Civic Intelligence

Alpha Gamma Rho Educational Foundation of Iota Chapter Inc.

990 • Fiscal year 2019 • EIN 23-7013492

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 29, 2019

Organization ProfileN/A

Refreshing map…

5321 Fairway DrMadison, WI 53711

(608) 238-2864

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

21st percentile

-9.5%

Higher net margin than 21% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$599

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

41st percentile

0.4%

Faster asset growth than 41% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-9.3%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,682,920

Up $5,891 (+0.4%) from 2018

Net Assets

Up

$1,682,920

Up $5,891 (+0.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin21st percentile

Revenue

Down

$81,372

Down $8,323 (-9.3%) from 2018

Expenses

Down

$89,133

Down $7,028 (-7.3%) from 2018

Net Income

Down

-$7,761

Down $1,295 (-20%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth41st 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 2019: $1,682,920Liabilities 2019: $0Net Assets 2019: $1,682,9202019Assets 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

2019

Assets$1,682,920
Liabilities$0
Net Assets$1,682,920
Open 2019 Filing

Operations Trend

Revenue Growth23rd 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 2019: $81,372Expenses 2019: $89,133Net Income 2019: -$7,7612019Revenue 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

2019

Revenue$81,372
Expenses$89,133
Net Income-$7,761
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 29, 2019
Return Version
2018v3.1
Gross Receipts
$139,334
Mission and Program Overview

Mission

PROMOTE EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,677,029$1,682,920▲ $5,891
Land, Buildings, and Equipment, Net$1,157,475$1,114,953▼ $42,522
Investments in Publicly Traded Securities$495,266$542,964▲ $47,698
Cash and Non-Interest-Bearing Accounts$24,288$25,003▲ $715
Total Assets$1,677,029$1,682,920▲ $5,891
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,677,029$1,682,920▲ $5,891
Total Liabilities and Net Assets / Fund Balance$1,677,029$1,682,920▲ $5,891

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,046,253$686,237$1,732,490
Land$68,700-$68,700
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rick DalugeSecretary/trPT$599$599

Board Members and Trustees

NameTitle
Paul HagenPresident
Brian AlftDirector
David LaatschDirector
Joe MartinDirector
John DammDirector
Jon SheflerDirector
Matthew RepinskyDirector
Nick UglowDirector
Steve CullDirector
Allen SchultzVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$55,827
Program Service Revenue
$6,000
Investment Income
$19,539
Other Revenue
$6
All Other Contributions
$55,827
Change in Net Assets
$-7,761
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$88,534
Salaries, Compensation, and Employee Benefits$599
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$42,521--$42,521
Fees for Service Investment Mgmnt Fees$5,594--$5,594
Conferences and Meetings$4,676--$4,676
Fees for Services Legal$1,795--$1,795
Other Salaries and Wages$599--$599
All Other Expenses$435--$435
Other Expenses$393--$393
Office Expenses$246--$246
Total Functional Expenses$89,133$0$0$89,133
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

Filer Name
Alpha Gamma Rho Education Foundatio
EIN
23-7013492
Phone
6082382864
Address
5321 FAIRWAY DR, MADISON, WI 53711

Signing Officer

Name
Rick Daluge
Title
Secretary/treasurer
Phone
6082382864
Signed
2019-08-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Daluge
Formed
1969
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Berndt CPA LLC
Address
2009 W BELTLINE HWY STE 100, MADISON, WI 53713-2306
Preparer
Matthew J Larson Ea
Phone
6082747473
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Net change to unrealized gains 13,652”

Raw XML Appendix395 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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0107845
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01147986
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt074239
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt077132
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081793
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0120128
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01166227
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01519519
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01046253
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0686237
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01732490
IRS990ScheduleD/LandGrp/BookValueAmt068700
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt068700
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01114953
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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 13,652
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
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt055827
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt089133
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IRS990/TotalRevenueGrp/ExclusionAmt017696
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07849
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt081372
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IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK DALUGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06082382864
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA GAMMA RHO EDUCATION FOUNDATIO
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
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ReturnHeader/Filer/PhoneNum06082382864
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.11.213.170
ReturnHeader/FilingSecurityInformation/IPDt02019-09-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:50:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273553468
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERNDT CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02009 W BELTLINE HWY STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537132306
ReturnHeader/PreparerPersonGrp/PhoneNum06082747473
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J LARSON EA
ReturnHeader/ReturnTs02019-09-04T08:50:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,682,920
Liabilities
$0
Net assets
$1,682,920
Revenue
$81,372
Expenses
$89,133
Net income
-$7,761
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
2019Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.08$0.09$0.01
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