Civic Intelligence

Alpha XI Delta Fraternity Zeta Eta Chapter

990EZ • Fiscal year 2021 • EIN 23-7207810

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

8702 Founders RoadIndianapolis, IN 46268

(267) 897-4348

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

30th percentile

-4.2%

Higher net margin than 30% 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

6th percentile

-46%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

27th percentile

-19%

Faster revenue growth than 27% of similar nonprofits.

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

Assets

Down

$3,616

Down $3,134 (-46%) from 2020

Net Assets

Down

$3,616

Down $3,134 (-46%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$74,204

Down $17,484 (-19%) from 2020

Expenses

Down

$77,338

Down $14,697 (-16%) from 2020

Net Income

Down

-$3,134

Down $2,787 (-803%) from 2020

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2019: $7,097Net Assets 2019: $7,0972019Assets 2020: $6,750Net Assets 2020: $6,7502020Assets 2021: $3,616Net Assets 2021: $3,6162021Assets 2022: $22,299Net Assets 2022: $22,2992022Assets 2023: $14,191Net Assets 2023: $14,1912023Assets 2024: $19,113Net Assets 2024: $19,1132024

Highlighted filing

2021

Assets$3,616
Liabilities-
Net Assets$3,616

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2019: $79,582Expenses 2019: $73,591Net Income 2019: $5,9912019Revenue 2020: $91,688Expenses 2020: $92,035Net Income 2020: -$3472020Revenue 2021: $74,204Expenses 2021: $77,338Net Income 2021: -$3,1342021Revenue 2022: $109,827Expenses 2022: $91,144Net Income 2022: $18,6832022Revenue 2023: $94,265Expenses 2023: $102,373Net Income 2023: -$8,1082023Revenue 2024: $110,544Expenses 2024: $105,622Net Income 2024: $4,9222024

Highlighted filing

2021

Revenue$74,204
Expenses$77,338
Net Income-$3,134
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Sep 30, 2021
Return Version
2020v4.0
Gross Receipts
$74,204
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 PRGORAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS- TOTAL OF 98 MEMBERS FOR THE YEAR.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTINA WESTERVELTChapter Life-$0--
REGAN YOUNGPresident-$0--
MONICA CLAGHORNFinance & Op-$0--
LAUREN MCATEEMembership V-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Fraternity
EIN
23-7207810
Phone
2678974348
Address
8702 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Regan Young
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 bank charges 8,151 chapter dues & fees 47,912 other 1,010 recruitment & social 11,112 corporation note 2,139 composite 3,094 merchandise 3,525 total 76,943

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 Appendix103 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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CompensationExplanation/CompensationExplanationGrp/PersonNm0KRISTINA WESTERVELT
CompensationExplanation/CompensationExplanationGrp/PersonNm1REGAN YOUNG
CompensationExplanation/CompensationExplanationGrp/PersonNm2MONICA CLAGHORN
CompensationExplanation/CompensationExplanationGrp/PersonNm3LAUREN MCATEE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MONICA CLAGHORN
IRS990EZ/BooksInCareOfDetail/PhoneNum02678974348
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0WEST CHESTER UNIVERSITY
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0SYKES STUDENT UNION
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAUREN MCATEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER LIFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCE & OP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP V
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt076943
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/ProgramServiceRevenueAmt074204
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MEALS, HOUSING AND SOCIAL PRGORAMS FOR THE LOCAL SOCIAL FRATERNITY MEMBERS- TOTAL OF 98 MEMBERS FOR THE YEAR.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077338
IRS990EZ/TotalRevenueAmt074204
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WCUPA.ALPHAXIDELTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 8,151 CHAPTER DUES & FEES 47,912 OTHER 1,010 RECRUITMENT & SOCIAL 11,112 CORPORATION NOTE 2,139 COMPOSITE 3,094 MERCHANDISE 3,525 TOTAL 76,943
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/BusinessNameLine2Txt0ZETA ETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0237207810
ReturnHeader/Filer/PhoneNum02678974348
ReturnHeader/Filer/USAddress/AddressLine1Txt08702 FOUNDERS ROAD
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046268
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BREWER
ReturnHeader/ReturnTs02021-09-30T11:32:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0REGAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0YOUNG
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

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