Civic Intelligence

Alpha Gamma Delta Fraternity

990EZ • Fiscal year 2017 • EIN 23-7190111

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 30, 2017

Drawer Aa/Univ Of MontevalloMontevallo, AL 35115

(205) 368-7545

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

53rd percentile

0.00x

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

83rd percentile

26%

Faster asset growth than 83% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-23%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$33,257

Up $6,798 (+26%) from 2016

Net Assets

Up

$33,257

Up $6,798 (+26%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$58,481

Down $17,090 (-23%) from 2016

Expenses

Down

$51,683

Down $6,856 (-12%) from 2016

Net Income

Down

$6,798

Down $10,234 (-60%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$33,257
Liabilities$0
Net Assets$33,257

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$58,481
Expenses$51,683
Net Income$6,798
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 30, 2017
Return Version
2016v3.0
Gross Receipts
$62,002
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 42 MEMBERS FOR THE YEAR.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY MCLEROYActivities Coordinator-$0--
EMILY FREGEAUAlpha Experience Coordinat-$0--
SAVANNAH WILLARDAlumnae Relations Coordina-$0--
LIZBETH JUAREZ-ESPINOSACOR Coordinator-$0--
KELLY GARRETTCorrespondence Coordinator-$0--
EMILY WHITEGamma Experience Coordinat-$0--
LIZBETH JUAREZ-ESPINOSAMembership Coordinator-$0--
ANNA NOLENPanhellenic-$0--
MARA MILLERPhilanthropy Coordinator-$0--
CHARLOTTE WICKERSHAMPresident-$0--
ASHLEY SERRANO-FLORESProperty Coordinator-$0--
ERICA WILLIEPublic Relations Coordinat-$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
2017-11-30
Discuss with paid preparer
Yes

Preparer

Firm
Omega Financial Inc
Address
1242 6TH AVENUE, COLUMBUS, GA 31901
Preparer
Melanie Powell CPA
Phone
7065710083
Supplemental Narrative

Additional Explanations

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

Description: interest. Amount: 195. Description: occupancy. Amount: 3,320. Description: purchase/merchandise. Amount: 17,211. Total to form 990-ez, line 8: 20,726.

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

Description: bank charges. Amount: 1,671. Description: conferences/conventions. Amount: 3,168. Description: membership dues. Amount: 33,901. Description: purchase/merchandise. Amount: 6,020. Description: supplies. Amount: 1,260. Total to form 990-ez, line 16: 46,020.

Raw XML Appendix173 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
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/BOYAmt026459
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033257
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt06798
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04833
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt033257
IRS990EZ/FundraisingGrossIncomeAmt03715
IRS990EZ/GrossReceiptsAmt062002
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00416
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt05000
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt037561
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026459
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033257
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026459
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033257
IRS990EZ/OccupancyRentUtltsAndMaintAmt0830
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY MCLEROY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EMILY FREGEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SAVANNAH WILLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LIZBETH JUAREZ-ESPINOSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELLY GARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EMILY WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LIZBETH JUAREZ-ESPINOSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ANNA NOLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARA MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CHARLOTTE WICKERSHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ASHLEY SERRANO-FLORES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ERICA WILLIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ACTIVITIES COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ALPHA EXPERIENCE COORDINAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ALUMNAE RELATIONS COORDINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3COR COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESPONDENCE COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5GAMMA EXPERIENCE COORDINAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBERSHIP COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PANHELLENIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PHILANTHROPY COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PROPERTY COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PUBLIC RELATIONS COORDINAT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt046020
IRS990EZ/OtherRevenueTotalAmt020726
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 42 MEMBERS FOR THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt03521
IRS990EZ/SpecialEventsNetIncomeLossAmt0194
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt051683
IRS990EZ/TotalRevenueAmt058481
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 195. DESCRIPTION: OCCUPANCY. AMOUNT: 3,320. DESCRIPTION: PURCHASE/MERCHANDISE. AMOUNT: 17,211. TOTAL TO FORM 990-EZ, LINE 8: 20,726.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK CHARGES. AMOUNT: 1,671. DESCRIPTION: CONFERENCES/CONVENTIONS. AMOUNT: 3,168. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 33,901. DESCRIPTION: PURCHASE/MERCHANDISE. AMOUNT: 6,020. DESCRIPTION: SUPPLIES. AMOUNT: 1,260. TOTAL TO FORM 990-EZ, LINE 16: 46,020.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEREDITH WALDROP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02053687545
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-30
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
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId098E1BCF2646F9B7A3783EFE7E29D9676FD8635E3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId098E1BCF2646F9B7A3783EFE7E29D9676FD8635E3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.16.129.11
ReturnHeader/FilingSecurityInformation/IPDt02017-11-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:55:40
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/PreparerPersonNm0MELANIE POWELL CPA
ReturnHeader/ReturnTs02018-03-01T14:32:40-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings