Civic Intelligence

Alpha XI Delta Fraternity Kappa Chapter

990 • Fiscal year 2020 • EIN 23-7064001

Jun 01, 2019 to May 31, 2020 • Filed on Sep 25, 2020

8702 Founders RoadIndianapolis, IN 46268

(630) 561-6783

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

26th percentile

0.00x

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

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Net Margin

30th percentile

-3.9%

Higher net margin than 30% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Asset Growth

1st percentile

-78%

Faster asset growth than 1% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

55th percentile

-6.0%

Faster revenue growth than 55% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$7,357

Down $25,811 (-78%) from 2019

Net Assets

Down

$7,357

Down $25,811 (-78%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$661,009

Down $42,461 (-6.0%) from 2019

Expenses

Down

$686,820

Down $38,046 (-5.2%) from 2019

Net Income

Down

-$25,811

Down $4,415 (-21%) from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2019: $33,168Liabilities 2019: $0Net Assets 2019: $33,1682019Assets 2020: $7,357Liabilities 2020: $0Net Assets 2020: $7,3572020Assets 2021: $19,626Liabilities 2021: $0Net Assets 2021: $19,6262021Assets 2022: $77,094Liabilities 2022: $0Net Assets 2022: $77,0942022Assets 2023: $67,208Liabilities 2023: $0Net Assets 2023: $67,2082023Assets 2024: $61,129Net Assets 2024: $61,1292024

Highlighted filing

2020

Assets$7,357
Liabilities$0
Net Assets$7,357

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2019: $703,470Expenses 2019: $724,866Net Income 2019: -$21,3962019Revenue 2020: $661,009Expenses 2020: $686,820Net Income 2020: -$25,8112020Revenue 2021: $606,058Expenses 2021: $589,168Net Income 2021: $16,8902021Revenue 2022: $688,522Expenses 2022: $655,644Net Income 2022: $32,8782022Revenue 2023: $713,298Expenses 2023: $723,184Net Income 2023: -$9,8862023Revenue 2024: $172,211Expenses 2024: $178,290Net Income 2024: -$6,0792024

Highlighted filing

2020

Revenue$661,009
Expenses$686,820
Net Income-$25,811
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Sep 25, 2020
Return Version
2019v5.0
Gross Receipts
$661,009
Mission and Program Overview

Mission

The mission of alpha xi delta fraternity is to enrich the life of every alpha xi delta. We will nurture unity and cooperation, foster intellectual, professional and personal growth, exemplify the highest ethical conduct, instill community responsibility, perpetuate fraternal growth.

Local chapter of national collegiate social fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$33,168$7,357▼ $25,811
Rtn Earn Endowment Incm Other Fnds$33,168$7,357▼ $25,811
Total Assets$33,168$7,357▼ $25,811
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,168$7,357▼ $25,811
Total Liabilities and Net Assets / Fund Balance$33,168$7,357▼ $25,811
Compensation and Service Providers

Board Members and Trustees

NameTitle
Grace TerstreipChapter Life
Annabelle BurkeChapter Pres
Sandra DragovichFinance & Op
Sydney EngbergMembership V
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$661,009
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-25,811
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$683,240
Grants and Similar Amounts Paid$3,580
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$497,458
Other Expenses---$16,570
All Other Expenses---$14,137
Grants to Domestic Orgs---$3,580
Conferences and Meetings---$485
Total Functional Expenses$0$0$0$686,820
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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 11B

The organization's 990 is prepared by an 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, Page 6, Part VI, Line 19

Upon request, within one week of request.

Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Fraternity
EIN
23-7064001
Address
8702 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Annabelle Burke
Title
Chapter President
Phone
7082032662
Signed
2020-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandra Dragovich
Formed
1905
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
80

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth Brewer
Phone
2057587754
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of alpha xi delta fraternity is to enrich the life of every alpha xi delta. We will nurture unity and cooperation, foster intellectual, professional and personal growth, exemplify the highest ethical conduct, instill community responsibility, perpetuate fraternal growth.

Raw XML Appendix243 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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