Civic Intelligence

Alpha Gamma Delta Fraternity Zeta Chapter

990 • Fiscal year 2019 • EIN 25-6085551

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 05, 2020

Organization ProfileN/A
14 University TerraceAthens, OH 45701

(330) 980-6991

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

0.00x

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

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Net Margin

21st percentile

-5.3%

Higher net margin than 21% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

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.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Asset Growth

1st percentile

-71%

Faster asset growth than 1% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-15%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$22,459

Down $56,194 (-71%) from 2018

Net Assets

Down

$22,459

Down $56,194 (-71%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin21st percentile

Revenue

Down

$559,025

Down $95,738 (-15%) from 2018

Expenses

Down

$588,794

Down $62,441 (-9.6%) from 2018

Net Income

Down

-$29,769

Down $33,297 (-944%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$100K$50K$0Assets 2015: $80,491Liabilities 2015: $0Net Assets 2015: $80,4912015Assets 2016: $75,111Liabilities 2016: $0Net Assets 2016: $75,1112016Assets 2017: $75,125Liabilities 2017: $0Net Assets 2017: $75,1252017Assets 2018: $78,653Liabilities 2018: $0Net Assets 2018: $78,6532018Assets 2019: $22,459Liabilities 2019: $0Net Assets 2019: $22,4592019Assets 2020: $24,607Liabilities 2020: $0Net Assets 2020: $24,6072020Assets 2021: $50,787Liabilities 2021: $0Net Assets 2021: $50,7872021Assets 2022: $21,444Liabilities 2022: $0Net Assets 2022: $21,4442022Assets 2023: $54,757Liabilities 2023: $0Net Assets 2023: $54,7572023Assets 2024: $32,015Liabilities 2024: $0Net Assets 2024: $32,0152024Assets 2025: $25,395Liabilities 2025: $0Net Assets 2025: $25,3952025

Highlighted filing

2019

Assets$22,459
Liabilities$0
Net Assets$22,459
Open 2019 Filing

Operations Trend

Revenue Growth10th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2015: $431,339Expenses 2015: $408,336Net Income 2015: $23,0032015Revenue 2016: $626,074Expenses 2016: $631,454Net Income 2016: -$5,3802016Revenue 2017: $507,068Expenses 2017: $507,054Net Income 2017: $142017Revenue 2018: $654,763Expenses 2018: $651,235Net Income 2018: $3,5282018Revenue 2019: $559,025Expenses 2019: $588,794Net Income 2019: -$29,7692019Revenue 2020: $549,011Expenses 2020: $546,863Net Income 2020: $2,1482020Revenue 2021: $481,299Expenses 2021: $455,119Net Income 2021: $26,1802021Revenue 2022: $615,021Expenses 2022: $644,364Net Income 2022: -$29,3432022Revenue 2023: $606,193Expenses 2023: $572,880Net Income 2023: $33,3132023Revenue 2024: $628,794Expenses 2024: $651,536Net Income 2024: -$22,7422024Revenue 2025: $756,676Expenses 2025: $763,296Net Income 2025: -$6,6202025

Highlighted filing

2019

Revenue$559,025
Expenses$588,794
Net Income-$29,769
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 5, 2020
Return Version
2018v3.2
Gross Receipts
$559,038
Mission and Program Overview

Mission

Alpha gamma delta is an international women's fraternity that promotes academic excellence, philanthropic giving, ongoing leadership and personal development and above all, a spirit of loving sisterhood. Guided by our purpose, alpha gamma deltas strive to attain a higher standard, thereby improving their lives, the lives of those around them, and the communities in which they live. Together, we continually work to: inspire the woman. Impact the world.

Local chapter of national collegiate social fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$78,653$22,459▼ $56,194
Rtn Earn Endowment Incm Other Fnds$78,653$22,459▼ $56,194
Total Assets$78,653$22,459▼ $56,194
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$78,653$22,459▼ $56,194
Total Liabilities and Net Assets / Fund Balance$78,653$22,459▼ $56,194
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Jenna GerbusPresident
Carly LeatherwoodChapter Advi
Megan ChapmanFinance Advi
Jessica WoodsVP Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$558,721
Investment Income
$315
Other Revenue
$-11
Change in Net Assets
$-29,769
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$588,659
Grants and Similar Amounts Paid$135
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$435,878
Fees for Services Accounting---$11,857
Conferences and Meetings---$1,065
Other Expenses---$898
Grants to Domestic Orgs---$135
Total Functional Expenses$0$0$0$588,794
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$13
Fundraising Gross Income$2
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
Backup withholding compliance
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 form 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 Gamma Delta Fraternity
EIN
25-6085551
Address
14 UNIVERSITY TERRACE, ATHENS, OH 45701

Signing Officer

Name
Megan Chapman
Title
Finance Advisor
Phone
5134779132
Signed
2020-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Woods
Legal Domicile
Oh
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
25

Preparer

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

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Alpha gamma delta is an international women's fraternity that promotes academic excellence, philanthropic giving, ongoing leadership and personal development and above all, a spirit of loving sisterhood. Guided by our purpose, alpha gamma deltas strive to attain a higher standard, thereby improving their lives, the lives of those around them, and the communities in which they live. Together, we continually work to: inspire the woman. Impact the world.”

Form 990, Part XI, Line 9

“Prior year cash correction -26,425 year end cash was overstated on 2017 return.”

Raw XML Appendix258 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1FINANCE ADVI
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IRS990/Form990PartVIISectionAGrp/TitleTxt3VP FINANCE
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IRS990/FundraisingDirectExpensesAmt013
IRS990/FundraisingGrossIncomeAmt02
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0135
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/IRPDocumentCnt00
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0435878
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALPHA GAMMA DELTA IS AN INTERNATIONAL WOMEN'S FRATERNITY THAT PROMOTES ACADEMIC EXCELLENCE, PHILANTHROPIC GIVING, ONGOING LEADERSHIP AND PERSONAL DEVELOPMENT AND ABOVE ALL, A SPIRIT OF LOVING SISTERHOOD. GUIDED BY OUR PURPOSE, ALPHA GAMMA DELTAS STRIVE TO ATTAIN A HIGHER STANDARD, THEREBY IMPROVING THEIR LIVES, THE LIVES OF THOSE AROUND THEM, AND THE COMMUNITIES IN WHICH THEY LIVE. TOGETHER, WE CONTINUALLY WORK TO: INSPIRE THE WOMAN. IMPACT THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S FORM 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST, WITHIN ONE WEEK OF REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR YEAR CASH CORRECTION -26,425 YEAR END CASH WAS OVERSTATED ON 2017 RETURN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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ReturnHeader/FilingSecurityInformation/IPTm016:21:48
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH M BREWER
ReturnHeader/ReturnTs02020-03-11T16:21:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,459
Liabilities
$0
Net assets
$22,459
Revenue
$559,025
Expenses
$588,794
Net income
-$29,769
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.00$0.25$7.57$7.63$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$6.29$6.52$0.23
2023Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$6.06$5.73$0.33
2022Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$6.15$6.44$0.29
2021Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$4.81$4.55$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$5.49$5.47$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$5.59$5.89$0.30
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$6.55$6.51$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$5.07$5.07$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$6.26$6.31$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$4.31$4.08$0.23