Civic Intelligence

Alpha XI Delta Fraternity Beta Lambda Chapter

EIN 25-6089880 • 501(c)7 • Indianapolis, IN

Profile

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.

1389 W 86th Street 350Indianapolis, IN 46260

psu.alphaxidelta.org

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 2025

Liabilities / Revenue

59th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

8th percentile

-40%

Higher net margin than 8% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

7th percentile

-84%

Faster asset growth than 7% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

67th percentile

11%

Faster revenue growth than 67% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$21,158

Down $107,760 (-84%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$21,158

Down $107,760 (-84%) from 2024

Operations
Liabilities / Revenue59th percentileNet Margin8th percentile

Revenue

Up

$267,019

Up $26,032 (+11%) from 2024

Expenses

Up

$374,779

Up $112,639 (+43%) from 2024

Net Income

Down

-$107,760

Down $86,607 (-409%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

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

$200K$150K$100K$50K$0Assets 2019: $90,741Net Assets 2019: $90,7412019Assets 2020: $91,229Net Assets 2020: $91,2292020Assets 2021: $96,298Net Assets 2021: $96,2982021Assets 2022: $124,020Liabilities 2022: $0Net Assets 2022: $124,0202022Assets 2023: $150,071Liabilities 2023: $0Net Assets 2023: $150,0712023Assets 2024: $128,918Liabilities 2024: $0Net Assets 2024: $128,9182024Assets 2025: $21,158Liabilities 2025: $0Net Assets 2025: $21,1582025

Highlighted filing

2025

Assets$21,158
Liabilities$0
Net Assets$21,158
Open 2025 Filing

Operations Trend

Revenue Growth67th percentile

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

$400K$200K$0-$200KRevenue 2019: $197,813Expenses 2019: $178,203Net Income 2019: $19,6102019Revenue 2020: $197,966Expenses 2020: $197,478Net Income 2020: $4882020Revenue 2021: $161,823Expenses 2021: $156,754Net Income 2021: $5,0692021Revenue 2022: $211,270Expenses 2022: $183,548Net Income 2022: $27,7222022Revenue 2023: $226,970Expenses 2023: $200,919Net Income 2023: $26,0512023Revenue 2024: $240,987Expenses 2024: $262,140Net Income 2024: -$21,1532024Revenue 2025: $267,019Expenses 2025: $374,779Net Income 2025: -$107,7602025

Highlighted filing

2025

Revenue$267,019
Expenses$374,779
Net Income-$107,760
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,158
Liabilities
$0
Net assets
$21,158
Revenue
$267,019
Expenses
$374,779
Net income
-$107,760
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$2.67$3.75$1.08
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$2.41$2.62$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$2.27$2.01$0.26
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$2.11$1.84$0.28
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.96$1.62$1.57$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.91$1.98$1.97$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.91$1.98$1.78$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Apr 15, 2026
Return Version
2024v5.0
Gross Receipts
$267,019
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.

Local chapter of a national collegiate social fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$128,918$21,158▼ $107,760
Cash and Non-Interest-Bearing Accounts$128,918$18,879▼ $110,039
Accounts Receivable-$2,279-
Total Assets$128,918$21,158▼ $107,760
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$128,918$21,158▼ $107,760
Total Liabilities and Net Assets / Fund Balance$128,918$21,158▼ $107,760
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Caitlin FreyPresident
Carolyn MeehanChapter Life
Taylor CarlsonFinance & Op
Sophia DonesleyMembership V
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$262,900
Investment Income
$0
Other Revenue
$4,119
Change in Net Assets
$-107,760
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$367,982
Grants and Similar Amounts Paid$6,797
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting---$20,179
Other Expenses---$9,410
Grants to Domestic Orgs---$6,797
All Other Expenses---$3,024
Office Expenses---$1,488
Occupancy---$21
Total Functional Expenses$0$0$0$374,779
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,119
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
Business relationship with 35% controlled entity
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 6

“Organization has members.”

Form 990, Page 6, Part VI, Line 7A

“Members elect the governing body.”

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 Xi Delta Fraternity
EIN
25-6089880
Phone
8625054621
Address
1389 W 86TH STREET 350, INDIANAPOLIS, IN 46260

Signing Officer

Name
Caitlin Frey
Title
President
Phone
8625054621
Signed
2026-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Taylor Carlson
Formed
1942
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Elizabeth Brewer
Phone
8002766342
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Raw XML Appendix245 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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