Civic Intelligence

Gamma Upsilon Chapter of Alpha Gamma Delta

EIN 23-7190111 • 501(c)7 • Montevallo, AL

990-N Coverage

Profile

The organization is a local chapter of national collegiate social fraternity whose purpose is to provide meals, housing and social programs for the local social fraternity members.

Drawer Aa/Univ Of MontevalloMontevallo, AL 35115

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

54th percentile

3.5%

Higher net margin than 54% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

64th percentile

6.6%

Faster asset growth than 64% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

62nd percentile

7.6%

Faster revenue growth than 62% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$35,463

Up $2,206 (+6.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Up

$35,463

Up $2,206 (+6.6%) from 2017

Operations
Liabilities / Revenue59th percentileNet Margin54th percentile

Revenue

Up

$62,929

Up $4,448 (+7.6%) from 2017

Expenses

Up

$60,723

Up $9,040 (+17%) from 2017

Net Income

Down

$2,206

Down $4,592 (-68%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2011: $37,502Liabilities 2011: $0Net Assets 2011: $37,5022011Assets 2012: $36,404Liabilities 2012: $0Net Assets 2012: $36,4042012Assets 2013: $35,292Liabilities 2013: $0Net Assets 2013: $35,2922013Assets 2015: $9,427Liabilities 2015: $0Net Assets 2015: $9,4272015Assets 2016: $26,459Liabilities 2016: $0Net Assets 2016: $26,4592016Assets 2017: $33,257Liabilities 2017: $0Net Assets 2017: $33,2572017Assets 2018: $35,463Liabilities 2018: $0Net Assets 2018: $35,4632018

Highlighted filing

2018

Assets$35,463
Liabilities$0
Net Assets$35,463
Open 2018 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $59,571Expenses 2011: $52,257Net Income 2011: $7,3142011Revenue 2012: $53,204Expenses 2012: $54,302Net Income 2012: -$1,0982012Revenue 2013: $55,843Expenses 2013: $56,955Net Income 2013: -$1,1122013Revenue 2015: $69,019Expenses 2015: $90,896Net Income 2015: -$21,8772015Revenue 2016: $75,571Expenses 2016: $58,539Net Income 2016: $17,0322016Revenue 2017: $58,481Expenses 2017: $51,683Net Income 2017: $6,7982017Revenue 2018: $62,929Expenses 2018: $60,723Net Income 2018: $2,2062018

Highlighted filing

2018

Revenue$62,929
Expenses$60,723
Net Income$2,206
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,463
Liabilities
$0
Net assets
$35,463
Revenue
$62,929
Expenses
$60,723
Net income
$2,206
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$35.5$0.00$35.5$62.9$60.7$2.21
2017Detailed filing. Detailed filing data is available for this year.$33.3$0.00$33.3$58.5$51.7$6.80
2016Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$75.6$58.5$17.0
2015Detailed filing. Detailed filing data is available for this year.$9.43$0.00$9.43$69.0$90.9$21.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.3$0.00$35.3$55.8$57.0$1.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.4$0.00$36.4$53.2$54.3$1.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.5$0.00$37.5$59.6$52.3$7.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 18, 2019
Return Version
2017v2.3
Gross Receipts
$66,099
Mission and Program Overview

Mission

The organization is a local chapter of national collegiate social fraternity whose purpose is to provide meals, housing and social programs for the local social fraternity members.

Program Services

DescriptionGrantsExpenses
PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS TO THE LOCAL SOCIAL FRATERNITY MEMBERS - A TOTAL OF 54 MEMBERS FOR THE YEAR.$0$0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MADISON ROBINSONChapter President-$0--
ANNELIESE JAMESDirector Of Activities & Leadership-$0--
ZOE BATCHELORDirector Of Communication-$0--
SALLY OZMENTDirector Of Membership-$0--
SOPHIE REYNOLDSDirector Of Merchandising-$0--
LEXIE CARLETONDirector Of New Member Programs-$0--
ALEZIIA MEDINADirector Of Property-$0--
BAILEY GLASGOWDirector Of Ritual-$0--
DANIELLE ROBERTSDirector Of Senior Experience-$0--
HAYLEY MALONEDirector Of Special Events-$0--
ERICA WILLIEPanhellenic Executive Officer-$0--
MEREDITH AVERAVP Academic Excellence-$0--
Filing and Contact Details

Filer

Filer Name
Gamma Upsilon Chapter of Alpha
EIN
23-7190111
Phone
2053687545
Address
DRAWER AA/UNIV OF MONTEVALLO, MONTEVALLO, AL 35115

Signing Officer

Name
Meredith Waldrop
Title
Finance Advisor
Phone
2053687545
Signed
2019-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Omega Financial Inc
Address
1242 6TH AVENUE, COLUMBUS, GA 31901
Preparer
John T Murdock
Phone
7065710083
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest. Amount: 210. Description: occupancy. Amount: 1,432. Description: purchase/merchandise. Amount: 14,688. Total to form 990-ez, line 8: 16,330.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank charges. Amount: 1,908. Description: conferences/conventions. Amount: 2,852. Description: membership dues. Amount: 34,685. Description: purchase/merchandise. Amount: 16,196. Description: supplies. Amount: 793. Total to form 990-ez, line 16: 56,434.”

