Civic Intelligence

Alpha Gamma Rho Educational Foundation of Iota Chapter Inc.

990 • Fiscal year 2020 • EIN 23-7013492

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 24, 2020

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.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

70th percentile

18%

Higher net margin than 70% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$599

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

33rd percentile

0.3%

Faster asset growth than 33% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

30%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,687,547

Up $10,518 (+0.6%) from 2018

Net Assets

Up

$1,687,547

Up $10,518 (+0.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin70th percentile

Revenue

Up

$106,054

Up $16,359 (+18%) from 2018

Expenses

Down

$87,363

Down $8,798 (-9.1%) from 2018

Net Income

Up

$18,691

Up $25,157 (+389%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2020

Assets$1,687,547
Liabilities$0
Net Assets$1,687,547
Open 2020 Filing

Operations Trend

Revenue Growth81st 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

2020

Revenue$106,054
Expenses$87,363
Net Income$18,691
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 24, 2020
Return Version
2019v5.0
Gross Receipts
$174,024
Mission and Program Overview

Mission

PROMOTE EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,682,920$1,687,547▲ $4,627
Land, Buildings, and Equipment, Net$1,114,953$1,072,516▼ $42,437
Investments in Publicly Traded Securities$542,964$584,364▲ $41,400
Cash and Non-Interest-Bearing Accounts$25,003$30,667▲ $5,664
Total Assets$1,682,920$1,687,547▲ $4,627
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,682,920$1,687,547▲ $4,627
Total Liabilities and Net Assets / Fund Balance$1,682,920$1,687,547▲ $4,627

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,003,816$728,674$1,732,490
Land$68,700-$68,700
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

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

Board Members and Trustees

NameTitle
Allen SchultzPresident
Brian AlftDirector
Cary ScottDirector
Joe MartinDirector
Jordan DelongDirector
Justin WendorfDirector
Nick UglowDirector
John DammVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$69,200
Program Service Revenue
$1,000
Investment Income
$35,854
Other Revenue
$0
All Other Contributions
$69,200
Change in Net Assets
$18,691
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,764
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$42,440--$42,440
Fees for Service Investment Mgmnt Fees$5,456--$5,456
Fees for Services Legal$1,875--$1,875
Conferences and Meetings$1,289--$1,289
Office Expenses$950--$950
Other Salaries and Wages$599--$599
Other Expenses$100--$100
All Other Expenses$10--$10
Total Functional Expenses$87,363$0$0$87,363
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 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 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
2020-08-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Daluge
Formed
1969
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
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 -14,064”

Raw XML Appendix387 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/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt081793
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0120128
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0434799
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01003816
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0728674
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01732490
IRS990ScheduleD/LandGrp/BookValueAmt068700
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt068700
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01072516
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 -14,064
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/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01687547
IRS990/TotalAssetsGrp/BOYAmt01682920
IRS990/TotalAssetsGrp/EOYAmt01687547
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt069200
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt087363
IRS990/TotalFunctionalExpensesGrp/TotalAmt087363
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt087363
IRS990/TotalProgramServiceRevenueAmt01000
IRS990/TotalReportableCompFromOrgAmt0599
IRS990/TotalRevenueGrp/ExclusionAmt017176
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt019678
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0106054
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01682920
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01687547
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd053711
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK DALUGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06082382864
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA GAMMA RHO EDUCATION FOUNDATIO
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0237013492
ReturnHeader/Filer/PhoneNum06082382864
ReturnHeader/Filer/USAddress/AddressLine1Txt05321 FAIRWAY DR
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053711
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04CA297875D731BFD60475F6BF13C57099BF77520
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId044DD8922E2CCE721EDB6761AF0B5BA994618DC17
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.11.213.170
ReturnHeader/FilingSecurityInformation/IPDt02020-08-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:37:25
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/PreparationDt02020-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J LARSON EA
ReturnHeader/ReturnTs02020-08-24T16:37:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,687,547
Liabilities
$0
Net assets
$1,687,547
Revenue
$106,054
Expenses
$87,363
Net income
$18,691
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
2020Detailed filing. Detailed filing data is available for this year.$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