Civic Intelligence

Alpha XI Delta Fraternity Epsilon Psi Chapter

990EZ • Fiscal year 2021 • EIN 23-7073892

Jun 01, 2020 to May 31, 2021 • Filed on Sep 30, 2021

8702 Founders RoadIndianapolis, IN 46268

(425) 892-4052

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

57th percentile

9.5%

Higher net margin than 57% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

99th percentile

487%

Faster asset growth than 99% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-33%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$14,335

Up $11,894 (+487%) from 2020

Net Assets

Up

$14,335

Up $11,894 (+487%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$124,834

Down $61,281 (-33%) from 2020

Expenses

Down

$112,940

Down $87,000 (-44%) from 2020

Net Income

Up

$11,894

Up $25,719 (+186%) from 2020

Historical Trend

Balance Sheet Trend

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

$40K$20K$0-$20KAssets 2019: $16,266Net Assets 2019: $16,2662019Assets 2020: $2,441Net Assets 2020: $2,4412020Assets 2021: $14,335Net Assets 2021: $14,3352021Assets 2022: $0Liabilities 2022: $17,840Net Assets 2022: -$17,8402022Assets 2023: $23,212Net Assets 2023: $23,2122023Assets 2024: $4,704Net Assets 2024: $4,7042024

Highlighted filing

2021

Assets$14,335
Liabilities-
Net Assets$14,335

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2019: $188,911Expenses 2019: $210,245Net Income 2019: -$21,3342019Revenue 2020: $186,115Expenses 2020: $199,940Net Income 2020: -$13,8252020Revenue 2021: $124,834Expenses 2021: $112,940Net Income 2021: $11,8942021Revenue 2022: $138,849Expenses 2022: $171,024Net Income 2022: -$32,1752022Revenue 2023: $180,263Expenses 2023: $161,647Net Income 2023: $18,6162023Revenue 2024: $183,541Expenses 2024: $202,050Net Income 2024: -$18,5092024

Highlighted filing

2021

Revenue$124,834
Expenses$112,940
Net Income$11,894
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Sep 30, 2021
Return Version
2020v4.0
Gross Receipts
$124,834
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.

Program Services

DescriptionGrantsExpenses
PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS- TOTAL OF 151 MEMBERS FOR THE YEAR.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLY HOUKChapter Life-$0--
SAM LEPORIPresident-$0--
ASHLEY STEVENSONFinance & Op-$0--
KATELYN WALKERMembership V-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Fraternity
EIN
23-7073892
Phone
4258924052
Address
8702 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Sam Lepori
Title
President
Signed
2021-09-30
Discuss with paid preparer
Yes

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-ez, Part I, Line 16

Expenses conferences & meetings 650 bank charges 18,455 chapter dues & fees 59,885 recruitment & social 18,252 chapter operations 7,153 corporation note 8,150 total 112,545

Form 990-ez, Part III

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 Appendix102 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0SALLY HOUK
CompensationExplanation/CompensationExplanationGrp/PersonNm1SAM LEPORI
CompensationExplanation/CompensationExplanationGrp/PersonNm2ASHLEY STEVENSON
CompensationExplanation/CompensationExplanationGrp/PersonNm3KATELYN WALKER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ASHLEY STEVENSON
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01910 W UNIVERSITY DRIVE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ASHLEY STEVENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATELYN WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER LIFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCE & OP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP V
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0112545
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramServiceRevenueAmt0124834
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS- TOTAL OF 151 MEMBERS FOR THE YEAR.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0112940
IRS990EZ/TotalRevenueAmt0124834
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES & MEETINGS 650 BANK CHARGES 18,455 CHAPTER DUES & FEES 59,885 RECRUITMENT & SOCIAL 18,252 CHAPTER OPERATIONS 7,153 CORPORATION NOTE 8,150 TOTAL 112,545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA XI DELTA FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EPSILON PSI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0237073892
ReturnHeader/Filer/PhoneNum04258924052
ReturnHeader/Filer/USAddress/AddressLine1Txt08702 FOUNDERS ROAD
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046268
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ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02021-09-30T15:35:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEPORI
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

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