Raw XML Appendix174 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0MEREDITH WALDROP
IRS990EZ/BooksInCareOfDetail/PhoneNum02053687545
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0617 FOREST HILLS ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALABASTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035007
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033257
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03689
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IRS990EZ/GrossReceiptsAmt066099
IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033257
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035463
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033257
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035463
IRS990EZ/OccupancyRentUtltsAndMaintAmt0600
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MADISON ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNELIESE JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ZOE BATCHELOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SALLY OZMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SOPHIE REYNOLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LEXIE CARLETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALEZIIA MEDINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BAILEY GLASGOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DANIELLE ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9HAYLEY MALONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ERICA WILLIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MEREDITH AVERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR OF ACTIVITIES & LEADERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR OF COMMUNICATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR OF MERCHANDISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR OF NEW MEMBER PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR OF PROPERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR OF RITUAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR OF SENIOR EXPERIENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR OF SPECIAL EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PANHELLENIC EXECUTIVE OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP ACADEMIC EXCELLENCE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt056434
IRS990EZ/OtherRevenueTotalAmt016330
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS A LOCAL CHAPTER OF NATIONAL COLLEGIATE SOCIAL FRATERNITY WHOSE PURPOSE IS TO PROVIDE MEALS, HOUSING AND SOCIAL PROGRAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PROGRAMS TO THE LOCAL SOCIAL FRATERNITY MEMBERS - A TOTAL OF 54 MEMBERS FOR THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt03170
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1025
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt060723
IRS990EZ/TotalRevenueAmt062929
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 210. DESCRIPTION: OCCUPANCY. AMOUNT: 1,432. DESCRIPTION: PURCHASE/MERCHANDISE. AMOUNT: 14,688. TOTAL TO FORM 990-EZ, LINE 8: 16,330.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK CHARGES. AMOUNT: 1,908. DESCRIPTION: CONFERENCES/CONVENTIONS. AMOUNT: 2,852. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 34,685. DESCRIPTION: PURCHASE/MERCHANDISE. AMOUNT: 16,196. DESCRIPTION: SUPPLIES. AMOUNT: 793. TOTAL TO FORM 990-EZ, LINE 16: 56,434.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReasonableCauseExplanation/ExplanationTxt0THE ORGANIZATION'S OFFICERS ARE COMPRISED OF COLLEGE STUDENTS WHO SERVE IN THEIR CAPACITY AS OFFICERS ON A VOLUNTEER BASIS AND RECEIVE NO COMPENSATION FOR THEIR POSITION AS OFFICER. THE ORGANIZATION HAS HAD TURNOVER AMONG THE VARIOUS OFFICER POSITIONS IN THE CURRENT YEAR AND THE 990 FILING RESPONSIBILITIES WERE NOT WELL COMMUNICATED TO THE NEW OFFICERS. THE CURRENT OFFICERS REALIZED THAT THE 990 DUE DATE WAS ON 11/15/2018 AND IMMEDIATELY TOOK ACTION AND GATHERED THE INFORMATION NEEDED TO FILE A COMPLETE AND ACCURATE RETURN.BASED ON THE REASONS STATED ABOVE, WE ASK THAT YOU PLEASE WAIVE THE LATE FILING PENALTY. YOUR CONSIDERATION IN THE MATTER WILL BE GREATLY APPRECIATED.
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEREDITH WALDROP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02053687545
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GAMMA UPSILON CHAPTER OF ALPHA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GAMMA DELTA
ReturnHeader/Filer/BusinessNameControlTxt0GAMM
ReturnHeader/Filer/EIN0237190111
ReturnHeader/Filer/PhoneNum02053687545
ReturnHeader/Filer/USAddress/AddressLine1Txt0DRAWER AA/UNIV OF MONTEVALLO
ReturnHeader/Filer/USAddress/CityNm0MONTEVALLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035115
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EA06BBF598DADD8F45825CC28EDD63CBD7F49065
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.16.129.11
ReturnHeader/FilingSecurityInformation/IPDt02019-04-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:47:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582096979
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OMEGA FINANCIAL INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01242 6TH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd031901
ReturnHeader/PreparerPersonGrp/PhoneNum07065710083
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T MURDOCK
ReturnHeader/ReturnTs02019-05-14T07:56:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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