151%) from 2012

Expenses

Up

$79,974

Up $20,116 (+34%) from 2012

Net Income

Up

$132,663

Up $107,961 (+437%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $352,451Net Assets 2011: $352,4512011Assets 2012: $362,059Net Assets 2012: $362,0592012Assets 2014: $541,177Liabilities 2014: $0Net Assets 2014: $541,1772014Assets 2015: $1,612,346Liabilities 2015: $0Net Assets 2015: $1,612,3462015Assets 2016: $1,643,734Liabilities 2016: $0Net Assets 2016: $1,643,7342016Assets 2017: $1,673,664Liabilities 2017: $0Net Assets 2017: $1,673,6642017Assets 2018: $1,677,029Liabilities 2018: $0Net Assets 2018: $1,677,0292018Assets 2020: $1,687,547Liabilities 2020: $0Net Assets 2020: $1,687,5472020Assets 2021: $1,796,518Liabilities 2021: $0Net Assets 2021: $1,796,5182021Assets 2022: $1,660,273Liabilities 2022: $0Net Assets 2022: $1,660,2732022Assets 2023: $1,791,676Liabilities 2023: $0Net Assets 2023: $1,791,6762023Assets 2025: $1,953,029Liabilities 2025: $0Net Assets 2025: $1,953,0292025

Highlighted filing

2014

Assets$541,177
Liabilities$0
Net Assets$541,177
Open 2014 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $72,705Expenses 2011: $52,014Net Income 2011: $20,6912011Revenue 2012: $84,560Expenses 2012: $59,858Net Income 2012: $24,7022012Revenue 2014: $212,637Expenses 2014: $79,974Net Income 2014: $132,6632014Revenue 2015: $1,165,221Expenses 2015: $79,356Net Income 2015: $1,085,8652015Revenue 2016: $123,319Expenses 2016: $79,212Net Income 2016: $44,1072016Revenue 2017: $85,634Expenses 2017: $85,572Net Income 2017: $622017Revenue 2018: $89,695Expenses 2018: $96,161Net Income 2018: -$6,4662018Revenue 2020: $106,054Expenses 2020: $87,363Net Income 2020: $18,6912020Revenue 2021: $109,910Expenses 2021: $104,953Net Income 2021: $4,9572021Revenue 2022: $112,373Expenses 2022: $100,652Net Income 2022: $11,7212022Revenue 2023: $160,765Expenses 2023: $93,582Net Income 2023: $67,1832023Revenue 2025: $141,384Expenses 2025: $116,975Net Income 2025: $24,4092025

Highlighted filing

2014

Revenue$212,637
Expenses$79,974
Net Income$132,663
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 8, 2014
Return Version
2013v3.1
Gross Receipts
$274,591
Mission and Program Overview

Mission

PROMOTE EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$380,640$541,177▲ $160,537
Investments in Publicly Traded Securities$220,130$280,307▲ $60,177
Cash and Non-Interest-Bearing Accounts$41,134$145,247▲ $104,113
Land, Buildings, and Equipment, Net$119,376$115,623▼ $3,753
Total Assets$380,640$541,177▲ $160,537
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$380,640$541,177▲ $160,537
Total Liabilities and Net Assets / Fund Balance$380,640$541,177▲ $160,537

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$46,923$188,251$235,174
Land$68,700-$68,700
Equipment-$22,322$22,322
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleBaseTotal
Rick DalugeSecretary/tr$500$500

Board Members and Trustees

NameTitle
Todd M KronbergPresident
Andrew MulroneyDirector
Bernie StallerDirector
Jerome WallanderDirector
John F DeiningerDirector
Jon RasmussenDirector
Matthew AndersonDirector
Tom D CrenshawDirector
Karl a DryeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$48,230
Program Service Revenue
$0
Investment Income
$52,317
Other Revenue
$112,090
All Other Contributions
$48,230
Change in Net Assets
$132,663
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$79,474
Salaries, Compensation, and Employee Benefits$500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$28,416--$28,416
Insurance$12,818--$12,818
Depreciation Depletion$3,753--$3,753
Fees for Service Investment Mgmnt Fees$3,074--$3,074
Office Expenses$2,785--$2,785
Conferences and Meetings$2,411--$2,411
Fees for Services Legal$1,834--$1,834
Other Salaries and Wages$500--$500
Other Expenses$433--$433
All Other Expenses$265--$265
Total Functional Expenses$79,974$0$0$79,974
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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 7A

“The board is elected by the attendees of the annual meeting.”

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

“A copy of form 990 is made available to the board of directors at board meetings.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available, upon request, to the public.”

Filing and Contact Details

Filer

EIN
23-7013492
Phone
6082382864

Signing Officer

Name
Rick Daluge
Title
Secretary/treasurer
Phone
6082382864
Signed
2014-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Daluge
Formed
1969
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Preparer
Matthew J Larson Ea
Phone
6082747473
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Net change to unrealized gains 27,874”

Raw XML Appendix377 raw XML fields

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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt046923
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0188251
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0235174
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022322
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt022322
IRS990ScheduleD/LandGrp/BookValueAmt068700
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt068700
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0115623
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD IS ELECTED BY THE ATTENDEES OF THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE, UPON REQUEST, TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NET CHANGE TO UNREALIZED GAINS 27,874
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0380640
IRS990/TotalAssetsEOYAmt0541177
IRS990/TotalAssetsGrp/BOYAmt0380640
IRS990/TotalAssetsGrp/EOYAmt0541177
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt048230
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt079974
IRS990/TotalFunctionalExpensesGrp/TotalAmt079974
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0380640
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0541177
IRS990/TotalProgramServiceExpensesAmt079974
IRS990/TotalReportableCompFromOrgAmt0500
IRS990/TotalRevenueGrp/ExclusionAmt050219
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0114188
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0212637
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0380640
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0541177
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine105321 FAIRWAY DR
IRS990/USAddress/City0MADISON
IRS990/USAddress/State0WI
IRS990/USAddress/ZIPCode053711
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK DALUGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06082382864
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10ALPHA GAMMA RHO EDUCATION FOUNDATIO
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0237013492
ReturnHeader/Filer/PhoneNum06082382864
ReturnHeader/Filer/USAddress/AddressLine105321 FAIRWAY DR
ReturnHeader/Filer/USAddress/City0MADISON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053711
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273553468
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BERNDT CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102809 FISH HATCHERY RD 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode053713
ReturnHeader/PreparerPersonGrp/PhoneNum06082747473
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J LARSON EA
ReturnHeader/ReturnTs02014-09-11T10:15:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$541,177
Liabilities
$0
Net assets
$541,177
Revenue
$212,637
Expenses
$79,974
Net income
$132,663
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.00$1.95$0.14$0.12$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.00$1.79$0.16$0.09$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.11$0.10$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.11$0.10$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.11$0.09$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.00$1.68$0.09$0.10$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.09$0.09$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.12$0.08$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$1.17$0.08$1.09
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.21$0.08$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.36$0.08$0.06$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.35$0.07$0.05$0.02